New York Life Insurance jobs in Tampa, FL - 182 jobs

Shape your future with a dynamic internship experience at New York Life. Your internship journey is designed to challenge you through hands-on work experience that will equip you with valuable skills you can use anywhere. You will build your network through collaboration and connection with talented interns and experienced employees through team-building activities, mentorship programs, and fun social events. By the end of your internship, you'll be equipped with new skills and a network that will propel you forward in your career journey. Role Overview: New York Life Direct is the industry leader in direct-to-consumer life insurance, delivering streamlined coverage directly to individuals while bypassing traditional agent models. Beginning in June and ending in August, this 10-week summer internship program provides hands-on exposure and real-world experience within the Finance organization supporting NYL Direct. Interns will work closely with finance professionals to support financial reporting, analysis, and operational excellence initiatives that are critical to the business.This hybrid role includes in-office collaboration in our Tampa office (Tuesday-Thursday) and offers meaningful interaction with senior leaders, cross-functional partners, and fellow interns. What You'll Do: As a NYL Direct Finance Intern, you will be fully integrated into the team's day-to-day operations and contribute to work that directly supports financial reporting, controls, and decision-making. This is a true immersion into corporate finance and accounting within one of the most trusted and enduring organizations in the industry. During the summer, you will: * Prepare journal entries and account reconciliations * Research, document, and resolve account variances and discrepancies * Compile and review monthly and quarterly financial documentation * Utilize administrative and financial systems to research account differences, identify errors, and support testing of new products or system changes * Support internal and external financial requests, management reporting, and ad hoc analyses * Assist with quarter-end and year-end close activities while ensuring strong financial controls * Identify opportunities for process improvement and automation * Participate in case studies, special projects, and a final presentation * Engage in professional development workshops, networking events, and fireside chats with senior leaders What You'll Bring: * Strong analytical and problem-solving skills * High attention to detail and a commitment to accuracy * Excellent written and verbal communication skills * Ability to work collaboratively in a team-oriented environment * A desire to apply classroom knowledge to real-world business challenges * Curiosity, initiative, and a continuous improvement mindset Required Skills: * Rising Junior or Senior pursuing an undergraduate degree in Finance, Accounting, or a related field at an accredited 4-year college or university * Demonstrated leadership or meaningful involvement in campus or community activities Work Authorization To be eligible for this program, you must be authorized to work in the U.S. We do not offer employment-based immigration sponsorship for this program. This program is not available to individuals working under OPT or CPT. Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #NYLDirectcampus Pay Transparency Salary Range: $21/hr 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. 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 ********************

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 General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization. What You'll Do Provide administrative and operational support to the Managing Partner and management team Collaborates with the onsite Service Leader to ensure efficient operations Act as a point of contact for agents, addressing their inquiries promptly and professionally Greet and welcome visitors Answer and direct phone inquiries Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.) Manage resource assignments for new agents, ensuring their onboarding experience is smooth Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates What You'll Bring The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization. Required Skills: Ideal candidate should have experience in a customer service and/or office administration Excellent written and verbal communication skills Strong computer skills with proficiency in the Microsoft Office Suite Associates, or bachelor's degree preferred, but not required 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 are provided to help you gain the necessary skills to be successful. Shift Information This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM. 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: $42,500-$60,000 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: 93110

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. 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. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment 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. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 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. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 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. