New York Life Insurance jobs in San Antonio, TX - 23 jobs

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Job Description Join Farmers Insurance District 47 in the Greater San Antonio Area as an Insurance Agency Apprentice and embark on a promising career in the insurance industry. Located in the heart of San Antonio, Texas, our company is dedicated to providing exceptional service and fostering strong relationships with our clients. As an Insurance Agency Apprentice, you will work directly under an experienced agency owner to gain hands-on experience in every aspect of running an insurance agency. This includes sales, marketing, client relations, financial management, and leadership. The program is designed to prepare you for independence in the insurance industry, where you will be able to build and manage your own agency. Our team is passionate about nurturing talent and guiding you through every step of your career journey. If you're looking to develop your skills in a dynamic and rewarding role, Farmers Insurance District 47 invites you to apply and grow with us. Discover your potential and make a significant impact in the world of insurance! Previous insurance experience is not required. Apply Today! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Evenings Off Career Growth Opportunities Performance Based District Support/Guidance 300% Bonus Opportunity Destination Incentives Increased Earning Potential Performance Based Dental Insurance Life Insurance Vision Insurance Responsibilities Learn and apply sales techniques to acquire new clients and grow the agencys customer base. Assist in developing and executing marketing strategies to promote insurance products and services. Gain expertise in managing client relationships, providing ongoing support, and addressing customer needs. Learn the financial and operational aspects of running an insurance agency, including budgeting, forecasting, and reporting. Attend regular training sessions, workshops, and industry events to continuously develop your skills. Collaborate with senior agency leaders to improve business processes and enhance overall agency performance. Work towards meeting agency performance targets and individual sales goals. Requirements Education: High school diploma or equivalent is required. License: Ability to obtain Property & Casualty and Life insurance licenses is a must. Communication: Excellent interpersonal and communication skills to effectively engage with clients. Motivation: A proactive and enthusiastic approach to learning and sales. Strong problem-solving abilities and an entrepreneurial mindset. Sales: Basic understanding of sales principles or willingness to learn in a hands-on environment. Customer Service: Strong focus on providing exceptional customer service and building long-term relationships. Dependability: Reliable transportation and punctual attendance at San Antonio office are crucial. Teamwork: Ability to work independently and take initiative while being part of a collaborative team. Adaptability: Eagerness to grow professionally within the dynamic and evolving insurance industry.

Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below! Prior Reverse Mortgage Experience is required. Duties and Responsibilities: Effectively manage and process a full pipeline of mortgage loan files Evaluate loan files for regulatory compliance and completeness Accurately review and input pertinent loan data into operational systems Order supplementary vendor products, such as title reports and property appraisals Obtain required underwriting conditions from loan officer and/or loan applicant(s) Utilize FHA Connection to update loan data as needed Communicate pipeline and file status to retail sales channels and management Work closely with all operational departments to establish productive and efficient workflows Complete required checklists and worksheets Experience and Education: Minimum 2 years in reverse mortgage loan processing required Bachelor's degree preferred, but not required Excellent computer skills with the ability to learn new systems Knowledge of MS Office products Strong customer service and time management skills a must Highly motivated and determined to succeed in a competitive, time sensitive industry Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service. Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance 401K with a generous employer match Additional Benefits including - Optional Life, FSA, Pet Insurance etc. Free Legal Services Employee Loan Program

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner. The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services, estate planning strategies and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, the average income in 2020 was $91,351. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k) and pension.

