New York Life Insurance jobs in Jacksonville, FL

Job Description You're stepping into a fantastic opportunity with New York Life as a Life Insurance Sales Agent. Here, you'll not only enhance your skills in life insurance but also have the chance to expand into retirement and investment planning. We're looking for a committed professional who thrives on achieving goals and delivering exceptional customer service. If you have a knack for connecting with people and superior prospecting skills, you're poised for success in this role. This is your chance to kickstart a rewarding career, building meaningful relationships and making a significant impact. You'll be in business for yourself, but never by yourself, with the full support and backing of a company with over 170 years of industry success. At New York Life, we pride ourselves on our inclusive culture and commitment to professional growth. You'll enjoy comprehensive benefits, including health, vision, and dental insurance, 401(k) matching, and ongoing training and education. Our outstanding company culture ensures you're part of a supportive team that values both your personal and professional development. We empower our agents to build a strong financial future for themselves and their clients, backed by our proven track record of excellence and financial strength. If you're ready to embark on this journey, let's make a difference together. Compensation: $60,000 - $80,000 at plan earnings Responsibilities: Cultivate and maintain strong relationships with clients, ensuring their financial security and peace of mind. Identify and assess clients' needs to tailor life insurance solutions that align with their goals. Engage in proactive outreach to potential clients, expanding your network and growing your client base. Provide expert guidance on retirement and investment planning, empowering clients to make informed decisions. Collaborate with team members to share insights and strategies, fostering a supportive and growth-oriented environment. Stay informed about industry trends and product offerings to deliver the most relevant and up-to-date advice. Conduct regular reviews with clients to adjust their plans as needed, ensuring ongoing satisfaction and trust in our services. Qualifications: Experience in sales or customer service, with a focus on building lasting client relationships. Ability to assess clients' financial needs and tailor life insurance solutions accordingly. Proven track record of achieving sales targets and expanding client networks. Strong communication skills to provide clear, expert guidance on retirement and investment planning. Ability to work independently while collaborating effectively with team members. Commitment to staying informed about industry trends and product offerings. Proficiency in conducting regular client reviews to ensure satisfaction and trust in services provided. About Company As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success. We offer: Hybrid Opportunity Health/vision/dental 401(k) matching Outstanding company culture Training/education Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #67 on Fortune 100 in 2021 A leading company with many agents qualifying for MDRT2 each year Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation

Our mission is to provide financial security and peace of mind through our insurance, annuity, 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 do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for leadership-oriented managers hoping to advance their careers toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program's requirements. When you have met all of the parameters, you'll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents 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. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 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/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Your first year You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources 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. Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial 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. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your Transition to a Field Manager Role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run a business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to succeed.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

**You are the** **brains** **behind our work ...** At Citi, we do not just adapt to change - we drive it. Our Full Time Technology Analyst Program is where forward thinking talents meet unparalleled opportunities. This is your chance to innovate, influence, and make an impact in the most global financial institution! Citi Technology partners to ensure that Citi's platforms can "Be the Best" for clients globally, with a diverse and ethical workforce that applies innovation and automation to deliver a world class client experience and strengthen our reputation. We have over 30,000 technologists globally who are dedicated to serving our clients' needs across the firm. By utilizing a broad range of technologies, we are at the forefront of innovation. We seek to drive our systems and processes towards scalable, low-latency, high frequency enterprise systems to support Citi's strategic priorities. ** ** **We provide you with the knowledge and skills you need to succeed...** We're committed to teaching you the ropes. The 2-year Analyst Program starts in July and begins with a robust training program. Here at Citi, rotational programs are intended to help you build a broad skillset and accelerate your career growth by gaining exposure to more than one team in Software Development. Our rotational program will help you discover the best fit for your skills and long-term career goals at Citi. ** ** **Your time here will** **look something** **like this...