New York Life Insurance jobs in Spring, TX - 53 jobs

About Us New York Life has been helping families and businesses protect their finances and futures for over 175 years. As a mutual company, we are accountable only to you, our policyholders, which allows us to focus on long-term strategies, rather than short-term earnings. We believe in doing what's right and putting your needs first. Financial Professional Job Description We are looking for a dedicated and driven Financial Professional to join our team in Bismarck, ND. As a Financial Professional at New York Life, you will have the opportunity to help individuals and families secure their financial future through comprehensive financial planning and insurance solutions. Responsibilities: Educate clients on the various financial products and services offered by New York Life Analyze clients' financial situations and create customized financial plans to meet their goals Provide ongoing support and guidance to clients to help them navigate their financial decisions Build and maintain client relationships through regular communication and reviews Stay current on industry trends and regulatory requirements to ensure compliance Collaborate with a team of professionals to deliver exceptional service to clients Qualifications: Prior experience in financial services or sales preferred, entry-level welcome Strong interpersonal and communication skills Ability to work independently and as part of a team Driven and goal-oriented mindset Bachelor's degree in Finance, Business, or related field is a plus Benefits: Comprehensive training and development programs Competitive compensation and commission structure Health, dental, vision, and retirement benefits Ongoing support and mentorship from experienced professionals Opportunities for career advancement and growth

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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

The Client Service Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely. Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution. Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction. Proactively arrange and participate in client visits and perform service quality check-in calls to clients. Obtain banker/client appointments to build upon existing or establish new relationships. Identify and document new business opportunities for referral to banker or product specialist. Perform responsibilities through proficient use Citi applications. Participate in service related process improvements. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Bilingual in Spanish and English 5-8 years of experience Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients Ability to problem solve and analyze data with demonstration of attention to detail Strong verbal and written communication skills Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Client Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,360.00 - $131,040.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 25, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Lead level role that investigates and maintains highly complex property claims. Determine liability, secure information, reviews coverages, arrange appraisals, and settles claims. Demonstrate experience to perform all areas of claim adjustment activities with the highest degree of competency and independence. You will work in the field and handle complex homeowner property field claims. You will preferably be located around the San Antonio, Austin corridor, or Houston area. A fleet vehicle is provided with the position. You will report to a Large Loss Senior Manager. In this primarily field-based role, you will spend your time working in the field, directly interacting with customers. On occasion, you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities Investigates origin and cause of high exposure claims by contacting the appropriate parties including insureds, claimants, agents, attorneys, contractors, experts, special investigation unit, other adjusters, public personnel, etc. Checks for prior claims and recognizes environmental exposures. Participates in High Damage Reviews (HDR) to address coverage issues and exposure. Handles claims on a good faith basis. Handles both 1st party and 3rd party claims under multiple policy types and numerous endorsements. Conducts on-site inspections when needed, evaluates damages and handles claim negotiations with insureds, claimants, attorneys, public adjusters. Responds to customer inquiries, makes appropriate decisions, and closes file as needed. Interprets and determines policies, leases, by-laws, declarations, articles, and contract coverages and applies to all parties for assigned losses. Interprets claim history coverages. Makes independent decisions but recognizes when assistance is needed. Proactively provides all parties with claim process and status as appropriate; answers questions or redirects to other areas. Serves as a mentor and subject matter expert for less experienced adjusters. May be required to complete other assignments, job duties, or participate in projects based upon skills, achievements, or experience. Specialized Knowledge & Skills Requirements Demonstrated ability to handle 1st and 3rd party, multi-line claims across our operating territories. Demonstrated experience providing customer-driven solutions, support or service. Demonstrated ability to efficiently and effectively handle complex claims. Extensive knowledge of policies and endorsements coverages. Successfully applied knowledge of each phase of the claim handling process. Additional Qualifications Advanced Xactimate experience required. 5 or more years' experience handling field property personal lines claims required. Prefer someone who has handled claims over $50,000. Licenses Valid driver's license required plus an acceptable driving record. Obtain state specific property casualty claims licensing as required. Travel Requirements Up to 50%. Catastrophe travel up to 75% as applicable. Physical Requirements Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like. This position may require employees to visit areas that have a higher hazard than a typical office such as customer homes, body shops, or other locations. Moving self in different positions to accomplish tasks in various environments including tight and confined spaces. Adjusting or moving objects up to 50 pounds in all directions. Working Conditions Low temperatures. High temperatures. Outdoor elements such as precipitation and wind. Noisy environments. Hazardous conditions. Poor ventilation. Small and/or enclosed spaces. Additional Information Offer to selected candidate will be made contingent on the results of applicable background checks Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions Sponsorship will not be considered for this position unless specified in the posting #LI-Remote We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-MR1

