This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home. As a member of the Testing and Monitoring Unit within New York Life's Corporate Compliance Department, you will contribute to the compliance oversight, corporate governance, examination readiness, and policy development for the Company's Foundational Business product lines to ensure compliance with FINRA Rules 3120/3130, SEC Rules 38a-1 and 206(4)-7, and the NAIC Suitability in Annuity Transactions Model Regulation 275. The ideal candidate will be able to evaluate and implement risk-based frameworks that align with evolving regulatory expectations.
What You'll Do:
* Execute compliance testing programs, ensuring robust supervisory controls and adherence to regulatory requirements;
* Contribute to the timely preparation of annual Board reports for NYLIFE Securities LLC (affiliated broker-dealer) and Eagle Strategies LLC (affiliated registered investment adviser) as well as the annual NAIC Model Regulation report - highlighting key compliance testing results, identified risks, and remediation efforts;
* Assist in the development, maintenance, and enhancement of field-facing policies and procedures that strengthen supervisory oversight and ensure operational alignment with the Company's compliance framework;
* Support the cultural transformation toward the use of approved electronic communications tools, driving awareness and regulatory compliance while minimizing exposure to regulatory scrutiny;
* Partner with key stakeholders to provide compliance support in furtherance of business objectives;
* Proactively identify and resolve compliance issues that may arise during daily activities
What You'll Bring:
* Bachelor's degree required
* Strong written and verbal communication skills with the ability to collaborate effectively across teams;
* Strong analytical and problem-solving skills with the ability to interpret complex data and identify actionable insights;
* Proficient in virtual collaboration platforms, including Microsoft Teams and Zoom;
* Skilled in leveraging artificial intelligence tools (e.g., ChatGPT, Microsoft Co-Pilot) to enhance productivity and analytical work;
* Self-motivated with the ability to work independently and manage multiple priorities in a dynamic environment;
* Demonstrates intellectual curiosity, critical thinking, and sound judgment;
* Prior experience in business or compliance functions within a broker-dealer, registered investment adviser, financial services organization, or related industry preferred;
* Strong overall proficiency in Microsoft Office applications;
* Preferred: FINRA Series 7, 63, and 24 licenses. Opportunities to obtain required licenses may be available after hire.
This role requires FINRA Associated Person pre-hire fingerprinting
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Pay Transparency
Salary Range: $65,000-$92,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92863
$65k-92k yearly 60d+ ago
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HR PMO Manager, Corporate Vice President
New York Life 4.5
New York Life job in New York, NY
Be part of a dynamic team shaping the future of talent at New York Life. As part of Human Resources, you'll contribute to a comprehensive strategy that attracts, develops and retains top talent. Whether it's identifying future leaders, crafting engaging learning experiences, enhancing offerings that support our people or fostering a workplace culture where everyone feels they belong, your work directly empowers individuals and fuels the company's growth. Join us and play a vital role in making New York Life an employer of choice for generations to come.
The HR PMO Manager provides strategic leadership for the Human Resources Project Management Office, driving enterprise-wide HR initiatives that enable organizational transformation and operational excellence. This role establishes governance frameworks, ensures alignment with corporate priorities, and partners with senior leadership to deliver high-impact projects that advance HR capabilities and business outcomes.
What You'll Bring:
Strategic Leadership & Governance
* Define and implement the HR PMO operating model, including intake processes, governance standards, and performance metrics
* Establish project management frameworks, tools, dashboards, and templates to ensure consistency and transparency across HR initiatives
* Drive adoption of PMO best practices and foster a culture of accountability and continuous improvement
Program & Project Delivery
* Oversee planning and execution of complex, cross-functional HR projects aligned with strategic objectives
* Partner with project teams to develop charters, integrated project plans, and status reporting models
* Lead executive-level project reviews and facilitate decision-making to maintain project health and mitigate risks
* Monitor critical paths, resolve blockers, and escalate issues to senior leadership as needed
Innovation & Enablement
* Design and maintain a self-service SharePoint site and knowledge hub for PMO resources
* Research and integrate advanced tools and technologies (e.g., Coda, GPT-enabled solutions) to enhance project delivery and stakeholder engagement
* Develop communication strategies and materials to introduce PMO capabilities and enable end-user adoption
Stakeholder Engagement
* Serve as a trusted advisor to HR leadership and business partners, ensuring alignment of priorities and resource allocation
* Engage key decision-makers to drive consensus and accelerate delivery of strategic initiatives
What You'll Bring:
* Bachelor's degree in Human Resources, Business Administration, or related field; advanced degree preferred
* Project Management certification (PMP) required
* 10+ years of experience leading HR project management or PMO leadership, with proven success in enterprise-level initiatives
* Expertise in HR systems, compliance, and organizational change management
* Proficiency in project management tools (MS Project, Smartsheet, Jira) and emerging technologies
* Exceptional leadership, communication, and stakeholder management skills
Pay Transparency
Salary Range: $119,000-$153,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
#LI-MC1
#LI-HYBRID
Job Requisition ID: 93212
A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service.