** You will work in an agile software development environment, developing quality and scalable software solutions using leading-edge technologies. Based on business requirements, you will develop code consistent with quality standards and offer support during testing cycles and post-production deployment. To ensure defect-free programming, you will use the appropriate tools to test and debug code and participate in the review of peer coding. You have additional support, too. You join with a cohort of other new hires and go through training together to learn about our company, our tools and processes, and the technical skills you will need to succeed. While technologies can vary slightly from team to team, some developer will have exposure within the following categories: + **Microservices Developer:** Java, Spring Framework, Pivotal Cloud Foundry + **iOS:** Swift, Xcode, MVC Architecture + **Android:** Java, Android Studio, JavaScript, CSS, AJAX, Java Web Services + **Generative AI tools:** **Github** **, Co-Pilot** for code generation, for automated code reviews, etc. + **Web:** Angular (latest version), Eclipse, Java, JSP, TypeScript, HTML, JavaScript, CSS, AJAX While other developers will be exposed to the following: + **Data Analytics** tools such as **Splunk, Tableau, and Adobe Analytics** to trackadoption of customer journeys and derive business value of delivered product. + Cloud adoption strategy with **Citi** **APis** getting deployed in diverse cloud providers such as AWS etc. + **Engineering Excellence practices:** Minimum Development Standards and Minimum Operational standards set and followed at CITI. + **Understand latest design and software architecture patterns and frameworks:** Microservices, APIs, Spring Core/MVC/Boot/Cloud, REST and so on. + **CI/CD with exposure to various software development tools like:** JIRA, Zephry, BitBucket, TeamCity, uDeploy, Artifactory, Openshift(ECS/Docker) + Event streaming/messaging systems using **KAFKA, Solace, and Aeron** or similar technology. + Exposure to Containers using **Docker/Kubernetes** **.** No matter your team placement, as a member in our program, you can expect: + **Global Exposure** : Work in globally scoped projects with cross-functional teams and gain insights into how technology drives the financial sector worldwide. + **Continuous Learning:** Benefit from structured learning, networking, mentoring, and development programs that are designed to sharpen your technical prowess, enhance your business insight, and cultivate your leadership skills. + **Real Impact** : Contribute to real-world projects that shape the future of banking, from developing next-gen digital banking solutions to enhancing our cybersecurity defenses and driving data-powered innovations. **We want to hear from you if...** We are in a hunt for trailblazers with a passion for technology and drive to make a difference. To join this elite program, you should: + Be graduating between December 2025 and May 2026. + Pursuing Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Management Information Systems, or other tech related degree. + GPA of 3.0 or better is preferred. + You will not require sponsorship for U.S. work authorization now or anytime in the future. + Be a problem solver who thrives on innovation and enjoys tackling challenges head-on. + Possess a global outlook and a willingness to collaborate across cultures and time zones. + Have excellent communication skills, project management, leadership, attention to detail, and the ability to work well within diverse teams. + Ability to pass technical interviews consisting of basic algorithmic programming exercises. + Must be collaborative and adaptable, with excellent communication skills. Prior experience working on agile teams is desirable. **Who we think will be a great fit...** A dedication to learning and a true passion for business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. This program is ideal for those who: + Are ambitious, with relentless drive to succeed in a fast-paced, dynamic environment. + Are curious about how technology can revolutionize finance and are eager to be at the forefront of this transformation. + Want to grow into a future tech leader, with a passion for both technology and its application in the global financial industry. Annual Salary = $80,000 USD ------------------------------------------------------ **Job Family Group:** Management Development Programs ------------------------------------------------------ **Job Family:** Training ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $80,000.00 - $115,000.00 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:** Nov 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Please see "Additional Job Details" for specific information/requirements. The Operational Risk Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Participates in the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging risks. Contributes to risk assessments and drives actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices. Ensures project completion, special assignments, and other ad hoc activities as required. Additional duties as assigned Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. 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: 5-8 years relevant experience Excellent verbal and written communication skills • Customer focused with excellent Interpersonal skills and ability to work well in a team environment collaborating across diverse groups • Demonstrated understanding of operational risk and gap identification • Ability to prioritize and manage multiple projects simultaneously • Ability to present a compelling case to influence others where appropriate Extensive knowledge of SAS & SQL Education: Bachelor's/University degree or equivalent experience This is an Analytics role. As such, the successful candidate must have experience with SAS/SQL and other analytical tools ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Operational Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Jacksonville Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $79,120.00 - $118,680.00 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 Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 03, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

JACKSONVILLE FL Default: Location : City JACKSONVILLE The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

