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NVR jobs in Reston, VA

- 96 jobs
  • Benefits Manager

    NVR, Inc. 4.7company rating

    NVR, Inc. job in Reston, VA

    Join NVR, Inc., a leading homebuilder and parent company of Ryan Homes, NVHomes, and Heartland Homes, as our Benefits Manager. In this role, you'll shape and execute NVR's benefits strategy, ensuring competitive programs that support our employees and align with business goals. What You'll Do: * Design, implement, and manage company-wide benefits programs. * Oversee vendor relationships and negotiate contracts. * Lead annual open enrollment and benefits communications. * Ensure compliance with federal and state regulations (ERISA, ACA, COBRA, HIPAA, etc.). * Provide guidance to leaders and HR partners on benefits strategy. * Manage regulatory filings and reporting. * Drive process improvements and system enhancements. * Lead and develop a team of HR Associates, overseeing HR operations (onboarding, terminations, relocations, ADA accommodations). What We're Looking For: * Bachelor's degree in HR, Business, or related field. * 8+ years of experience in benefits design and administration. * Proven leadership experience. * Strong knowledge of compliance requirements and self-insured plans (preferred). * Advanced Excel and data analysis skills. * Detail-oriented with strong problem-solving abilities. Why NVR? * Industry-leading benefits and retirement savings with stock ownership. * Career growth-80% of managers promoted from within. * A culture built on stability and success: NVR has led EPS growth in homebuilding for 10+ years. Learn more about our culture and benefits: ****************** Additional Info: Equal Opportunity Employer | Drug Testing & Credit Check Required | Applicants must be legally entitled to work in the US, as NVR does not provide visa sponsorship. #ryanhomes
    $36k-45k yearly est. 48d ago
  • Lead Microsoft 365 Platform Engineer

    NVR, Inc. 4.7company rating

    NVR, Inc. job in Reston, VA

    NVR, Inc. is seeking an Experienced Microsoft 365 Platform Lead Engineer on-site in Reston, VA At NVR, our technology teams are at the forefront of innovation, delivering advanced tools and solutions that empower multiple business lines and support our mission to create exceptional living experiences for our customers. When you join NVR Technology, you become part of a collaborative, forward-thinking team that values creativity, fosters continuous learning, and is committed to helping you grow and achieve your career aspirations. Summary As a Lead Microsoft 365 Platform Engineer, you will serve as a technical leader within NVR's System Engineering team, responsible for the research, planning, architecture, and configuration of Microsoft 365 platform solutions for use across the enterprise. You'll work cross-functionally with NVR's technology leaders and business stakeholders to improve collaboration, security, and productivity across NVR's M365 environment-including Teams, Copilot, SharePoint, and related services. In this role, you will focus on evaluating new M365 platform capabilities, collaborating with other technical leaders to design effective, secure, and scalable solutions, and working with IT operations teams on solution implementations and ongoing support. The ideal candidate brings deep expertise in Microsoft 365 architecture, strong analytical and communication skills, and a strategic mindset focused on deliberate, well-planned technology adoption. Key Job Responsibilities * Research and evaluate Microsoft 365 capabilities and emerging technologies to identify opportunities that align with business needs * Design enterprise-scale architecture and deployment strategies for M365 services, ensuring security, scalability, and operational sustainability * Lead technical planning and governance efforts for Copilot and other Generative AI solutions within the Microsoft ecosystem * Provide technical guidance and governance for users creating SharePoint sites, Power Automate workflows, and Power Apps-establishing standards and best practices rather than building solutions directly * Prepare comprehensive technical documentation including architecture designs, deployment plans, and operational handoff materials for implementation teams * Collaborate with operations teams throughout the project lifecycle to ensure successful deployment and knowledge transfer * Monitor Microsoft roadmaps, Message Center, Service Health, and industry trends to proactively identify impacts and opportunities for NVR's M365 environment * Investigate complex technical challenges escalated from operations teams, providing research-backed recommendations and design solutions * Present technical proposals to NVR's architecture technical review boards, translating technical decisions into business impact * Mentor System Engineering team members on research methods, documentation standards, and architectural thinking Required Qualifications * Bachelor's degree in Computer Science, Information Systems, Engineering, or related field * 4+ years of experience in enterprise Microsoft 365 architecture, planning, or systems engineering roles * Deep understanding of Microsoft 365 architecture, capabilities, and administrative frameworks-not as a developer but as a system architect and strategist * Experience designing and planning deployments of security and compliance tools such as Defender, Purview, or similar M365 services * Strong written and verbal communication skills, with experience presenting technical concepts to both technical and non-technical stakeholders * Excellent analytical and problem-solving abilities for complex enterprise challenges * Understanding of IT operations, change management processes, and operational handoff best practices Preferred Qualifications * Relevant Microsoft certification (Associate level Microsoft 365 certification or higher) * Proven ability to research technical solutions, evaluate trade-offs, and document architectural decisions for diverse audiences * Experience with Azure administration, Intune/UEM, identity and access management (IAM), and project tracking tools (Jira/Atlassian) is highly preferred If you are passionate about Microsoft 365 technologies and want to be part of a dynamic team driving innovation, we would love to hear from you. Apply now to join us on our journey to innovation. #LI-Onsite
    $113k-135k yearly est. 57d ago
  • Equipment Associate - ROS

