New York Life Insurance jobs in Boston, MA - 201 jobs

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts : New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep . Please consider the following questions and provide the answers in your cover letter. 1. If considered for this opportunity, NYL will be investing a great deal of time and money into you. Please tell us why, you believe you would be successful? 2. What do you consider high income? 3. Do you have an interest in sales and why? 4. When are you available to begin the program if selected?

A leading insurance company is looking for a Senior Digital Product Manager to lead the development of digital solutions for web and mobile platforms. This role focuses on transforming the customer and agent experience through strategic vision and collaboration with cross-functional teams. The ideal candidate will possess strong product management expertise, a data-driven mindset, and effective leadership skills. This position offers a competitive salary range and comprehensive benefits packages, including medical, dental, and a 401(k) plan. #J-18808-Ljbffr

A leading financial services firm in Boston seeks a Head of AI Platform Engineering to drive innovative AI solutions. This role includes architecting AI platforms, leading teams, and collaborating with stakeholders. Ideal candidates have 10+ years in engineering, a strong grasp of the financial industry, and exceptional communication skills. Competitive benefits and a commitment to diversity and inclusion are offered. #J-18808-Ljbffr

A leading financial services organization in Massachusetts seeks a Financial Systems Director to oversee SAP ERP implementations and finance operations improvements. The ideal candidate has 8+ years of experience, a Bachelor's degree in Accounting or IT, and a strong collaborative spirit. This role requires skills in change management and the ability to drive projects to completion while partnering with IT and finance teams for best practices and governance in financial reporting. #J-18808-Ljbffr

The Opportunity MassMutual is looking for an experienced actuary to join our LTC Inforce Management team. In this role, you'll help shape strategy and financial performance for our long-term care (LTC) products, collaborating across actuarial, finance, product, and regulatory teams to ensure our inforce management approach supports MassMutual's long-term goals. The Team You'll join a group responsible for the actuarial oversight of our individual stand‑alone LTC products and hybrid LTC riders. The team drives key inforce management activities, including repricing, regulatory testing and filings, dividend analysis, wellness program evaluation, and other strategic initiatives that enhance financial outcomes and customer value. Your Impact In this role, you'll help guide the financial health and long‑term performance of MassMutual's LTC products. You'll blend actuarial expertise with strategic thinking-analyzing data, navigating regulatory requirements, identifying risks, and offering insights that shape product decisions and support our customers. Your work will directly influence pricing, compliance, wellness programs, and broader inforce initiatives across the organization. Your responsibilities will include but not be limited to the following: * Support regulatory requirements such as annual rate certifications and illustration testing * Contribute to annual LTC dividend analysis * Oversee and analyze LTC wellness program results, providing insights and recommendations * Identify inherent product risks and develop strategies to manage and mitigate those risks * Perform sensitivity analyses on key assumptions and explain implications to stakeholders * Extract meaningful insights from data/models and present complex information clearly * Partner with the broader Profitability Management & Strategy team on cross‑functional initiatives * Support additional LTC inforce and strategic initiatives as needed * Promote continuous improvement by challenging existing processes, offering new perspectives, and championing innovation Minimum Qualifications * Bachelor's degree in Actuarial Science or related field * Associate of the Society of Actuaries (ASA) * 5+ years of actuarial experience * 1+ year of life or health insurance experience Ideal Qualifications * Fellow of the Society of Actuaries (FSA) and MAAA * Experience with LTC products * Qualification to sign actuarial opinions for LTC, disability income, chronic illness, or accident products * Experience with state filings, rate filings, and regulatory responses * Strong communication skills and ability to work with technical and non‑technical partners * Demonstrated analytical thinking, problem‑solving ability, and comfort navigating complexity * Self‑motivated, curious, and proactive in exploring solutions and driving improved outcomes #LI-KM1 Salary Range: $144,800-$190,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization. What You'll Do * Provide administrative and operational support to the Managing Partner and management team * Collaborates with the onsite Service Leader to ensure efficient operations * Act as a point of contact for agents, addressing their inquiries promptly and professionally * Greet and welcome visitors * Answer and direct phone inquiries * Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards * Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines * Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.) * Manage resource assignments for new agents, ensuring their onboarding experience is smooth * Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates What You'll Bring The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization. Required Skills: * Ideal candidate should have experience in a customer service and/or office administration * Excellent written and verbal communication skills * Strong computer skills with proficiency in the Microsoft Office Suite * Associates, or bachelor's degree preferred, but not required Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful. Shift Information This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $42,500-$60,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93031

