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Nelnet jobs in Providence, RI

- 74 jobs
  • IT Quality Assurance Analyst - Contract Role (AN)

    Nelnet 4.4company rating

    Nelnet job in Providence, RI

    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 a detail-oriented Quality Assurance Analyst to support a state agency's workforce initiative to expand Unemployment Insurance (UI) Account Numbers from 6 to 9 digits. This role will be critical in validating the integrity, performance, and security of modified legacy systems, ensuring that all changes meet acceptance criteria and regulatory standards. · Collaborate with developers and business analysts to design and execute test plans for COBOL, CICS, DB2, and batch components. · Perform unit, integration, regression, and user acceptance testing (UAT) across multiple environments. · Automate test cycles using tools such as 3270 emulator software and IBM InfoSphere Optim Test Data Management Solution. · Compare test results between legacy and updated systems to validate consistency and correctness. · Document test cases, results, defects, and resolutions. · Coordinate with client stakeholders to align testing efforts with project milestones and deployment schedules. · Ensure testing environments are properly configured and maintained. · Support the final go/no-go decision process through comprehensive test reporting and validation. **Pay Rate:** _This is a contract position contingent upon project needs, with a compensation range of $72-$77 per hour. Please note that this role is_ **_not_** _eligible for Nelnet's benefits package._ **EDUCATION:** Bachelor's Degree in Computer Science and/or commensurate experience. **EXPERIENCE:** + Minimum 3 years of experience in software quality assurance or testing roles. + Strong understanding of mainframe systems and testing methodologies. + Experience with:COBOL, CICS, DB2, JCL, 3270 emulator tools (e.g., OpenText Hummingbird), IBM InfoSphere Optim Test Data Management Solution + Familiarity with automated testing frameworks and regression testing strategies. + Ability to analyze and validate data transformations and field expansions. + Experience in UAT coordination and execution. + Strong documentation and communication skills. **COMPETENCIES - SKILLS/KNOWLEDGE/ABILITIES:** + Analytical mindset with a focus on detail and accuracy. + Ability to work independently and collaboratively in cross-functional teams. + Experience with government or public sector systems is a plus. + Familiarity with secure coding and testing practices. + Comfortable working in Agile or Kanban environments. + Proactive in identifying risks and proposing mitigation strategies. 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. EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************
    $56k-72k yearly est. 14d ago
  • IT Mainframe Developer - Contract Role (AN)

    Nelnet 4.4company rating

    Nelnet job in Boston, MA

    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. EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************
    $69k-88k yearly est. 13d ago
  • Registered Service Associate

    Morgan Stanley 4.6company rating

    Boston, MA job

    Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: * Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing * Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day * Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals * Assist with processing of trade adjustments and responding to operational alerts * Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner * Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements * Remedy and/or escalate service breaks to management team * If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated OTHER: * Assist with special projects (e.g., recruit onboarding support) * Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features * Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed * Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) * Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers * Organize and track progress against operational remediation projects 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) required Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills and ability to prioritize tasks * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports to: * Service 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).
    $90k-127k yearly est. Auto-Apply 60d+ ago
  • Associate, Wealth Strategies Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. 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 $90,000 and $100,000 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).
    $90k-100k yearly Auto-Apply 50d ago
  • MSIM- High Yield Research- Analyst

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities * Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. * Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. * Prepare detailed initiation of coverage research reports and periodic updates. * Take part in due diligence meetings with management teams. * Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. * Work on special projects and assignments for the High Yield Team. * Responsibility increases are based on merit and investment performance. Job Requirements * A bachelor's degree and approximately 0-2 years of relevant work experience * Strong academic record combined with extracurricular achievements * Outstanding oral and written communication skills * Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective * The ability to function reliably and independently with a high degree of accuracy and attention to detail * Understanding of the corporate bond and equity markets 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 $100,000 and $125,,000 per year for Associate level 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).
    $100k-125k yearly Auto-Apply 60d+ ago
  • Market Manager

    Morgan Stanley 4.6company rating

    Boston, MA job

    The primary focus of the Market Manager 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. 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).
    $112k-169k yearly est. Auto-Apply 60d+ ago
  • Principal Specialist, Corporate Security

