New York Life Insurance jobs in San Antonio, TX

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $100,000 at plan commission Responsibilities: Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Qualifications: Ability to successfully network to prospect new potential clients is a must Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Strong relationship management skills and/or experience required About Company At New York Life, we offer a unique value proposition that cannot be found in many industries: Great income potential Defined opportunities based on merit, not tenure Education on the company's dime Autonomy of schedule Positive impact on your local community

Career Description: New York Life investment advisers 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).

The Assoc Ops Sup Analyst is an entry level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Assoc Ops Sup Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. Responsibilities: * Assist with the creation, execution, and validation of User Acceptance test plans and scripts to ensure all Voice Response Unit (VRU) enhancements go into production in a timely and accurate manner * Review VRU project requirements to ensure timelines are met and the quality meets and exceeds customer expectations * Build and run reports such as Management Information Systems (MIS) or financial forecasts and results, as needed * Research and interpret standard information and identify inconsistencies in data or results * Assist in training team members on loan resources as well as provide testing assistance for production validation and host release * Prepare basic presentations for management * Support trouble ticket resolution and the training of new and borrowed testers * 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: * 0-2 years of relevant experience preferred * Knowledge of Business Banking, Citi Commercial Banking Products and Services * Comprehensive knowledge of Business Entity Types and Beneficial Ownership, and Factiva Searches * Proficient in Microsoft Office * Proven problem-solving and negotiation skills * Consistently demonstrates clear and concise written and verbal communication Education: * Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Familiarity with regulatory frameworks and audit cycles Strong attention to detail and documentation Understanding of internal controls and control testing Curious, communicative, and proactive Comfortable working with minimal structure HOP to HOP eligible * ----------------------------------------------------- Job Family Group: Operations - Core * ----------------------------------------------------- Job Family: Operations Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: 1000 TECHNOLOGY DRIVE OFALLON * ----------------------------------------------------- Primary Location Full Time Salary Range: $50,600.00 - $70,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 16, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Program Management Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: * Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. * Assists with business case, review business requirements, gap analysis, feasibility study in long term benefit, requirement and solution review with stakeholders. * Finalizes the project plan with stakeholders and track closely for successful project delivery. * Implements advanced strategies for gathering, reviewing and analyzing data requirements. * Meets with end users to understand business needs, write requirements, conduct walk throughs on requirement documents and obtain Project Sponsor, Product and Operations approvals. * Reviews Functional Requirements to Business Requirements to ensure Technology has understood and met the end users' needs/expectations. * Prioritizes requirements and create conceptual prototypes and mock-ups. * Partners with Technology, Product and Operations Management Teams to prioritize delivery of key projects. * Masters strategic business process modeling, traceability and quality management techniques. * Applies best practices for effective communication and problem-solving. * Successfully compete for the most sought-after business analyst jobs. * Leads team of business analysts and testers to achieve on-time and with-quality production delivery dates for system enhancements for multiple Cash projects. * Collaborates with Technology on any project delays, risk assessment and risk mitigation plans. * Performs project Status reporting to Project Stakeholders, Product and Operations Partners. * Prepare Post project MIS, lessons learned and conduct continuous process improvement reviews. * Understand the bank environment and compliance and regulatory requirements. * Work with regional and global team and implement the best standards across teams. * Ensure creation of program plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central program issue log. * Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations, and other personnel actions. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 5-8 years of experience managing or participating in projects and teams within the finance and 2 years in a professional management role Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Project and Program Management * ----------------------------------------------------- Job Family: Program Management * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $79,120.00 - $118,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 12, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The 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 weekly 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/GED required. Some college or 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 required 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 weekly 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/GED required. Some college or 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 required