The Fraud Ops Specialist is an entry level position responsible for completing thorough risk assessments when reviewing account activity while also delivering exceptional customer service to our clients. Early fraud detection is critical in minimizing financial impact as well as protecting our client's account and identity. **Responsibilities:** + Perform investigation of potential fraud activity on existing credit card accounts. + Respond to inbound client inquiries and assist with specific service-related requests and concerns + Provide solutions to client issues through the usage of all available resources under limited supervision + Complete assigned tasks in an accurate and timely manner + Consistently achieve individual and team performance targets + Contact card members to verify charges and recent activity to identify any potential fraud + Ensure a positive customer experience while + Determine specific verification procedures to be used in processing customer's information + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by adhering to Policy, rules and regulations, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting issues with transparency. **Qualifications:** + 1-3 years relevant experience + Minimum 1 year of customer service experience + Ability to process both inbound and outbound client calls + High attention to detail with the ability to interpret data and organize information + Consistently demonstrates clear and concise written and verbal communication + Demonstrated ability to remain unbiased in a diverse working environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. \# Customer Service ------------------------------------------------------ **Job Family Group:** Operations - Services ------------------------------------------------------ **Job Family:** Fraud Operations ------------------------------------------------------ **Time Type:** ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $53,600.00 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 18, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

# CustomerSupport The Customer Serv Specialist 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each. Responsibilities: Corresponds between different businesses within Citi. Receives requests and routes to appropropriate business units, vendors etc. Communicates with all levels of personnel. Composes messages in a language that is simple to understand for all parties concerned. Tracks requests by marketplace and Reports on the departmental MIS. 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: Must have excellent written skills with the ability to breakdown complex messages, paraphrase individual request within a message and disseminate to other Citigroup businesses, vendors, etc 1-3 years relevant experience Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Digital Service ------------------------------------------------------ Time Type: ------------------------------------------------------ Primary Location: Jacksonville Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $53,600.00 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 18, 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 Data Analytics Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + **Strong ETL knowledge (Abinitio, Pyspark ), Good Analytical skills and Banking Knowledge. Should be sound on business Analysis.** + Integrates subject matter and industry expertise within a defined area. + Contributes to data analytics standards around which others will operate. + Applies in-depth understanding of how data analytics collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. + Employs developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. + Resolves occasionally complex and highly variable issues. + Produces detailed analysis of issues where the best course of action is not evident from the information available, but actions must be recommended/ taken. + Responsible for volume, quality, timeliness and delivery of data science projects along with short-term planning resource planning. + 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:** + In Depth and Hands on Knowledge on Ab-Initio, Hadoop Big Data, Python and SAS for Data Mining and for Data Analysis. Should be able to frame Data Extraction Scripts to extract the data and subject it to in-depth data analysis and should have experience in building automated analytics dashboard and reporting pipelines, reducing manual effort, and enabling real-time data insights. + Lead end-to-end data analytics and reporting initiatives, analyzing complex financial data to uncover trends, patterns, and insights supporting business and regulatory needs. + Develop and optimize SQL queries, and automation scripts in Oracle and Hive to streamline data extraction, transformation, and reconciliation. + Design and deliver reporting and visualization solutions that translate data into actionable insights for senior stakeholders in Finance, Risk, and OperationsKnowledge on preparation and submission of various regulatory reporting including CCAR 14M, CCAR 14A CCAR 14Q, FRY9C, FR2052A, FFIEC 101, FFEIC031, IFRS9, CECL etc.. as part of the Federal Reserve's stress testing and regulatory reporting framework. + Should be able to drive data integrity, quality assurance, and process automation, identifying opportunities to enhance accuracy and efficiency through emerging technologies. + Having knowledge on Regulation reporting is a plus **Education:** + Bachelor's/University degree or equivalent experience, potentially Masters degree This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Data Analytics ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $113,840.00 - $170,760.00 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** Ab Initio, Ab Initio Calculations, Apache Hadoop, Bank Regulatory Reporting, Big Data, Big Data Tools, Hadoop MapR, Python (Programming Language), Regulatory Compliance Reporting, Regulatory Reporting, SAS SQL. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 18, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. About Our Team: The Chief Information Security Office (CISO) is home to deeply talented colleagues that work to ensure the safety of Citi's clients', our revenue, our employees and our proprietary data. We manage information security as one end-to end program - one with a clear mandate and accountability. Our mission is a program that is fully anchored to modern control and architectural frameworks, is fully aligned with the enterprise architecture of the firm and is deeply integrated into the sectors and functions. Position Overview: The Citi's Cloud Technology Services team is home to deeply talented colleagues that work on the entire technology stack to enable modern and secure infrastructure to ensure the safety of Citi's clients' and our proprietary data. We manage information security as one end-to end program - one with a clear mandate and accountability. Our mission is a program that is fully anchored to modern control and architectural frameworks, is fully aligned with the enterprise architecture of the firm and is deeply integrated into the Citi Business. CTS' Network and Data Center Services (NDCS) team is responsible for delivering integrated infrastructure and network services with special focus on security at the foundation. Within NDCS, Global Perimeter Security Services team is responsible to deliver layered defense in depth technologies and innovation at global scale. This role entails leading and coordinating the execution of Critical Cyber Security Defense components and related programs across the perimeter security domain. The role includes both Run the Bank and Change Back Activities, however heavily focusing on Change the Bank activities: design, deploy and manage automated Enterprise Edge Security solutions focusing on Web Application Firewalls, DDoS protection and Content Delivery Networks. Change the Bank activities involve significant focus on efficacy, capacity and overall user experience on Citi's customer facing edge infrastructure, delivering end to end observability and automation for these critical components. **Roles and Responsibilities:** + Lead a virtual team of Infrastructure Defense professionals. + Lead CTB transformational and RTB activities across NDCS and act as focal point managing cyber security platforms + Lead the design, own and innovate Citi's Edge Security Platforms and Ecosystems, such as WAF, CDN, Telemetry and Observability from External Vantage Points. + Deliver end-to-end service monitoring capability focusing on resiliency and availability of client facing services. + Working with Transformation Program Directors, Senior Architects, Steering Committees on execution of perimeter security and edge security programs + Work with global cyber security industry partners on influencing next generation cyber technology, take part in related R&D efforts. + Responsible for inventory, accuracy and engineering excellence activities for assigned services and products. **Required Skills and Competencies:** + 10+ years of relevant cybersecurity and/or IT experience + Leadership roles across technology or cybersecurity leading large programs or transformational activities + Proven track record of designing and managing Web Application Firewall systems and Content Delivery Networks. + Thorough understanding of industry and corporate technology standards for Cyber Security services + Demonstrated ability to take ownership and work with cross functional teams to manage multiple projects simultaneously under pressure + Advanced analytical and problem-solving skills + Consistently demonstrates clear and concise written and oral communication as well as strong presentation skills to both technical and non-technical audiences. + Bachelor's degree in relevant subject or equivalent work experience ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Systems & Engineering ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $141,440.00 - $212,160.00 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:** Oct 14, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, 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 do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training 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 an associate partner. If this sounds like a fit for you, apply today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents 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. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 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/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************************* $75,000 At Plan Earnings Responsibilities: Become an associate partner on the management team after successfully completing all program requirements Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program Select, hire, and grow your financial professionals team as an associate partner Your first year You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources 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. Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial 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. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your Transition to a Field Manager Role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. Qualifications: Must have financial services industry and/or insurance industry experience Bilingual in Spanish, Portuguese, or another language is a plus Some sales experience needed Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional Working knowledge of cultural markets is helpful We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run a business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to succeed. About Company As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success. We offer: Hybrid Opportunity Health/vision/dental 401(k) matching Outstanding company culture Training/education Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #67 on Fortune 100 in 2021 A leading company with many agents qualifying for MDRT2 each year Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. + Able to clearly articulate business value proposition, matching clients with the correct set of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required). + Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance norms are strictly adhered to. + Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities. + Builds a rapport with back-office staff and seek out highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement. + Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. + Accountable for identifying prospective clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to identify needs and