Nuveen Investments Jobs

Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: * Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing * Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day * Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals * Assist with processing of trade adjustments and responding to operational alerts * Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner * Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements * Remedy and/or escalate service breaks to management team * If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated OTHER: * Assist with special projects (e.g., recruit onboarding support) * Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features * Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed * Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) * Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers * Organize and track progress against operational remediation projects 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) Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills and ability to prioritize tasks * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports To: * Service Manager Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. **Responsibilities:** + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance norms are strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of experience + Strong analytical and financial skills + Strong verbal and written communication skills + Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction + US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain if not already held. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------- **Job Family Group:** Private Client Coverage ------------------------------------------------- **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Falls Church Virginia United States ------------------------------------------------------ **Primary Location Salary Range:** $83,920.00 - $125,880.00 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: * Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. * Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. * Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * Ability to adapt and implement change as the market and business conditions evolve * Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation * Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: * Base salary * 401(k) with company match and Employee stock purchase plan * Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service * Paid parental leave and family building benefits * Tuition reimbursement * Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: * Bachelor's degree or equivalent work-related experience * A valid and active Series 7 license required * A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) * A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) * Certified Financial Planner (CFP) certification is preferred * Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly preferred) * Knowledge of brokerage/banking products and services * Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

**For additional information, please review .** VP, Sr Business Banker- DC/MD/VA page is loaded **VP, Sr Business Banker- DC/MD/VA** **VP, Sr Business Banker- DC/MD/VA** remote type Hybrid locations Rockville Maryland United States time type Full time posted on Posted Today time left to apply End Date: December 24, 2024 (7 days left to apply) job requisition id24739857 The Senior Business Banker (Sr. BB) is responsible for proactively sourcing, acquiring, expanding and retaining Citibank's Retail business customer relationships by maximizing larger business credit and sales opportunities in an assigned territory, under the Retail Business Bank, and ensuring a world-class customer experience for all current and prospective clients. As a senior banker, they will act as a role model for the segment delivering assistance and building knowledge for more complex deals, and will focus on credit real estate lending for any credit with exposure greater than 1MM in a Division. **Responsibilities:** * Achieve desired revenue, sales production, business scorecard and service scores. * Develop and execute an integrated and comprehensive Division sales plan (4-15 branches) to achieve desired results including defining specialized industry segment opportunities . * Activate and energize Division bankers and partners to execute sales plans and identify referral opportunities. As the senior banker, mentor and coach other bankers and branch staff in developing their skills through execution of joint sales activities, providing product expertise, training, and team support. * Develop a Center of Influence (COI) network by engaging in business networking and community activities. They will actively represent Citibank in business communities, generate business leads and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing multi-product banking solutions to the retail business community. Maintain frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts. * Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer. * Proactively source new business to assigned territory through calling prospects and cross selling to existing deposit clients. Spend majority of time in the field, on sales appointments, generating leads to new to bank opportunities and closing business within retail business banking target market to maximize high probability and high potential. * Manage assigned portfolio of the most complex relationships with the expectation to expand, maintain, and optimize existing clients assigned. * Source and provide credit solutions for prospects and clients. Develops credit structure and full credit packages including the deal summary memo for total credit exposure greater than $1MM. Follow up on credit referrals greater than $1MM from Branch Managers and Business Bankers. Ensures complete and accurate packages are sent to underwriting for review * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** * 6-10 years banking experience, preferably 5+ years in Business Banking * Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships * Demonstrated analytical skills and ability to assimilate complex financial and company operating information * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** * Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Commercial and Business Sales------------------------------------------------------ **Job Family:** Retail Business/Citi Business------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ **Primary Location:** Rockville Maryland United States------------------------------------------------------ **Primary Location Full Time Salary Range:** $111,040.00 - $166,560.00 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. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 24, 2024------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 . View the "" poster. View the . View the . View the