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 Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives 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 expedite applications, 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 Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. 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 Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. 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: $43,000-$47,500 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: 93088

Citi's Personal Bank (PB), a global leader in credit cards, wealth management and commercial banking, serves as a trusted partner to more than 110 million customers in 19 countries worldwide, providing financial services that enable growth and economic progress. The Personal Bank operates four business lines - Branded Cards, Retail Services, Retail Banking and Commercial Banking - in three priority markets: Asia, Mexico and the U.S. Over the past few years, our business has transformed to become a simpler, leaner, focused franchise. Citi is on a journey to become a world-class digital bank has tangibly accelerated with a mobile-first strategic focus and deployment of a new, agile operating model fostered massive improvements in the design and delivery of digital features and in the customer experience. As a result, the franchise has seen significant growth in the number of digital users, mobile downloads and digital engagement. About the PB Fraud Prevention Organization:The financial crimes environment continues to be challenging, with cybercrime worldwide remaining highly lucrative and criminals becoming more organized and sophisticated, making it harder to distinguish between real and fraudulent customers. To combat the agile threat, the PB Fraud Prevention organization operates leveraging an intelligence-led, threat driven model that targets fraud along the entire fraud lifecycle, enabling the integration of analysis, dissemination of information and coordination of action with speed and agility across businesses and regions. Role & Responsibilities:This role resides in the Fraud Fusion Center (FFC) team of the Fraud Prevention organization, responsible for synthesizing and analyzing intelligence from a variety of sources (Citi and external data) to evaluate risk and mitigate loss throughout the entire Fraud Lifecycle. Conduct analysis to identify at risk accounts and trends, process data, manage projects and maintain metrics. Liaison and engagement between the Fraud Fusion Center and external partners, including peer institutions, law enforcement, working groups and financial institution associations. Partner closely within GCB (e.g., Fraud Policy & Strategy, Data Analytics) and other Citi groups (e.g., Anti-Money Laundering, Institutional Clients Group, Citi Security & Investigative Services) to develop cross-functional teams, processes to illuminate emerging cyber fraud tactics, share intelligence and trends affecting Citi Group to enhance the overall effectiveness of the FFC. Assist in developing and documenting processes, and assure they are followed to ensure best practices are utilized for fraud identification, escalation, and mitigation of at-risk accounts. Proactively plan and prioritize work according to criticality and shifting priorities/strategies, while balancing need to drive longer-term initiatives. Document, file and maintain investigative and analytical work products in appropriate case management systems. Education & Experience: Bachelor's Degree or equivalent experience 5+ years of relevant work experience, with 3+ in financial crime analytical, case management or comparable function. Solid understanding of financial crimes, cyber enabled fraud, and threats. Strong knowledge and understanding of effective tools, resources, and methods to be leveraged to detect cyber enabled fraud, trigger alerts, and enhance analysis and situational awareness. Experience utilizing SQL, Python or related tools to conduct link analysis and identify networks conducting financial crime preferred. Experience conducting presentations, briefings and organizing working groups is a plus. Skills: Excellent analytical capability with the ability to quickly digest information and identify significant indicators and validate the same to assess potential risk and impacts to accounts and GCB. Effective in building/partnering with cross-functional teams and creating/sustaining networks with strong collaborative efforts. \ Ability to compile data and intelligence from a variety of sources into a comprehensive summary which is easily comprehended. Excellent communicator with strong written and verbal communication skills; ability to create and deliver compelling presentations to a variety of audiences. Solutions-oriented “can do” attitude, with ability to drive innovation via thought leadership while maintaining holistic view. Ability to prioritize work and make decisions independently with limited guidance from management. Extremely detail-oriented, with strong; intellectual curiosity. Ability to set and meet high standards. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Information Security ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Antonio Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 21, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

A Market Executive directly manages a market-level branch and additional branches within the Market. The Market Executive's primary focus is to drive revenue, increase profitability, and manage risk within their branch and assigned offices within the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the results of the entire market. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. This is a non-producing role. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales. * Possesses a strong understanding of the firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. * Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: * Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: * Builds an effective team across the market by constantly communicating relevant information on a timely basis and conducting regular meetings. * Leads and participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach. * Responsible for growing their market through hiring, lateral recruiting and training. Leadership: * Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. * Leads Market's efforts of Sales and results. * Identifies key talent in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Market and Region. * Leverages the resources of the Firm to achieve the highest level of success. * Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability: * Responsible for the market's sales performance and financial performance. * Responsible for regulatory, legal and compliance issues including: Risk management for their Branch and market in regards to monitoring sales, human resources, and legal and regulatory practices. * Responsible for establishing a core compliance model in offices under supervision. * Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual. * Responsible for delegating supervisory review/duties to the Risk Officer. * Responsible for the creation of an Annual Supervisory Plan. * Responsible for effectively communicating the status of performance and issues to the Regional Director. Education and/or Experience: * 5 or more years of related experience and/or training including demonstrated success managing a market or a large branch office, or equivalent. Licenses and Registrations: * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only ) * Other licenses as required for role or by management Skills: * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Market level * Ability to organize and prioritize work, meet deadlines, and complete projects Direct Reports: * Market Managers, Branch Managers, Producing Branch Managers, Resident Managers, Market Business Development Officer, Financial Advisors and Branch Support Staff * This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $390,000 to $400,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Research Specialist 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each. Responsibilities: * Maintains large business accounts. * Utilizes computer system to investigate disputes and resolves complex issues. * Responds to customers in writing or verbally. * Acts as coach and trainer to new employees. * Relied on for system testing projects because of technical proficiency. * Works under limited supervision. May support an expansive array of products/services. * Demonstrates technical/administrative expertise. * Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined. * 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: * 1-3 years relevant experience Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Operations - Core * ----------------------------------------------------- Job Family: Research & Investigation * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Sioux Falls South Dakota United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $39,520.00 - $50,770.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Feb 13, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description Insurance Agent - Build Your Own Farmers Insurance Agency - Corpus Christi, TX Farmers Insurance is seeking motivated, entrepreneurial-minded individuals to become Agency Owners in Corpus Christi! Whether you want to acquire an existing book of business or start fresh, you'll receive hands-on training, mentorship, and the full support of a nationally recognized brand. This is your chance to grow a rewarding career, make a meaningful impact in your community, and build a legacy business. Why Corpus Christi: Thriving community of families and small businesses needing insurance coverage Residents value personal relationships and local service Affordable cost of living with an excellent quality of life Compensation & Benefits: Base + Commission + Bonus opportunities Hands-on training and local district mentorship Monday-Friday schedule Career growth and agency ownership opportunities Key Responsibilities include but not limited to: Build, manage, and grow your Farmers Insurance agency Market and sell auto, home, life, and commercial insurance products Provide personalized, consultative insurance solutions Recruit, train, and lead your own team Oversee day-to-day operations of your agency Qualifications: Insurance license or sales experience helpful (not required) Entrepreneurial, self-motivated, and goal-oriented Enjoys networking and connecting with the local community Organized, proactive, and passionate about helping others Job Type: Full-Time | Hybrid Remote Location: Corpus Christi, TX 78401

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job Description Farmers Insurance is expanding and looking for motivated individuals ready to grow their careers in sales, customer service, and agency leadership. Whether you're new to the industry or an experienced professional, we offer multiple career paths, worldclass training, and the support you need to build a successful future. Farmers Insurance offers several unique entry points designed for candidates who are just looking to get started in the insurance industry and already established professionals: Insurance Sales Representative: Perfect for candidates starting in sales or insurance. Join a high-performing agency, represent a trusted national brand, and enjoy a compensation plan that includes base salary, uncapped commissions, and bonuses. Licensing is required, and we provide full study support. Strong performers can advance into leadership or agency ownership. Protg Agency Producer / Agent Aspirant: A 712 month mentorship program designed for individuals who want to eventually own their own agency. Work directly under a top 10% Farmers agent, gain handson experience in sales and operations, and prepare to launch your own agency with confidence. Insurance Agent / Agency Sales Manager: Ideal for seasoned professionals with experience in business ownership, sales leadership, or operations. Build and lead your own Farmers agency with full autonomy and strong district support. District 46 currently has several agency opportunities around the Greater San Antonio Area including New Braunfels, Fair Oaks Ranch, Boerne, Seguin, Universal City, Helotes, San Marcos, Fredericksburg, Gonzalez, La Vernia, Castroville, and Victoria. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Flexible Schedule Career Growth Opportunities Dental Insurance Vision Insurance Life Insurance Disability Insurance Retirement Plan Responsibilities Generate new business through calls, networking, and warm leads. Present insurance solutions and close sales. Build and maintain strong client relationships. Network with real estate agents, lenders, auto dealers, and community partners. Maintain product knowledge and manage a client database. Drive revenue through proactive outreach and followup. Requirements Coachable, motivated selfstarters. Strong communication and interpersonal skills. Goaldriven individuals with solid work ethic. Sales, customer service, or management experience (preferred but not required). Willingness to obtain insurance licenses we provide all study materials and support. If you're looking to be part of something remarkable and taking control of your future AND income, apply today!