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $125,,000 per year for Associate level at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

If you don't currently hold your Property & Casualty Producer's License, American Family will assist you in obtaining your license after offer acceptance. American Family covers the cost of the self-study course and exam(s). This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customer service to new and existing customers. In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of our office locations (within approximately 100 miles). Those offices are: Madison, WI; Green Bay, WI; Phoenix, AZ; Minneapolis, MN; Akron, OH; Las Vegas, NV; Denver, CO; Atlanta, GA; Boston, MA; Keene, NH. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. Position Compensation Range: $25.00 - $31.88 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities * Quotes and sells insurance products to new and current customer. * Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer. * Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history. * Explains coverage and payment options to the customer. * Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing. * Services existing customer policies as required including policy changes when customer service is not available. * Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention. * Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing. Specialized Knowledge & Skills Requirements * Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees. * Familiar with Microsoft Office applications. * Excellent written and verbal communication skills. * Able to multi-task with speed and accuracy. * Organizational and problem solving skills. Licenses * Must have or prepare to obtain Property and Casualty License within first 2 months of employment Travel Requirements * Up to 10%. Ideal candidates will have prior sales experience. #LI-Remote Additional Information * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-JM1

The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Primary Responsibilities:** + Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers. + Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + 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. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. 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. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work visa sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Proficiency in pertinent software, particularly spreadsheet software + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 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** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Role: Systems Analyst- Technology Business Management (TBMA) Team: ETX Portfolio Management and Analytics Dept: ETX Strategy and Governance Fulltime - Springfield, MA The Opportunity To continue adding insight to our IT expenses at MassMutual, we are seeking a Technology Business Management Analyst (TBMA) to join our Business of IT Tools Team. The candidate will be responsible for the maintenance, development and enhancement of our TBM platform (Apptio). This includes report development and maintenance of the TBM eco system, data management and analysis. The Team Be part of a growing team, focused on delivering quality data and analytics thru the TBM platform Apptio. Supporting highly mature APPTIO model and creating clear, multi-lense reports. Allowing our IT, Finance and Business partners to make data driven decisions and focus MassMutual on value creation. The Impact: Design, develop, and maintain the Technology Business Management (TBM) Model R12, Architecture and Data across Cost Pools, Towers, Services through various modules in Apptio. Gather functional and business requirements from client and translate into a functional hosted solution design, which meets customer needs, provides maximum solution value, and is within scope of Apptio products/services. Configure, test, & document Apptio Dashboard, reports and underling data models to meet function design and specifications. Responsible for administering and day to day managing of system production