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Citibank, N.A. seeks an Applications Support Senior Analyst for its Tampa, Florida location. Duties: Design and develop solutions to complex application problems. Develop software system testing and validation procedures, programming, and documentation. Engage in testing, and deployment ensuring adherence to best practices in CI/CD pipelines. Coordinate installations and upgrades of programs and systems using Github, SVN, BitBucket, Harness, UDeploy, OpenShift, ECS, and Kubernetes. Use object-oriented programming and client server applications to triage application development and troubleshoot production issues to determine root cause and devise solutions for rapid services restoration and conduct post-mortem analysis of outages. Use Unix Shell Scripting, Perl, SQL, PL/SQL, HTML, XML, .Net, Java, Web Designing, Windows Scripting, Windows PowerShell, and Python to debug user issues reported. Modify existing software to correct errors, adapt it to new hardware, and upgrade interfaces and improve performance supporting Custody and Clearing business. Monitor functioning of equipment to ensure system operates in conformance with specifications using ITRS Genes, Splunk, and App Dynamics. Use Oracle, MS SQL Server, and Teradata to investigate issues, optimize stored procedures for performance, efficiency, and scalability, and identify and resolve performance bottlenecks by fine-tuning database. Conduct crisis management efforts to resolve incidents reported across applications. Use Unix shell and Windows PowerShell to develop programs to automate repeatable manual tasks. Analyze business requirements and evaluate existing system capabilities to ensure operational requirements are properly addressed. Consult on project status, proposals, or technical issues, including software system design and maintenance. Provide evaluation of business process, system process, and industry standards. Store, retrieve, and manipulate data for analysis of system capabilities and requirements. Assist with data processing projects. Coordinate installation of software systems. Evaluate reporting formats, costs, and security needs to determine hardware configuration. Create clear and concise documentation, including flowcharts, diagrams, and layouts, and software system topology. Train users to use new or modified equipment. Validate changes in infrastructure and partner systems. Review applications contingency procedures and test disaster recovery. Identify manual touch point activities and define target plan to develop auto-recoverability. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols. Requirements: Requires a Bachelor's degree or foreign equivalent in Computer Science, Computer Engineering or related field and 5 years of progressive, post-baccalaureate experience as a Software Engineer, Technology Lead, or related position involving troubleshooting and debugging applications and systems for the financial services industry. 5 years of experience must include: Systems management and integration; Performance monitoring and improvement of applications and systems; Troubleshooting and debugging applications and systems; Database management and optimization; Unix shell scripting, Perl, SQL, PL/SQL, HTML, XML, .Net, Java, web designing, Windows scripting, Windows PowerShell, and Python; Relational database management systems Oracle, MS SQL server; MS Windows Servers; Autosys, Control-M, Cron job, and Windows Task Scheduler; IBM Websphere MQ, Connect Direct, FTP/SFTP; GitHub, ECS, Kubernetes; ITRS Genes, Splunk and App Dynamics monitoring tools. At least 4 years must include: MSaaS Servers, UDeploy, OpenShift. Applicants submit resumes at *********************** Please reference Job ID #25921395. EO Employer. Wage Range: $145,642 to $145,642 Job Family Group: Technology Job Family: Applications Support ------------------------------------------------------ **Job Family Group:** ------------------------------------------------------ **Job Family:** ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 21, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including. paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community. .What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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).

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports 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 At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ 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 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 Job Description 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: 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).

Registered Client Service Associate Registered 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/team * 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 aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * 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 with updates on service requests (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 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * 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 multitask * 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).

This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career. We work with retirees to strategically improve the sustainability of their retirement income. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business Industry leading training from the nation's top sales leaders Brand recognition of a Fortune 300 organization founded in 1909 World-class sales, marketing, and operations support Revolutionary sales process for working with both consumers and professionals We encourage successful traditional mortgage loan originators to apply. Tampa, FL. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program

We are seeking a highly skilled and motivated DNS (DDI) & Load Balancing Network SME to join our global network operations team. This role requires a deep understanding of enterprise network platforms, routing, and switching technologies, with a primary focus on DDI (DNS, DHCP, IP Address Management) and Load Balancing technologies. This role focuses on ensuring the reliability, scalability, and efficiency of DNS, DHCP, IP Address Management (DDI), and Load Balancing services. The ideal candidate will have a strong Site Reliability Engineering (SRE) mindset, with a focus on automating and modernizing workflows, driving operational excellence, and collaborating with engineering teams to enforce standards and supportability for Day 2 operations. The SME will act as a bridge between Network Operations and Engineering, ensuring accountability, supportability, and alignment with technology roadmaps. This role also involves triaging complex incidents, performing root cause analysis, and driving Day 2 risk remediation efforts. Key Responsibilities Provide subject matter expertise for DNS, DHCP, IP