    United Rentals 4.5company rating

    Gaithersburg, MD job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** Reliable Onsite Services, a division of United Rentals, the largest equipment rental company in the world, is offering an excellent opportunity for a portable sanitation Equipment Associate ready to grow their career with the leading company in the industry. Our goal is to make sure that all equipment leaving the yard is rent ready and meets our standards for quality. Flexible schedule - some weekend and after hours work may be required as business conditions dictate, especially during the busy season. Excellence in this challenging and rewarding position paves the way for advancement opportunities into our Driver and Service Technician development programs. **What you'll do:** + Follow all safety guidelines and procedures + Perform routine checks on portable sanitation equipment to ensure it is safe and in good working order without damage, which may include inspecting, washing, repairing, and/or storing + General facility maintenance and minor repairs + Loading and unloading of units, either manually or with forklift as required + Use of drill, rivet tool and other hand tools as needed + Ensures supplies are onsite and organized + Ensure trucks are accurately loaded for the next day with all units cleaned and repaired to standards + Set-up/maintain yard in clean, organized manner + Maintain inventory spaces, communicate accurate counts to Dispatch + Quality check on all units and equipment, verifying rent ready status prior to loading + Excellent housekeeping of shop, yard and facility + Maintain professional demeanor and appearance at all times + Other duties as assigned **Requirements:** + High School Diploma or equivalency + A valid driver's license + Diligent attention to safety + General knowledge of yard equipment and the loading/unloading of trucks + Industry experience is a plus, but not required (training is provided on products & services) + Superior customer service and positive attitude + Excellent verbal communication skills + Ability to frequently lift items up to 45 lbs + Ability to work effectively in all weather conditions This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability._** Compensation Range: $19.95 - $29.90
    $22k-28k yearly est. 8d ago
  • Registered Client Relationship Analyst

    Morgan Stanley 4.6company rating

    Bethesda, MD job

    Registered Client Relationship Analysts 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 a 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 * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA 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 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. Salary range for the position: $34,320 - $90,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $34.3k-90k yearly Auto-Apply 60d+ ago
  • Service Writer / Title Clerk