support, reporting development cycles, including business requirements design solutioning, test management, integration strategy, deployment and training Own end to end the monthly calendar for the Apptio system, responsible for monthly opening and closing of the forecast, supporting the monthly close process, annual / strategic plan and associated dashboard reporting Conduct data quality and gap analysis, develop a maturity plan and collaborate with data source owners on data sets Responsible for delivering Apptio system integration, enhancements, and optimization capabilities for dashboard reporting Perform monthly data loads, monitoring integrity of data, analysis, and maintenance of reference data and mapping issues, solutioning of data errors. Ability to support data connectivity through API's and those embedded within our tool and develop integrations and modeling across large data sets Monitor & control dashboards that focuses on data reconciliations and controls, quickly escalating issues, troubleshooting and solutioning Works with IT leaders to develop & deliver data capabilities needed for Apptio tools, streamlining overall system architecture including configuration and components and ensures usability/functionality of components Provides new reporting capabilities and support strategic vision around monthly reporting needs Import, transform and rationalize data from systems of record (SAP, PPM, ServiceNow, CTM, AWS, Azure) understanding system integration points and impacts on production Participates in collaborative efforts with finance. Allocation and Reporting Responsible for improving and enhancing use of the Apptio Platform through automation, data configuration, allocation changes, existing report updates and new report creation Is the technical contact for the company when communicating to the Apptio Operations and/or Engagement Management teams Support the Forecast and Annual Budget processes The Minimum Qualifications Bachelors degree in Data Analytics, Management Information Systems, Finance or related degree 8+ years of relevant experience in systems analytical work 5+ years' experience as an Apptio System Administrator and executing custom solutions in TBM Studio Certified TBMA The Ideal Qualifications 4+ years of experience as Apptio Administrator Proficient in accounting concepts, practices, and procedures. Experience with Cost Transparency and IT Planning High degree of organization and ability to manage multiple, competing priorities simultaneously. Strong understanding of formulaic logic in MS Excel (if statements, VLOOKUP, pivot tables, macros, etc.) Experience working with large data sets in Excel History of analytical problem solving and quickly resolving data-related issues Knowledge of financial management processes (Budgeting, Forecasting, Cost Allocations, etc.) Proficient in Apptio Able to thrive in a collaborative and cross-functional environment Strong written and verbal communication skills Experience with AWS and/or Azure cloud billing. Deep knowledge of the Apptio solution and the TBM Taxonomy Experience working with at least one object-oriented language (Java, C#, Python, etc...) Analytical and detail-oriented individual that enjoys working with data solutions. Strong to expert skills in data manipulation with tools like MS Excel, BI tools, etc. Ability to quickly comprehend complex spreadsheets/data Knowledge of company IT services and financial management processes and practices such as budgeting, cost allocations, capital & operating expense handling, program portfolio management, and application / infrastructure support. Knowledge and application of relational database concepts. Skilled at working with large data sets in Excel, quickly resolving data-related issues. Skilled at communicating and managing issues with technical teams in a production environment Skilled at report creation Experience translating executive vision into technical requirements Experience with Cloud-ability is highly desired. What to Expect as Part of MassMutual and the Team Regular collaboration with the ETX Portfolio Management and Analytics Focused one-on-one time with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