    Sallie Mae Inc. (SLM Corp 4.1company rating

    Newton, MA job

    When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute The Principal Specialist, Corporate Security will be responsible for supporting the execution of security protocols and ensuring adherence to security policies and procedures. The receptionist/security officer will serve as the first point of contact for visitors, creating a welcoming and professional atmosphere. Greet guests, employees and staff with a friendly demeanor, ensuring they feel valued and well attended. Answer and direct incoming calls efficiently, providing accurate information and forwarding messages as needed. Manage visitor check-in and check-out procedures, ensuring security protocols are followed. Issue visitor badges and maintain a log of all visitors for safety and accountability. Work closely with other staff members to ensure smooth operations and support team objectives. Participate in team meetings and contribute ideas for improving reception services. What You'll Do * Assist in the enforcement of corporate security policies, protocols, and procedures. * Support the execution of security measures, including access control systems, surveillance systems, and physical security protocols. * Review Logbook, Temporary Post Orders and Revisions to Original Post Orders sections of post orders. * Review any equipment and keys (if any) and ensure that it is in good condition. * Monitor access control & VMS. * Maintain a daily Security Officer Report and save in the guard force shared drive. * Answer lobby desk phone and provide customer assistance. * Issue visitor, contractor, and temporary access badges. Screen all visitors. * Contact the Security Operations Center (SOC) for customer request approvals (desk unlocks, etc.) * Maintain visitor logs. * Assist with basic inquiries and provide information about the company services. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What You Have Minimum education, skills and experience required. * Demonstrated interest in corporate security and a basic understanding of security principles and best practices. * Familiarity with security technologies, such as access control systems, surveillance systems, and incident response tools. * Strong attention to detail and organizational skills, with the ability to follow established security protocols and processes accurately. * Effective written and verbal communication skills, with the ability to communicate security-related information clearly and concisely. * Ability to work collaboratively within a team environment, supporting the goals and objectives of the corporate security team. * High school diploma or equivalent; additional certification is a plus. * Previous experience in a receptionist or administrative role preferred. * Strong communication and interpersonal skills. * Proficient in MS Office Suite and basic office equipment. * Ability to multitask and manage time effectively. Preferred education, skills, and experience. * High School Diploma or equivalent. * Prior experience in security operations, or a related field is preferred. * 1-3 years of experience in corporate security, customer service or a related field is highly desirable. The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $81k-109k yearly est. Auto-Apply 60d+ ago
  • Vice President - Investment Management Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    We're seeking someone to join our team as a Vice President in Investment Management Operations to play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations. The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion of all client deliverables. Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. The Transition team focusses not only on institutional segregated business but also on proprietary fund launches or closures. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business * Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities * Organizing regular huddle meetings & training sessions with India * Joint oversight of State Street Transitions team * Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned * Co-responsibility with global * Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities * Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers * Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities * To provide daily support to a suite of clients for queries ranging from reporting to investment decisions * Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks. * Close liaison with sales and the client to ensure that client expectations are understood and accomplished * Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation. * Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles * Ensuring all procedural documentation is up to date and accurate * Provide and implement recommendations for process improvements, including workflow and technology * Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency * Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels What you'll bring to the role: * Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events * Strong attention to detail * Excellent organizational and project management skills * Strong business sense and excellent judgment * Good knowledge of the custody environment * Stakeholder management * Strong risk awareness and communication skills * Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams. * Comfortable dealing with senior individuals and management across these functions 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 $105,000 and $156,000 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).
    $105k-156k yearly Auto-Apply 5d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Creating and managing securities with a focus on automation, data quality and risk mitigation. Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: 2+ years of experience in the asset management side of the investment management industry. Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. Proficiency with data querying tools such as PL/SQL and MSSQL a plus Proficiency with market data providers such as Bloomberg and Refinitive a plus Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus Strong organizational skills with strict attention to detail. Demonstrated success working in a high volume, high intensity environment. Demonstrated commitment to risk control and management. Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. Excellent oral and written communication skills. Professional and decisive with outstanding business judgment and ability to see issues through to resolution. Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 8d ago
  • Intern

