Nelnet jobs in Phoenix, AZ

Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities. The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work. We are seeking experienced Mainframe Developers to support state workforce agency's initiative to expand Unemployment Insurance (UI) Account Numbers from 6 to 9 digits. This role involves modifying legacy COBOL applications, CICS screens, DB2 schemas, and batch jobs to accommodate the expanded field size, ensuring seamless integration across systems and minimal disruption to operations. **JOB RESPONSIBILITIES:** + Analyze COBOL programs, CICS transactions, DB2 tables, and JCL scripts to identify and implement necessary changes for account number expansion. + Update field definitions, linkage areas, and screen layouts to support 9-digit account numbers. + Recompile affected programs and rebind DB2 packages as needed. + Conduct developer unit testing and support user acceptance testing (UAT). + Collaborate with cross-functional teams to ensure consistent implementation across all impacted systems. + Document technical changes and participate in peer reviews. + Support deployment planning and post-implementation activities. + Ensure code quality, maintainability, and compliance with the client's standards and security protocols. **Pay Rate:** _This is a contract position contingent upon project needs, with a compensation range of $90-95 per hour. Please note that this role is_ **_not_** _eligible for Nelnet's benefits package._ **EDUCATION:** Bachelor's Degree in Computer Science **EXPERIENCE:** + Minimum 5 years of experience in mainframe development. + Proficiency in: COBOL (batch and online) CICS (transaction processing and web services) DB2 (SQL, stored procedures, schema updates) JCL (Job Control Language) VSAM, GDG, and flat file handling REXX Scripting (desired, not required) + Experience with Changeman for version control and promotion. + Familiarity with RACF security and IBM zOS operating systems. + Strong understanding of data flows, screen layouts, and field transformations. + Experience with automated testing tools and regression testing strategies. + Ability to work within structured environments and follow established deployment pipelines. **COMPETENCIES - SKILLS/KNOWLEDGE/ABILITIES:** · Attention to detail and strong analytical skills. · Excellent documentation and communication abilities. · Experience working in Agile or Kanban environments. · Ability to collaborate with internal and external stakeholders, including agency developers. · Commitment to secure coding practices and regulatory compliance. · Prior experience with government or public sector modernization projects is a plus. Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK (*************************************** . Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone. Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at ************ or ****************************** . Nelnet is a Drug Free and Tobacco Free Workplace. You may know Nelnet as the nation's largest student loan servicer - but we do more than that. _A lot more._ We're also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that's just a shortlist). For over 40 years, we've been serving our customers, associates, and communities to make dreams possible. 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Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations. Key Responsibilities: * Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools * Analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies * Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations * Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert * Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm * Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Qualifications: * 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience * CFP or CEP designation * Very strong attention to detail * Strong communication skills, both written and spoken * Strong analytical and problem-solving skills * General understanding of global financial markets, asset allocation, and portfolio construction * Series 7 and 66 licensed required or completion within 6 months of hire 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. NY - Expected base pay rates for the role will be between 160,000 and 270,000 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 CO - Salary range for the position: 160,000 - 270,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected. 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).