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$70k yearly 5d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY job
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act 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. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. 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
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
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 of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
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.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 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.
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$88.4k-132.6k yearly 5d ago
ASSOCIATE
New York Life 4.5
New York Life job in New York, NY
PF2 Job Description - Junior Engineer (Java/Web/Workflow/AWS) with Agile Delivery Experience Job Title: Junior Software Engineer (PF2) Department: Technology We are seeking a junior-level Software Engineer to join the Claims & Money Movement portfolio within the Service Experience.
Candidates with experience in Java, web technologies, workflow platforms (Pega, Salesforce, or similar), or cloud technologies such as AWS are encouraged to apply.
The engineer will participate in the design, development, and delivery of technical solutions within an Agile team. They will work closely with senior engineers and architects, contribute to sprint execution, and develop hands-on technical skills across modern enterprise platforms.
This role is ideal for someone early in their engineering career who wants to grow into a Technical Lead and deepen their expertise in workflow platforms, cloud technologies, integrations, and enterprise engineering.
Key Responsibilities
Engineering & Development
* Develop, enhance, and troubleshoot applications using Java, web technologies, workflow/BPM platforms (Salesforce, Pega, ServiceNow, Appian, or similar), or AWS cloud components.
* Contribute to coding, debugging, unit testing, and participating in code reviews.
* Implement integrations, REST APIs, automation components, and user interface features.
* Assist with performance tuning, monitoring, and system reliability improvements.
* Collaborate with senior engineers to translate designs into working code.
Platform & Systems Support
* Participate in CI/CD build pipelines, version control, and DevOps practices.
* Support environment readiness checks, deployment preparations, and testing cycles.
* Maintain and contribute to technical documentation (runbooks, diagrams, configs).
* Assist in triage and troubleshooting of issues across development and test environments.
Agile Delivery & Collaboration
* Actively engage in Agile ceremonies-standups, sprint planning, backlog refinement, retros.
* Provide updates on engineering tasks, risks, and dependencies.
* Work closely with Product Owners, Scrum Masters, QA, and DevOps to support smooth sprint delivery.
* Demonstrate accountability for completing assigned work within sprint commitments.
Learning & Professional Growth
* Build deeper skills in workflow platforms (Pega), cloud technologies, and modern integration patterns.
* Learn Agile engineering best practices, including automation, testing strategies, and CI/CD.
* Progress toward increased technical ownership with a path toward Technical Lead roles.
Required Qualifications
* 1-3 years of experience in at least one of the following:
* Java / Spring / Web technologies
* Workflow or CRM platforms such as Salesforce, Pega, ServiceNow or similar
* AWS or other cloud platforms
* API development, integration, or automation experience
* Good understanding of software development principles.
* Exposure to Git, CI/CD pipelines, and Agile ways of working.
* Strong problem-solving, debugging, and communication skills.
Preferred Qualifications
* Hands-on experience building components in Pega, Salesforce Flows, or similar platform capabilities.
* Exposure to REST APIs, microservices, and cloud-native application patterns.
* Familiarity with AWS services.
* Agile certification (CSM, PSM) is a plus but not required.
Pay Transparency
Salary Range: $79,000-$113,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93090
$79k-113k yearly 10d ago
Associate, Client Reporting and Performance
New York Life 4.5
New York Life job in New York, NY
NYL Investors LLC was formed in October 2013 as a wholly owned subsidiary of New York Life Insurance Company with the primary responsibility for managing the fixed income and real estate assets of New York Life and other strategic partners. With over 300 professionals, the organization manages over $300 billion of assets under management, through three investment groups.
Overview of Role:
The Client Reporting and Performance Associate will play a key role in preparing New York Life General Account reports (ad-hoc, daily, monthly, quarterly, and year-to-date) and conducting reviews before reports are released to key stakeholders across the company. This role is ideal for a technically savvy individual who enjoys researching issues, improving processes, and leveraging data visualization tools, particularly Tableau to elevate reporting quality and efficiency.
What You'll Do:
* Prepare, review, and distribute comprehensive client reports for the New York Life General Account and its clients. Ensuring accuracy, timeliness, and adherence to reporting standards.
* Conduct data reviews and proactively identify discrepancies and analytical anomalies.
* Coordinate with Compliance to prepare monthly, quarterly, and annual Federal Reserve cross-border investment reports, including TIC SLT, SHCA, and SHLA on behalf of New York Life.
* Coordinate and support the SEC regulatory reporting for NYL Investors LLC including Forms 13F, 13G, and 13H under Section 13 of the Securities Exchange Act.
* Provide assistance to management and portfolio managers by addressing portfolio reporting, data, and performance-related inquiries.
* Collaborate with Technology and data warehouse teams to enhance reporting workflows, expand automation, strengthen data quality, and improve visualization capabilities.
