New York Life Insurance jobs in Arlington, VA - 105 jobs

New York Life Insurance Company Northern Virginia General Office, is seeking an Intern to join our dynamic company. This is a great opportunity for a student seeking a career in advertising, marketing, sales, or business. You will help us connect customers to our products and have fun while doing it! You will develop business skills related to marketing, relationship building and how to present yourself as a confident, accomplished professional. The Internship program will give you the opportunity to learn first-hand the insurance and financial services industry. The Intern will assist on tasks to gain experience working on a wide variety of projects including customer relations. You'll help the agency in working with individuals and business owners create, build, and preserve wealth. The hours are flexible and intern will work in our Northern Virginia General Office in Vienna, VA. New York Life Insurance company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies. New York Life Insurance Company Northern Virginia General Office 8075 Leesburg Pike Suite 200 Vienna, VA 22182 John J. Wright Agent ************** ******************* Job Description -Ability to make cold calls/prospecting to businesses to set appointments -Assist in the scheduling and data sorting -Desire to help others and make a difference -Assist with execution of trade shows and events -Enter contact information into contact management systems -Drive and determination -Vibrant personality and professional presence -Entrepreneurial and team spirit Qualifications -Possess excellent written, verbal communication and customer service skills. -Possess creativity, flexibility, variety, and growth potential. -Should be open-minded, a fast learner, enthusiastic, and adaptable. -Opportunity to train for and take the Insurance State Licensing Exam and Securities Licensing Exam. -Opportunity to become a full-time agent for successful Interns with unlimited income potential Additional Information All your information will be kept confidential according to EEO guidelines.

New York Life's mission is to provide financial security and peace of mind through our insurance and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when clients need us. If you are a born leader who is ready to take your financial career to the next level as an Associate Partner in our Northern Virginia General Office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Associate Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as a Partner. If this sounds like a fit for you, apply today! Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established advisers and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. For 68 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/VFull-time agents/advisers and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. Develop a personalized, long-term strategy and gain hands-on experience while assisting agents and financial advisers in identifying and achieving their financial goals Determine financial solutions for clients within a wide breadth of relevant products and services, such as life insurance, fixed and variable annuities, mutual funds, securities, and more Transition into management as a Partner once you have achieved the program requirements Six-month Associate Partner Training Program to further your business acumen and expertise Hire, train, develop, and lead a team of successful agents and financial advisors Use software systems to track and monitor the development of personnel in a digital environment Goal-oriented, highly motivated, and seeking a rewarding and challenging career Experience working in sales and sales management is preferred Recruiting experience is not required, but a plus Spanish, Korean, or other language fluency is beneficial Working knowledge of different cultural markets is helpful Required knowledge and experience working in the insurance or financial services field (3+ years preferred) Life and Health license, SIE, Series 6/63/7/65/24 are preferred but not immediately required Salesforce experience preferred but not required If you are: A highly motivated individual Diligent work ethic Goal-oriented mindset Competitive drive Strong leadership skills

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Assists Financial Advisor(s) / team in delivering against their business plan and client service model Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (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 multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $34,320 - $90,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Representative Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a consultative insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Challenging, interesting work that will motivate you every day-that's what we can offer you. Being an insurance and financial professional at New York Life is more than a profession; it's an opportunity to shape your own future. You'll receive arguably the best training in the industry, and have the chance to take control of your career with the guidance and support of one of the most respected names in the business. Let's face it. Work today is driven by change, and success depends on your ability to adapt to new technologies, consumer trends, and ways of doing business. You've got to be ready to meet new challenges and work hard, but if you're ambitious and focused, the rewards are definitely worth it. These are a few of the traits you'll need: Self-discipline, Resilience, Persistence, Determination, and an Enterprising Mindset. This is a career for the long term. Insurance and investments are at the heart of our business, and the people who sell our products are the key to our ongoing success. Unlike other companies, we understand the importance of a vibrant sales force, and we're committed to its growth. Plus, as an insurance and financial professional at New York Life, you'll benefit from the stability and reputation you gain from working with a recognized and respected leader in the industry. We've been serving the insurance and financial needs of Americans for 177 years. It's a history of achievement that you can be proud to be a part of. Discuss financial concerns and needs with potential clients identified during the fact-finding process Use guided systems to facilitate custom solutions for clients and prospects Employ marketing and business plans to grow the client base with the help of New York Life Ensure effective insurance, retirement, and business planning education through an array of service offerings, including life insurance, annuities, long-term care insurance, securities, investments, and more Improve your professional skills and knowledge through the New York Life training and development curriculum Secure industry licenses for selling securities and investment products for wealth management and advanced financial planning Strong written and verbal communication skills are required to effectively share complex ideas Ability to engage your community and leverage unique nest prospecting strategies and networks A growth mindset and sales experience are strongly preferred Solid business expertise and knowledge Possess uncompromising integrity Enterprising mindset Ability to be coachable Competitive but works well as a member of a team Basic familiarity with CRM systems Ability to analyze data efficiently