The Financial Crimes Global Policy Adherence & Engagement Team within the FCFP organization supports the delivery and ongoing direction of a comprehensive Financial Crimes Program in partnership with multiple functions such as Compliance, Operations, Technology, Risk, Audit, and multiple stakeholders at all levels of management. This team is responsible for fostering a culture of control and compliance, customer centricity and accountability while leading efforts to identify, anticipate and mitigate AML, Sanctions and Ant-Bribery regulatory, reputational, and operational risks. The Financial Crimes Policy Adherence AML Transaction Monitoring/Currency Transaction Reporting Risk Analyst is a senior-level position responsible for supporting Business Execution and Compliance partners in activities related to Anti-Money Laundering (AML) monitoring, governance, and regulatory reporting activities to ensure robust AML coverage and adherence to policies and regulations. The overall objective of this role is to lead efforts in the improvement of the AML program and ensure AML TM and CTR risk assessments are completed. Responsibilities: The position will support the AML Transaction Monitoring and Currency Transaction Reporting policy execution functions for USPB with a focus in policy change impact assessment, simplification and modernization efforts. Additionally, the role will also aid in identifying trends/issues as well as determining root cause and recommending solutions to correct issues and/or enhancements to the workflow. The Transaction Monitoring Policy Adherence responsibility is to ensure AML Monitoring and Investigations groups are equipped with the data necessary to modify and enhance alert scenarios as well as complete thorough investigations. This role is expected to identify areas of concern, assist in sizing impacts, and aiding in the development of solutions. A key component of this role is ensuring all internal documentation supporting AML Transaction Monitoring and/or Currency Transaction Reporting are properly maintained and readily available for examiners, auditors, and stakeholders. Additionally, this role will be tasked with Transaction Code Management activities for Cards and Retail Bank. Qualifications: * Ability to identify service gaps, process inefficiencies, technology opportunities and develop solutions. * Ability to interpret and understand policy while networking and building strong and effective relationships with key partners is a must. * 5-8 years' experience in at least one of the following: Financial Crimes/AML, Risk, Operational Risk, Risk Operations, or Project management. * Demonstrated leadership working with stakeholders at multiple levels within and outside the NA Retail Bank business. * Ability to plan & work independently on required deliverables and deadlines. * Demonstrated ability to work in a transitioning environment (developing & establishing business as usual) * Goal oriented with strong communication skills both written and verbal. * Ability to work well in a team environment collaborating across diverse groups. * Bachelor's Degree or related experience in similar field * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Business KYC * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Florence Kentucky United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 5 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. Responsibilities: * Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi's clients * Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales * Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries * Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed * Support expansive and diverse array of products and services * Assist with ongoing Lean and process improvement projects * Resolve complex problems based on best practice/precedence, escalating as needed * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-4 years of relevant experience * Proficient in Microsoft Office * Comprehensive knowledge of Dispute process * Ability to work unsupervised and apply problem solve capabilities * Ability to work occasional weekends to support Pega releases and COB testing * Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR's) * Demonstrated analytical skills and mathematical knowledge * Consistently demonstrates clear and concise written and verbal communication skills 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. HOP eligible * ----------------------------------------------------- Job Family Group: Operations - Core * ----------------------------------------------------- Job Family: Operations Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Ofallon Missouri United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $43,960.00 - $57,340.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 15, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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.

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

The KYC Operations Lead Analyst is a senior-level position responsible for leading Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to lead in the development and management of a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: * Serve as primary point of contact for bankers in completing documentation related to Know Your Client (KYC), account renewals and/or assigned projects * Assist with assessing documentation requirements for client legal entities and liaise with internal Compliance personnel on the application of KYC policy * Contact client personnel to obtain KYC information and documentation * Review and evaluate recent news related to clients * Interact with parent and subsidiary bankers and product sales and service on AML-related risk issues * Coordinate with account operations on account maintenance issue * Prepare client-specific KYC-related analyses, as required * Has the ability to operate with a limited level of direct supervision. * Can exercise independence of judgement and autonomy. * Acts as SME to senior stakeholders and /or other team members. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience Education: * Bachelor's degree/University degree or equivalent experience * Prior experience with AML/KYC Policy adherence, preferably within Cards (Brands and CRS) * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Business KYC * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Florence Kentucky United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