Strategic Consultant Permitting Services - Hybrid - Wheaton, MD About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities This is a critical senior-level management position within the Department. It directs the functions of the Division of Commercial Building Construction, oversees the operation of the division including plan reviews, permit issuance, building construction inspections and related activities, as well as the building code interpretation and compliance. The consultant is delegated full management responsibility for planning, developing, and implementing broad operational department programs, functions, and services that critically impact the accomplishment of the department's goals, objectives, and mission. Develops strategic direction, establishes goals and expectations, delegates special assignments, and is accountable for the overall results of the Division. Develops and recommends policy for the Department and division. Ensures the consistent interpretation and implementation of adopted building codes. Provides technical expertise, guidance, and support to ensure compliance with standards to safeguard public safety and property related to construction, design, material, and U&O. As building official, has the final authority in the County regarding the interpretation of and compliance with all building codes and development regulations in the County. Represents the Department on committees, boards, and task forces, and before County officials, other government groups, business leaders, stakeholders, and public meetings. Coordinates with other DPS Divisions, Departments, and government agencies. Minimum Qualification Seven years of progressively responsible professional experience in construction, building, plan review, inspections, and/or fire code enforcement program operations, three years of which were in a supervisory or executive capacity. Graduation from an accredited college or university with a bachelor's degree. Preferred Qualification Candidate should be local to Maryland.

Tech Manager, Program Manager - Hybrid - Fairfax, VA About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities Facilitate collaboration across diverse teams, ensuring cohesive and efficient project execution. Regularly report progress and updates to the Enterprise Architect. Work closely with different departments and agencies to understand their needs and integrate solutions that align with organizational goals. Promote innovation in areas such as AI, Data, Platform, Cybersecurity, and Cloud Technology. Oversee the entire project lifecycle, adhering to defined phases and gates to ensure project success. Bring all teams to a unified view, ensuring consistency and clarity in project objectives and outcomes. Minimum Qualification Experience with cloud migrations must have Certifications: PMP, ITIL, Scrum Master etc. Expertise in Network Azure, and cloud, handled multiple projects, and broad tech stack experience (.net, BI, Data warehouse). Proficiency in cloud technologies and services, Knowledge on cloud architecture, deployment, and management. Several years of experience in a technical management. Proven track record of leading and managing complex projects. Excellent communication skills to effectively interact with various departments and agencies. Possess a diversified technology background with a proven ability to quickly learn and adapt to new technologies. Strong knowledge of Software Development Life Cycle (SDLC) and DevOps methodologies. Experience in IT operational support. Bachelor's degree in computer science, Information Technology, or a related field (master's degree preferred). Preferred Qualification Quick Learner: Ability to quickly understand and master new technologies and processes. Pro-Innovation: Strong advocate for innovation and continuous improvement in technology and processes. Team Leadership: Demonstrated ability to lead and inspire technical teams. Problem-Solving: Strong analytical and problem-solving skills, with a focus on delivering effective solutions.

The Community Mortgage Lending Officer is an experienced position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients. Responsibilities: * Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. * Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. * Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. * Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives * Advise customers about the consequences, risks, and benefits of alternative lending solutions. * Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. * Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. * Work as a team with all internal partners to support and grow our customers. * Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. * Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. * Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. * Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. * 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 * Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. * Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals * Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-5 years relevant experience * Residential Mortgage experience required * 3+ years previous mortgage sales experience required * Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs. * Established book of business * FHA/VA & conventional loan experience is preferred * The ability to comprehend and explain financial calculations and pricing alternatives. * The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. * Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. * Demonstrated customer service skills * Self-motivated and able to work independently * Strong relationship development and management skills * Expertise of general lending products and overall mortgage industry. * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. * Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts. Education: * Bachelor's/University degree or equivalent experience This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Consumer Product Sales * ----------------------------------------------------- Time Type: * ----------------------------------------------------- Primary Location: Mitchellville Maryland United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $90,000.00 - $90,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 28, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