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. The Role: This position serves as a senior systems administrator and Tier 2 technical support specialist for a large campus site. This candidate will also be supervising a few contractors so supervisor experience is a requirement for the role. The role has a primary focus on all aspects of end-user computing (desktop/laptop) and also acts as the on-site "smart hands" for network, A/V, and telephony infrastructure, taking direction from remote engineering teams. The ideal candidate is a subject matter expert with deep hands-on technical skills in a multi-platform environment (Windows/Mac) and ability to maintain the appropriate governance framework to ensure critical SLAs are consistently met. NOTE: This position is fully on-site and will require standard working hours Monday-Friday. Additional time may be required for after-hours support or project related work as needed. Responsibilities * Provide advanced Tier 2 support for the bulk of on-site work, including Windows and Mac laptops/desktops, peripherals, and associated software * Perform hands-on troubleshooting, system administration, hardware/software installations, configurations, and upgrades * Provide hands-on support for all network infrastructure, physically supporting remote engineering teams with tasks related to Cisco routers/switches and other equipment * Provide on-site support for AV infrastructure, telephony systems, CCTV, and structured cabling (fiber and copper) as needed * Administer and support core infrastructure, including tech/communications rooms and local network equipment * Adhere to and execute established protocols for asset management, including inventory tracking, hard drive management, and legal holds * Implement and validate technical changes, following strict change management procedures * Serve as the senior technical resource for on-site projects and initiatives Qualifications * 2-3 years' experience supervising or managing direct reports * 5+ years of hands-on experience in a large-scale enterprise systems support or systems administration role with all of the following technologies * Hardware: AV infrastructure and conferencing systems, telephony systems (IP, etc.), CCTV, structured cabling (fiber and copper), PC (Mac, Windows) desktop hardware * Networking: Strong understanding of Cisco routers/switches including structured cabling as above * Operating Systems: Windows 11, MacOS * Directory Services: Active Directory * Proven software troubleshooting expertise across Windows/Mac devices, and Cisco in addition to hardware on-site support * Working technical knowledge of current network protocols and standards * Ability to read and interpret technical manuals and procedural documentation * Excellent analytical, problem-solving, and communication skills * Experience with virtualization is a plus * Highly self-motivated and directed with a keen attention to detail Education * Bachelor's degree preferred, or equivalent work experience * Cisco and/or Windows certifications are preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Infrastructure * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Antonio Texas United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 06, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Citi's Personal Bank (PB), a global leader in credit cards, wealth management and commercial banking, serves as a trusted partner to more than 110 million customers in 19 countries worldwide, providing financial services that enable growth and economic progress. The Personal Bank operates four business lines - Branded Cards, Retail Services, Retail Banking and Commercial Banking - in three priority markets: Asia, Mexico and the U.S. Over the past few years, our business has transformed to become a simpler, leaner, focused franchise. Citi is on a journey to become a world-class digital bank has tangibly accelerated with a mobile-first strategic focus and deployment of a new, agile operating model fostered massive improvements in the design and delivery of digital features and in the customer experience. As a result, the franchise has seen significant growth in the number of digital users, mobile downloads and digital engagement. About the PB Fraud Prevention Organization: The financial crimes environment continues to be challenging, with cybercrime worldwide remaining highly lucrative and criminals becoming more organized and sophisticated, making it harder to distinguish between real and fraudulent customers. To combat the agile threat, the PB Fraud Prevention organization operates leveraging an intelligence-led, threat driven model that targets fraud along the entire fraud lifecycle, enabling the integration of analysis, dissemination of information and coordination of action with speed and agility across businesses and regions. Role & Responsibilities: This role resides in the Fraud Fusion Center (FFC) team of the Fraud Prevention organization, responsible for synthesizing and analyzing intelligence from a variety of sources (Citi and external data) to evaluate risk and mitigate loss throughout the entire Fraud Lifecycle. * Conduct analysis to identify at risk accounts and trends, process data, manage projects and maintain metrics. * Liaison and engagement between the Fraud Fusion Center and external partners, including peer institutions, law enforcement, working groups and financial institution associations. * Partner closely within GCB (e.g., Fraud Policy & Strategy, Data Analytics) and other Citi groups (e.g., Anti-Money Laundering, Institutional Clients Group, Citi Security & Investigative Services) to develop cross-functional teams, processes to illuminate emerging cyber fraud tactics, share intelligence