    Morgan Stanley 4.6company rating

    Westborough, MA job

    Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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).
    $33k-43k yearly est. Auto-Apply 60d+ ago
  • Citi Private Bank - UHNW Private Banker

    Citigroup Inc. 4.6company rating

    Boston, MA job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $132k-207k yearly est. 3d ago
  • Director - Real Estate Accounting Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley manages a line of tax-managed alternative investment products with AUM of approximately $64.0 Billion, including real estate assets of approximately $9.6 Billion, consisting of over 145 real properties. The real estate assets consist of property investments in various ownership structures and varying markets and sectors. Independent property management companies manage the real estate assets. We're seeking someone to join our team as a Director as part of a team of experienced accounting professionals responsible for performing the accounting and reporting for the entire real estate investment portfolio. The team's primary responsibilities include performing operational and accounting functions related to real estate investments and the Funds, analyzing and accounting for real estate transactions, financing, and other activities in a dynamic environment. The team provides on-going support to and works collaboratively with the Eaton Vance Real Estate Investment Portfolio Management Group. This position requires the candidate to have a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, and an interest in the investment management industry. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Maintain an experienced understanding of the business line, firm and real estate investments held in a competitive environment. Prepare and review daily and monthly property accounting and reporting for a portfolio of currently 145+ investment properties and 9+ property management firms within stringent deadlines. Prepare detailed accounting entries for real estate transactions within stringent deadlines. Perform the team's operational and accounting functions for both the Alternative Investment Funds and the related subsidiary real estate investments. Such responsibilities may include; credit facility and mortgage debt administration and compliance, monitoring of cash movements, distributions and contributions from/to real estate investments, maintenance of investment trial balances, accrual accounting, developing and providing accounting instruction to service providers, loan borrowings and repayments, assisting with external and internal audits, monitor and process invoices and other expense accounting to include insurance and real estate taxes. Provide on-going support to the Real Estate Investment Group. Play a role in ensuring a strong control environment and monitor risks. Contribute to the optimization of the use of technology solutions and existing platform subscriptions. Adapt to and learn innovative technologies as needed. Contribute to firm initiatives. Play a contributing role in administering existing technology platforms and creating solutions using AI and modern technology. Strong accountability for accuracy and completion of assigned deliverables while meeting deadlines. Play an integral contributing role in daily collaborations with internal teams as well as multiple outside service providers. Outside service providers include property managers, banks, custodian, and audit professionals. Maintain and build relationships with peers in department, immediate supervisor, peers in other departments and with exposure to senior staff. May have responsibility for training staff and have supervisory responsibilities. Participation in firm initiatives and adherence to firm policies, procedures, and training. What you'll bring to the role: Continuous focus in building strong relationships internally and externally. Effective use of technology solutions and existing platform subscriptions and develop and learn modern technology solutions. Ability to use independent judgement and ability to work independently. Developing supervisory, training skills, and providing input into resourcing decisions. Maintain strong written and oral communications. Understand and maintain a strong control environment. 1. Experienced understanding of Real Estate Accounting. Bachelor's and/or master's degree in accounting or finance. A CPA candidate, or CPA with public accounting experience, preferred. A minimum 4-6 years demonstrated progression of audit, accounting and reporting experience within the Real Estate and Investment industries, with a strong knowledge of GAAP. Strong detail orientation skills with a superior work ethic. Excellent organization, time management, problem solving and communication skills. Advanced technology skills preferred. Skilled working with Alteryx, PowerBi, preferred. Experience with RealPage Asset Monitoring software a plus. 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 $80,000 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).
    $80k-115k yearly Auto-Apply 45d ago
  • Executive Director, Investment Solutions Strategist & Equity Analyst - Specialty Solutions Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market analysis, track investor trends, and support product launches. Act as a conduit between investment and distribution teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). Identify secular growth opportunities as well as risks across a broad investment universe. Pursue a long-term investment approach balancing investment and tax considerations. Utilize both qualitative and quantitative research to generate actionable investment insights. Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: Minimum 10-15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred CFA or Master's degree in business or finance Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders Proven track record of generating alpha over an extended investment horizon Superior understanding of securities analysis, valuation methods, and investment research techniques Excellent communication, presentation, and interpersonal skills Strong leadership and decision-making skills Advanced computer proficiency and strong attention to detail Willingness and ability to travel Who you are: Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. 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).
    $103k-133k yearly est. Auto-Apply 6d ago
  • Sr Credit Analyst I