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 * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * 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 (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 Morgan Stanley EOE committed to diversifying its workforce. * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * 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 multi-task * Goal oriented, self-motivated and results driven WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Salary range for the position: $33,280- $88,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial professional and advisor to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What We Offer Training & Development: We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial designations. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing professionals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human Guidance: When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Compensation: $100,000 + at plan earnings Responsibilities: Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter Cultivate relationships with a view to helping every family member or individual pursue financial security Grow your network by being involved in your community and professional groups Drive to add 50 new clients a year Work with business owners to implement strategies for employee retention and succession planning Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: Bachelor's degree in business administration, finance, or related field is required Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Growth Mindset: This is a lifelong learning position Uncompromising integrity Strong communication skills Ability to successfully network and prospect for new clients Excellent calendar management skills An enterprising spirit is a trait of success Sales experience is strongly preferred Desire to make a change and help people as you grow your career Ability to engage your community and leverage personal networks and contacts Coachable and willing to learn is a must Bilingual a plus Valid life and health license preferred, but we can assist with that Valid FINRA Series 6 or 7 & 63/66 preferred but not required Bachelor's degree preferred (Work/Business experience can be substituted for a college degree) About Company Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when clients need us. New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications. What you'll do in the role: • Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure). • Analyze business processes, functions and procedures across multiple business units. • Mentor less experienced team members, lead by example and produce high quality requirements. • Create user stories for business and functional requirements, including workflow, business rules and use cases. • Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs. • Meet business unit objectives including cost estimates, date commitments and functionality. • Act as liaison between business units, technology, management and users. • Assist with QA/Testing to develop test plans and more detailed test cases. • Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations. • Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions. What you'll bring to the role: • 10+ years of experience in a business analyst role. • Hands-on SQL skills and understanding of databases. • Understanding of basics of systems design such as multi-tier platforms • Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality. • Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. • Excellent verbal and presentation skills. • Self-motivated, innovative and can work independently as well as in a team environment • Ability to multitask across a number of projects. • Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint. • Willingness to learn and grow. • Experience within an Agile framework. Desired skills • Experience in financial services field, with emphasis on banking and deposits. • Understand how to create user flows and UI mockups. • Ability to read basic Java or pseudo code Educational Qualification: • Minimum BS degree in Computer Science, Engineering or a related field. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. 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).

Job Description About Us: We are a growing wealth advisory firm dedicated to helping clients achieve their financial goals through personalized planning, investment strategies, and a client-first approach. Our success is built on the strength of our team-we believe in hiring professionals who share our passion for excellence, integrity, and long-term client relationships. As we continue to expand, we are committed to attracting and developing top talent who will help shape the future of our firm. Responsibilities: Identify, source, and attract high-quality candidates for advisor, client service, and operational roles Manage the full recruitment cycle, from posting to offer acceptance Partner with hiring managers to understand position requirements, desired skill sets, and team culture Build and maintain talent pipelines for current and future hiring needs Leverage social media, networking events, referrals, and industry connections to reach passive and active candidates Conduct phone screens, interviews, and assessments to ensure cultural and role alignment Represent the company at career fairs, conferences, and industry networking events Maintain accurate recruitment records and ensure compliance with all hiring regulations Requirements: Proven experience as a recruiter, preferably in wealth advisory, financial services, or professional services industries Strong relationship-building and networking skills Excellent verbal and written communication abilities - Korean Familiarity with applicant tracking systems (ATS) and sourcing tools Bachelor's degree in human resources, business, or related field preferred Bonus Points: Previous experience recruiting financial advisors, client relationship managers, or wealth management professionals Knowledge of industry licenses and credentials (e.g., CFP , Series 7, Series 66) Experience with employer branding or recruitment marketing in the financial services sector Established professional network within the wealth advisory industry Compensation: This position offers a competitive base salary plus performance-based incentives. Your earning potential will grow with your success in attracting top talent.

