New York Life Insurance jobs in Schaumburg, IL - 182 jobs

***Hybrid work schedule: work in office 4 days, work from home 1 day*** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so. What You'll Do: Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process Answer incoming calls, greeting customers and potential agent candidates may be required Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. What You'll Bring: Required Skills The ideal candidate should have 2 or more years of customer service and administrative experience Strong computer skills with proficiency in the Microsoft Office Suite Demonstrated ability to multitask effectively Strong written and verbal communication skills required Preferred Skills Associates, or Bachelor's degree preferred, or equivalent years of related experience Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $45,000-$50,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93150

A leading global asset management firm in Chicago is seeking a Head of Risk Management. The ideal candidate will have at least 10 years of experience in investment risk management, overseeing both financial and non-financial risks. Responsibilities include ensuring compliance with investment mandates, conducting risk reviews, and managing risk reporting. Candidates should possess strong analytical and communication skills, alongside a degree in a relevant field. This role offers a competitive salary ranging from $190,000 to $250,000 annually, with additional benefits and bonuses. #J-18808-Ljbffr

## ** Summary**Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position manages portfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing. The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives. This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.## **Job Description****Key Responsibilities:*** Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.* Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.* Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).* Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.* Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.* Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.* Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.* Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.* Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.**What We are Looking For:*** At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.* Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.* Experience in asset management across both public and private investment strategies is preferred.* Experience in building and maintaining investment risk management platforms.* Demonstrated ability to engage and influence senior business and functional stakeholders.* Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.* Strong problem-solving and analytical skills, as well as strong communications skills.* Effective stakeholder management and the ability to challenge constructively.**The Ideal Candidate Will Also Have:*** Intellectual curiosity and a drive to innovate and improve risk mitigation.* Commitment to fostering a strong risk culture and continuous improvement.* Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.*\*\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\*\**The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.**Compensation Benefits:*** Competitive Pay* Bonus for Eligible Employees**Benefits Package:*** Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities**Health and Work/Life Balance Benefits:*** Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* College Coach Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus ProgramsJob and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.*At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.*#LI-Hybrid## **Why Work for Us**At Aegon Asset Management, we invest in You.Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!## **Equal Opportunity Employer:**AEGON USA Realty Advisors, #J-18808-Ljbffr

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Agricultural Skills into Financial Services with Northwestern Mutual Chicagoland! Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services. Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions. Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. About Us: At Northwestern Mutual - Chicagoland, we are driven by a mission to impact lives and build secure futures . Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026 , our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Click here to learn more about our opportunities: ******************************************* Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515 Meet Our Team: Ryan Kramer CLF, ChFC, CLU, Managing Partner: Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters. Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst. Trent Mausser CLU, ChFC, Managing Director: Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa. Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office. Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand. Kevin Pabst ChFC, Managing Director: Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office. Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times. Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house. Scott Carr CLU, MSM, Managing Director: Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24. Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual. Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren. Jason Frano Managing Director: Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020. Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role. Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family. Tracey Daniels Executive Director of Selection, Chicagoland Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role. Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers. Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family. 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. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role. Responsibilities Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements Must have at least one year of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, or Economics required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. *** Candidates based in Kansas City, Minneapolis, St. Louis, or Chicago will be considered for this role. Travel to nearby client sites and periodic office gatherings is expected. *** Role Overview: As an Account Executive in our Group Benefit Solutions division, you will manage mid/large-size client relationships (500-4,999 lives) and ensure exceptional service to clients and brokers. This hybrid role includes remote work on Mondays and Fridays and in-office work on Tuesdays, Wednesdays, and Thursdays. What You'll Do: Client Management: Maintain and grow client relationships, focusing on upselling, cross-selling, and retention. Service Excellence: Address client needs proactively, ensuring high satisfaction and effective problem resolution. Growth & Retention: Develop strategies for profitable growth and achieve annual goals. Renewal Process: Oversee all aspects of the renewal process, including negotiations and policy changes. Industry Engagement: Participate in industry events to enhance knowledge and relationships. Compliance: Maintain accurate tracking of all relevant activities. What You'll Bring: Strong knowledge of insurance products and industry updates. Excellent communication, presentation, and interpersonal skills. Ability to build and manage relationships within a matrix organization. Self-motivated with a high energy level and a "take charge" attitude. Well-organized with the ability to handle multiple tasks and prioritize effectively. BA/BS degree preferred, Life/Accident/Disability/Leave/VB experience preferred, Insurance licenses required. Proficiency in MS Office and the ability to use and present online tools effectively. Strong negotiation and influencing skills. Ability to travel domestically up to 30%. Must reside in or be willing to move to the greater Chicago area #LI - EM1 #LI - HYBRID Pay Transparency Salary range: $ 100,000 - $120,000 (salary + sales incentive) Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 92632 #GBS