Address Management (DDI), and Load Balancing services. Act as the primary escalation point for complex incidents, Emergency Break-fix, Incident resolutions and drive triage and root cause analysis for critical issues, implementing preventive measures to avoid recurrence. Ensure operational stability by identifying and remediating Day 2 risks in DNS, DDI, and Load Balancing domains. Leverage SRE practices to automate and modernize workflows, reducing manual tasks and improving operational efficiency. Develop and implement scripts and tools to streamline triage, monitoring, and incident resolution processes. Partner with engineering teams to align on existing and new technology roadmaps, provide feedback on design and deployment for seamless handoffs. Act as a checkpoint, enforcing operational standards, accountability, and supportability for Day 2 operations. Ensure adherence to operational standards and best practices for DNS, DDI, and Load Balancing services. Act as a checkpoint for enforcing supportable standards during new technology deployments. Collaborate with cross-functional teams to address vulnerabilities and improve service reliability. Provide technical training and mentorship to network operations staff globally. Ensure actionable insights are available to support Day 2 operations and proactive issue resolution. Required Qualifications Strong knowledge of DNS, DHCP, and IP Address Management protocols. Hands-on experience with DDI tools such as TCPWave, BlueCat, or Infoblox. Hands-on experience with Load Balancers SLB / GTMs (F5, Citrix Netscaler) in enterprise environments. Familiarity with network protocols and services (e.g., TCP/IP, HTTP, SSL/TLS). Solid understanding of enterprise network platforms, including Cisco and Arista routing and switching technologies. Familiarity with firewall platforms and their integration with network operations. Working knowledge of packet capture and analysis tools (e.g., Wireshark, Riverbed) for troubleshooting and diagnostics. Experience in automating workflows and modernizing operational processes. Proven ability to lead triages and resolve complex incidents in DNS, DDI, and Load Balancing domains. Ability to work collaboratively with engineering teams to align on technology roadmaps and enforce operational standards. Excellent communication skills to act as a bridge between Network Operations and Engineering. Provide operational support for enterprise network platforms, including Cisco and Arista routing and switching technologies. Familiarity in scripting languages such as Python, Bash, PowerShell & automation tools like Ansible, Terraform is a plus. Experience working in financial or banking domains is a plus. Familiarity with regulatory and compliance requirements in enterprise environments. Preferred Qualifications Experience with cloud-based DNS and Load Balancing solutions (e.g., AWS Route 53, Azure DNS, Cloudflare, or Akamai). Knowledge of containerized environments and orchestration tools (e.g., Kubernetes, Docker). Certifications such as F5 Certified Technology Specialist (CTS), Infoblox DDI Certification, or CCNP are a plus. Knowledge of ITIL processes and practices for network operations. Proactive and self-motivated with a strong focus on operational excellence. Passion for automation and continuous improvement. Ability to mentor and upskill team members, fostering a culture of learning and collaboration. Education & Experience: Bachelor's degree in Computer Science, Information Technology, or a related field. 7+ years of experience in network operations, with a focus on DDI and Load Balancing technologies. This role offers the opportunity to work in a dynamic, global environment, driving innovation and operational excellence in critical network domains. If you are passionate about DNS, DDI, Load Balancing technologies, and modernizing network operations, we encourage you to apply! ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Systems & Engineering ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $113,840.00 - $170,760.00 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 19, 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.

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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM First Line Financial Crimes Risk (“1L FCR”) department is embedded within the Firm's business line and is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The 1L FCR department is considered the first line of defense and supports the onboarding, screening, due diligence, and enhanced due diligence processes for Morgan Stanley. Team: Program Design Group - Build Team Production & Post-Production Support The Program Design Group (“PDG”) is the internal team responsible for enabling and delivering technology solutions for the 1L FCR department. PDG partners with internal 1L FCR teams, Platforms, Technology and Operations to design, build, enhance, and support the systems that enable AML, KYC, screening, onboarding, and other client-risk processes within the first line of defense. The Build Team delivers end-to-end technology solutions for 1L FCR, including requirements writing, functional design, UAT, and production/post-production support. These roles strengthen PDG's ability to deliver stable releases and ensure reliable system performance across 1L FCR-owned capabilities. The Production and Post-Implementation Support function provides structured triage, investigation, requirement refinement, and coordination for all issues raised after deployment. The team also performs post-deployment testing and ongoing production validation to ensure that system functionality remains stable and unchanged after releases. The group reports to a U.S.