, please see "additional job description". The Program Manager/banking AVP provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: * Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. * Ensures change control is executed throughout program. * Ensures appropriate program staffing levels. * Ensures creation of program plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central program issue log. * Ensures resources are assigned to program & monitor commitment. Ensure change control is executed throughout program. * Identifies, documents, and understands program dependencies. * Identifies key stakeholders who participate in program scope definition. * Tracks actual program costs, identify variances, and reforecast program costs as needed. * Measures program management performance against standards. * Ensures appropriate program staffing levels. * Establishes program communication needs and create program communication plan. * Creates the program risk management plan. * Works with procurement team to create, administer, track, and eventually close program contracts. * Makes recommendations for training and development needs for assigned personnel. * Coaches and evaluates team's performance and makes recommendations for pay increases, promotions, etc. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 5-8 years of experience * Demonstrated having worked as a Program or Project Manager and/or Lead medium to large cross-functional projects with commensurate people management experience Education: * Bachelor's/University degree or equivalent experience This is a people manager role with critical domestic responsibilities, providing direct leadership for "6+ directs including domestic officers and domestic non-officers. Extensive Knowledge Management & Governance: * The position provides ownership and governance including policy required reviews and controls of 5000+ Knowledge Management desktop manuals & customer facing communications for all Customer Service LOBs: Brands, CRS & Retail Bank. * Also responsible for 5000+ Annual Desktop Manual and Assets (Tools, Tables) Reviews tied to PRCMs. Central role in maintaining operational standards and mitigating control breaks and a formal issue. * Issue cap milestone ownership when desktop manuals involved. * Responsible for exam management and audit reviews over desktop manuals. Mandatory Regulatory & Policy Compliance SIRT (Security Incident Response Team) Process: The role is essential for executing the Sirt Process as required by Citi policy. This involves manually creating and sending policy-required correspondence to customers, which must be hand delivered to domestic Citi site mailroom to ensure we are in policy. Essential Third-Party Vendor Oversight & Risk Management: * The resource executes Citi Third Party Vendor Management required domestic oversight/BAO (Business Activity Owner) support for offshore vendors. * Responsibilities include managing Cross-Border Data activities, PRCM (Periodic Risk & Control Monitoring requires weekly external quality calibrations with the vendor, and identifying potential risks within vendor SLAs, contact center metrics, and identify any contract discrepancies based on Risk survey and making Citi Third Party aware of identified risks. * ----------------------------------------------------- Job Family Group: Project and Program Management * ----------------------------------------------------- Job Family: Program Management * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Johnson City Tennessee United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $74,160.00 - $111,240.00 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 Customer Service, Governance, Operations Support, Process Improvement Plans, Process Improvements, Supervision, Supervisory Management. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

This role holder is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Provides strategic guidance to establish policies, and define strategies related to authentication for USPB Contact Center&IVR. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Drive the alignment of authentication processes and standards across contact center applications. Support business development of contact center applications by acting as the SME on authentication requirements. Conduct analysis and align Authentication policies and strategies across all NA Consumer and SBB lines of businesses. Support implementation and project management for projects ranging from small deliverables to large scale infrastructure. Evaluate/Test Authentication controls in place today across NA Consumer and SBB lines of businesses as well as across multiple channels. Evaluate capabilities of vendor tools, identifying strengths and weaknesses prior to onboarding. Identify new vendor tools and products that can be leveraged for the authentication strategy and assist team with testing and analysis of new tools. Support integration of new tools and partner with peers to design overall process and procedures within the Call Center&IVR. Facilitate meetings designed to analyze fraud loss impacts, procedure changes and collaborate with a cross functional team to implement new authentication fraud controls. Facilitate project review meetings with the leadership team to provide project updates outlining key deliverables, timelines and milestones, as well as determine prioritization of work efforts. Strong focus on enhancing customer experience through authentication process/procedure changes while improving fraud risk control and minimizing losses. Collaborate with business stakeholders to prepare operations for authentication policy changes, including the approval of huddle notes, procedure updates, and alerts. Partner with internal and external industry partners to assure the business achieves it's regulatory, financial and policy obligations for fraud risk management. Represent the Retail Bank Policy Team on strategic related projects, develop and publish fraud risk assessments of new processes and changes to existing processes by reviewing policies and procedures and assessing business requirements in compliance with Citi policies. Present data and strategies succinctly for management review and decision making. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Skills / Qualifications: Bachelor's Degree preferred. Strong communication, analytical, and organizational skills. Must have project management, strategic planning and fraud experience. PC literate with MS Office products. Ability to manage/prioritize projects. ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Operational Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Antonio Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 27, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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