* Participate in regression testing and user acceptance testing (UAT) to ensure the continued accuracy and functionality of client reports following system releases or enhancements.
* Maintain a customer-focused mindset, fostering strong communication and collaboration with business partners and clients.
* Apply a solution-oriented approach to recurring issues and operational challenges, identifying opportunities to reduce manual work and implement sustainable improvements.
* Assist with Request for Information (RFI) and Request for Proposal (RFP) responses by compiling and organizing relevant investment data and materials.
What You'll Bring:
* Undergraduate degree in Accounting/Finance, MBA a plus.
* 2-6 years client reporting experience with an Asset Management/Investment Advisory Firm.
* Comprehensive understanding of fixed income investments, asset classes and investment measures including Yield, Duration, and Convexity.
Required Skills:
* Experience with Tableau reporting tool and the ability to develop, maintain, and optimize Tableau dashboards to support data visualizations and reporting needs.
* Experience with AI tools, Crystal/Business Objects, CORIC, Data Warehouses, Qvidian, and Blackrock Aladdin a plus.
* Strong analytical background specifically with respect to Fixed Income.
* Strong oral and written communication skills.
* Proven experience with establishing and maintaining strong customer relations both internally and externally.
* Ability to operate efficiently in a deadline driven environment through effective prioritization.
* Ability to create business specifications, test plans and implement changes to processes using technology.
* Proficient with Microsoft Office Suite applications.
Pay Transparency
Salary Range: $80,000-$105,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93030
$80k-105k yearly 39d ago
Associate, Corporate Communications
New York Life 4.5
New York Life job in New York, NY
is hybrid, Tuesday - Thursday in the NY office, Monday & Friday work from home. We are seeking an Associate, Communications, to support internal and external communications for New York Life's Strategic Businesses (SBs). The SBs consist of: New York Life Group Benefit Solutions, Group Membership Association Division, Institutional Annuities, Institutional Life, New York Life Direct, New York Life Investment Management, and Seguros Monterrey New York Life.
What You'll Do:
Serve as a business partner to support internal and external communications deliverables for the SBs broadly and on communications initiatives that support one or more of the SBs.
Assist with the execution of communications plans that drive positive outcomes for the SBs in line with business goals; raise the profile of the businesses and its leaders among various internal and external stakeholders; and deliver both proactive and reactive support.
Assist with, and execute on, communications deliverables for the EVP and head of the SBs, including scheduling and preparing for various leadership communications events (quarterly "office hours"; town halls; etc.); media relations; social media; and external speaking opportunities.
Write and edit various communications plans and materials, including leadership messages, press releases, intranet content, speaking points, video scripts, social media content, and presentations.
Assist with quarterly and annual reporting, including analyzing intranet usage and email statistics, preparing and delivering employee pulse-surveys, and helping to manage earned and social media metrics.
Assist with intranet page by coordinating content updates, monitoring engagement needs, and supporting the scheduling and upkeep of the news calendar.
Format, proof and distribute executive communications, including managing and updating distribution lists.
Contribute to a broader calendar of communications deliverables for the team.
Work collaboratively with colleagues across Corporate Communications, including Corporate Design, Editorial, Digital, Video/Meetings, Content Strategy, and Employee Social Engagement.
What You'll Bring:
2-4 years of corporate communications experience, preferably in a Fortune 500 company or communications agency serving the financial services industry.
Media relations experience with the ability to leverage established media relationships, and interest in newsworthy investment trends, issues, milestones and events.
Collaborative team player with experience participating in high-profile cross-functional projects.
Well organized with strong attention to detail, delivering high-quality work on time and according to expectations; flexibility to manage changing requirements with short turnaround time.
Proactive, with strong project management skills and a demonstrated focus on consistency.
Ability to manage multiple tasks simultaneously, meet tight deadlines, and work under pressure. Exemplary attention to detail.
Excellent writing, listening, presentation, and storytelling skills.
Experience using AI-powered communication tools to optimize engagement and support organizational goals.
Bachelor's degree in Communications, English, Journalism, or related field.
Experience in financial services industry highly desirable; interest in personal finance, insurance, and/or asset management a plus.
Hybrid environment: Office Tuesday through Thursday, working from home Mondays and Fridays.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $65,000-$92,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93086
$65k-92.5k yearly 8d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
New York, NY job
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans.
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$140k-191k yearly est. 5d ago
Assistant General Counsel, Corporate Transactions
New York Life 4.5
New York Life job in New York, NY
Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals.
This attorney will be part of the Corporate Transactions unit of the Office of the General Counsel, which advises and supports New York Life Insurance Company and its subsidiaries in connection with a variety of corporate transactions, including both finance and M&A transactions in the life insurance and investment management space. This attorney will have exposure to business and legal executives and will report to the Head of Corporate Transactions in OGC.