    GM Financial 4.8company rating

    Westborough, MA job

    Why GM Financial? GM Financial is the wholly-owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. At GM Financial, our team members define and shape our culture - an environment that welcomes new ideas, fosters integrity and creates a sense of community and belonging. Here we do more than work - we thrive. Our Purpose: We pioneer the innovations that move and connect people to what matters. This role supports the GM Financial Credit Center. What Makes You a Dream Candidate Knowledge of sales, credit and funding processes in consumer finance Knowledge of motor vehicle retail installment documentation Knowledge of the company's credit policies Working knowledge of consumer credit, credit laws and regulations Knowledge of the retail automobile finance industry Knowledge of indirect retail auto financing Knowledge of State and Federal regulatory requirements Knowledge consumer finance and banking environment Strong analytical and problem solving skills Superior customer relations skills Effective communication skills including verbal, written, and presentation Sales skills necessary to develop and maintain productive dealer relationships Negotiation skills Experience High School Diploma or equivalent required, Bachelor's Degree preferred 2-3 years of relevant experience preferred 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 Work Life Balance: Flexible hybrid work environment, 2-days a week in office #LI-Hybrid #LI-AV1 #LI-Hybrid #LI-AV1 About The Role: The Senior Credit Analyst I is responsible for researching and analyzing credit risks, assessing credit history and approving or denying extension of credit to potential customers. This team member has contact with other company departments, as well as automobile dealers, and other finance and credit sources. In addition, the Senior Credit Analyst will manage relationships and negotiate with automobile dealers, administer inbound applications and phone calls, and adhere to State and Federal regulations and compliance standards. In This Role You Will: Analyze credit data to determine the degree of risk involved in extending credit Make decisions to approve or deny the extension of credit within set credit authority established by senior management and State/Federal laws Develop sufficient dealer relationships that ensure volume objectives and credit quality Capture automotive finance contracts that meet GM Financial profitability criteria for pricing and performance Ensure compliance with applicable policies and procedures Ensure branch office cooperation with other departments to maximize efficiency within the company Ensure all queues are worked to acceptable service levels Perform outbound telemarketing calls to the dealer customer Conduct joint dealer calls with Dealer Account Representative (DAR) on an as needed basis Ensure proper documentation is received on all deals Negotiate loan terms Communicate clearly and effectively with a wide variety of internal and external people, both in formal and informal circumstances, and where necessary to gain their agreement and acceptance
    $82k-109k yearly est. Auto-Apply 6d ago
  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    Mystic, CT job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ 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 / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA 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. Registered Client Service Associates located in Connecticut receive an annual salary ranging from $24,960 to $83,000. In addition, Registered Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half. Morgan Stanley also 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, Parental Leave and Vacation), 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 the firm's benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $25k-83k yearly Auto-Apply 60d+ ago
  • Banking - Investment Banking, Summer Analyst, Boston Technology - Software (North America - 2027)

    Citi 4.6company rating

    Boston, MA job

    You're the brains behind our work… You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for a Summer Analyst to join the Boston Technology Investment Banking Team, focused on Software sector coverage, in North America. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. We provide you with the knowledge and skills you need to succeed… We're committed to teaching you the ropes. The 10 week Summer Analyst Program starts in June and begins with a 1.5 week in-depth training program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the Program. Top performing Summer Analysts often return to Citi after graduation to work as Full Time Analysts. Your time here will look something like this… * Collect and analyze company information to assist transactions, including conducting industry research, revising, and organizing financial data * Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses * Create and finalize new business development presentations * Coordinate tasks with internal and external working teams * Prepare required internal documentation e.g. control and compliance regulations. We want to hear from you if… * You are graduating between December 2027 and June 2028 and have a preferred GPA of 3.5 or above. Who we think will be a great fit… A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow. We are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development * A strong desire to learn and succeed in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making Annual Salary= $110,000 ------------------------------------------------------ Job Family Group: Management Development Programs ------------------------------------------------------ Job Family: Undergraduate ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boston Massachusetts United States ------------------------------------------------------ Primary Location Full Time Salary Range: $100,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 19, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $100k-135k yearly Auto-Apply 1d ago
  • Manager, Web Development