WHAT WE'RE LOOKING FOR*Must live in the Phoenix area*Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Loss Control Specialist to provide coverage for the greater Phoenix area. The Loss Control Specialist provides expert risk management solutions and loss control services to current and prospective policyholders, identifying potential hazards and risks within the workplace, assessing the insured's safety protocols and procedures, and implementing effective strategies to minimize accidents or injuries and mitigate subsequent workers' compensation claims. This professional provides valuable insights to Underwriting as to workplace findings, assisting them in properly pricing risk, and works closely with our larger policyholders to enhance the overall safety culture within the organization, resulting in fewer incidents and improved operational efficiency. Extensive travel utilizing various forms of transportation, including but not limited to car, plane or train, required.ESSENTIAL RESPONSIBILITIES The Loss Control Specialist will provide Loss Control consultative support to current and prospective policyholders in an assigned territory. This support is aimed to help reduce the frequency and severity of workplace accidents or losses. This will involve visiting worksites, observing and evaluating the environments and risks, writing follow-up reports, providing onsite training and recommendations for improvement. Are you passionate about workplace safety and have a desire to be part of a successful team at a financial institution with on-the-job training? BHHC is looking for a Loss Control Specialist who will have knowledge of a wide range of occupational operations; employee exposures to workplace hazards; knowledge of and ability to execute appropriate controls on exposures; and be familiar with applicable codes, laws, and regulations; and be assigned a territory to provide loss control services for assigned clients in your territory. Manages assigned book of business within a given territory. This includes visiting worksites, observing and evaluating the environments and risks, and writing follow-up reports. Monitors policyholder loss activity and develops loss reduction strategies. Assist policyholders in identifying key objectives to improve safety and loss control at the workplace. Provides consulting and training services to support the account reaching loss control objectives. Serves as a resource to underwriters, brokers, and insureds in the field of safety, loss control, and regulations related to employee safety. Conducts training as appropriate. Develops and participates in presentations to clients, underwriters, other BHHC employees, brokers, and Loss Control vendors. Reviews underwriting requests for loss control services and coordinates assignment of work with other loss control staff and supervisors. Performs special assignments and projects as assigned. REQUIRED QUALIFICATIONS Bachelor's Degree from an accredited college or university required Bachelor's Degree In Occupational Safety and Health, Environmental Health & Sciences, or a related discipline. Preferred Valid Drivers License Ability to travel with overnight stays Associate Safety Professional (ASP), Graduate Safety Professional (GSP) - Preferred Graduate Safety Professional (GSP) - Preferred Occupational Safety and Health Technologist (OHST), or similar certification - Preferred EXPERIENCE Minimum of 3 years providing loss control or occupation-related safety services, preferably with worker's compensation insurance carrier. Required Experience developing, implementing, and auditing safety management systems for organizations required. Experience applying high-level investigation techniques and protocols in complex work environments and performing analysis on varying incident data to identify patterns and root causes to develop creative, effective mitigation recommendations. Experience using formal analytical tools (e.g., Fishbone, Failures Modes and Affect, Fault Tree, etc.) Experience with development of emergency response plans. TECHNICAL SKILLS Expert knowledge of Occupational Health and Safety (OSH) Regulations and standards; relevant industry legal and regulatory compliance requirements. Demonstratable ability to conduct complex risk assessments in and develop effective risk management strategies for common loss sources. Expert knowledge of industry-standard investigation techniques and protocols and incident data analyzation. Expertise with safety management systems (e.g., OSHA 1910, OSHA 1926, OHSAS 18001, ISO 45001). Thorough knowledge of specific equipment, machinery, processes, and hazards related to manufacturing, construction, healthcare and service industries. Expertise in development of emergency response plans. Proficiency in data analysis and reporting - demonstratable ability to collect, analyze, and interpret safety data to identify trends, track progress, and provide meaningful reports to clients and stakeholders. Knowledge of office operations, workflow analysis, and current technologies in telecommunications, data entry, and file management. Proficient in the Microsoft Office suite of applications and able to quickly master proprietary and vended software applications. WHAT WE OFFER Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. These stores offer aggressive compensation packages based on experience. Also, there are highly competitive benefits with an outstanding 401(k) that includes an employer match. Ideal candidates will have successful automotive controller experience with references available. The position requires leadership qualities with strength in controlling expenses and quality balance sheet skills. Benefits: * Paid training and development * Company-wide Controller Meetings and Training opportunities * Employee discounts * Career growth opportunities * Medical, dental, and vision coverage * Paid vacation * 401(k) with employer match Responsibilities: This position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards. * Maintain a documented system of accounting policies and procedures * Oversight of the accounting office personnel along with all aspects of the general ledger and financial statements * Partner with the General Manager to manage the financial results of the dealership * Recommend benchmarks against which to measure the performance of company operations * Responsible for adherence to dealership policies and internal control structure * Proactively manage and safeguard company assets * Actively manage expense structure and vendors * Prepare