What You'll Do:
* Provide legal advice and guidance to the Company's corporate development functions with respect to insurance and investment management M&A transactions, both domestic and in foreign jurisdictions
* Support the Company's business units in all aspects of corporate finance transactions, including syndicated credit facilities, surplus notes offerings and the Company's medium term notes and commercial paper programs
* Responsibilities include:
o Due diligence
o Drafting and review of transaction documents, including confidentiality agreements, engagement letters, term sheets, letters of intent, definitive agreements, offering memoranda and disclosure documents
o Managing regulatory approval processes
o Closing preparations and post-closing matters
o Coordinating with internal business units and subject matter experts
o Managing outside counsel
o Advising and assisting the head of Corporate Transactions
* Provide advice on various legal and commercial matters.
What You'll Bring:
* JD with a minimum of three (3) years' experience as a corporate attorney, including legal due diligence and familiarity with agreements for corporate finance and M&A transactions, ideally in the financial services industry. New York State Bar preferred.
* Familiarity with, and willingness to learn, laws and regulations relating to insurance companies, investment managers and related transactions
* Excellent writing and communication skills.
* Ability to interact with a broad range of internal and external personnel with diverse expertise and experience and to function independently on appropriate projects.
* A growth mindset, commitment to continuous improvement, and willingness to embrace new technologies to advance legal and business objectives.
Pay Transparency
Salary Range: $147,500 - $211,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93014
$147.5k-211k yearly 37d ago
Senior Associate - Full-Stack Developer
New York Life 4.5
New York Life job in New York, NY
As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth - driving the company's success.
Are you excited by the idea of building dynamic front-end experiences that bring data-driven insights to life? Do you love solving technical challenges with modern tools and scalable infrastructure? Join the Strategic Analytics team at New York Life as a Senior Full-Stack Developer and help us create powerful, interactive analytics applets that drive strategic business decisions.
In this role, you'll be responsible for building intuitive, high-impact user interfaces with React and Streamlit, while also architecting robust, cloud-native backends using Kubernetes, DynamoDB, Jenkins, and modern DevOps tools. You'll collaborate with analytics engineers, business stakeholders, and data scientists to deliver enterprise-grade products that power decisions across sales, marketing, finance, and more.
You'll be joining a highly collaborative, agile team of technologists and analytics experts with a passion for building the future of data-driven decision-making at New York Life.
What You'll Do:
* Design, build, and maintain front-end applications using React and Streamlit to visualize key insights and analytics
* Develop APIS leveraging FAST API for analytics web applications
* Collaborate with data teams to integrate front-end components with cloud-based backends, ensuring scalability, reliability, and security
* Build and manage APIs, workflows, and services leveraging tools such as Kubernetes, DynamoDB, Jenkins, and containerized environments
* Work with cross-functional partners to define product requirements, structure dashboards, and deliver intuitive, insight-rich applications
* Champion UI/UX best practices, ensuring that end-user experiences are simple, elegant, and highly functional
* Lead code reviews and contribute to the overall improvement of software development practices within the team
* Identify opportunities to optimize existing platforms and recommend innovative solutions to meet emerging business needs
* Act as a thought partner and technical advisor to business and analytics stakeholders
What You'll Bring:
* Bachelor's degree in Computer Science, Engineering, or a related technical field (or equivalent practical experience)
* 5+ years of experience as a full-stack developer with a strong portfolio of interactive applications or tools
* Experience in React.js, JavaScript/TypeScript, and web development fundamentals
* Proficient in Streamlit or other Python-based UI frameworks for data visualization
* Solid experience with back-end technologies, including Kubernetes (EKS), DynamoDB, containerization, and CI/CD pipelines (e.g., Jenkins)
* Experience building and deploying applications in cloud environments (AWS preferred)
* Familiarity with API design, microservices architecture, and DevOps workflows
* Strong communication and collaboration skills
* Proven ability to work independently and manage multiple priorities in a fast-paced environment
Preferred Qualifications
* Master's degree in Computer Science or a related field
* Experience integrating with analytics tools or working in data-focused product environments
* Understanding of cloud-native architecture and infrastructure-as-code (e.g., Terraform)
* Exposure to GenAI tools and interest in integrating AI-enhanced workflows into applications
* Passion for data visualization, analytics, and building tools that empower business users
Pay Transparency
Salary Range: $121,000-$172,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93156
$121k-172.5k yearly 10d ago
2026 Technology, Data, AI & Ventures Summer Internship Program - AI Engineer/Data Scientist Intern
New York Life 4.5
New York Life job in New York, NY
When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
Shape your future with a dynamic internship experience at New York Life. We offer opportunities across a variety of exciting businesses, including Actuarial, AI & Data, Finance, Investments, Technology, Underwriting, and more. Your internship journey is designed to challenge you through hands-on work experience that will equip you with valuable skills you can use anywhere. You will build your network through collaboration and connection with talented interns and experienced employees through team-building activities, mentorship programs, and fun social events. By the end of your internship, you'll be equipped with new skills and a network that will propel you forward in your career journey.