About us: Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities The contract covers market research, initial service mapping, creation of a working Product Roadmap, development of an agile (iterative) Project Plan, development of a Request for Proposal (RFP), management of the procurement process and the delivery of at least one product increment to the production environment. Responsible for planning, managing, and delivering projects using agile principles, ensuring alignment with product roadmaps, tracking progress, mitigating risks, maintaining governance, and fostering continuous improvement initiatives. Drive product strategy and management by creating roadmaps, prioritizing features, managing dependencies, leveraging reusable capabilities, conducting user research, maintaining a product backlog, ensuring software meets acceptance criteria, and supporting the Product Owner in governance and stakeholder communication. Oversee general management activities, including schedule and budget compliance, quality monitoring, market research, RFP development, vendor management, and delivering presentations to stakeholders for collaboration, funding, and value demonstration. General Management Duties: Monitor schedule and budget compliance. Monitor deliverable quality and conduct market research. Develop Requests for Proposal (RFPs) and support procurement processes. Support contract and vendor management. Initiate, create, and deliver presentations to project stakeholders to manage expectations, demonstrate the delivery of value, foster cross-agency collaboration, and secure funding Minimum Qualification Bachelor's Degree from an accredited college or university in Engineering, Computer Science, Data Science, Business/Public Administration, Design or a related discipline. At least 5 years of experience as an IT Project Manager and/or Digital Product Manager. Must demonstrate held a leadership role on at least 2 successful projects that delivered measurable value on time and on budget. At least 2 years of experience doing service/UX design and/or business analysis (including business rules and metric specification). At least 1 year of software development experience. Must demonstrate knowledge of database fundamentals and proficiency in SQL. At least 2 years of experience leading Agile scrum teams, including researchers, designers, business analysts, engineers (including DevOps engineers), and testers using Agile principles and practices.

**For additional information, please review .** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. Citi's Vulnerability Assessments and Cloud SecOps (VA) is responsible for providing Vulnerability Assessment services to all Citi businesses and technology teams globally. **What you will do:** * Identify opportunities to automate and standardize information security controls and for the supported groups * Resolve any vulnerabilities or issues detected in an application or infrastructure * Analyze source code to mitigate identified weaknesses and vulnerabilities within the system * Review and validate automated testing results and prioritize actions that resolve issues based on overall risk * Scan and analyze applications with automated tools, and perform manual testing if necessary * Reduce risk by analyzing the root cause of issues, their impact, and required corrective actions * Direct the development and delivery of secure solutions by coordinating with business and technical contacts **What we will need from you:** * Have at least 6-10 years working experience in a relevant role. Confident in penetration testing / ethical hacking. * Be able to articulate security issues to technical and non-technical audience. * Knowledge of tools and processes used to expose common vulnerabilities and implement countermeasures. * Experience using open source and vendor vulnerability assessment tools. * Have experience in Identifying, researching, validating, and exploiting various different known and unknown security vulnerabilities on server and client side. * Consistently demonstrates clear and concise written and verbal communication. * Proven influencing and relationship management skills. * Proven analytical skills. * Bachelor's degree/University degree or equivalent experience. * Fluent English knowledge. **What we can offer you:** By joining Citi Hungary, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive compensation package and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well: * Cafeteria Program * Home Office Allowance (for colleagues working in hybrid work models) * Paid Parental Leave Program (maternity and paternity leave) * Private Medical Care Program and onsite medical rooms at our offices * Pension Plan Contribution to voluntary pension fund * Group Life Insurance * Employee Assistance Program * Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed * Flexible work arrangements to support you in managing work - life balance * Career progression opportunities across geographies and business lines * Socially active employee communities with diverse networking opportunities Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. ------------------------------------------------------ **Job Family Group:** Technology------------------------------------------------------ **Job Family:** Information Security------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 . View the "" poster. View the . View the . View the