the daily, weekly, and monthly reports required by the management team * Work with the management staff of the dealership to review the data and prepare reports/analysis as necessary Qualifications: The controller candidate should have a Bachelor's degree in accounting or business administration, or equivalent Dealership Controller experience (3+ years preferred). * Must have strong CDK DMS experience * Self-motivated, goal-oriented and enthusiastic presence in a team environment with the ability to lead and influence others * Ability to be analytical, problem solve and multi-task * Experience building strong teams * Consistent and stable work history * Valid driver's license and clean driving record * Professional appearance and work ethic * All potential employees must pass pre-employment testing including a background check and drug screen Company Overview: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states. The company sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised auto dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure their dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. Th...Berkshire Hathaway Automotive, Berkshire Hathaway Automotive jobs, careers at Berkshire Hathaway Automotive, Auto jobs, careers in Auto, Irving jobs, Texas jobs, Accounting & Finance jobs, Automotive Dealership Controller

The Priority Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: * Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience. * Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals * Must be able to remain composed, professional and maintain control in high-pressure or volatile environments * Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients * Can identify, recruit, develop and retain key talent * Utilize independent decision-making skills to handle and resolve issues * Set and manage team standards around attendance, performance metrics, and service quality * Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment Minimum Qualifications: * Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification * Minimum Years of Experience: 2+ years Preferred Skills: * Education: Bachelor's Degree preferred * Evidence of strong leadership capabilities and previous supervisory experience * Ability to attract and nurture talented individuals into a successful relationship management organization * Proven track record in handling and resolving complex client issues * Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters * Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs * Ability to work independently * Outstanding oral and written communication skills * Excellent organizational skills, with the ability to handle multiple tasks * Proficient in MS Word, Excel, PowerPoint, and Salesforce WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This position requires a self-motivated, detail-conscious administrative assistant who will support the administrative duties and marketing account management of Berkshire Hathaway Automotive affiliated dealerships and the Advertising Consultants. This position offices out of our Scottsdale, Arizona office. BENEFITS: * Fast paced work environment * Paid training and development * Career growth opportunities * Medical, vision, and dental coverage * Paid vacation * 401(k) with company match Essential Responsibilities And Duties: * Assist to pull and collect media performance reports such as CRM traffic reports, Call Measurement Reports, Website Analytics, and radio, television and cable web traffic reports associated media promotions, etc. * Assist all Advertising Consultants on the Marketing budgets, such as adding flight dates to calendars and media production deadlines * Project request support as needed for Advertising Consultants while they are traveling * General follow up and management of projects in progress such as eBlasts, artwork, information requests, and Workamajig entry * Help with getting final approvals on eNewsletters and eBlasts from the point person at the dealership * Assist in the trafficking of radio and TV/cable spots for Advertising Consultants as needed * Assist to work with Account Analyst to maintain and update marketing and other reports for Advertising Consultants * Assist Advertising Consultants with special projects including filing, creation of sales campaign one pagers, proposals, research on competitive advertising and other duties assigned * On behalf of the Advertising Consultants, coordinate the assignment of Call Measurement numbers, and other tracking codes to measure response for dealerships * Assist with co-op documentation for media buys and provide clients and marketing managers with support as required * Assist with vendor sourcing as needed * Maintain account management files including client and contract files as needed * Assist with event management as assigned * Support Director of Marketing on various assignments and meeting preparation * Occasional dealership visits to have an understanding of the Marketing/Advertising Consultant role Qualification Requirements: Education And/Or Experience: * Bachelor's Degree in (B.A or B.S.) Broadcasting/ Communications, Advertising, Public Relations or related field * Proficient in Microsoft Office Suite Programs including Excel and Word Skills/Knowledge And Ability: * Ability to manage multiple projects and schedules to meet deadlines * Ability to adjust set priorities and adjust workflow as required * Interest and working knowledge automotive sales and business principles * Must be extremely organized and detail oriented Company Overview: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states. The company sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised auto dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure their dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership. Overview: This position requires a self-motivated, detail-conscious administrative assistant who will support the administrative duties and marketing account ma...Berkshire Hathaway Automotive, Berkshire Hathaway Automotive jobs, careers at Berkshire Hathaway Automotive, Auto jobs, careers in Auto, Irving jobs, Texas jobs, General jobs, Marketing Coordinator