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. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manages risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader in energy, metals, and agricultural product trading worldwide whose professionals trade in both physical and derivative commodity risk. This position will work closely with traders and marketers to coordinate the receipt and delivery of natural gas between suppliers, producers, marketers, pipelines and customers while ensuring that company volumes are accurately tracked and invoiced. This position might also assist the traders with executing trades, fundamental analysis of natural gas infrastructure and optimization of physical assets. Main responsibilities include: Arrange and nominate the receipt and delivery of natural gas to our customers Communicate between our suppliers and customers to ensure that contractual nomination data is coordinated accurately throughout the delivery chain Work closely with trading and marketing to help optimize flows on a daily basis Track the movement of all physical gas sales and maintain internal spreadsheets showing the contractual movements of gas, storage changes, and imbalances Track pipeline tariff costs and review any invoice charges coordinating with operations Identify incremental capacity and supply availability which may be acquired by the company in a cost effective and profitable manner Actively review the efficiency of the nomination and accounting activities to ensure that those functions are run in the optimal manner Skills Requirement: Minimum of 1 year of experience in Scheduling, preferably within the Natural Gas or Energy sector Willingness to start in Houston, TX, and relocate to New York, NY, as required Bachelor's Degree or equivalent with a minimum 2:1 degree classification or equivalent Good understanding of industry standards and logistics operations Commercially aware and able to make rapid and accurate decisions Ability to analyze complex issues and managing your demanding workload effectively to ensure deadlines are met Self-motivated and with good interpersonal skills and able to work under pressure and in adherence to strict timelines Good written/spoken communication skills in English and able to engage at all levels WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment for Analyst. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a FA/PWA/team including: • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms Business Development Support: • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required • Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Opportunity We have an opportunity within our Inforce TOA/Check Deposit team for an Investment Operations Director. As an Investment Operations Director you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented organization focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts ("processors)" who support the processing of daily incoming/outgoing transfers (e.g. ACATs, DTC, Deliveries, Mutual Fund Transfers), physical check deposits and mobile client deposits via our clearing firm National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry. The team also supports our MMLIS India captive team who is an extension of our stateside team. The Impact * The Investment Operations TOA/Check Deposit Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings. * The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained and we are providing timely service to our external and internal partners * The Director is responsible for ensuring the team is adhering to firm policies and procedures and as the regulatory landscape evolves, ensuring that we are evaluating current WSPs for necessary changes. * The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, and implement continuous improvement in support of changing regulatory and competitive landscapes. * Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear strategic and personal goals, provide feedback, partner with direct reports in developmental opportunities and do so in a manner that is inclusive. * Support the strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business. * Champion and support change management. The Minimum Qualifications * High School Diploma * Series 7 and Series 24 licenses required at time of application * 5+ years Financial Services / Investments experience * 1+ year leadership or 1:1 coaching/mentoring experience * Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators * Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office The Ideal Qualifications * 5+ Years Experience the financial services field required * Strong analytical/Problem solving skills * Strong written, verbal, and interpersonal communication skills * Listening skills * Organization navigation skills * Time Management (multi-tasking * SME in multiple functions and proficient in most functions * Change Management Champion What to Expect as Part of MassMutual and the Team * Regular meetings with the MMLIS In-Force Operations Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 Salary Range: $95,100-$124,800 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms Business Development Support: * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Additional product licenses may be required * Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