-based VP and partners closely with 1L FCR, Platforms, and Technology to ensure efficient issue resolution, high-quality releases, and continuous improvement across all first-line Financial Crimes-related systems. This is an early-career, growth-focused role suited for strong analytical thinkers who can develop Financial Crimes Compliance knowledge on the job. Primary Responsibilities: Intake, log, and track production and post-production items raised by Financial Crimes Risk stakeholders in Jira/Excel Monitor, triage, and support resolution of production and post-production items Analyze issues to determine whether they represent defects, requirements gaps, enhancements, or net-new build requests Perform structured root-cause analysis by comparing system behavior against business requirements, functional designs, UAT results, QA findings, workflow steps, and other relevant artifacts to determine what went wrong and why Rewrite, clarify, and enhance business requirements based on findings, ensuring documentation is complete and high-quality Update issue-tracking tools (e.g., JIRA) and provide clear, timely status updates to all stakeholders Coordinate with 1L FCR, Platforms, and Technology partners to ensure efficient investigation and resolution of system issues Collaborate with VP overseeing the function for prioritization, business context, and stakeholder communications Support continuous improvement by identify recurring patterns and recommending enhancements to requirements or workflows Maintain strong documentation and follow established processes to ensure consistency, accuracy, and control adherence Assist with post-deployment validation and confirm that changes and fixes performed by Technology operate as intended Qualifications 3-5 years of related experience in technology, business analysis, operations, production support, or similar roles Demonstrated ability to perform structured analysis of system behavior, workflow logic, and data to identify root causes Strong written communication skills with the ability to draft and refine high-quality business requirements Proven ability to work independently in a fast-paced, high-volume environment while managing multiple priorities Strong organizational skills, attention to detail, and commitment to producing accurate, high-quality work product Experience partnering with Platforms, Technology, QA/UAT, or other cross-functional groups to drive issue resolution Ability to handle confidential information with professionalism and discretion Knowledge of Financial Crimes concepts (AML, KYC, CIP, screening, onboarding, periodic review) is helpful but not required; must be able to learn quickly Bachelor's degree in Data Analytics, Computer Science, Finance, Business or a related field Skills and Qualities: Strong analytical and problem-solving skills with a methodical, structured approach Clear concise communication (written and verbal) with the ability to translate issues into actional next steps High integrity, ownership mindset, and strong work ethic Ability to escalate risks or blockers promptly with clear supporting detail Ability to collaborate effectively with colleagues in both the U.S. and India Proactive, resourceful, and comfortable working through ambiguity Ability to manage competing priorities under tight deadlines Detail-oriented with strong documentation discipline Interest in growing into broader responsibilities within PDG and 1L FCR Working knowledge of MS Office (e.g. Microsoft Word, PowerPoint, Excel) 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 $100K-$125K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Citi Community Capital (CCC) is the premier affordable housing lender in the United States, consistently ranked #1 for the past 15 years. We are dedicated to providing financing for the development and preservation of affordable housing and community revitalization projects nationwide. Our innovative financial solutions empower communities, create opportunities, and foster sustainable growth. Join a team committed to making a tangible difference in people's lives and strengthening neighborhoods across the country. The Transaction Management team is responsible for supporting multiple aspects of the lending lifecycle. This includes, but is not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable for operational oversight of the closing and servicing of all conversion loan transactions across various business divisions to ensure all internal and external requirements are met. Job Summary Citi is seeking a highly motivated and experienced professional to join our dynamic team, focusing on complex loan closing activities within affordable housing while contributing to broader transaction management functions across the lending lifecycle. The role involves managing all aspects of the loan closing process for complex transactions, ensuring timely, accurate, and compliant execution. This position requires a meticulous professional with a deep understanding of real estate finance, affordable housing development, the intricacies of tax credit structures, and broader loan operational processes. The individual will play a crucial role in enhancing performance, efficiency, and ensuring compliance throughout the loan lifecycle. Key Responsibilities Loan Closing (Affordable Housing Focus): Manage a pipeline of affordable housing loan closings from commitment through funding, including construction loans, permanent loans, and bond financings. Coordinate extensively with internal stakeholders (underwriting, legal, portfolio management, credit risk, operations) and external parties (counsel, developers, syndicators, investors, government agencies). Review and analyze complex legal documentation, including loan agreements, partnership agreements, deeds of trust, regulatory agreements, and intercreditor agreements, to ensure all conditions precedent to closing are met. Exhibit a strong understanding of Low-Income Housing Tax Credits (LIHTC) and other tax credit programs, ensuring compliance requirements are meticulously integrated into the closing process. Oversee the satisfaction of all pre-closing conditions, track critical deadlines, and manage the collection and review of all required documentation. Facilitate the ordering and review of third-party reports, title insurance, and surveys. Prepare and/or review closing statements, disbursement schedules, and wire instructions. Proactively identify and resolve potential closing issues, collaborating with all parties to ensure smooth and efficient transaction completion. Broader Transaction Management & Lifecycle Support: Contribute to the build and development of processes to support loan origination and lifecycle management for a variety of loan types, including corporate, commercial, real estate, structured, syndicated, and bilateral loans, as well as trade finance. Assist with the creation and continuous improvement of processes, standards, procedures, controls, and training for transaction management. Aid in the design, implementation, testing, and rollout of technology solutions related to loan lifecycle management. Provide training and support to transaction management staff and business constituents. Ensure that data quality, controls, and processes meet internal policies and regulatory requirements and expectations. Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure end-to-end transparency. Participate in projects aimed at enhancing performance and efficiency, including loan remediation and loan system testing/migrations. Actively manage and maintain a deal closing pipeline of loan transactions and lifecycle events. Capture data, store documentation, troubleshoot issues/roadblocks, and perform quality control for loan transactions. 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. Maintain accurate and organized electronic and physical closing files and documentation. Qualifications Education: Bachelor's/University degree or equivalent experience in Finance, Real Estate, Business Administration, or a related field. Experience & Expertise: 2-5 years of relevant experience in loan closing or transaction management within financial services, with a strong preference for affordable housing finance. Demonstrated expertise in affordable housing finance, including a thorough understanding of Low-Income Housing Tax Credits (LIHTC), taxexempt bonds, and other subsidy programs. Strong knowledge of real estate legal documentation, title and survey review, and closing mechanics. Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, and funds flows is a plus. Experience with Loan IQ, transaction capture tools, or similar loan management software. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Tableau or visualization tool familiarity is a plus. Skills: Proven ability to manage multiple complex transactions simultaneously under tight deadlines and prioritize effectively with minimal management follow-up. Exceptional organizational skills, keen attention to detail, and developed analytical and problem-solving abilities. Excellent written and verbal communication, interpersonal, and client relationship skills, with the ability to effectively interact with all levels of internal and external stakeholders. Ability to work independently and as part of a collaborative team in a fast paced, continuously changing environment where priorities are frequently shifting. Critical decision-making capabilities, including the ability to identify, escalate, and propose solutions to problems. Ability to multi-task through the practice of strong organizational and time management skills, with experience in continuously following-up with various stakeholders. Understanding and awareness of appropriate corporate and regulatory policies in relation to lending. Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Transaction Capture Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $62,620.00 - $87,380.00 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 07, 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.

The KYC Operations Assoc Analyst is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to assist in the development and management of a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: Conduct reviews of client account activity, statements, internet research, and client profile information Conduct background checks/intelligence/customer research/transactional analysis Conduct regulatory and sanction screenings as well as review domestic consumer cases and support complex periodic review processes Escalate unusual activity to the Financial Intelligence Unit (FIU) and assist with escalating potential risks Support periodic review triage processes Present summarized findings to peers and management, including recommendations to changes in procedures resulting from review findings and quality assurance review of analyst case work Onboard/train new associates, as needed Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Previous experience in financial Crimes, AML Investigations, or Operational Risk experience CAMS/CFE certification preferred Education: Bachelor's degree/University degree or equivalent experience Work schedule: Monday to Friday from 8:30am to 5:30pm ------------------------------------------------------ Job Family Group: Operations - Services ------------------------------------------------------ Job Family: Business KYC ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $49,010.00 - $68,390.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 23, 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.

The Data Concern Remediation Management Central Intake team is responsible for ensuring that Data Concern submissions meet defined standards before they are sent for assessment. The Data Quality Lead Analyst is responsible for managing the Intake phase for a set of Businesses/Functions, and collaborates with submitters and Data Domains to progress or disposition each submission in an efficient and accurate manner. This is a newly created team and the role will include exposure to senior management and influence on the operating model design. Responsibilities: Manages the DCRM Intake phase for a set of Businesses/Functions and engages with senior leaders to drive process improvements Review quality analysis results and disposition data challenges through Citi's corresponding Data/Issue management process Report Data Quality issues through Citi's corresponding Data/Issue management process Support senior management strategic vision Trains new team members Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable rules, laws, and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating managing and reporting control issues with transparency Qualifications: 6-10 years experience with defining and implementing