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The VP of Compliance will be responsible for coordinating with stakeholders across GUARD and translating compliance plan goals into executable testing and monitoring, reporting results, and engaging in remediation and value-add partnerships. This dynamic and flexible role will be a resource to leadership and day-to-day business staff. Reporting to the Head of Compliance, the VP will have the following responsibilities: ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTABILITIES Assist with operationalizing a modern, best-in-class Compliance Department, focusing on commercial insurance across multiple lines of business. In partnership with business unit leaders, develop written policies and procedures to keep the business in compliance with insurance-specific and -related laws and regulations. Work with other control functions and business units to develop and monitor appropriate controls to prevent, detect, and resolve compliance breaches. Engage collaboratively with business unit leaders to ensure regulatory compliance across all areas of the business, including Underwriting, Claims, Distribution, Product, Premium Audit, Customer Service, and more. Monitor, review, research, and assist with implementation of applicable state regulatory changes. Engage with regulators and respond to regulatory inquiries, investigations, and market conduct issues in coordination with business units and the broader Legal & Compliance department. Design and implement compliance training programs for employees of the company. Bring a business-first mindset to partner with company leaders and enable action through a pragmatic and collaborative approach Qualifications 10+ years of experience in a compliance role at a national insurance company Experience leading, managing, and developing teams of people, both directly and as part of a highly-matrixed organization Experience building compliance policies, procedures, training, risk assessments, and periodic plans Experience planning, executing, reporting on, and following up on compliance reviews Deep knowledge of commercial insurance laws and regulations, including those addressing product design, underwriting, policy termination, marketing and distribution, agency regulation, licensing, privacy, cybersecurity, artificial intelligence, anti-discrimination, claims handling, OFAC, AML Experience dealing with regulators as part of financial and market conduct examinations is a plus Deep knowledge of industry standards, customs, and practices relating to compliance Salary Range: $140,000-$280,000 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job duties are performed onsite in an office or home office work environment. This position requires the employee to be available for the full duration of their scheduled shift. This position may require some travel to other locations for training opportunities. This position requires a reliable internet connection for working from a home office. The home office is required to be a space free from distractions and supportive of a confidential environment. Work is generally performed in professional office environments. The individual in this position routinely uses standard office equipment (e.g. computers, phones, photocopiers, filing cabinets, fax machines, etc.) The noise level in these work environments is usually moderate. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk entering information into a computer and reading information presented on a computer monitor and on paper. The employee is required to have the ability to talk, hear and understand others in person, on the telephone, via video conferencing equipment, or a headset.

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement. Role Responsibilities: * Actively develop the team to deliver a high-quality client experience * Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals * Educate the team on changes in policies and procedures * Stay current with new products and services * Handle and resolve client escalations independently * Assist Priority RMs with daily tasks and pipeline management Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration * Minimum Years of Experience: 1+ years Preferred Skills: * Series 9/10 licenses & Trader Certification preferred * Possesses strong business development and marketing skills, with a drive to consistently achieve top results * Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools * Highly collaborative in a team-oriented environment * Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment * Proven track record in handling and resolving complex client issues * Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters * Demonstrates self-confidence and the ability to maintain composure in difficult situations * Ability to work independently * Proficient in MS Word, Excel, PowerPoint, and Salesforce WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA team including: * Supporting the FA team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team * Supporting the FA teams' marketing strategy (e.g., website maintenance) * Assist FA teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The primary focus of the role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. * Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. * Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: * Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. * Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. * Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: * Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. * Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. * Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. * Leverages the resources of the Firm to achieve the highest level of success. * Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: * Accountable for the Branch's sales performance and financial performance as well as other assigned branches. * Proactive involvement in lateral and trainee recruiting and development. * Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. * Responsible for establishing a core compliance model in offices under supervision. * Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. * Responsible for executing the Annual Supervisory Plan. * Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience * 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) * Other licenses as required for role or by management Skills * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Branch level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Direct: Market Executive Direct Reports: * Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. * This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. * All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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. 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).