deepen relationships. + Complete all required trainings pertaining to the function in a timely manner. + 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:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred. + Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area. + Understanding of multiple products across business lines combined with exceptional networking and relationship building skills. + Excellent verbal and written communication skills. Ability to communicate at a professional level. + Positive and can-do attitude. + Excellent people skills and ability to work in a team environment. + Capable of working independently within established procedures and make decisions without manager approval. + Able to perform multiple functions with a high degree of accuracy. + Strong desire to create a top-notch client experience with every client every day. + Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team. + Ability to support a diverse array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Telesales ------------------------------------------------------ **Time Type:** ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $62,620.00 - $87,380.00 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:** Nov 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

This critical leadership role within Citi's Fraud Analytics and Modeling organization is responsible for strategically leading all fraud prevention and detection efforts across the Retail Bank's digital payments, wires, and checks. The role involves managing a team of teams to leverage data, identify emerging fraud trends, and design and implement advanced strategies-including those using AI and automation-to prevent and mitigate all types of fraud attacks, from application fraud to sophisticated digital schemes. This leader will collaborate closely with various internal partners, including Financial Threats, Fraud Policy, and Operations, as well as business executives, to ensure fraud strategies are integrated, effective, and responsive to evolving business, technology, and threat landscapes, ultimately protecting both Citi and its customers. **Responsibilities:** + End-to-end ownership of Retail Bank Fraud Analytics across Fraud lifecycle. + Ownership of New Deposit Account as well as Early Months on Book Deposit Fraud. + Ownership and management of fraud rules, scores, and detection strategies, Risk appetite execution, POS interdiction strategies and defect analysis. + Drive Digital fraud analytics using available digital fraud tools (i.e. TMX, BioCatch, etc.) for Cards and Retail Bank new applications and digital transactions. + Leverage global cutting-edge techniques and thought leadership to drive innovation, while maintaining end-to-end view of business needs/goals. + Continually assess manual and automated processes to identify potential process gaps and opportunities to strengthen risk and controls. + Establish network and followership within and outside Fraud to drive cross-function collaboration. + Champion organizational agenda and initiatives with executive audience. + Integrate/connect team initiatives, actions and culture to drive a broader vision and support business goals. + Effectively mentor and coach direct reports and cross business partners; attract new talent and build diverse talent pipelines. **Knowledge/ Experience/ Technical Skills:** + Interdiction strategy experience that goes beyond theory. Practical experience with building and deploying real-time interdiction logic, understanding the trade-offs, ability to speak to both operational impact and customer experience. + 10+ years in fraud or risk management; experience in analytics and modeling or relevant area preferable. + Extensive quantitative and analytic skills; ability to derive patterns, trends and insights, and perform risk/reward trade-off analysis. + Extensive experience working with Big Data environment, coding within various traditional (SAS, SQL, etc.) and/or open source (i.e. Python, Impala, Hive, etc.) tools, and advanced machine learning techniques. + Understanding of the threat landscape, as well as impacts of macroeconomic, industry, regulatory and fraud trends. + Decisive with the ability to formulate and communicate a vision that is forward thinking and responsive to changes in the environment. + Ability to effectively engage and inspire small and large audiences for collaboration and innovative changes. + Experience with large scale Fraud organizations within financial services or related industry with a strong knowhow of Retail Bank payments and products. + 8-10+ years of managing staff at various levels; experience in leading teams of Data Analysts / technical professionals. **Personal Qualities:** + Excellent written and verbal communication skills; ability to report back findings in a structured, clear and simple way that is understandable to non-technical partners. + Hands-on, high-impact, leader that inspires confidence, can build and lead a team, shape a vision, drive execution and exercise sound judgement and decision making on behalf of the organization. + Ability to collaborate across fraud, product, technology, and compliance partners. + Strong business acumen and an executive presence. + Superior planning and organizational skills; results oriented with ability to execute. + Able to be independent and a self-starter, comfortable in a fast-paced matrixed and ambiguous environment. + Acts with curiosity and takes the initiative to identify problems, offer creative solutions and resolve issues. Energized by asking "what if", "why not", and "what would happen to us if" questions, e.g. how this will affect the business, industry, or market. + Passionate about data science and the value that can be created through information analysis. **Education:** + Master's Degree or PhD required in statistics, mathematics, physics, economics, engineering or other analytical or quantitative discipline. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Decision Management ------------------------------------------------------ **Job Family:** Business Analysis ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 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:** Oct 10, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