A leading investment bank is seeking an Investment Banking Vice President to join their Healthcare IT team in Boston or Minneapolis. The ideal candidate will have 5+ years of experience in investment banking, demonstrate strong M&A transaction skills, business writing proficiency, and a proven ability to manage client relationships. This full-time role offers a starting salary of $250,000, with competitive overall compensation including annual incentive bonuses. #J-18808-Ljbffr

Actuary, Product, Pricing and Assumptions Oversight Full-Time Boston, MA or Springfield, MA or NY, NY The Opportunity MassMutual is seeking an enthusiastic, well-rounded and motivated actuary to join the Product Pricing & Assumptions Oversight team within the broader Corporate Actuarial (CA). In this function, this individual will contribute to the pricing and assumptions oversight of all of MassMutual's insurance products and is expected to successfully partner with the pricing teams of the various businesses. The Team The Product Pricing & Assumptions Oversight function is part of the Corporate Actuarial team. This team is responsible for all oversight of pricing, product development & assumptions across all MassMutual product areas. The group works collaboratively amongst itself as well as with the various product teams to ensure that all aspects of product development and management align with MassMutual's strategic goals and objectives. The Impact: As a key member of the Product, Pricing, and Assumptions Oversight team you will: Leverage solid technical expertise to provide value-added support and guidance to all actuarial aspects of new product development and inforce product re-pricings (assumptions, pricing methodologies and profitability) Support the analysis and maintenance of major elements of Actuarial Pricing Review including metric setting, target/hurdle rates, mix of business and capital allocation Monitor and analyze sales, emerging experience, profitability and risk exposures of the company's new and inforce products including responsibility for analysis and reporting of value of new business metrics used for management decision making Enforce corporate guidelines and governance processes with respect to product pricing and re-pricings, and assumptions oversight Stay abreast of emerging regulations as they impact applicable aspects of products being priced and related actuarial work Participate on select Corporate projects and initiatives Have a solid demonstration of clear verbal and written communication, strong collaboration and partnership with business partners, and agility in balancing multiple work efforts The Minimum Qualifications ASA or FSA designation Bachelor's Degree or higher in Actuarial Science, Accounting, Business, Economics, Finance or Mathematics 5+ years of life or annuity experience, preferably in the U.S. market, in areas such as pricing, valuation, reinsurance and/or capital management The Ideal Qualifications Solid knowledge of actuarial and risk management concepts and practices; experience with quantifying, analyzing and managing a range of product risks Self-motivated and independent with solid analytical, critical thinking, and problem-solving skills; comfortable dealing with both complexity and ambiguity with some guidance, and able to explore multiple solutions to problems and challenges Effective time management, planning and organization skills Strong interpersonal, communication and influencing skills: ability to convey complex issues, explain methodologies and influence resolutions in writing and orally Ability to rapidly respond to changes in direction, tight deadlines and high-pressure situations What to Expect as Part of MassMutual and the Team Regular meetings with the Product, Pricing, Assumptions Oversight Team. Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-ST1 Salary Range: $144,800-$190,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Position Summary We are seeking an experienced Credit Analyst with 5-10 years of leveraged credit experience to join our credit research team. The successful candidate will conduct in-depth credit analysis of leveraged loan issuers and follow issuer and sector trends to support portfolio management decisions in the primary and secondary market. This role requires strong financial modeling skills, rigorous credit-risk assessment capabilities, and the ability to articulate credit views and recommendations in written memos and presentations. Key Responsibilities Perform fundamental credit analysis of companies issuing broadly syndicated floating-rate loans. Evaluate credit risk across quantitative, qualitative, structural and relative value factors. Build, maintain, and update detailed financial models with a focus on cash flow and valuation. Prepare and present written credit investment memos and recommendations for new investments, stressed situations and secondary opportunities. Track issuer performance against underwriting expectations, monitor credit quality and portfolio exposures on an ongoing basis, produce periodic updates and alert portfolio managers to emerging risks and opportunities. Analyze loan documentation and credit agreements (covenants, collateral structure, intercreditor terms, lien priority, security packages) to assess structural protections under different scenarios. Engage with management teams, private equity sponsors, debt-advisors, industry contacts, sell side desks and other stakeholders as necessary to perform due diligence, market / industry research and to source new loan investment opportunities. Collaborate with portfolio managers, traders, and senior investment professionals to communicate credit views, discuss investment ideas, and coordinate relative-value analysis across sectors and instruments. Required Qualifications & Skills Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus. 5-10 years of direct experience analyzing leveraged loans / syndicated credits / high-yield / leveraged finance transactions. Strong financial modeling skills, including building and maintaining cash flow models, valuation models and stress testing. Deep understanding of financial statements, accounting principles, credit metrics and ability to interpret qualitative factors including industry dynamics, business strategy and management strength. Strong written and verbal communication skills - capable of preparing credit memos, investment recommendations and presenting to investment committees and senior stakeholders. Prior experience with portfolio monitoring, relative-value analysis and trading desk collaboration. Familiarity with regulatory, compliance, and risk-management frameworks applicable to leveraged credit investments. Ability to work independently, manage multiple assignments and deadlines, and adapt to a dynamic market environment. Attention to detail, critical thinking, and sound judgment. Proficiency in Microsoft Excel, Bloomberg and/or other credit research tools. As part of our team, you will apply rigorous credit analysis to develop and manage a portfolio of floating-rate leveraged loans, influence investment decisions and contribute to portfolio risk and return outcomes. 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. Expected base pay rates for the role will be between $125,000 and $250,000 per year atthe 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).