Program Overview:
Launch your career in a technology, data, and AI-driven organization with purpose and impact!
Join us as an AI Summer Intern for an immersive 11-week experience where innovation, collaboration, and real-world impact intersect. As part of our dynamic Technology, Data, AI & Ventures department, you'll gain hands-on exposure to cutting-edge projects that drive our digital transformation, while exploring potential career paths in AI, MLOps, and more.
Throughout the summer, you'll deepen your technical skills, expand your professional network, and receive mentorship and guidance from experienced professionals and senior leaders. Our program combines meaningful project work with learning and development opportunities designed to prepare you for success beyond graduation.
You'll connect with a diverse cohort of interns, collaborate on a team-based capstone project, and contribute to our commitment to social good by participating in our Volunteers for Good initiative. Whether you're building innovative solutions, leveraging AI and automation, or reimagining the future of work, you'll play a vital role in helping us shape what's next in technology.
This internship is more than just a summer job-it's a steppingstone toward becoming a future-ready technology professional, with the opportunity to convert to a full-time role after graduation.
Team: AI
The AI team at New York Life comprises several distinct functions, including AI, AI Governance, and ML Operations. As an intern within one of these areas, you'll collaborate with industry experts, harnessing advanced tools and techniques to develop transformative AI and GenAI solutions for New York Life.
Interns will join one of two key functions within the AI team:
Data Scientist (AI & Generative AI): Focus on building and enhancing predictive modeling frameworks, harnessing advanced tools and techniques to develop transformative AI and GenAI solutions for New York Life. Potential summer projects include enhancing predictive modeling by integrating new data into a risk classification framework and developing a robust framework to evaluate the performance and value of various Generative AI tools. For instance, creating a question-and-answer tool tailored for agents and financial advisors to boost efficiency and streamline their workflow.
AI Engineer (MLOps): Focus on building and deploying AI systems and infrastructure. You'll design, implement, and optimize machine learning and Generative AI models in production environments. This work is more engineering-oriented, emphasizing software development, scalability, and integration. As an intern, you will support the development and enhancement of New York Life's machine learning operations and help bring innovative AI solutions into production. Example projects include designing and testing new patterns for model deployment using Python APIs, improving MLOps and DevOps platforms through dashboards and monitoring tools like New Relic, and contributing to automation frameworks that ensure model reliability and performance at scale.
Both roles offer hands-on exposure to real-world challenges and the opportunity to contribute directly to our mission of shaping the future of AI at New York Life. You'll work closely with cross-functional teams and experienced professionals who are driving innovation across the enterprise, gaining exposure to real-world applications of AI that create meaningful business impact.
What You'll Bring:
Data Scientist (AI & Generative AI): Passion for data science and experience in predictive analytics, Generative AI tools, and digital health applications.
AI Engineer (MLOps): A blend of software engineering and AI expertise, with experience in Python, APIs, and DevOps tools (e.g., EKS, CI/CD, New Relic). Passion for building scalable AI systems and deploying models in production environments.
Required Skills:
Data Scientist (AI & Generative AI): Undergraduate or Graduate student pursuing a degree in Data Science, Computer Science, Artificial Intelligence, Statistics, or a related field. Proficiency in R, Python, SQL, Machine Learning, and Generative AI.
AI Engineer (MLOps): Undergraduate or Graduate student pursuing a degree in Data Science, Computer Science, Artificial Intelligence, Statistics or a related field. Proficiency in Python, familiarity with APIs, and a solid understanding of automated testing and DevOps tools (e.g., EKS, CI/CD, New Relic).
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT).
Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn!
#LI-CV1
#AICampus
Salary range: $30-35/hour + $3,000 housing stipend
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of ********************
Job Requisition ID: 92271
$30-35 hourly 60d+ ago
Corporate Derivatives - Equities Solutions Trader
Morgan Stanley 4.6
New York, NY job
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
Conducting research on stocks / companies in order to evaluate risks and make trading decisions
Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
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.
Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$200k-250k yearly Auto-Apply 60d+ ago
Insurance Service Professional - New Business Processing 92956
New York Life Insurance 4.5
New York Life Insurance job in New York, NY
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview:
Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.
What You'll Do:
Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Answer incoming calls, greeting customers and potential agent candidates may be required. Additional ad hoc responsibilities may also be assigned.
What You'll Bring:
Required Skills
The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required
Preferred Skills
Associates, or Bachelor's degree preferred, or equivalent years of related experience
Training & Development
Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week.
Salary
Competitive full-time base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Pay Transparency
Salary Range: $45,000-$50,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92956
$45k-50k yearly 56d ago
Head of Change Management - Investments
New York Life 4.5
New York Life job in New York, NY
New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $799 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.