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs. Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley's Code of Conduct. You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. A Typical Workday as a Financial Services Representative includes: Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning. Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave Commitment to Diversity and Inclusion. Employees are encouraged to give back to your community. Qualifications What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency MUST be flexible to work a hybrid schedule (3 days a week in office). 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Complex Liability Adjuster, where you'll play a crucial role in managing Commercial General Liability (CGL) and Business Owners Policy (BOP) claims with precision and expertise. We're looking for someone who thrives in high-stakes environments, communicates with confidence, and knows how to navigate the legal landscape with precision. Key Responsibilities: Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments. Review and analyze evidence, reports, and medical records to establish damages and reserves. Interview insureds, claimants, and witnesses to gather essential information and build strong cases. Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively. Manage litigated claims involving CGL and BOP policies, including coordination with defense counsel, litigation strategy development, and resolution planning. Process payments efficiently, ensuring timely resolution of claims. Qualifications Prior experience adjusting Commercial General Liability claims with a proven track record in litigation is required. Juris Doctorate (JD) preferred, reflecting the value we place on strong legal acumen in managing complex liability claims. Licensing: Active TX All Lines License, or willingness to obtain one at company's expense. Exceptional written and verbal communication skills. Strong organizational and computer skills. Excellent time management skills with the ability to prioritize tasks effectively.

Why GMF Technology? Innovation isn't just a talking point at GM Financial, it's how we operate. From generative AI and cloud-native technologies to peer-led learning and hackathons, our tech teams are building real solutions that make a difference. We're committed to AI-powered transformation, using advanced machine learning and automation to help us reimagine customer interactions and modernize operations, positioning GM Financial as a leader in digital innovation within a dynamic industry. Join us and discover a workplace where your ideas matter, your development is prioritized, and you can truly make a global impact. About this role: The Support Technician I is responsible for providing hardware and software support, including the installation, configuration and maintenance of desktops, laptops, tablets and peripherals used in the day-to-day operations of the business segments supported. Support Technician I's are expected to continually expand their knowledge on current and emerging technologies. Assist Support Technician II with researching, implementation and documenting proven best practice standards which require communication between technical IT staff, business management and vendors while building positive relationships. The Support Technician I will interact with end users, through direct or remote assistance, or field site visits to provide customer-oriented technical support. The Tech Support I position will also be responsible for supporting meeting events, training classes and presentations and should have a strong working knowledge of audio visual technologies. Hybrid Environment: 4 days onsite, 1 day remote. Onsite is at our Chandler, AZ office What makes you a dream candidate? Ability to correct PC related problems in a timely manner Basic knowledge of networking concepts including TCP/IP, Subnetting, Routing, DHCP, and DNS Basic knowledge of operating systems, applications and associated hardware (e.g., Windows Desktop OSs, Windows Server OSs, OS/,UNIX/Linux) Knowledge of PC hardware and software Support-level knowledge of the Windows desktop Operating Systems Basic knowledge of audio visual technologies Basic knowledge of WebEx collaboration software Excellent customer service skills Ability to accept change and to adapt to shifting organizational challenges and priorities Ability to analyze problems, correlate data from multiple sources and communicate pertinent information to the appropriate support teams Ability to evaluate problems and issues quickly, and to make recommendations for courses of action Ability to manage multiple tasks at one time while remaining cool under pressure Ability to prioritize tasks and ensure their completion in a timely manner Analytical and troubleshooting skills Strong interpersonal, verbal and written skills Experience and Education 0-2 years of related experience and/or training in enterprise technical support; equivalent combination of education and experience required Experience with remote desktop management technologies (e.g. SCCM, imaging, RDP, etc.) required High School Diploma or equivalent required Bachelor's Degree in related field or equivalent work or military experience preferred Relevant professional certification a plus (A+, Net+, MSP, ITIL, etc.) preferred A valid state driver's license Required Limited travel may be required to support business needs What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays. Our Culture: Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive. Compensation: Competitive pay and bonus eligibility Hybrid Environment: 4 days onsite, 1 day remote. Onsite is at our Chandler, AZ office Maintain and