Your Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you have What you are good at- Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: * CFP designation, CFA designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment) * Bachelor's Degree required * Active and valid FINRA Series 7 license required * Active and valid FINRA 66 license required (may consider a 120-day COE) * Active and valid FINRA 9/10 required (may consider a 120-day COE) * Five plus years' experience in the financial services industry * Minimum of 2 years supervisory experiencestrongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Sr. Business analyst (EHR)** Contractor - 1099 30+ days ago Requisition ID: 1551 Sr. Business analyst - Onsite - Atlanta, GA * Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. * Join us in driving growth and seizing new business opportunities. **Background** * Sr. Business Analyst to join a fast-paced Healthcare Product Development team at client location. In this key role, you will build digital healthcare solutions that expand product offerings and provide value to our customers and patients. You will lead feature discovery and definition with the customer. You will work with the product team for the design and delivery of the solutions. You will be working in a highly collaborative, delivery-focused team environment while collaborating with customer business and clinical teams as well as internal technical teams and stakeholders. The business analyst professionals must have experience in Electronic Health Records, Practice Management, and Billing software. The individual will collaborate with customers, take ownership & help develop next-generation solutions. Looking for energetic individuals with a persistent, innovative, and can-do attitude. **Role and Responsibilities** * Understand customer requirements via listening, workflow, observational studies, paper forms, and other existing forms of documentation. * Evaluate business processes, anticipate requirements, uncover areas of improvement, and develop and implement healthcare solution strategies. * Gathering critical information from meetings and JAD sessions with various stakeholders, while producing useful summaries and meeting minutes. * Work closely with the product research and development team for product design and enhancement. * Convert customer requirements into use cases and development requirement documents. * Write test cases for the requirements. * Implement User Acceptance Tests and manage client testers and results and participate in system testing, user acceptance testing, and validation of implemented solutions. * Explain concepts and detailed requirements to the development team. * Effectively communicating your results, insights, recommendations to cross-functional team members and management. * Work closely with patients, clinical staff, technicians, and managerial staff as well as third-party solution providers. * Review final implementation with development team. * Train support and training teams on the feature * Ensure that delivered solutions meet the specified requirements and are of high quality. **Minimum Qualification** * Bachelor's degree in engineering or another relevant field. * 12+ years overall experience. * 5+ experience as a business analyst or equivalent role with EHR products. * Understanding of clinical workflow. * Strong preference for experience communicating with clinical and billing staff directly. * Strong written and verbal communication skills. **Preferred Qualification** * Nice to Have: Ability to wireframe designs using Balsamiq. * Nice to Have: Agile development methodology experience or training

The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager. DUTIES and RESPONSIBILITIES: Production-Related * Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships * Help manage client investment needs consistent with Firm policies and industry requirements * Keep current with information regarding regulatory requirements, financial markets and current and new products. Product/Business Knowledge * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales * Has a good understanding of the Firm's resources; able to direct the sales force to the appropriate resources in an efficient manner * Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs Sales/Marketing * Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building * Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings * Participates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach. * Responsible for growing their branch through hiring lateral recruiting and training. Leadership * Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market. * Leads their Branch's efforts of Sales, results, and client-centered approach experience. * Identifies key talent in the branch and positions and develops that talent. * Leverages the resources of the Firm to achieve the highest level of success. * Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability * Responsible for the Branch's sales performance and financial performance * Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices * Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual. * Responsible for executing the Annual Supervisory Plan. * Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager Education and/or Experience * Bachelor's degree required or equivalent education or experience * At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience Licenses and Registrations * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) * Other licenses as required for role or by management Skills * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Branch level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Direct reporting to: Complex Manager or Non-Producing Branch Manager Direct reports: * Resident Managers. Financial Advisors and Branch Support Staff * This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis * All candidates should verify that they meet the minimum eligibility requirements prior to applying 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 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Community Mortgage Lending Officer is an experienced position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients. Responsibilities: * Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. * Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. * Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. * Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives * Advise customers about the consequences, risks, and benefits of alternative lending solutions. * Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. * Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. * Work as a team with all internal partners to support and grow our customers. * Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. * Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. * Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. * Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. * 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 * Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. * Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals * Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-5 years relevant experience * Residential Mortgage experience required * 3+ years previous mortgage sales experience required * Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs. * Established book of business * FHA/VA & conventional loan experience is preferred * The ability to comprehend and explain financial calculations and pricing alternatives. * The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. * Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. * Demonstrated customer service skills * Self-motivated and able to work independently * Strong relationship development and management skills * Expertise of general lending products and overall mortgage industry. * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. * Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts. Education: * Bachelor's/University degree or equivalent experience This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Consumer Product Sales * ----------------------------------------------------- Time Type: * ----------------------------------------------------- Primary Location: Mitchellville Maryland United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $90,000.00 - $90,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 28, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