Role Overview:
The Change Leader will play a critical role in leading and managing the Change Management efforts within the Investments Business at New York Life. This role requires a leader with strong strategic and execution skills and the ability to work effectively across teams. This individual will be responsible for guiding teams through significant changes, ensuring the smooth transition of processes, systems, and culture as the business continues to evolve. The Change Leader will work closely with the enterprise change leader in Human Resources, senior leadership within the business, project managers, and key stakeholders to design, implement, and monitor change management strategies that support both the business and company goals and objectives.
What You'll Do:
Change Strategy Development & Execution:
* Design and implement comprehensive change management strategies that align with the business' overall goals and objectives.
* Partner with senior leadership to identify business needs and areas requiring transformation, defining the scope, timelines, and key deliverables.
* Partner with senior leadership to prioritize a change management agenda and measure success against key deliverables.
* Lead change initiatives that foster a smooth transition and minimize resistance across the organization.
Stakeholder Engagement & Communication:
* Establish and maintain strong relationships with key stakeholders (Business Leaders Portfolio management, Distribution, Human Resources, Corporate Communications, Technology, etc.) across all levels of the organization.
* Work with Corporate Communications team to support the communication of change initiatives clearly and effectively, ensuring that all employees understand the purpose and impact of the changes within the organization.
* Develop and deliver clear, concise communication plans, presentations, and other materials for employees, leadership, and external partners.
Culture & Behavior Change:
* Help drive organizational culture change to ensure employees embrace new ways of working, systems, and processes.
* Promote a positive environment for change by addressing employee concerns, creating buy-in, and building trust through transparent communication.
* In partnership with the Enterprise Change Management team in Human Resources, support the implementation of training to support employees in adapting to new tools, systems, and methodologies.
* Lead change workshops, coaching sessions, and other learning opportunities to ensure employees are well-equipped to navigate the transformation.
Change Monitoring & Feedback:
* Monitor the effectiveness of change initiatives through surveys, interviews, and other data-driven methods to evaluate success metrics, employee engagement and transformation progress.
* Identify and address potential barriers to change and develop corrective actions as needed.
* Report on the progress of change initiatives, providing regular updates to senior leadership and other stakeholders.
What You'll Bring:
Education & Experience:
* Bachelor's degree in Business, Organizational Development, Human Resources, or a related field. Master's degree is a plus.
* Proven experience (7+ years) in leading change management efforts in Asset Management undergoing significant transformation or organizational change.
* Experience with project management methodologies and change management frameworks.
Skills & Competencies:
* Strong leadership and interpersonal skills with the ability to influence and build relationships at all organizational levels.
* Excellent communication skills, both written and verbal, with the ability to tailor messages to different audiences.
* Deep understanding of organizational behavior and cultural transformation strategies.
* Problem-solving and decision-making abilities, with a focus on practical solutions and results.
* Ability to manage multiple projects and priorities in a fast-paced, dynamic environment.
Key Attributes:
* Visionary thinker with a strategic mindset, capable of leading complex transformation efforts.
* Empathetic and approachable, with a keen ability to listen to concerns and manage resistance to change.
* Resilient and adaptable, able to thrive in ambiguous or challenging situations.
* Collaborative, team-oriented, and able to foster a sense of community and shared purpose.
Pay Transparency
Salary Range: $225,000 - $275,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93073
$84k-122k yearly est. 29d ago
Corporate Vice President - Salesforce Development Lead
New York Life 4.5
New York Life job in New York, NY
As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth - driving the company's success.
We are currently seeking a Salesforce Development Lead to join the Customer & Field Service Experience Agile Release Train (ART) within the Service Experience Value Stream (VS). As a Salesforce Development Lead, you will play a key role in managing the development teams and driving multiple strategic initiatives that support the achievement of business objectives and priorities. You will deliver technology solutions and lead the design, development, and implementation of Salesforce solutions that align with business objectives. You will work closely with the domain architects and business stakeholders to customize and optimize our Salesforce platform while also contributing to broader application development initiatives.
What You'll Do:
* Manage the Salesforce teams of developer engineers, and provide leadership, vision and direction for the Service Experience VS.
* Influence prioritization to better align with the development and implementation of enhancements and/or change requests.
* Coach and lead the team to strive for consistent and on-time delivery of high-quality software solutions using both front-end and back-end technologies to meet business needs.
* Act as Subject Matter Expert for Salesforce design and development best practices and standards.
* Lead design and development using Apex, Visualforce, Lightning Web Components, and other Salesforce technologies.
* Architect and implement Salesforce end-to-end solutions that align with business objectives, priorities, and technical best practices.
* Ensure Salesforce is implemented in line with enterprise reference architecture and meet security/performance/availability/disaster recovery standards.
* Own development outcomes in coordination with delivery leads and architects.
* Ensure technology outcomes are "fit for purpose" for business needs.
* Manage and maintain 3rd party and vendor partnerships for driving solution development and delivery.
* Ensure optimal performance and user experience within the Salesforce environment.
* Optimize the software development lifecycle by identifying and addressing inefficiencies and productivity barriers.