Data Quality programs and improving operational efficiency; Banking or Finance industry preferred Experience with defining and implementing data quality programs Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives Ability to monitor tight deadlines or unexpected requirement changes, with the ability to anticipate and balance needs of multiple stakeholders Ability to communicate effectively to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences Collaborates effectively by building partnerships and working well with others to meet shared objectives Ability to work under pressure, facilitate discussions Education: Bachelor's/University degree, 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: Data Governance ------------------------------------------------------ Job Family: Data Quality & Data Quality Analytics and Reporting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $113,840.00 - $170,760.00 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 Change Management, Data Analysis, Data Governance, Data Lineage, Data Management, Data Quality, Internal Controls, Management Reporting, Program Management, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 13, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Payroll Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Perform Payroll Tax Filings for Canada on a weekly, monthly and quarterly basis and ensures timely filings and payments. Filing of Annual Tax Forms to agencies. Review balance and approve Payroll Tax Filings for USA on a daily, weekly, monthly and quarterly basis for a multi-state corporation and ensures timely filings and payments. Review and approve filing of Annual Tax Forms to agencies. Ability to balance and reconcile payroll results against vendor reporting. Participate in managing payments to tax authorities in compliance with specific tax regulations. Translate processes into written procedures documenting steps accurately and updating existing procedures as business processes change. Responsible for the overall management of the tax liabilities of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes. Experience with reconciliations and balancing. Research and respond to any agency notices and work to resolve issues. Processes assignments meeting the Service Level Agreement requirements and works within established deadlines and schedules. Works with other team members on established projects and initiatives. Performs more complex tasks in support of the team manager and area projects as assigned. Works under little to no direct supervision and supports an expansive and/or diverse array of products/services. Coaches and trains more junior payroll specialists. Advises on procedures and concepts in technical/subject area and integrates with others in accomplishing the objectives of the sub function/ job family. Improves process efficiencies in harmony of unit goals. 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. Perform other duties and functions as assigned. Qualifications: 1-3 years of experience in preparation and filing of multi-state payroll taxes to Canadian and US Federal, State and Local tax authorities as well as Yearend/Annual payroll tax filings. Excellent Excel skills Knowledge of Workday and ADP Smart Compliance. Education: Associate or Bachelor's degree ------------------------------------------------------ Job Family Group: Operations - Services ------------------------------------------------------ Job Family: Payroll ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $58,656.00 - $72,350.00 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 18, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Global Hotel Program Manager is involved in close partnership with the Travel Operations team, Strategic Sourcing, and various internal business partners, playing a key role in driving the program forward and achieving business objectives. **Key Responsibilities** - Overall management of the global Business hotel program. - Lead the Request for Proposal (RFP) process, including the development of business requirements and presentation of recommendations to leadership. - Develop and implement category strategies that align with overall business goals and drive program optimization. - Conduct thorough market research, including benchmarking, and analyze spend and compliance data to identify trends, opportunities, and areas for improvement. - Collaborate with Procurement and suppliers to negotiate pricing agreements, and terms to ensure a competitive advantage. - Develop and maintain strong relationships with key suppliers, leveraging them to achieve business objectives. - Act as a primary liaison to key stakeholders, including the Citi Hotel Council, Corporate Travel teammates, CSIS and TMC Management. - Monitor and manage vendors to ensure the hotel program design effectively supports evolving business needs. - Stay informed about industry trends, competitor activities, and market conditions. - Prepare and present regular reviews on category performance to management. - Optimize Travel Management Company Hotel Desk operations - Schedule and conduct regular Supplier Quarterly Business Reviews (QBRs). - Coordinate with the Global events team for the Roadshow program and other synergies - Lead the development and execution of Hotel Surveys. - Manage and resolve Priority Escalations. **Qualifications:** - **Strategic Thinker** : Possess a proactive approach to problem-solving and the ability to develop and execute innovative category strategies. - **Analytical Acumen** : Proficient in analyzing spend and compliance data, identifying key trends, and translating insights into actionable strategies. - **Negotiation & Relationship Management:** Demonstrated ability to negotiate complex pricing agreements, and terms, and to build and maintain strong relationships with suppliers and internal stakeholders. - **Organizational Skills** : Highly detail-oriented and organized, capable of managing multiple priorities in a fast-paced environment. - **Communication & Presentation** : Strong interpersonal skills with the ability to effectively communicate complex information and present recommendations to leadership and diverse audiences. - **Results-Driven:** Focused on achieving targets and objectives, with a proven track record of driving savings and enhancing user experience. - **Industry Knowledge: Stay informed about industry trends, competitor activities, and market conditions within the global hotel and corporate travel sectors.