IT Configuration Manager, EIS - Platform Engineering & Ops, Enterprise Technology & Experience (Full-Time, Springfield, Hybrid Office) The Opportunity We are seeking a highly skilled and motivated Configuration Management Lead with deep expertise in ServiceNow to drive the strategic and operational management of our Configuration Management Database (CMDB). This role is critical in ensuring accurate, reliable, and actionable configuration data to support ITIL processes, improve service delivery, and enable informed decision-making across the organization. The Team Our Configuration Management Database (CMDB) team oversees the daily management and ongoing maintenance of the CMDB. Their responsibilities include proactively identifying and resolving issues that could impact the integrity of the CMDB, while also developing solutions to meet our dynamic business needs. By working closely with stakeholders and customers, the team ensures that users can leverage the full value of CMDB data to support organizational goals. Additionally, the team manages ServiceNow discovery processes and provides critical support for Security Operations (SecOps) practices within the organization. The Impact: You will be responsible for maintaining the integrity of CMDB data and related processes, collaborating with stakeholders and clients to identify potential enhancements and optimizations. Additionally, you will lead a team committed to achieving operational excellence and ensuring high standards of data quality, serving as a reliable resource for the organizations and functions that depend on the CMDB. The Minimum Qualifications Bachelors degree 8+ years of experience with ServiceNow and ITSM 5+ years of hands-on technical experience with ServiceNow CMDB, Discovery, Automated Top-Down Discovery , Service Mapping and ServiceGraph connectors. The Ideal Qualifications Proven experience as a Configuration Management Lead or similar role. Able to drive and support technical resources through complex solutions and problems Strong understanding of ITIL framework, especially Configuration Management and Change Management. Excellent ServiceNow CMDB troubleshooting, and data analysis skills Experience with data modeling, CI lifecycle management, and CMDB integrations. Excellent analytical, communication, and stakeholder management skills. Ability to lead cross-functional teams and manage multiple priorities. 5+ years of experience leading a Configuration Management Team Experience with ServiceNow ITSM, ITOM modules (Event Management, Orchestration, etc.). Familiarity with cloud infrastructure (AWS, Azure) and hybrid environments. Experience in regulated industries or large enterprise environments. ServiceNow certified for one or more practice relevant to the CMDB practice (e.g., Certified Implementation Specialist - CMDB or Discovery). What to Expect as Part of MassMutual and the Team Regular collaboration with the Platform Engineering & Operations Team, plus multiple Stakeholders Focused one-on-one time with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

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 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. **Location** Cambridge, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development * Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies * Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits * Engages in strategic planning with other team members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals * Takes accountability for optimizing business practices while adhering to best business ethics and practices * Seeks opportunities to grow business by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners * Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members * Stays attuned to updates and enhancements to firm products and policies Client Engagement * Actively engages clients and prospects to build relationships, identify needs and review investment goals * Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns * May regularly accompany senior team members to engage with clients to educate about the firm's services and products * Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics * Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required Knowledge/Skills * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules, regulations and firm policies * Ability to interact and communicate effectively with colleagues and clients * Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) * Detail-oriented with superior organizational skills and ability to prioritize tasks * Ability and interest in working in a fast-paced, evolving environment Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Associate Development Manager (ADM) plays a critical role in supporting agent success across our General Offices while preparing for future leadership as a Development Manager. This position is designed for high-potential professionals seeking a structured, hands-on opportunity to build expertise in agent development, performance enablement, and field operations. Working in close partnership with Senior Development Leaders, the ADM contributes to onboarding, coaching, and training efforts focused on new and early-career agents. The role emphasizes strategic support, operational coordination, and the cultivation of leadership capabilities in preparation for broader management responsibilities. What You'll Do: Deliver targeted support to early-stage agents, with a focus on onboarding, activation, and early performance milestones Implement development activities, including skill-building sessions, planning conversations, and agent engagement initiatives Partner with Development Managers on curriculum planning and agent communication Manage NYLIC University scheduling, communications, and learning progress Engage in performance insights, reporting, and agent development to make sure we are implementing the best practices to drive results Build working knowledge of key systems and platforms (GuideMe, Sales Central, Marketing Central, Dialogue, etc.) Contribute to office-wide initiatives such as national campaigns, Extra Days, and planning forum. Participate in development planning meetings and strategic sessions with GO leaders What You'll Bring: A proven field leader (Executive Council or higher preferred) with strong potential for leadership Licensed with SIE, Series 6 & 63, and state Life and Health licenses A strong communicator and collaborator who thrives in a structured learning environment Adaptable, resourceful, and eager to contribute to the development of others Bachelor's degree preferred Pay Transparency Salary Range: $65,000-$75,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92824