    Sallie Mae Inc. (SLM Corp 4.1company rating

    Newton, MA job

    When you join Sallie, you become a champion for all students. Sallie's Education Services team is a diverse group of growth-obsessed entrepreneurs, data analysts, engineers, and developers with a passion for imagining and building scalable businesses for students and families on their unique journey to-through and immediately after higher education. We're on a mission to revolutionize how students and their families plan, pay and complete this journey with confidence. Join a team of seekers, challengers and creative thinkers to change the way students plan for their future for the better. What You'll Contribute The Manager, Web Development will be responsible for full stack web development execution and ensuring the successful launch of functionality to drive business growth and achieve organizational goals for the unauthenticated Sallie.com experience and other Education Services marketplaces. The ideal candidate will be an experienced content management system (CMS) web developer with a track record of successfully deploying projects, adhering to development best practices, and working closely with cross functional teams to identify & meet business needs. What You'll Do * Build scalable solutions that fully leverage the Hubspot CMS ecosystem including forms, workflows, custom objects, CTA's, and personalization through contact record properties * Develop templates and modules that enable content authors to self-serve publishing * Transform designs delivered via Figma into responsive web experiences * Explore opportunities to apply AI and automation to improve web development efficiency, content personalization, and user experience * Collaborate with business owners, solution architects, data analysts and engineering counterparts in prioritizing, testing, and deploying web solutions * Communicate complex development concepts to non-technical stakeholders * Leverage source control, documentation, and project management tools to be well managed * Stay up-to-date with the latest trends and techniques in web development & technology, applying them to our business as appropriate The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What You Have Minimum education, skills and experience required. * 5+ years of experience in web development with a focus on CMS development (Hubspot, Drupal, Adobe Experience Manager, or similar) * 2+ years of experience with the Hubspot CMS platform demonstrating an ability to tackle web development challenges within the constraints of an established framework * Strong project management skills, with the ability to manage multiple tasks simultaneously and meet deadlines * Excellent communication and interpersonal skills, with the ability to build relationships with stakeholders at all levels * Knowledge of source control (Github, BitBucket), API's, and modern development tools * Familiarity with applying AI/ML tools or APIs in web development workflows (content generation, personalization, data processing, QA automation, etc) * Strong background in responsive web design & web accessibility requirements * Experience with the following programming languages: JavaScript, HubL, HTML5, CSS3 * Bachelor's degree in Computer Science, Engineering, Information Systems or a related field Preferred education, skills, and experience. * Experience leading design or architecture (design patterns, reliability and scaling) of new and existing systems * Experience with the following programming languages: Python, JSON, React * Knowledge of tag management and familiarity with Google Tag Manager * Familiarity with search engine optimization concepts * Involvement with A/B testing and digital event tagging * Knowledge of OAuth, SAML and other web authentication concepts The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $101k-129k yearly est. Auto-Apply 60d+ ago
  • Private Wealth Management Business Development Associate

    Morgan Stanley 4.6company rating

    Wellesley, MA job

    The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment 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. Expected base pay rates for the role will be between $50,000 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).
    $50k-115k yearly Auto-Apply 20d ago
  • Part-time or Full-time Career In Financial Service Business