** - **Adaptability** : Ability to thrive in a dynamic and evolving environment, adapting to new challenges and opportunities. + 6-10 years of work related experience + Bachelors degree ------------------------------------------------------ **Job Family Group:** Operations - Core ------------------------------------------------------ **Job Family:** Operations Support ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $93,440.00 - $140,160.00 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 23, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Applications Development Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. **Responsibilities:** + Contribute to full development life cycle, including requirements analysis, functional design, technical design, programming, testing, documentation, implementation, and on-going technical support. + Contribute to projects/CR's utilizing Ab-Initio (ETL), Python, Oracle SQL/PLSQL, Snowflake and Cloud Technologies. + Ability and willingness to learn newer tools and technologies in cloud-based data analytics/Artificial intelligence arena and successfully deliver projects utilizing the same. + Expected to provide sound understanding of application development concepts / principles and a basic knowledge of concepts and principles in other technology areas. Expected to Develop/Modify/Test/Migrate Reports. + Expected to Develop/Modify/Test/Migrate Python,Starburst Framework. Support application builds and migrations with new technologies, architecture and integration. + Expected to clearly articulate development and timeline dependencies. Improve team development related processes that accelerate delivery, drive innovation, lower costs, and improve quality. **Qualifications:** + 4+ year of Industry experience working in Finance reporting applications/warehouses. + 2+ years of Development experience on Oracle, Data mining tools, Data intelligence tool. + Strong knowledge of Oracle Database, SQL/Performance tuning, understanding of the Relational Data Modal. + Exposure to data modelling concepts is required. + Prior working experience with Citi Financial system (Specially General Ledgers) is a Big PLUS + Prior working knowledge on Inquiry framework. + Prior experience with Citi tool - Inquiry Framework is a big PLUS + Knowledge of the Snowflake and S3 Buckets is plus and is preferred. + Experience in production support and troubleshooting issues + Experience in Process optimization - SQL, ETL etc. + Strong experience in SQL and Ab initio is required. **Skills** : + Comfortable with Oracle SQL and SQL tuning. + Comfortable with multiple database concepts, i.e. RDBMS, OODB, ODS, Warehouse. + Hands on with tools like, Oracle PL/SQL, Python, Snowflake, Autosys Scheduling, Bitbucket, Jenkins, RLM, Unix Shell Scripting and Apache Spark, Starburst,Tableau. + Exposure to GenAI tools for deriving data intelligence. Prior experience of working with multiple teams (local, virtual/global) and ability to coordinate track and expedite tasks. Ability to pick up new technologies, solve complex technical problems and multitask between different projects. + Should be able to demonstrate both technical and functional/business knowledge regarding past projects. + Must be able to work independently as well as in a team environment. Must be able to adapt to a rapidly changing environment Demonstrate ability to work effectively in a fast paced, deadline driving environment. + Excellent verbal and written communication skills Strong problem solving and analytical capabilities **Competencies** + Must have excellent communication skills & be able to communicate with senior management. + Should be self-motivated & an excellent team player. + Ability to work in a fast-paced dynamic environment Should be a Quick learner + Should be Flexible & pragmatic. **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:** Technology ------------------------------------------------------ **Job Family:** Applications Development ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $59,030.00 - $82,370.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 05, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Employees are required to come into the office for training. After training, employees are to report to the office 1x a month. Key Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned office as needed for team events, meetings, training, business continuity, etc. * Effectively manages some level of oversight an assigned caseload which consists of pending, ongoing/active reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators * Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations. * Develop actions plans and identify return to work potential * Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills * Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations * Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available * Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions. * Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed * Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas. Essential Business Experience and Technical Skills: Required: * New hires should live a commutable distance from the site the role is posted in * High School Diploma * Minimum 2 years of experience in external customer service or related experience * Demonstrated critical thinking in activities requiring analysis, investigation, and/or planning * Creative problem-solving abilities and the ability to think outside the box * Excellent interpersonal and communication skills in both verbal and written form * Excellent customer service skills proven through internal and external customer interactions * Organizational and time management skills Preferred: * Bachelor's degree Business Category Operations - Claims At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.