Realty Estate Services (RES) is a division of Enterprise Services and Public Affairs (ESPA) providing real estate support services to all Citigroup businesses. RES is dedicated to provide all Citigroup businesses with premises that are cost-effective, safe, productive and valued by our customers, as a strategic partner in their successes and by our employees. Global Solutions Organization (GSO) provides strategic and tactical management of the Support Function groups to provide support for Global RES activities through: * Management of Operations Policy & Process development, implementation coordination and communication * Management of Global RES Technology platform and Training * Data Compliance & Reporting metrics * Global Resource Strategy support and monitoring * Reporting /Analytics of Management & Admin Budget Key Responsibilities: * Liaison between GSO, RES, and Citi business users * Provide RES Lease and Transactions related process and system expertise to RES, business stakeholders, and its end users. * Develop and maintain business workflows, integrations, and downstream system feeds related to building, lease, and transactions data. * Develop and maintain data quality plans and integrate them into the Data Quality Program. * Develop strategic plans for future system and process enhancements in support of RES strategic lease and transactions initiatives. * Provides cross training for GSO Relationship Managers. * Participate in testing process, including the development of testing scripts that represent both business and technical requirements. * Approve RFC/ SAR content * Partner and collaborate with training team to develop training content and programs for GSO team and end users. * Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests * Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives. * Partner and collaborate with production support to resolve technical issues. Knowledge \ Experience: * 6+ years in financial services or corporate environment. * 6+ years in Technical / Operations support function. * Experience working with system end users with the ability to communicate / translate for technical team members. * Experience in information security administration is a plus. * Knowledge of Citi Business and Systems a plus. * Knowledge of Corporate Real Estate a plus. * Knowledge of CoStar Real Estate Systems a plus. Qualifications: * Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness. * Bachelor's degree (or equivalent professional and/or academic training). * Bilingual skills considered as a plus. Skills: * Strong Use of Excel, Word, Access and other Microsoft Tools * Planning and Organization * Oral and Written Communication * Knowledge of relational database concepts, terminology, SQL language * Knowledge of web-based applications, terminology, navigation, screen controls, and functionality Competencies: * Ability to work flexibly in a highly dynamic, demanding and fast-paced environment. * Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers. * Ability to handle short-term deadlines & conflicting priorities. * Excellent organizational, communication, negotiation, interpersonal and influencing skills. * Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines. * Strong organizational & process documentation skills. * Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Business Analysis / Client Services * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Tampa Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 10, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual - Greater San Marcos is seeking to onboard a new Wealth Consultant onto our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 The Backbone of Our Success, Our Local Leaders: Ty Terrazone Financial Advisor: Time with NM: 2 years Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team. Luke Borst Managing Director: Time with NM: 10 years Prior Experience: Spent 5 years in business development at First National Bank of Omaha Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events. Brian Vrana Managing Partner: Time with NM: 23 years (started through the internship program in college) Prior Experience: Farmer Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay current on insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)) Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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.

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. 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. The On Site Delivery team enables the firm's technology and location strategy, supporting Workplace and Physical technology requirements within Citi Offices and Branches. 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 * 5+ years' experience in Infrastructure Technologies delivery with operational process change and improvement * 5+ years of hands-on experience in a large-scale enterprise systems support or systems administration role with the following technologies * Operating Systems: Windows 11, MacOS * Virtualization: VDI/Horizon * Directory Services: Active Directory * Hardware & Infrastructure: PC/desktop hardware, A/V conferencing systems, IP telephony, CCTV * Networking: Strong understanding of Cisco routers/switches, structured cabling (fiber and copper) * Proven hardware and software troubleshooting expertise across Windows/Mac devices, and Cisco hardware * 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 * 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 a plus 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: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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.