**You are** **the** **brains** **behind our work ...** At Citi, we do not just adapt to change - we drive it. Our Summer Technology Analyst Program is where forward thinking talents meet unparalleled opportunities. This is your chance to innovate, influence, and make an impact in the most global financial institution! Citi Technology partners to ensure that Citi's platforms can "Be the Best" for clients globally, with a diverse and ethical workforce that applies innovation and automation to deliver a world class client experience and strengthen our reputation. We have over 30,000 technologists globally who are dedicated to serving our clients' needs across the firm. By utilizing a broad range of technologies, we are at the forefront of innovation. We seek to drive our systems and processes towards scalable, low-latency, high frequency enterprise systems to support Citi's strategic priorities. ** ** **We provide you with the knowledge and skills you need to succeed...** We are committed to teaching you the ropes. The Summer Analyst Program starts in early June with an in-depth education on the Analyst role's fundamentals and the nuances of Citi's culture. The program also includes on-the-desk training, an informative speaker series, and networking opportunities. Summer Analysts often return to Citi after graduating from university to become Full-Time Analysts and continue their career in technology. ** ** **Your time here will** **look something** **like this...** You will work in an agile software development environment, developing quality and scalable software solutions using leading-edge technologies. Based on business requirements, you will develop code consistent with quality standards and offer support during testing cycles and post-production deployment. To ensure defect-free programming, you will use the appropriate tools to test and debug code and participate in the review of peer coding. You have additional support, too. You join with a cohort of other new hires and go through training together to learn about our company, our tools and processes, and the technical skills you will need to succeed. While technologies can vary slightly from team to team, some developer will have exposure within the following categories: + **Microservices Developer:** Java, Spring Framework, Pivotal Cloud Foundry + **iOS** : Swift, Xcode, MVC Architecture + **Android** : Java, Android Studio, JavaScript, CSS, AJAX, Java Web Services + **Generative AI tools** : Github, Co-Pilot for code generation, for automated code reviews, etc. + **Web** : Angular (latest version), Eclipse, Java, JSP, TypeScript, HTML, JavaScript, CSS, AJAX While other developers will be exposed to the following: + **Data Analytics** tools such as **Splunk, Tableau, and Adobe Analytics** to trackadoption of customer journeys and derive business value of delivered product. + Cloud adoption strategy with **Citi** **APis** getting deployed in diverse cloud providers such as AWS etc. + **Engineering Excellence practices:** Minimum Development Standards and Minimum Operational standards set and followed at CITI. + Understand latest design and software architecture patterns and frameworks: Microservices, APIs, Spring Core/MVC/Boot/Cloud, REST and so on. + **CI/CD with exposure to various software development tools like:** JIRA, Zephry, BitBucket, TeamCity, uDeploy, Artifactory, Openshift(ECS/Docker) + Event streaming/messaging systems using **KAFKA** or similar technology. + Exposure to Containers using **Docker/Kubernetes** **.** No matter your team placement, as a member in our program, you can expect: + **Global Exposure** : Work in globally scoped projects with cross-functional teams and gain insights into how technology drives the financial sector worldwide. + **Continuous Learning:** Benefit from structured learning, networking, mentoring, and development programs that are designed to sharpen your technical prowess, enhance your business insight, and cultivate your leadership skills. + **Real Impact** : Contribute to real-world projects that shape the future of banking, from developing next-gen digital banking solutions to enhancing our cybersecurity defenses and driving data-powered innovations. **We want to hear from you if...** We are in a hunt for trailblazers with a passion for technology and drive to make a difference. To join this elite program, you should: + Be graduating between December 2026and May 2027. + Pursuing Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Management Information Systems, or other tech related degree. + GPA of 3.0 or better is preferred. + You will not require sponsorship for U.S. work authorization now or anytime in the future. + Be a problem solver who thrives on innovation and enjoys tackling challenges head-on. + Possess a global outlook and a willingness to collaborate across cultures and time zones. + Have excellent communication skills, project management, leadership, attention to detail, and the ability to work well within diverse teams. + Ability to pass technical interviews consisting of basic algorithmic programming exercises. + Must be collaborative and adaptable, with excellent communication skills. Prior experience working on agile teams is desirable. **Who we think will be a great fit...** A dedication to learning and a true passion for business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. This program is ideal for those who: + Are ambitious, with relentless drive to succeed in a fast-paced, dynamic environment. + Are curious about how technology can revolutionize finance and are eager to be at the forefront of this transformation. + Want to grow into a future tech leader, with a passion for both technology and its application in the global financial industry. Annual Salary = $80,000 ------------------------------------------------------ **Job Family Group:** Management Development Programs ------------------------------------------------------ **Job Family:** Intern ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $80,000.00 - $110,000.00 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:** Nov 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Operational Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + Establishes and oversees the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging risks. + Independently assess' risks and drive actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices. + Governance and oversight may include (not limited to) technology operational risk, risk for example. + Serves as a subject matter expert for Issues Management (KPI/KRI/Corrective Action Plans) + Resolves transactional level escalations coming from the vendor or internal partners + Analyzes a multitude of scorecards/performance management tools in an attempt to mitigate exposure (risk/financial/regulatory) + Monitors goals are met through performance, risk and relationship oversight of our extended supply chain + Collaborates to resolve any issues which fall within the terms of the contract. + Develops and maintains relationships across the business users and Lines of Defense to better understand and deliver customer requirements by responding to changes in the internal and external business environment + Has the ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + 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:** + 6-10 years experience navigating and networking across an enterprise utilizing internal and external resources Third Party Oversight/Vendor Oversight experience preferred Business writing experience preferred **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Operational Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 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** Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 27, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. Responsibilities: Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible for providing timely responses to client service requests, received via telephone or email. Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process. Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required). Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. Ensures that KYC/AML and other compliance norms are strictly adhered to. Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities. Builds a rapport with back-office staff and seek out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement. Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. Accountable for identifying prospective clients interested in becoming new clients. Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. Responsible for proactively contacting clients to identify needs and deepen relationships. Complete all required trainings pertaining to the function in a timely manner. 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: 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred. Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area. Understanding of multiple products across business lines combined with exceptional networking and relationship building skills. Excellent verbal and written communication skills. Ability to communicate at a professional level. Positive and can-do attitude. Excellent people skills and ability to work in a team environment. Capable of working independently within established procedures and make decisions without manager approval. Able to perform multiple functions with a high degree of accuracy. Strong desire to create a top-notch client experience with every client every day. Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team. Ability to support a diverse array of products and services. Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Telesales ------------------------------------------------------ Time Type: ------------------------------------------------------ Primary Location: Jacksonville Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $62,620.00 - $87,380.00 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: Nov 11, 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 Credit Underwriting Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally the Correspondent Mortgage Credit Manager is tasked with overseeing the fast-paced lifecycle of purchasing mortgage loans within the correspondent channel, with a focus on ensuring operational efficiency, adherence to regulatory standards, and achieving high client satisfaction. This role involves timely active management of daily operations, the proactive development and implementation of process improvements, and providing leadership to the operations team. Key responsibilities include managing operational functions such as condition review, purchasing, funding, and post-closing activities. Furthermore, the manager acts as the primary operational liaison for correspondent partners, handling escalations, resolving challenges, and cultivating strong business relationships. A crucial aspect of this role is leading, mentoring, and coaching the operations team, which involves establishing clear performance metrics, monitoring results, and managing performance to uphold accountability. As responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Performs oversight of Client Excellence Team within Correspondent channel that supports sellers through the prepurchase review process. + Supports the Correspondent Account Executives in their initiatives against volume goals. + Responsible for managing Risk and Controls and maintaining quality expectations set forth by the organization. + Monitors capacity against established plans and forecasts. + Integrates in-depth credit operations knowledge with a solid knowledge of industry standards and practices. + Uses sound judgment to complete more complex credit transaction reviews. + Performs analysis of credit and investor delivery quality on mortgage transactions. + 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years previous Mortgage Credit Analysis experience required. + Extensive mortgage industry knowledge related to credit worthiness, regulatory requirements and agency guidelines is required. + Knowledge of mortgage documentation including closing and post-closing documents. + Correspondent Lending experience preferred. + Working knowledge of reporting and presentation skills is a plus. **Education:** + Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $87,280.00 - $130,920.00 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** Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 20, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.