**Job Req ID** 24722751 **Location(s)** Falls Church, Virginia; Washington, DC **Job Type** On-Site/Resident **Job Category** Private Client Coverage The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. **Responsibilities:** * Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. * Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. * With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. * Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. * Master referral opportunities to grow portfolio. * Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. * Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) * Organize client events to enhance client bonding. * Acquire new clients through converting referral leads. * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure that KYC/AML and other compliance norms are strictly adhered to * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** * 5-8 years of experience * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. * Insurance group 1 required; will give 120 days to obtain if not already held. * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** * Bachelor's/University degree or equivalent experience ------------------------------------------------- **Job Family Group:** Private Client Coverage------------------------------------------------- **Job Family:** Financial Planning Services------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ **Primary Location:** Falls Church Virginia United States------------------------------------------------------ **Primary Location Salary Range:** $83,920.00 - $125,880.00------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 . View the "" poster. View the . View the . View the ** Job Matching Made Easy** All you need is your resume to get started and Citi's resume matching feature will help align your skills with available job opportunities at Citi. We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well. Learn More > .

Consults with management and reviews project proposals to determine project goals, time frames, funding limitations, procedures for accomplishing project, staffing requirements and allotments of resources; Designs, develops and implements project plan, including specifying goals, strategy, identification of risk and contingency plans; Manages and motivates managerial, professional, IT and department staff on a matrix basis to ensure project goals are met; coordinates and schedule staff assignments; formulates and defines technical scope and objectives of projects; identifies and schedules project deliverables, milestones and required tasks; establishes standards and procedures for project reporting and documentation; Develops and maintains technical and project documentation; coordinates and responds to request for changes from original specifications; Develops quality assurance test plans and directs quality assurance testing to ensure all systems components are working properly and all data is being effectively transmitted via system interfaces before go-live dates; conducts periodic project status meetings, Prepares status reports and keeps management, clients and other informed of project progress and problems, particularly as to needed changes in schedule, resources, or products; Role and Responsibilities Develops project budgets, including planning and projecting costs for UCHC personnel, system vendors' travel and expenses, and cost for other outside consultants or vendors whose services are required; manages third party vendors to ensure all contractual obligations are met and all vendor project deliverables are achieved in accordance with agreed-upon timeframes; Monitors results against budget and takes corrective actions necessary to ensure budget is not exceeded; establishes training plans and ensures staff receive appropriate, comprehensive training on system functionalities; recommends and directs implementation of changes in workflow, Procedures and job functions to maximize effectiveness and efficiency and transform operations in conjunction with system implementations; ensures minimal disruption of current systems by good coordination and effective project output integration with existing systems; Consults with project personnel and provides required technical direction and resolve problems; Assist in the evaluation of and monitoring of staff skills and staffing levels; assist in the development of policies and procedures relating to project; Acts as liaison with other operating units, agencies and outside officials. Qualifications and Requirements: Eight (8) years' experience directing large scale systems projects through all phases of the project life cycle with at least three (3) years' experience in the areas as specified (e.g., 3 years working as a developer with rational unified model methodology and/or experience with microsoft.net framework). Extensive knowledge of hardware/software technologies used within applicable area, programming languages, database technologies, screen design and navigation, system interfaces, portal technology and system development tools, network and communication protocols; strong project management skills; Skilled in Microsoft project; extensive knowledge of project management principles and practices; excellent leadership and management ability to manage and motivate a diverse group within a matrix reporting relationship through lengthy, complex development effort; considerable interpersonal skills; Ability to communicate effectively (oral and written); planning and control skills; negotiation skills and experience; Considerable analytical and interpretive skills to evaluate complex business and technical issues and identify innovative solutions; Excellent problem-solving skills; vendor management experience; excellent customer service skills; Supervisory ability; broadly focused and able to manage multiple efforts concurrently. Preferred Skills: PMP Certification and Epic experience preferred. Hybrid work environment (two days per week onsite), but full remote is possible dependent on candidate.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate *** **Location:** *Virginia-Roanoke* **Requisition ID:** *3263020*

**Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a **Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. **What you have** **What you are good at** - **Motivating** - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. **Building collaborative relationships** - You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. **Developing others** - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. **Managing change** - The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. **Managing performance** - Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: + CFP designation, CFA designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment) + Bachelor's Degree required + Active and valid FINRA Series 7 license required + Active and valid FINRA 66 license required (may consider a 120-day COE) + Active and valid FINRA 9/10 required (may consider a 120-day COE) + Five plus years' experience in the financial services industry + Minimum of 2 years supervisory experiencestrongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.