support hardware and software throughout the organization Support meeting events, training classes and presentations Develop and maintain a strong working knowledge of audio visual technologies Complete assigned requests and incidents based on the Service Now ticketing system Follow IT Asset Management procedures for the tracking, transporting, receiving, and disposing of company technology assets. Maintain and validate Asset Management Reports Conduct hardware preparation and setup for end users Investigate and resolve issues with hardware, software (purchased and proprietary), the network and antivirus environment functionality Coordinate and transport equipment deliveries (e.g. equipment, supplies, etc.) for the purpose of providing materials at the job site, bringing equipment in or repairs, or preparing for disposal Ensure completion of assigned projects in a timely manner Contribute to the Service Now Knowledge Base Test hardware and software for future upgrades Adhere to and communicate IT Service management policies and procedures Provide first level support of phone equipment

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do. Morgan Stanley Private Bank, National Association ("MSPBNA") a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. MSPBNA is seeking to hire candidates for the position of Mortgage Specialist for the Morgan Stanley Home Loans team. As a Mortgage Specialist (MS), you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle. The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership and demonstrates a collaborative pro-active approach is critical for this role. Position can be based: (a) in our Dallas, TX office or (b) Tempe, AZ office Job Description/Position Responsibilities: * Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers * Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process * Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate * Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations * Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title * Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings * Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) * Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary * Provide perspective and feedback relative to client experience enhancements and process efficiencies Qualifications * Requires 2 years in Morgan Stanley Associate Mortgage Specialist role. * Established track record of developing and maintaining Client relationships * Proven track record of meeting individual and organizational loan production goals while maintaining a large client base * High school diploma or equivalent required * Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry ("NMLS") as a mortgage loan originator Skills/Abilities: * Extensive knowledge of mortgage products and client service experience * In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID * Strong communication skills, both written and verbal, and interpersonal skills required * Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly * Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience * Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and Asset Management. MSWM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist" or "VPBS") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors and their clients. Position Responsibilities: * Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to the subject matter expert * Act independently in making financial recommendations on banking and lending products to the FAs * Provide the best banking and lending financial advice to clients in conjunction with FAs * Partner with assigned Private Banker providing direct and backup support as necessary * Establish a reputation of execution and excellence to gain confidence of FAs and Private Bankers to fully develop the banking opportunities with their clients * Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs * Adhere to established distribution process to realize established revenue, product and FA / client satisfaction goals, consistent with providing sound financial banking and lending advice * Develop and maintain adequate marketing pipeline to meet revenue targets. Maintain pipeline reports on an ongoing basis. * Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information required to make credit decisions. * Collaborate with Region Manager on initiatives supporting the region * Ensure a coordinated business development and service process with product partners. Manage FA expectations throughout relationship and service. cycle * Provide product feedback to product managers to generate FA productivity improvements and product enhancements * Communicate new product and policy enhancements to FAs and branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Experience: * Minimum of 5 years' experience with an investment, commercial or private bank * 4 years of client service, business development and/or Sales Desk experience * Experience in understanding the financial needs of all types of clients * Bachelor's degree preferred, or relevant work experience Skills/Abilities: * Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Excellent verbal and written communication skills * Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results * Ability to understand the financial needs of the retail brokerage clientele * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Software proficiency (e.g., Word, Excel, PowerPoint) * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Strong interpersonal collaboration and team skills including working with cross- functional teams 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 $58,000 and $135,000 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).