and trends affecting Citi Group to enhance the overall effectiveness of the FFC. * Assist in developing and documenting processes, and assure they are followed to ensure best practices are utilized for fraud identification, escalation, and mitigation of at-risk accounts. * Proactively plan and prioritize work according to criticality and shifting priorities/strategies, while balancing need to drive longer-term initiatives. * Document, file and maintain investigative and analytical work products in appropriate case management systems. Education & Experience: * Bachelor's Degree or equivalent experience * 5+ years of relevant work experience, with 3+ in financial crime analytical, case management or comparable function. * Solid understanding of financial crimes, cyber enabled fraud, and threats. * Strong knowledge and understanding of effective tools, resources, and methods to be leveraged to detect cyber enabled fraud, trigger alerts, and enhance analysis and situational awareness. * Experience utilizing SQL, Python or related tools to conduct link analysis and identify networks conducting financial crime preferred. * Experience conducting presentations, briefings and organizing working groups is a plus. * Skills: * Excellent analytical capability with the ability to quickly digest information and identify significant indicators and validate the same to assess potential risk and impacts to accounts and GCB. * Effective in building/partnering with cross-functional teams and creating/sustaining networks with strong collaborative efforts. \ * Ability to compile data and intelligence from a variety of sources into a comprehensive summary which is easily comprehended. * Excellent communicator with strong written and verbal communication skills; ability to create and deliver compelling presentations to a variety of audiences. * Solutions-oriented "can do" attitude, with ability to drive innovation via thought leadership while maintaining holistic view. * Ability to prioritize work and make decisions independently with limited guidance from management. * Extremely detail-oriented, with strong; intellectual curiosity. Ability to set and meet high standards. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Information Security * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Antonio Texas United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 21, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Career Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and services to help investors develop a sound, long-term investment strategy. Through NYLIFE Securities registered representatives can provide a variety of competitive products and services, including access to over 12,000 mutual funds, publicly traded stocks, bonds, brokerage CDs, and money market instruments. Training and Professional Development: New York Life offers a comprehensive three-year paid training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support of a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to articulate and communicate complex ideas. Facts about New York Life: New York Life is among the strongest and most respected financial companies in America today. For 61 consecutive years, New York Life has led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings from each of the four major rating companies: A.M. Best, Standard & Poor's, Moody's, and Fitch. BusinessWeek recognized New York Life as one of the “50 best companies to launch a career”. Fortune Magazine recognized New York Life as one of “America's Most Admired Companies”.

A Market Executive directly manages a market-level branch and additional branches within the Market. The Market Executive's primary focus is to drive revenue, increase profitability, and manage risk within their branch and assigned offices within the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the results of the entire market. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. This is a non-producing role. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales. Possesses a strong understanding of the firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds an effective team across the market by constantly communicating relevant information on a timely basis and conducting regular meetings. Leads and participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their market through hiring, lateral recruiting and training. Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads Market's efforts of Sales and results. Identifies key talent in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Market and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability: Responsible for the market's sales performance and financial performance. Responsible for regulatory, legal and compliance issues including: Risk management for their Branch and market in regards to monitoring sales, human resources, and legal and regulatory practices. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual. Responsible for delegating supervisory review/duties to the Risk Officer. Responsible for the creation of an Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Regional Director. Education and/or Experience: 5 or more years of related experience and/or training including demonstrated success managing a market or a large branch office, or equivalent. Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only ) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Direct Reports: Market Managers, Branch Managers, Producing Branch Managers, Resident Managers, Market Business Development Officer, Financial Advisors and Branch Support Staff This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $390,000 to $400,000 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).