* Maintain and enhance existing Salesforce applications through continuous improvements, automation, and risk mitigation strategies.
* Evaluate and refine application architectures and infrastructure to improve scalability, security, and performance.
* Champion best practices and modern software development methods and tools.
* Stay current with the latest Salesforce features, best practices, and emerging technologies to enhance system capabilities.
* Foster a collaborative team environment, working closely with colleagues to drive innovation and achieve business goals.
What You'll Bring:
* Bachelor's degree in Computer Science, Engineering, or a related field of study is required
* Salesforce certifications (e.g., Certified Administrator, Service Cloud Consultant, Platform Developer I and II).
* 10 - 12+ years of hands-on experience in Salesforce development and administration.
* Expertise in Apex, Visualforce, and Salesforce Lightning (experience with Lightning Web Components is a plus).
* Strong understanding of the Salesforce data model, security, and sharing rules.
* Proficiency in Salesforce integration using REST/SOAP APIs and other integration tools.
* Proficiency with Apex controllers, Triggers, Batch Apex and other programmatic solutions on the Salesforce platform
* Experience working in complex Salesforce environments, preferably with Salesforce Service Cloud.
* Experience with Salesforce integrations and AppExchange products.
* Strong knowledge of ReactJS, JavaScript frameworks, and SLDS framework
* Experience with Salesforce declarative development using Flow.
Einstein experience a plus.
* Excellent communication and collaboration abilities.
* Strong problem-solving skills with a keen attention to detail.
* Familiarity with Agile methodologies and tools such as JIRA.
* Ability to thrive in a fast-paced, team-oriented environment
Pay Transparency
Salary Range: $144,000-$205,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92671
$144k-205.5k yearly 60d+ ago
Senior Associate - AI Solutions Intelligence Engineer
New York Life 4.5
New York Life job in New York, NY
As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth - driving the company's success.
At New York Life, the Strategic Insights team operates at the intersection of data, technology, and business strategy. We transform complex information into clear, actionable insights that inform key decisions and elevate customer experiences.
As part of this team, you will leverage advanced analytics and generative AI to uncover opportunities that drive measurable business impact. You will collaborate with data scientists, engineers, and business partners to design innovative solutions that connect insight to action, focusing on high ROI initiatives and reimagining how analytics fuels decision-making across the enterprise.
We are looking for creative problem solvers who are passionate about storytelling with data and building scalable, intelligent systems. This is a space where curiosity is encouraged, ideas are valued, and experimentation drives progress within the trusted foundation of one of the most respected names in financial services.
What You'll Do:
* Design and implement Generative AI (GenAI) solutions, leveraging existing ML infrastructure or Databricks while contributing to data preparation, optimization, and performance improvements.
* Develop and maintain production-grade code using Python, DBT, Databricks, and SQL to support scalable AI and analytics applications.
* Collaborate with cross-functional partners through design and code reviews, ensuring adherence to best practices and alignment with business goals.
* Contribute to technical projects across the full lifecycle from concept and prototype to production launch, showcasing strong end-to-end execution and ownership.
What You'll Bring:
* Proficiency in Python, DBT, Databricks, and SQL, with a strong foundation in data engineering and analytics workflows.
* Understanding of machine learning principles, model lifecycle management, and MLOps concepts.
* Familiarity with or interest in FastAPI or similar API development frameworks for deploying AI services.
* Experience in cloud-based data ecosystems such as Azure, AWS, or GCP, and version control tools such as Git.
* Strong problem-solving, debugging, and performance optimization skills.
* Demonstrated ability to work collaboratively in an agile, experimentation-driven environment.
* Excellent communication and storytelling skills to translate technical outcomes into business-relevant insights.
* Bachelors degree and 4+ years of experience in similar role or Master of Science degree and 2+ years of experience in a similar role
Pay Transparency
Salary Range: $121,000-$172,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93146
$121k-172.5k yearly 10d ago
Investment Banking Healthcare Associate - New York
Morgan Stanley 4.6
New York, NY job
Our New York office is looking for an Investment Banking Associate to join the Healthcare Group. The successful candidate will have the opportunity to work with clients across the healthcare industry on a wide range of complex transactions including strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will be expected to have advanced technical skills including expertise in all forms of modeling related to strategic advisory and capital markets transactions. The successful candidate will have the opportunity to work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team of high-performing industry professionals who will encourage you to take on meaningful responsibility on some of the most important transactions happening in the industry.
Qualifications:
- 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors
- Experience in the healthcare industry is strongly preferred, but not required
- Commercial instinct and ability to perform under pressure and tight deadlines
- Expertise in reading and interpreting financial statements
- Experience modeling related to all relevant transactions
- Strong teambuilding skills
- High level of motivation and commitment to working hard
- Strong written and verbal communication skills
- Bachelor's degree is required; an MBA, CA and/or CFA designation would be an asset
- Series licensing or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-225k yearly Auto-Apply 25d ago
Business Solutions Group (BSG), Manager
Morgan Stanley 4.6
New York, NY job
The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion.