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… * Continue to evolve and refine a design language that resonates with our clients * Partner closely with UI/UX leadership to create design consistency and quality across the platform * Foster continual design system education throughout the team * Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) * Form strong partnerships with engineering teams to create frictionless design system implementation * Implement and maintain processes tools for UI/UX engineering team to utilize our design system * Review in-flight designs with Product Designers for holistic application of a design solution * Contribute to a culture of continual creative improvement and innovation, excellence and accountability * Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients * Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs * Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products * Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… * You have 2-5 years of experience as a UI Designer working in a cross-functional team * You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs * Candidate required to submit portfolio with previous case studies; linked to resume * You have a bachelor's degree in design or related field preferably, master's degree a plus * You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule * You have excellent skills in Figma * You have a basic understanding of HTML/CSS * You have an advanced understanding of web components, interaction design, visual design and industry trends * You are fluent in responsive design, mobile/tablet UI * You can establish deep relationships across the entire Design department * You are a 'self-starter' who is driven and seeks out opportunities * You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization * You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) * You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles * You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating * You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. 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. Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Chicago, IL. Read more about our Services & Industrials team Here. A successful candidate will possess the following characteristics: Bachelor's degree and 2+ years of investment banking experience at the associate level or closely related experience Prior experience involving financial analysis and M&A transaction execution Excellent written and verbal communication skills, including ability to develop internal and external relationships Strong knowledge of accounting and financial modeling Highly motivated, team player with an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. I-BSL1

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching Skills into Financial Services: Leverage Your Communication Expertise: Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures. Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life. See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients lives, both now and in the future. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. Meet Our Leadership Team: Christopher J. Viveiros, CLU Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: ****************************************** Erica Berning, LUTCF, CLF, CLU Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: **************************************** Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: **************************************************** Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: ****************************************** Position Responsibilities for a Financial Representative: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Qualifications: A bachelor's degree in finance, business, or a related discipline is preferred. Prior experience in insurance, financial services, or business development is beneficial, but not required. Excellent interpersonal, analytical, and communication skills. Ability to obtain necessary insurance and financial licenses. Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.* Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.* Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.** Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. About Us: New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moodys (Aaa), and Standard & Poors (AA+). This provides our team with stability and the resources to support your professional growth. Join the team at New York Life - Chicago Northshore! This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Lifes established infrastructure. This is a chance to help build a scratch team with significant growth potential and long-term career possibilities. *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Seeking Both Seasoned Insurance Specialists and Experienced Business Development Professionals with New York Life - Chicago Northshore! Are you a seasoned insurance or business development professional looking to elevate your career? Join New York Life - Chicago Northshore where we offer a unique opportunity to grow in an exciting, fast-paced environment. Were looking for experienced professionals to join our expanding team, with accelerated growth potential and leadership opportunities. Who Were Looking For: Professionals with production experience in any of the following areas: Life Insurance Health Insurance Property & Casualty Industry Financial Services Supplemental Health Real Estate Brokers Commercial Lines Pharmaceutical Rental Car Other Various Business Development Backgrounds Meet Our Leadership Team: Christopher J. Viveiros, CLU Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: ****************************************** Erica Berning, LUTCF, CLF, CLU Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: **************************************** Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: **************************************************** Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: ****************************************** What We Offer: Accelerated path to Associate Partner and beyond (see below for details)! World-class training, mentorship, and certifications. Collaborative and high-support team environment. Flexible work-life balance and growth potential. Medical, dental, vision, life, and long-term disability insurance. Leadership opportunities for top performers. Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. Path to Growth as a Future Associate Partner**: Complete 12-months as a financial professional. Enter a six-month specialized Associate Partner training program. Develop and lead your own team of financial professionals. Ongoing opportunities for promotion to senior management roles. Licensing and Education Requirements: Bachelor's Degree (preferred) Insurance and Financial Licenses or the ability to quickly obtain *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. **Advancement to Associate Partner and beyond is not guaranteed and depends on performance outcomes, meeting specific requirements, and other variables. Flexible work from home options available.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills/Experience/Qualifications You'll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments 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. Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description Campus Recruiter The Campus Recruiter drives the recruitment and selection efforts for the internship program in collaboration with the broader internship team. This role is responsible for developing and executing campus, internal, and online recruiting strategies that align with the network's selection, contract, and conversion goals. The Campus Recruiter analyzes recruitment metrics, recommends improvements, and ensures accurate records in the Internet Collaborative Information Management Systems (iCIMS). This position plays a key role in fostering a positive internship culture by engaging office staff and leadership to support and promote the program. The recruiter's efforts contribute to the overall success of the program, from sourcing high-quality candidates to facilitating a smooth transition from internship to full-time opportunities. Primary Responsibilities Sourcing Build and develop effective referral sources: In-office: current and former interns, FRs, staff, leaders On-campus: COIs, professors, department heads, athletics, career services, student organizations Actively participate in campus clubs and organizations to promote and brand Northwestern Mutual Coordinate advertising and marketing strategies on campus including the career services website, online job postings and advertising to include ads, direct mail, community events, etc. Develop relationships with other Northwestern Mutual recruiters to share leads and best practices Prepare and maintain recruiting and marketing materials Determine, schedule and coordinate on-campus recruiting activities Selection Specific selection process accountability to include but not limited to screening candidates, conducting initial interviews, administering selection tools and guiding candidates through the selection process Review resumes and schedule initial interviews Communicate effectively about information and language regarding all aspects of the financial representative career and each step of the selection process Accountability, Tracking, and Analysis Report weekly campus recruiting activity to leadership team Develop proficiency and use of home office-supported software to maintain candidate databases and accurate records of prospects to ensure efficiency of the selection process Assist in the coordination of leadership team meetings and the preparation of activity/results reports Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements May include the oversight of contract and licensing responsibilities Qualifications Bachelor's degree preferred 0-3 years professional work experience, preferably in sales, recruiting, or related field Experience in the financial services industry a plus Demonstrated ability to work professionally as a team member and with all levels of people Experience with prospecting; generating leads via phone or face-to-face interactions preferred Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake) Strong network of personal/professional advocates and campus relationships Compensation: $50,000-$55,000 with bonus opportunities