The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branchs results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch 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 Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager. DUTIES and RESPONSIBILITIES: Production-Related Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships Help manage client investment needs consistent with Firm policies and industry requirements Keep current with information regarding regulatory requirements, financial markets and current and new products. Product/Business Knowledge Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner 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. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings Participates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch through hiring lateral recruiting and training. Leadership Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for 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 branch within the geographic market. Leads their Branch's efforts of Sales, results, and client-centered approach experience. Identifies key talent in the branch and positions and develops that talent. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability Responsible for the Branch's sales performance and financial performance Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager Education and/or Experience · Bachelor's degree required or equivalent education or experience · At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience 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 reporting to: Market Executive or Non-Producing Branch Manager Direct reports : · Resident Managers. Financial Advisors and Branch Support Staff · 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: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Salary range for the position: $50,000 - $95,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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) J Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering position at Associate level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description We are looking for creative individuals who have experience developing cutting-edge, scalable technology solutions. The selected candidate will become a member of the team which develops the platform for banking. The individual will participate in design and architecture sessions and develop code which is in alignment with system architecture and integration design standards. Candidate will work as part of an Agile squad and interact with other squad members as well as external stakeholders including business and technology partners (local as well as global) across Wealth Management, infrastructure team, architecture team to deliver the objectives. What you'll do in the role: • Design, architecture and development of multi-tiered Java EE-style applications • Contribute towards UI development using Angular/React, web protocols and standards, and associated UI development tools • Code development across Agile practices and methodologies, facilitiate between business and technology • Take complete ownership for the specified business feature from requirements analysis to implementation in the PROD environment • Candidate will interface on a regular basis with other teams including other internal IT teams across Wealth Management, BA team, QA team, and global development team • Role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities, vendor capabilities, proprietary system builds, and the ability to adapt to changing business requirements. • Contribute to high level and low-level application design, development and testing • Work within an Agile team, participating in ceremonies related to the Agile framework What you'll bring to the role: • 5+ years of hands-on experience in java/j2ee and related technologies • Candidate must have hands-on development experience in core Java, and Java 8, Spring, Spring Boot and relational databases • Experience in integrating and working in a JAVA full stack environment • Awareness of messaging technologies such as Kafka and MQ • Strong Linux background • Ability to learn new concepts and technologies, and implement them to solve business problems • Exposure to JIRA or other ALM tools to create a productive, high quality development environment • Previous experience in working with global teams • Good verbal and written communication skills • Experience with requirements of large enterprise applications (security, entitlements, etc.) • Proficient in Agile development methodologies & understanding of DevOps Integration Skills Desired: • Knowledge of UI technologies such as Angular • Knowledge / Experience of DevOps / SRE practices • Prior experience with public cloud providers such as Azure • Financial markets, payment solutions or Wealth Management previous experience Educational Qualification: • Minimum BS degree in Computer Science, Engineering or a related field. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. 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).

Subject Matter Expert - Health and Human Service - Falls Church VA About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Minimum Qualification At CITI, we measure success by the positive impacts and outcomes we have on the lives of our citizens using innovative HHS and Healthcare IT solutions at the federal, state, county, city, and community levels. CITI is seeking a Practice Lead, Project Manager, and Subject Matter Expert with experience in Health and Human Service Experience working with State Health and Human Service Departments, Childcare Subsidy Systems, Child Care, and Child Welfare systems. Experience working with childcare subsidy programs, Integrated Eligibility, TANF, SNAP, and other Benefits programs. Bachelor's degree in early childhood education, Child Development, Social Welfare, Public Administration, or human services-related field (preferred) 10 + years of proven experience leading a large organization through transformation and change at a similar leadership level in federal, state, or local government, or a large nonprofit organization or corporation that provides health and human services or social services. Experience working in the Health and Human Services domain. Experience with Early childhood programs (childcare and Head Start). Managed state-wide staff within permanency programs. Experience working in Child welfare and public child welfare information systems. Oversees child welfare product solution design and innovation. Experience with a state agency in the Health and Human Services Department. Managed statewide staff within permanency programs. Proficiency in data analysis and interpretation. Excellent communication skills, both verbal and written. Ability to work collaboratively in a team environment and independently as needed.

Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. + Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. + Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff. + Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Contribute to timely and accurate completion of Divisional ad-hoc initiatives/projects + Complete other related duties as assigned. **Scope of Responsibilities:** An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** **Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.** Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Falls Church, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities: Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's identified needs. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer's immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system. Transition identified sales opportunity and provide introduction to appropriate banking partner. Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities). Process customer/account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment. Proven verbal communication skills Proven interpersonal skills Proven ability to demonstrated exceptional customer service Well-organized Proven time management skills Proven prioritization skills Proficient with internet user-level technology Education and Experience Preferred: Bilingual based on branch needs Physical Requirements: Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighing 5lbs - 30 lbs. Ability to read fine print Ability to interact with customers in an open face to face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.00 - $30.41 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGaithersburg, Maryland, United States of America

Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. **Primary Responsibilities:** + Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. + Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. + Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. + May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. + Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. + Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. + Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. + Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. **Scope of Responsibilities:** The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. **Education and Experience Required:** Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. **Education and Experience Preferred:** Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Manassas, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. These are Software Engineering III positions at both Director & Associate level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Wealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans, and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description: As part of strategy to design and implement industry leading applications Morgan Stanley WMPT team is looking for a Java developer with good experience on backend services to join a technologically advanced team. Candidate must have expertise in leading design and development of multi-tiered Java EE-style applications. Candidate should be fluent in spring, databases, and database interface layers and associated Java development tools. Candidate will interface on a regular basis with other teams including other internal IT teams across Wealth Management, BA team, QA team, and global development team. To be successful, the role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities, vendor capabilities, proprietary system builds, and the ability to adapt to changing business requirements. What you'll do in the role: * Work in an Agile Squad as a full-stack developer * Review code and contribute to design discussions. * Ensure high quality of deliverables while enforcing development best practices. * Adhere to application development guidelines and help improve the guidelines. * Understand and implement security guidelines and best practices. * Troubleshoot and resolve errors or critical issues. * Mentor junior developers and share knowledge with the team. * Demonstrate features built as part of the sprint to business stakeholders. * Actively contribute and participate in sprint grooming and planning discussions, daily stand-ups, and Agile ceremonies * Work on PoCs to adopt newer technologies and frameworks. What you'll bring to the role: Skills Required: * 3-5+ years of hands-on experience in C#, .NET and related technologies * Hands on experience in integrating and working in a Java full stack environment. * Hands on experience in working on multi-threaded, highly available applications. * Hands on experience in working in Core Java, Spring, Spring boot, RESTful web services. * Practical experience working with databases (preferably DB2) and database interface layers. * Candidate must have effective communication skills, should be able to work across both Business users and IT teams across regions and have the ability to lead IT deliverables. * Candidate must have an understanding of agile development methodologies and understanding of DevOps practices and tooling. * Proven experience in working within an Agile framework. * Excellent verbal and written communication skills Skills Desired: * UNIX (Experience in any scripting language) * Prior knowledge of Autosys, Kafka, MQ and other streaming platform would be useful. * Awareness of UI technologies such as JavaScript, CSS, and HTML, Angular would be useful. * Knowledge of Financial market, Banking & Wealth Management. * Experience in collaborating with partners and stakeholders across geography & time zones. * Exposure to JIRA or other ALM tools to create a productive, high quality development environment. * Prior experience working in the Financial Services Industry Education: * Minimum BS degree in Computer Science, Engineering, or a related field We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. 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).