Palantir Technical Lead Downtown Houston (Hybrid, 4 Days Onsite) Job brief Citi Resources is seeking an experienced Palantir Technical Lead for our client in the Waste Management industry. This role is based in downtown Houston, requiring four days onsite per week. The Palantir Technical Lead will serve as the technical authority for Palantir software implementations across the organization. This role involves leading the design, development, and deployment of Palantir solutions, ensuring they meet business requirements while leveraging the platform's full potential. The Technical Lead will collaborate with cross-functional teams to drive technical strategy, oversee complex integrations, and mentor junior staff. Responsibilities: 1. Technical Strategy and Solution Design Develop and implement technical strategies for Palantir Foundry that align with business objectives and IT standards. Lead the design and architecture of Palantir solutions, ensuring scalability, security, and data integrity. Collaborate with stakeholders to define technical requirements and ensure solutions meet business needs. 2. Technical Leadership and Mentorship Provide technical guidance and mentorship to junior engineers and analysts working on Palantir projects. Conduct code reviews and ensure adherence to best practices in data modeling, integration, and analytics. 3. Integration and Deployment Oversee the integration of Palantir with existing systems and data sources, ensuring seamless data flows and minimal downtime. Manage the deployment of Palantir solutions across different environments. 4. Problem Solving and Support Troubleshoot complex technical issues with Palantir implementations, collaborating with Palantir support teams and internal IT for resolution. Develop and implement performance optimization strategies to improve data processing efficiency and user experience. Ensure compliance with security standards and data governance policies. Required Qualifications: 1. Technical Expertise: Advanced proficiency in Palantir Foundry, including data modeling, data integration, and data analytics. Strong programming skills in languages like Python, SQL, and experience with data visualization tools. Familiarity with cloud platforms (AWS, Azure) and CI/CD pipelines. 2. Leadership and Communication: Proven ability to lead technical teams and mentor junior engineers. Excellent communication skills to explain complex technical concepts to both technical and non-technical stakeholders. 3. Analytical Skills: Ability to analyze complex technical problems and develop effective solutions. Expertise in data quality assessment and performance optimization. Preferred Qualifications: Palantir Certified

Job brief We are seeking an experienced Salesforce Architect for our client in the Waste Management industry to lead and oversee Salesforce solution design and implementation. This senior-level role will involve architecting customized Salesforce solutions to address waste management industry needs, including route optimization, customer engagement, asset tracking, and service management. The Salesforce Architect will collaborate with business leaders to understand and anticipate their requirements, translating them into scalable, secure, and high-performance solutions. This position requires a deep understanding of the Salesforce platform to develop solutions that streamline operations, enhance customer service, and drive efficiency in the waste management lifecycle. Responsibilities Lead the end-to-end architectural design for Salesforce implementations, ensuring solutions align with best practices, industry standards, and the organizations strategic goals. Collaborate with key stakeholders, including business leaders and technical teams, to gather requirements and translate them into innovative, efficient Salesforce solutions tailored to the waste management industry. Develop, document, and oversee implementation best practices and design patterns to guarantee high-quality, maintainable solutions. Ensure scalability, performance, and security of Salesforce applications, providing technical oversight during development and implementation phases. Coordinate and conduct architectural review sessions and provide guidance to internal and external teams on integration, data management, and process automation. Identify and mitigate potential risks within Salesforce implementations, optimizing workflows for service dispatch, asset management, and customer interactions. Provide leadership and mentorship to junior architects and Salesforce developers, fostering skill development and knowledge sharing. Stay updated on the latest Salesforce technologies, tools, and practices, applying these to enhance organizational capabilities and support continuous improvement. Requirements Education: Bachelor's or Masters degree in Computer Science, Software Engineering, or a related field. Certifications: Preferred certifications include Salesforce Certified Technical Architect or Salesforce Certified Platform Developer. Experience: Minimum of 7+ years of hands-on experience in Salesforce architecture and solution design. Proven track record of architecting large-scale Salesforce implementations, preferably within asset-intensive industries like waste management, utilities, or logistics. Proficiency in Sales, Service, and Marketing Clouds, with experience in multi-org architecture and designing reusable, scalable solutions. Technical Skills: In-depth knowledge of Apex, Visualforce, Lightning components, and SOQL. Strong understanding of integration design patterns, experience with SOAP/REST APIs, and middleware platforms like MuleSoft. Proficiency in data migration, managing complex data models, and leveraging Salesforce for operational efficiency. Soft Skills: Strong communication and presentation skills, capable of conveying complex technical solutions to non-technical stakeholders. Leadership abilities to coach and direct technical teams, ensuring adherence to project timelines and quality standards. Location: This is an onsite role, requiring presence at the organizations facilities to facilitate hands-on collaboration and support.