Job Title: Appointment Setter / Administrative Assistant Company: Northwestern Mutual Employment Type: Full-Time or Part-Time Northwestern Mutual is seeking a professional and dependable Dialer / Appointment Setter / Administrative Assistant to provide direct support in our Skokie office. This in-office role is ideal for an organized, confident communicator who is comfortable making outbound calls, setting appointments, and providing administrative support to help the advisor manage client relationships and daily operations efficiently. Key Responsibilities • Make outbound phone calls to prospective clients on behalf of the Wealth Management Advisor, dialing a minimum of 40 phone numbers per day • Confidently conduct cold calls to introduce Northwestern Mutual and schedule introductory meetings for the advisor • Manage and maintain the advisor's calendar, ensuring meetings are accurately scheduled and confirmed • Track call activity, outcomes, and follow-ups using internal systems • Follow approved call scripts while maintaining a professional, confident, and personable phone presence • Provide administrative support including data entry, document preparation, and client record maintenance • Represent the Wealth Management Advisor and Northwestern Mutual professionally in all client and prospect interactions • Maintain strict confidentiality of client, prospect, and business information Required Qualifications • Strong verbal communication skills and confidence speaking on the phone • Comfort with cold calling and professionally handling objections • Strong organizational skills and attention to detail • Ability to work independently while supporting the priorities of one Wealth Management Advisor • Basic computer proficiency and ability to learn Northwestern Mutual systems • Reliable, punctual, and able to work in an in-office environment in Skokie, IL • Previous experience in appointment setting, administrative support, customer service, or phone-based roles is preferred Expectations & Performance Metrics • Consistently dial at least 40 outbound calls per day • Meet or exceed appointment-setting goals established by the Wealth Management Advisor • Maintain accurate and timely documentation of all call and administrative activity • Uphold a high standard of professionalism when representing the advisor and firm Northwestern Mutual Culture Northwestern Mutual's culture is built on integrity, accountability, and long-term relationships. We believe in doing what's right for clients, supporting one another, and investing in people who take ownership of their work. While this role supports one Wealth Management Advisor directly, it is part of a collaborative office environment that values professionalism, trust, and shared success. Compensation & Schedule • $15 per hour, paid hourly • Bonus eligible based on performance and appointment-setting results • Full-time or part-time schedules available • In-office position located in Skokie, IL