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce. • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management 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) required • Additional product licenses may be required Knowledge/Skills • Strong leadership skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. For Maryland-Expected base pay rates for the role will be between $50,000-$115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the Consumer Bank. During this 1-year program, Branch Management Trainees engage in a variety of Core Training sessions which includes classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that arise. Branch Trainees will also have On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Primary Responsibilities:** + **Community Branch Management Program** **Core Training** - Branch Management Trainees will complete a one-year training program while creating and adding value to the Retail and Consumer Bank. Trainees will participate in training throughout the one-year program to learn banking, basic financial skills, effective communication and coaching practices, and advanced leadership/interpersonal skills. Throughout this time, trainees will develop a solid understanding of banking functions, processes, and operations by engaging with customers to identify financial needs across all product and service lines, resolving complex service issues, and completing accurate and timely processing of various types of transactions. Trainees will also collaborate with local small business leaders to grow community partnerships as well as taking an active role in coaching and developing their team to achieve their individual career goals. + **On-the-Job Training** - The fundamental skills taught in core training are combined with OTJ training based on individual needs of the branch and Market. Job specific training will cover departmental risk policies, procedures, systems, and financial products. Upon completion of the CBMP, Branch Management Trainees will have basic skills necessary to become entry-level professionals and/or managers in their assigned branch, based on individual performance. + **Branch Network Training** - Branch Trainees will learn numerous functions relating to operations, service, and sales in preparation for a Branch Leadership position. This will include: + Exposure opportunities to master communication and personal interaction skills, detailed product knowledge, maintaining operational efficiencies, sales skills, and achievement of sales goals. + Playing a key role in the Customer Experience, Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations). + Learning all product and service lines to be able to engage with customers to identify financial needs, resolve service issues, and complete accurate and timely processing of teller transactions. + Learning to collaborate with local small business leaders to grow your community partnerships as well as how to coach and develop a team to achieve their individual, personal, and career goals. + **Other Assigned Duties:** + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Consumer Bank. During this 1-year program, Branch Management Trainees engage in various of Core Training sessions and On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Managerial/Supervisory Responsibilities:** N/A **Education and Experience Required:** Bachelor's (or MS/MBA) candidates with: + Minimum Cumulative GPA 3.0 + Customer facing/retail work experience + Outstanding written and verbal communication skills + Strong interpersonal skills + Demonstrated presentation skills + Proven leadership abilities + Demonstrated analytical & computer skills + Work visa sponsorship not offered for this role M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.57 - $43.99 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Silver Spring, Maryland, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. Piper Sandler is currently seeking a Class of 2026 Investment Banking Analyst for our Technology team in our Washington DC office. Candidates who will be graduating in May/June 2026 are encouraged to apply. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, services & industrials, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. The Analyst Program The investment banking analyst program is a rigorous program for exceptionally qualified individuals. Our analysts work closely with senior bankers to make a real impact on our clients' businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. On a day-to-day basis our analysts: Create financial models Conduct financial valuations Create and maintain industry-specific business development books Conduct industry- and company-specific research Interact with clients and senior bankers Our environment is collaborative, demanding, fast-paced and entrepreneurial. Our clients are extraordinarily dynamic and our people have what it takes to excel. Top analysts are invited to stay on for a third year. Direct promotion to the Associate level is available for strong performers without an MBA. Analyst Training & Development Our analyst program begins in June 2026 with training at our headquarters in Minneapolis. New analysts attend from offices around the U.S. Training is designed to give analysts a broad understanding of our firm and its capabilities, as well as a strong technical foundation. Technical topics covered include accounting, valuation, financial modeling and general computer skills. Trainees also attend overview sessions on the following: Initial Public Offering (IPO) process Merger & Acquisition process Private Capital process Alternative Investments Corporate & Venture Services Debt Capital Markets High-Yield & Structured Products Financial Sponsors Convertibles Equities Restructuring Social and team-building activities take place throughout training to help new employees begin their careers with strong relationships among their peers. What We Look For Piper Sandler seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. Analysts must be able to work well under pressure and manage multiple projects. The most successful analysts have a demonstrated track record of success. Familiarity with finance, accounting, and financial modeling is strongly encouraged. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age marital status, status as a protected veteran or status with regard to public assistance.