The Underwriter - C14 is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Assist bankers and Underwriters in underwriting requests for credit extensions for new and existing clients, and in the writing of annual reviews with focus on more complex and higher dollar exposure transactions. Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information Perform collateral analysis on accounts receivable, inventory, machinery and equipment and real estate in order to evaluate collateral performance and changes in trends, as well as to assess repayment capacity based secondary sources of repayment. Prepare monthly and/or quarterly reviews of existing borrowers in order to track compliance with various loan covenants as outlined in the loan Agreement. Build a solid understanding of Citibank products and services within Commercial Banking and the broader organization. Coordinate with bankers on customer calls and site visits, when appropriate. Perform industry and geographical research and other due diligence as needed. Be familiar with Citibank credit policies and practices and regulatory policies, to assist unit in achieving compliance with the above and satisfactory ratings from internal and external auditors. Provides training for less experienced credit officers and other credit center staff in application processing, credit analysis and loan closing roles. Provide backup to the team manager in workflow distribution and monitoring as needed. Recommend changes to process to achieve greater efficiency. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10+ years of experience in similar roles Candidate must have previous experience working in a financial institution with additional experience in a loan officer or underwriting role. (credit trained a plus) Advanced analytical skills including the ability to read and assess company financial statements, cash flow, industry and competitive analysis and projections Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner Effective written and verbal communication skills Problem recognition and resolution skills Ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word are preferred), including the use of graphs and charts, and Moody's financial analysis software Education: Bachelor's degree in Finance or Accounting. Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Credit Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $144,480.00 - $216,720.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 19, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs/teams in delivering against their business plan and client service model * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Engineer will be responsible for assisting with the technical valuation for oil and gas clients across a multitude of projects specific to A&D, M&A and other strategic alternatives. The Engineer will be responsible for engineering specific aspects in the valuation workflow including PDP forecasting, type curve generation, LOS analysis, and development planning. The Engineer will also work on generating marketing materials, populating virtual data room, and assist with client interfacing in coordination with finance counterparts in the Global Energy Group. Responsibilities: Perform technical evaluations, including analyzing and delivering data to identify key performance drivers and economic analysis Generate presentation materials for pre-marketing documents and data room presentations using client or public data for support Lead or assist with the coordination of executing mandates and external project meetings, as required Perform engineering specific workflows such as PDP forecasting, type curve generation, LOS analysis, and development planning Work with rest of the A&D and finance teams to perform economic analysis Prepare data rooms based on data supplied by clients Market assets to potential buyers by presenting analysis to large groups and following up on buyer's questions and answers Assist with miscellaneous technical project related duties, as required Assist with the development of new business