    Primerica 4.6company rating

    Attleboro, MA job

    PRIMERICA FINANCIAL SERVICES About: We offer financial coaching, education and strategies that help middle-American families take control of their finances. Most people would like to do better financially but don't believe they can. Mission Our mission is to help families earn more income and become properly protected, debt free and financially independent. We currently have 3 offices in Johnston, RI and 11 offices in Rhode Island and are looking to grow to 25 offices in the Areas of RI, MA, CT over the next 3 years. We are hiring for part-time and full-time positions. We are building our leadership team now and training those individuals to run our locations. If you would like an interview, please message me or give me a call. Available Career Opportunities: PERSONAL FINANCIAL ANALYST: Part-time or full-time analysts help families and individuals plan their financial future by teaching them to invest wisely for retirement, protect their assets, and become debt free. We cover 90% of licensing fees up front and income can be earned during training prior to becoming licensed. All training is provided for the right candidate and when completed an incentive is given to new licensed associates. No previous financial services experience is required. MANAGEMENT/BROKER TRAINING: Full-time Manager/Broker Trainees will work with the local Vice President and be mentored to run future new locations. Brokers typically manage a team of 8-10 agents. Potential to earn six figures within 2-3 years. All training is provided for the right candidate. Management/Broker Trainees are allowed to start part time and transition from their current job at their own pace. No previous financial services experience is required. FINANCIAL SERVICES BROKER: Full-time Broker will hire and train analysts in their local area in order to help the firm open additional offices and grow market share. Entrepreneurial opportunity for highly ambitious individual. Brokers have the potential to earn mid to high six figure residual income within 3-6 years as well as earn a vested ownership interest in the business (offices) they develop through stock grants and equity ownership based on business valuation. (Brokerages sell for 8-12 times annual earnings.) Brokers are allowed to start part-time and transition from their current job at their own pace. No capital requirement. REQUIREMENTS: Must be a legal resident of the US and have no criminal history. The right candidate will be personable, like to help people, ambitious, high energy and have a great level of integrity. All part-time and full-time career opportunities have flexible schedules and will therefore require the ability to work independently without close supervision. Location Johnston, Rhode Island 02919 Products Financial Analysis, IRAs, Mutual Funds, Life Insurance, Loans, Long-Term Care Insurance, Auto and Home Insurance, Debt Elimination Programs, Wills, Estate Planning, Annuities, 401(k)s CALL ************
    $32k-49k yearly est. 60d+ ago
  • IT Quality Assurance Analyst - Contract Role (AN)

    Nelnet 4.4company rating

    Nelnet job in Boston, MA

    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 a detail-oriented Quality Assurance Analyst to support a state agency's workforce initiative to expand Unemployment Insurance (UI) Account Numbers from 6 to 9 digits. This role will be critical in validating the integrity, performance, and security of modified legacy systems, ensuring that all changes meet acceptance criteria and regulatory standards. · Collaborate with developers and business analysts to design and execute test plans for COBOL, CICS, DB2, and batch components. · Perform unit, integration, regression, and user acceptance testing (UAT) across multiple environments. · Automate test cycles using tools such as 3270 emulator software and IBM InfoSphere Optim Test Data Management Solution. · Compare test results between legacy and updated systems to validate consistency and correctness. · Document test cases, results, defects, and resolutions. · Coordinate with client stakeholders to align testing efforts with project milestones and deployment schedules. · Ensure testing environments are properly configured and maintained. · Support the final go/no-go decision process through comprehensive test reporting and validation. **Pay Rate:** _This is a contract position contingent upon project needs, with a compensation range of $72-$77 per hour. Please note that this role is_ **_not_** _eligible for Nelnet's benefits package._ **EDUCATION:** Bachelor's Degree in Computer Science and/or commensurate experience. **EXPERIENCE:** + Minimum 3 years of experience in software quality assurance or testing roles. + Strong understanding of mainframe systems and testing methodologies. + Experience with:COBOL, CICS, DB2, JCL, 3270 emulator tools (e.g., OpenText Hummingbird), IBM InfoSphere Optim Test Data Management Solution + Familiarity with automated testing frameworks and regression testing strategies. + Ability to analyze and validate data transformations and field expansions. + Experience in UAT coordination and execution. + Strong documentation and communication skills. **COMPETENCIES - SKILLS/KNOWLEDGE/ABILITIES:** + Analytical mindset with a focus on detail and accuracy. + Ability to work independently and collaboratively in cross-functional teams. + Experience with government or public sector systems is a plus. + Familiarity with secure coding and testing practices. + Comfortable working in Agile or Kanban environments. + Proactive in identifying risks and proposing mitigation strategies. 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. EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************
    $72-77 hourly 14d ago

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