**Citi's Personal Bank (PB), a global leader in credit cards, wealth management and commercial banking, serves as a trusted partner to more than 110 million customers in 19 countries worldwide, providing financial services that enable growth and economic progress. The Personal Bank operates four business lines - Branded Cards, Retail Services, Retail Banking and Commercial Banking - in three priority markets: Asia, Mexico and the U.S. Over the past few years, our business has transformed to become a simpler, leaner, focused franchise.** **Citi is on a journey to become a world-class digital bank has tangibly accelerated with a mobile-first strategic focus and deployment of a new, agile operating model fostered massive improvements in the design and delivery of digital features and in the customer experience. As a result, the franchise has seen significant growth in the number of digital users, mobile downloads and digital engagement.** **About the PB Fraud Prevention Organization:** **The financial crimes environment continues to be challenging, with cybercrime worldwide remaining highly lucrative and criminals becoming more organized and sophisticated, making it harder to distinguish between real and fraudulent customers. To combat the agile threat, the PB Fraud Prevention organization operates leveraging an intelligence-led, threat driven model that targets fraud along the entire fraud lifecycle, enabling the integration of analysis, dissemination of information and coordination of action with speed and agility across businesses and regions.** **Role & Responsibilities:** **This role resides in the Fraud Fusion Center (FFC) team of the Fraud Prevention organization, responsible for synthesizing and analyzing intelligence from a variety of sources (Citi and external data) to evaluate risk and mitigate loss throughout the entire Fraud Lifecycle.** + Conduct analysis to identify at risk accounts and trends, process data, manage projects and maintain metrics. + Liaison and engagement between the Fraud Fusion Center and external partners, including peer institutions, law enforcement, working groups and financial institution associations. + Partner closely within GCB (e.g., Fraud Policy & Strategy, Data Analytics) and other Citi groups (e.g., Anti-Money Laundering, Institutional Clients Group, Citi Security & Investigative Services) to develop cross-functional teams, processes to illuminate emerging cyber fraud tactics, share intelligence and trends affecting Citi Group to enhance the overall effectiveness of the FFC. + Assist in developing and documenting processes, and assure they are followed to ensure best practices are utilized for fraud identification, escalation, and mitigation of at-risk accounts. + Proactively plan and prioritize work according to criticality and shifting priorities/strategies, while balancing need to drive longer-term initiatives. + Document, file and maintain investigative and analytical work products in appropriate case management systems. **Education & Experience:** + Bachelor's Degree or equivalent experience + 5+ years of relevant work experience, with 3+ in financial crime analytical, case management or comparable function. + Solid understanding of financial crimes, cyber enabled fraud, and threats. + Strong knowledge and understanding of effective tools, resources, and methods to be leveraged to detect cyber enabled fraud, trigger alerts, and enhance analysis and situational awareness. + Experience utilizing SQL, Python or related tools to conduct link analysis and identify networks conducting financial crime preferred. + Experience conducting presentations, briefings and organizing working groups is a plus. + Skills: + Excellent analytical capability with the ability to quickly digest information and identify significant indicators and validate the same to assess potential risk and impacts to accounts and GCB. + Effective in building/partnering with cross-functional teams and creating/sustaining networks with strong collaborative efforts. \ + Ability to compile data and intelligence from a variety of sources into a comprehensive summary which is easily comprehended. + Excellent communicator with strong written and verbal communication skills; ability to create and deliver compelling presentations to a variety of audiences. + Solutions-oriented "can do" attitude, with ability to drive innovation via thought leadership while maintaining holistic view. + Ability to prioritize work and make decisions independently with limited guidance from management. + Extremely detail-oriented, with strong; intellectual curiosity. Ability to set and meet high standards. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Information Security ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Antonio Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 21, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job description Financial Advisor / Registered Representative / Agent Career Description: Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2015. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep . Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Benefits:401(k)401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insurance Schedule:Monday to FridayWeekends Supplemental pay types:Bonus pay Commission pay