activities Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 3-6+ years of experience in a related reservoir engineering role Proficient in Microsoft Office, Spotfire, economics software such as Aries and PHDWin and ComboCurve, and other analytical software and coding capabilities is a plus Ability to demonstrate discretion dealing with confidential matters Fundamental knowledge of cash flow, economics and rate of return Demonstrated ability to assess technical risk in economic valuations Proven ability to perform various concurrent activities/project in a high-risk environment Consistently demonstrates clear and concise written and verbal communication skills Proven influencing and relationship management skills Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Investment Banking ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $175,000.00 - $225,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job Title SAP CTRM (Commodity Trading and Risk Management) Expert Our client in the Oil & Gas industry is seeking a highly skilled SAP CTRM (Commodity Trading and Risk Management) Expert to join their dynamic team. The ideal candidate will facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. The role requires a deep understanding of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Responsibilities Facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. Interact with business owners and partners to analyze and define business requirements and processes. Implement, customize, test solutions, and develop customer-specific enhancements to meet business requirements. Work closely with business stakeholders to understand and analyze trading and risk management processes, and translate them into SAP solutions. Ensure seamless integration of SAP CTRM with other SAP modules (e.g., SAP SD, SAP MM) and external systems. Develop and customize SAP CTRM functionalities to meet specific business requirements. Identify, troubleshoot, and resolve issues related to SAP CTRM, ensuring minimal disruption to business operations. Prepare and maintain comprehensive documentation, including functional specifications, test cases, and user manuals. Provide training and support to end-users and internal teams on SAP CTRM functionalities and best practices. Stay updated with the latest SAP developments and industry trends to suggest improvements and enhancements to the existing system. Requirements Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field. 8-10 years of experience in SAP implementation and support projects. Experience with SAP CTRM implementation and support projects in the Oil & Gas industry. Proficiency in SAP CTRM configuration, customization, and integration with other SAP modules. Expertise in S4/HANA with a focus on SAP Commodity Management/Risk Management/Analytics. Knowledge of solution setup in S/4 HANA Commodity Risk/Commodity Management. Cross-module integration skills between CTRM, CMM SD & MM. Strong understanding of trading and risk management processes within the oil and gas sector. Process and solution knowledge for both financial and physical trading, including commodity hedging and effectiveness. Integration knowledge with market data providers for commodity price indexes, especially DCS-based. Understanding of end-of-day evaluations, mark-to-market, P&L, attribution, position reporting, and valuations. Knowledge of value-at-risk reporting and its integration with third-party systems. Experience in risk exposure modeling and integration with additional reporting attributes. Ability to handle CDS-based analytics design and communicate requirements to the technical team. Deep knowledge of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Excellent analytical and problem-solving skills with the ability to troubleshoot and resolve complex issues. Strong communication and interpersonal skills to effectively collaborate with business stakeholders and technical teams. Excellent facilitation and communication skills. Experience in managing SAP CTRM projects, including planning, execution, and delivery. SAP CTRM certification is a plus.