Citi's IT Service Management (ITSM) organization supports hundreds of thousands of IT incidents, problems, changes and requests each year, enabling Citi to deliver on its business-driven priorities. The IT Service Management Request Management Process Analyst is a key member of the IT Service Management Office and supports the end-to-end management of one or more ITSM processes. As an IT Service Management Request Management Process Specialist, you will help create, develop, and be accountable for both short, medium, and long-term continuous improvement strategy for the Technology Request Management process at Citi. Working with ITSM process owners, operational execution/delivery owners, along with customers and stakeholders, you will help set process strategy, develop and operate a continual service improvement roadmap across process, technology, and people while supporting ongoing audit, risk, and compliance needs. Key Responsibilities Define and refresh the enterprise ITSM process strategy aligned to ITIL v4, business goals, risk tolerance, and customer experience goals Working in conjunction with key stakeholders, for developing and executing Citi's IT Request Management strategy globally and enterprise wide. This includes establishing Citi's IT Request Management roadmap for both process and tooling Support governance boards and councils; secure alignment on priorities, funding, and KPIs Drive an integrated model linking process, service, platform, and data decisions Maintain authoritative standards procedures and control objectives; ensure audit readiness. Standardize process and workflows to improvement efficiency and reduce operational risk Own the backlog of process enhancements, prioritizing by value, risk reduction, and strategic fit. Partner with stakeholders to shepherd improvements from ideation through realization. Serve as the “voice of the process” to executives, platform teams, and frontline support Tailor messaging, visuals, and tone of communications to audiences for clear, data-drive decision making Lead customer satisfaction survey design, scoring, and action planning. Stay active in ITSM communities, conferences, and analyst briefings; inject external best practices into the roadmap For changes to tooling, conduct end-to-end testing of processes, documenting technical testing and end-user UAT testing scenarios. End-user training when process/tooling changes are introduced, including, conducting application and implemented business process demonstrations and trainings to end-users and stakeholders, and conducting one-way and two-way live and recorded interactive training sessions for small, medium, and large audiences including preparation of material and voice-overlays. GENERAL CHARACTERISTICS FOR SUCCESS: The successful candidate will need to be a hands-on self-starter, capable of working with others around the world. This includes: Pro-active, can-do approach Customer focus Accuracy and attention to detail Personal commitment/Flexibility Excellent interpersonal and communication skills Demonstrable ability to multi-task and prioritize effectively Dynamic, enthusiastic, confident, reliable team member Strong performance record with history of increased responsibility EXPERIENCE & EDUCATIONAL PREFERENCES Deep working knowledge of ITIL v4 - Foundation required; Managing Professional preferred. 5+ years in IT Service Management as a Process Owner, Process Analyst, or Business Analyst with at least 3 years hand-on ServiceNow experience. Deep understanding of best practices across Incident, Problem, Change, Knowledge, and Request Management and familiarity with reporting/metrics design. Conversant across infrastructure, applications, and cloud technologies Outstanding written, verbal, and non-verbal communication; proven influencer who adapts rapidly to different audiences. Ability to build business cases, quantify ROI, and translate technical concepts for senior stakeholders. Knowledge of large enterprise controls (SOX, ISO) and audit remediation Experience scaling ITSM processes for global organizations SharePoint designer / design experience a plus ServiceNow CIS-ITSM or PMP/PMI-ACP a plus Familiarity with Jira Service Management and Jira a plus Familiarity with Product Management frameworks (SAFe, Lean Portfolio Management) a plus Lean Six Sigma/Black Belt advantageous ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Infrastructure ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 20, 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 Location: Virtual within a commutable distance of Bloomfield, CT or Tampa, FL. New Hires must live within a commutable distance of Bloomfield, CT or Tampa, FL. Training: IN-PERSON TRAINING for 4 weeks, Monday through Friday, 8:00AM - 4:30 PM. Key Responsibilities: * Virtual roles work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. * Reviewing and adjudicating leave and/or accommodation requests in compliance with federal, state and company policies. * Establishing eligibility and applicability of leave requests while ensuring timely communication with employees, employers and other key stakeholders necessary to appropriately determine liability. * Maintain active oversight of leave claims from initiation to closure following appropriate policies and procedures around timely submission of information and absences in accordance with the plan(s). * Providing exceptional customer service while maintaining confidentiality and regulatory compliance requirements. * Support a continuous focus on quality and continuous improvement by ensuring efficiency, accuracy and a positive claimant experience. * Meeting and exceeding Key Performance Indicators and productivity metrics while maintaining quality. Essential Business Experience and Technical Skills: Required * New hires should live a commutable distance from the site the role is posted in. * Strong communication skills, both written and oral. * Demonstrated critical thinking in activities requiring analysis, investigation, and/or planning. * Strong Letter writing/Microsoft Word skills. * 2+ years Customer Service background. * High School Diploma or GED equivalent. * This role has mandatory paid training starting on February 16th. Candidates must be available and present for all training days. Preferred * 1+ years' experience in one or more leave State and Federal Leave Laws. * Prior experience with PFML, FMLA, Absence Management or Disability Claims. * Experience handling insurance claims (auto, home, life, etc.) * College Degree / Higher Education. At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.