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Seeking a Licensed Representative in Illinois: Are you a seasoned insurance professional with a strong sense of mission and a drive to excel in your career? Do you thrive in challenging environments and strive for excellence both in your professional journey and in life? Northwestern Mutual - Chicagoland is looking to expand our team with licensed and experienced insurance agents who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices. Join Us: Bringing Your Experience to the Next Level We are actively seeking licensed and experienced insurance agents from all areas of the industry, including: Life Insurance Specialists Health Insurance Agents Property and Casualty Insurance Experts Financial Services (Wealth Manager, CFP, Advisor) Annuities Advisors Disability Insurance Agents Long-Term Care Insurance Specialists Commercial Insurance Professionals Group Benefits Consultants If you have experience in any of these areas, youll find an unparalleled opportunity to enhance your career by joining our team. Many of our representatives join us to provide their clients with a broader depth of service, integrating wealth management and financial services into their practice. Your expertise will be valued and utilized in ways that help you grow both professionally and personally. Click here to learn more about our opportunities: ******************************************* 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 Unique Angle: Meticulous Training and Development We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Meet Our Team: Ryan Kramer CLF, ChFC, CLU, Managing Partner: Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters. Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst. Trent Mausser CLU, ChFC, Managing Director: Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa. Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office. Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand. Kevin Pabst ChFC, Managing Director: Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office. Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times. Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house. Scott Carr CLU, MSM, Managing Director: Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24. Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual. Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren. Jason Frano Managing Director: Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020. Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role. Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family. Tracey Daniels Executive Director of Selection, Chicagoland Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role. Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers. Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family. What Our Representatives Value Most: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. 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. Benefits: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Licensing and Education Requirements: Bachelor's Degree (preferred) IL License or Ability to Reinstate/Obtain 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. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit (“MSPC”) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending (“MSDL”) is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: Work with senior and junior members of MSDL to conduct due diligence on new opportunities Perform in-depth sector and company research and detailed financial modeling Prepare credit investment memoranda Assist with the negotiation of term sheets, commitment letters and credit documentation Monitor portfolio company results as well assist with add-on financings and amendments Bachelor's Degree Strong academic record and job performance Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models Strong written and verbal presentation skills Ability to work effectively on multiple projects in a fast-paced environment 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 $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings 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).

General responsibilities The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist. More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management. Qualifications & Desired Skills Bachelor's Degree preferred, but not required. Strong detail orientation and organizational skills Project management skills Skilled in Excel and tech-savvy in general Works effectively with people at all levels and builds strong relationships Effectively manages time to address multiple priorities at multiple levels Adaptable and can navigate uncertainty with confidence High-capacity, team-player with passion for helping others Effective written and oral communication skills

Job DescriptionBusiness Development Representative We are seeking a motivated and dynamic Business Development Representative (BDR) to join our team. The BDR will play a crucial role in generating new business opportunities by prospecting, qualifying leads, and nurturing relationships with potential clients. This position is ideal for individuals with a keen interest in business development and the ability to work independently as well as collaboratively with our team of financial advisors. Key Responsibilities Prospecting: Identify and engage potential clients through research and strategic outreach. Use a variety of channels, including phone calls, emails, and social media, to connect with prospects who align with our ideal client profile. Lead Qualification: Assess and qualify leads based on their unique needs, budget, and readiness for our financial solutions. Conduct thorough research to gather valuable customer insights that will aid in personalizing pitches. Lead Nurturing: Maintain contact with leads who may not be ready to buy immediately but show potential for future engagement. Develop nurturing strategies, such as providing valuable resources and offers via email or social media, to advance prospects through the sales funnel. Booking Meetings: Schedule and coordinate introductory appointments for our financial advisors with qualified leads. Prepare financial advisors with vital prospect information to ensure successful meetings and facilitate deal closures. Why Join Us? BDRs are instrumental in enhancing the efficiency and effectiveness of our sales process by: Increasing Sales Pipeline Velocity: By identifying and qualifying leads, BDRs ensure a consistently full pipeline and help shorten the sales cycle. Providing Valuable Customer Insights: Enable financial advisors to tailor their pitches to meet specific prospect needs, increasing the likelihood of successful deals. Improving Sales Efficiency: Free financial advisors from unqualified prospects, allowing them to focus on leads more likely to close. Skills and Qualifications Creativity: Demonstrate the ability to think outside the box and employ creative strategies to capture the attention of prospects. Strong Communication: Exhibit superior verbal and written communication skills. Engage effectively with prospects across multiple channels, including phone, email, and social media. Research and Prospecting Skills: Proficient in identifying prospects and gathering relevant information, including finding commonalities to make personal connections. Resilience: Maintain a positive attitude and persistence in the face of rejection. Utilize coping strategies and community resources to continue prospecting effectively. Organizational Skills: Manage time efficiently and maintain meticulous records of interactions in the CRM system. Experience: Previous experience in a similar role with a focus on cold calling and client outreach. Experience in the financial services industry is a plus. Join us as a Business Development Representative and contribute to expanding our reach and impact in the financial services industry. Apply today to become a part of our dynamic team! Compensation: $55,000 + benefits including 401k, health insurance, dental insurance

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.