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.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products * Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program * Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience * Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals * Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards and procedures * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience * Previous banking, retail, or sales experience preferred * Knowledge of Smart Banking tools and technologies * NMLS registration; Safe Act compliant * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Pasadena California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job Description About Us New York Life has been helping individuals, families, and businesses secure their financial futures for over 175 years. As one of the largest mutual life insurance companies in the United States, we are committed to providing our clients with the highest level of service and support. At New York Life, we believe in the power of relationships and the importance of integrity and trust. We are dedicated to helping our clients achieve their long-term financial goals and protect the ones they love. Our Accelerated Path to Management program is designed to cultivate the next generation of leaders within our organization, providing them with the tools and resources they need to succeed in a competitive and dynamic industry. If you are ready to take the next step in your career and embark on a path to management with one of the most respected names in the insurance industry, then New York Life is the place for you. Join us and discover the endless possibilities that await you! Join Our Accelerated Path to Management Program at New York Life Are you a motivated and driven individual looking to fast-track your career in management? Do you have a passion for helping others succeed and want to make a difference in people's lives? If so, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you! As a participant in our program, you will have the unique opportunity to develop the skills and knowledge necessary to excel in a management role within our organization. Through a combination of hands-on training, mentorship, and professional development, you will be equipped to lead a team of dedicated professionals and drive business success. Throughout the program, you will have the chance to work closely with seasoned managers and executives who will provide guidance and insights into the world of management. You will learn how to strategize, plan, and execute initiatives that will propel your career forward and make a meaningful impact on our organization. Our program is designed to challenge and stretch you, pushing you to achieve your full potential and reach new heights in your career. With a focus on personal growth and professional development, you will emerge from the program as a confident and capable leader ready to take on the challenges of management. As a participant in our Accelerated Path to Management program, you will have the opportunity to: Gain hands-on experience in a variety of management roles Develop essential leadership and communication skills Build a strong network of contacts and mentors within the organization Receive ongoing support and guidance from experienced managers and executives Work on high-impact projects that directly contribute to the success of the organization If you are a goal-oriented individual with a passion for leadership and a drive to succeed, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you. Take the next step in your career and join us on the path to management! #hc180958

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. About The Special District Group - Us The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects. We hold a dominate position in the Colorado and Utah markets and are actively growing into new markets nationwide with a demand for public infrastructure. Our team leaders were amongst the pioneers of Special District financing and have been integral leaders in sector for over two decades. The SDG team is passionate about the quality of banking we bring to the market and the unparalleled experience we offer our clients and external partners. We are unwavering in our belief that our team's shared success precedes the pursuit of individual aspirations. We have a deep commitment to high-touch communication and collaborative relationships, and we believe that our team's expertise, creativity, and resilience are critical to our success. About This Critical Role - The Job We are currently looking for an Associate to join the SDG banking team in Houston, Texas. The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team. The accountabilities of this role include: * Actively participate in the planning, structuring, and execution of banking transactions and manage the administrative aspects of the banking process from launch to close, including: * Perform and coordinate research to produce data sets needed such as market comparisons, parcel list reconciliation, mill levy comparisons, and continuing disclosure. * Prepare, review and maintain internal and external transaction materials including rating presentations, case studies, credit summaries and internal approval forms. * Coordinate the progress of transaction activities, and track and review transaction materials for accuracy. * Attend client meetings, calls and presentations, taking detailed notes. * Communicate effectively and collaborate with SDG and Piper Sandler team members on a deal-by-deal basis providing relevant and valuable transaction information to support the development of financial models. * In collaboration with key members of the SDG team, contribute to the strategic growth activities associated with prospective and engaged leads including: * Prepare and maintain various marketing materials, including presentations, pitchbooks, research summaries, and market updates. * Build and maintain relationships with industry consultants, developers, and other external partners. * Consistently modeling SDG's organizational values and contributing to team culture. About The Ideal Candidates - You * You thrive in a high-paced, high-performance environment. * You learn quickly, are curious and committed to your own growth and advancement. * You characterize yourself as being intrinsically self-motivated, goal oriented and resilient. * You exhibit confidence and courage, contributing to discussions, and embracing opportunities outside comfort zones. * You can effectively communicate complex ideas to diverse audiences. * You plan and organize your work effectively, meeting deadlines and informing stakeholders of project status. * You have the following qualifications and experience: * Bachelor's degree required. * At least 2-years of relevant experience preferred. * Proficient in use of digital software and technology, including databases, and MS Office suite. * You are available to work full-time in-person in our downtown Houston offices. * You are based in, or willing to relocate to Houston. Piper Sandler is a leading investment bank, enabling growth and success for our clients through deep sector expertise, candid advice, and a differentiated, highly productive culture. With more than 1,700 employees across 60 offices world-wide, we offer our clients the scale needed to meet their capital needs with local support from experts in the field. Learn more about the firm 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. 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. The anticipated salary for Texas-based individuals expressing interest in this position is $100,000 per year; this position is eligible for substantial annual incentive compensation. * LI-AH1