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program. DUTIES and RESPONSIBILITIES: * Leverage the firms Portfolio Management ("PM") program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group ("PMG"), a sub-division of the Consulting Group ("CG") * Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives * Lead meetings to discuss investment strategy options and performance * Manage client interaction by participating and driving client prospecting and meetings * Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy * Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. * Critically examines and rebalances current portfolio holdings when necessary * Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation * This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) Education and/or Experience * College degree or professional certification required * 10 or more years of relevant work experience preferred * Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy * Additional product licenses may be required * Minimum of 5 years FINRA Registration preferred Knowledge/Skills * Financial industry and product knowledge * Effective written and verbal communication skills * Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: * Market Executive and dotted line to the Assistant Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities As an DevOps Engineer on our Technology Services Team, you will play a key role in the design, planning, and execution of projects related to GUARD's server, storage, backup, and virtualization environments in the cloud. An ideal candidate should be able to understand and implement public cloud IaaS, PaaS, and SaaS solutions, as well as analyze and resolve complex issues related to these areas. Monitor system performance and capacity and provide proactive remediation. Provide cloud services estimates and identify trends and opportunities for process and technology advancements to critical Infrastructure. Act as a technical escalation point for team members. We are seeking an Infrastructure Engineer to work out of one of these locations: Corporate Office in Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, Chicago, IL, Alpharetta, GA, or Dallas-Fort Worth, TX. Responsibilities: Lead and participate in Azure cloud infrastructure projects. Design and implement infrastructure technical solutions that exhibit high levels of performance, security and scalability, while keeping any risks/impacts to the business in mind. Develop and implement complex cloud environments, focusing on infrastructure as code (IaC) using tools like Terraform, Pulumi, ARM templates, BluePrint. Experience with Azure DevOps or Github Actions. Create, manage, and understand Azure resources such as app gateways, load balancers, storage accounts, Azure Files, app services, NSGs, virtual desktops/pools, backup/polices, Site Recovery, Azure Backup, etc. Deliver technical leadership in the engineering and architecture of GUARD's server, storage, and cloud infrastructure. Guide IT Administrators to ensure proper execution of project designs and ongoing conformity to policy. Ensures infrastructure meets compliance and security standards through audits and tools like Azure Policy. Ensures disaster recovery / backup solutions are operational, maintained and meeting the business needs. Ability to diagnose and resolve cloud infrastructure related problems. Document systems, processes, and/or procedures. Ability to respond to and investigate security alerts. Track industry trends and maintain knowledge of new technologies to better serve the enterprises architecture needs. Demonstrated experience in balancing multiple priorities and managing a variety of projects with strong attention to detail. Ability to mentor and knowledge share as needed to team members and peers. Availability after hours for critical systems maintenance\issues. Participation in On-Call rotation. Salary Range $65,900.70-$152,611.80 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications 5+ years of public cloud (Azure) engineering experience. Solid understanding and experience with Infrastructure as Code. Primary focus on security across all areas of responsibility. Deep understanding of Active Directory, DNS, DHCP, and Windows Server 2016-2022. Experience with Entra ID, Defender for Cloud, and compliance. Hands on administrative experience with SIEM technologies Knowledge of networking and an understanding of traffic flow, subnets, TCP/UDP, and IP communication. Familiarity with cloud backup and disaster recovery methodologies. IT service delivery mindset with a friendly and positive attitude. Excellent communication skills with an ability to articulate complex information in an easy to understand manner. Applicants must be authorized to work in the U.S. without current or future sponsorship.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. Primary Responsibilities: * Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit * Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets * Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes * Process, review and resolve any exception items to ensure accurate reporting of client investments * Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients * Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy * Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback * Understand and effectively utilize the group's systems, infrastructure, platforms and business processes * Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members * Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians Knowledge and Skills Required: * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments * Detailed understanding of performance calculations, including measurement and attribution * Detailed understanding of alternative investments and their corresponding transactions, including private equity, hedge funds, and direct investments * Must be detail-oriented, with an ability to multi-task and manage competing priorities * Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations * Strong organizational and project management skills * Ability to work independently and effectively on a team, with demonstrated leadership abilities * Technical background with strong analytical and quantitative skills * Exemplary verbal and written communication skills Qualifications * 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other investment reporting platforms a plus * Experience working with complex datasets and relational databases. Experience with Dataiku a plus, but not required * Technical background with strong analytical and quantitative skills; proficient in SQL, Python or Excel VBA a plus * Undergraduate degree in accounting, finance, economics, data, or related field * FINRA Series 7 and 66 is a plus, though not required * Industry designations including CIPM, CFA or significant progress preferred, but not required 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 $57,000 and $115,000 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).

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 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).