This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements.
Primary Responsibilities
As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting.
Key responsibilities will include but will not be limited to the following:
Executive Stakeholder Management
Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology.
Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling.
People Leadership & Team Development
Serve as a role model for analytical rigor, strategic thinking, a “get it done” attitude, and professional conduct.
Lead and mentor junior team members by providing coaching, feedback, and growth opportunities.
Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability.
Change Execution & Implementation
Oversee change management for high-impact transformation programs, ensuring successful adoption.
Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures.
Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment.
Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes.
Operational & Financial Management
Track engagement economics, staffing, budgets and performance metrics.
Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards.
Contribute to annual planning, portfolio management, and continuous improvement of team processes.
Skills Required:
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven ability to manage multiple projects and priorities.
Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
Ability to lead and influence cross-functional teams where there is no direct reporting chain.
Experience managing major organizational change programs, such as merger integrations or corporate restructure.
Strong written and verbal communications skills.
Ability to interact at all levels of the organization and tailor messages appropriately.
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
Independent self-starter who can manage multiple activities to aggressive deadlines.
Eagerness to learn the business and understand detailed technical requirements.
Occasional travel may be required.
Qualifications:
A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles.
A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers.
Proven ability to lead large, complex projects and deliver measurable business impact.
Exceptional executive communication skills and comfort interacting with senior leadership.
Demonstrated ability to lead, coach, and develop consulting teams.
Experience building or scaling an internal consulting, strategy, PMO or transformation function.
Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm.
Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred.
The position will be based in New York City.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $140,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$140k-300k yearly Auto-Apply 33d ago
Model Risk (Risk Management) : Job Level - Associate
Morgan Stanley 4.6
New York, NY job
Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Responsibilities
- Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve
- Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated
- Develop challenger model methodologies for the official production models
- Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred
- Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred
- Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred
- Prior experience with developing or validating models is a plus
- Strong written and verbal communication, critical thinking, problem solving and team collaboration skills
- Familiarity with coding languages (Python preferred)
- Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Job Classification:
Technology - Software Development/Quality Engineering
PGIM: 2026 Quantitative Solutions, Multi-Asset Summer Associate Internship (PhD/MBA/Masters)
PGIM Quant Solutions is a pioneer of quantitative investing, providing equity and global multi-asset solutions. Serving investors since 1975, PGIM Quant Solutions targets superior risk-adjusted returns by combining research-driven quantitative processes built on academic, economic and behavioral foundations with discernment from expert market practitioners. PGIM Quant Solutions manages over $100 billion for institutional and retail clients. It is a subsidiary of Prudential Financial. As a leader in scientifically-based, process-driven active investing, the firm's research process begins with economically sound hypotheses, which are then tested with empirical data. All validated insights are included into a process that broadly and systematically applies those insights.'
For nearly 50 years and through many market cycles, PGIM Quant Solutions has applied a thoughtful, disciplined, research-driven approach to develop multi-asset solutions to meet various client objectives. For over 20 years PGIM Quant Solutions has been a leader in the development of academically rigorous factor models that have proved their mettle through a wide variety of market and economic environments. A deep understanding of asset class economics is combined with careful analysis of risk and return drivers to deliver exposure to multiple return sources while seeking to manage downside risk. Robust implementation and outcome-based solutions range from total return balanced portfolios to absolute return
Timeline:
Program Dates: Monday, June 1st, 2026 - Friday, August 7th, 2026
Application Deadline: Friday, February 6th, 2026 (We review applications on a rolling basis and reserve the right to close earlier based on volume or role availability.)
What you can expect:
PGIM Quant Solutions is looking for a research intern who will execute challenging quantitative projects within the GMS team. Examples of topics include design and simulation of quantitative investment strategies, risk modelling, transaction cost modelling and application of machine learning techniques to investments. The candidate may be exposed to any or all of these areas in the development process. This may include collecting global financial data, writing software programs and using existing third-party software. We would expect the candidate to summarize their experience with a report or presentation that describes the results. Academic literature and industry publications will also be available for the intern to explore.
What you'll need:
The candidate should have a quantitative background with a working knowledge of investment theory and intellectual creativity. Accordingly, the successful candidate will possess the following:
MBA, Master's or PhD student in finance, economics, mathematics, statistics, graduating between December 2026-May 2027.
Strong knowledge of modern financial economic theory (asset pricing, portfolio theory, factor risk models), macroeconomics, and econometrics/statistics
Programming experience with Matlab, Python. Knowledge of SQL is a plus.
Knowledge of machine learning methods and natural language processing is a plus
Independent problem-solving ability
Strong teamwork orientation
Ability to effectively communicate ideas to internal user groups.
Flexibility on research on multi asset portfolio needs.
Prudential does not provide visa sponsorship for this position. Successful candidates must possess the requisite US employment authorization to be eligible for consideration.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.