    United Rentals 4.5company rating

    Bladensburg, MD job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** **SERVICE WRITER/TITLE CLERK:** This dual-role position is responsible for managing rental service intake, customer interactions, and coordinating repair needs, while also handling vehicle title and registration paperwork with accuracy and timeliness. United Rentals is known for providing reliable service and maintaining a high-performing fleet. We're seeking a detail-driven Automotive Rental Service Writer & Title Clerk to help us deliver on our customers' promise while keeping our back-office documentation and fleet compliance on track. This hybrid role bridges two essential functions: managing customer service and scheduling for our rental fleet, and processing vehicle title and registration documents for our commercial and utility vehicles. You will play a key role in customer satisfaction, operational efficiency, and regulatory compliance. **Key Responsibilities:** **Service Writer Duties:** Manage Due for Service reports for commercial and utility fleet vehicles, including routine maintenance, DOT, dielectric testing, and annual inspections Coordinate rental fleet maintenance and repair schedules with customers; assist in appointment scheduling and locating mobile repair or service centers Assist in managing recall campaigns across the fleet Handle initial maintenance customer calls; troubleshoot issues and coordinate effective solutions Maintain accurate rental records and update system data regularly Conduct pre- and post-rental vehicle inspections, document vehicle condition and report findings **Title Clerk Duties:** Process all vehicle title and registration paperwork for new, used, and rental fleet vehicles Ensure compliance with state and local title regulations and DMV requirements Prepare and submit documentation for title transfers, lien releases, and registration renewals Maintain accurate records of all titles and vehicle ownership documents Track titles in transit and follow up with dealerships or DMV offices as needed Manage title audits and support internal or external reviews **Qualifications:** **Knowledge & Skills:** + Title Clerk experience is preferred + Strong attention to detail and the ability to multi-task + Highly organized & ability to prioritize work and meet deadlines + Must work well in a team environment and have good communication skills **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability._** Compensation Range: $22.15 - $33.20
    $22.2-33.2 hourly 60d+ ago
  • Investment Banking (Transportation, Logistics & Supply Chain) Associate II - DC/McLean

    Raymond James Financial, Inc. 4.7company rating

    McLean, VA job

    Responsibilities: + Make authoritative recommendations about technical or professional solutions that would significantly improve business performance. + Develop innovative solutions by integrating and analyzing complex and diverse information sources. + Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. + Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation. + Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships. Participate in the formulation and evolution of general investment policy. + Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs. + Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. + Build complex frameworks to fully assess the scope and context of short-term and long-term business needs. + Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. + Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues. + Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences. + Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes. Skills: + Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. + Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. + Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. + Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. + Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. + Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. + Uses an expert understanding of numerical concepts to act as organizational authority on performing mathematical operations such as report analysis. + Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. + Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives. + Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients. + Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. + Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance. + Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance. + Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. + Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. + Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance. + Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. + Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance. + Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
    $92k-122k yearly est. 49d ago
  • DEVELOPER - Columbia, SC

    Citi Us 4.6company rating

    Falls Church, VA job

    Developer - Columbia SC 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. Minimum Qualification Bachelor's degree in Computer Science, Information Technology, or related field - or equivalent professional experience. Strong hands-on experience developing complex applications using Java. Proven experience working in Agile/Scrum environments using tools such as Jira and Confluence. Practical experience with AWS services, including Lambda, Glue, ECS, S3, and CloudFormation templates. Experience developing and deploying applications using DevOps tools such as Bitbucket and Bamboo. Ability to build, test, document, and deploy containerized components. Experience implementing data flows, state machines, and master records using MarkLogic or similar NoSQL technologies. Strong understanding of integration development and cloud-based application architecture. Excellent collaboration skills, with the ability to work closely with cross-functional agile teams and jointly own deliverables.
    $114k-145k yearly est. Auto-Apply 16d ago
  • Wealth Management Associate

    Morgan Stanley 4.6company rating

    Rockville, MD job

    Wealth 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 senior members of the service team, 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 their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: * Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce. * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience * 5+ years of work 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 * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $50,00-$115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and xx Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $115k yearly Auto-Apply 60d+ ago
  • Senior Business Analyst (VP)

    Morgan Stanley 4.6company rating

    Arlington, VA job

    In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. 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. Department Profile WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications. What you'll do in the role: • Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure). • Analyze business processes, functions and procedures across multiple business units. • Mentor less experienced team members, lead by example and produce high quality requirements. • Create user stories for business and functional requirements, including workflow, business rules and use cases. • Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs. • Meet business unit objectives including cost estimates, date commitments and functionality. • Act as liaison between business units, technology, management and users. • Assist with QA/Testing to develop test plans and more detailed test cases. • Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations. • Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions. What you'll bring to the role: • 10+ years of experience in a business analyst role. • Hands-on SQL skills and understanding of databases. • Understanding of basics of systems design such as multi-tier platforms • Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality. • Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. • Excellent verbal and presentation skills. • Self-motivated, innovative and can work independently as well as in a team environment • Ability to multitask across a number of projects. • Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint. • Willingness to learn and grow. • Experience within an Agile framework. Desired skills • Experience in financial services field, with emphasis on banking and deposits. • Understand how to create user flows and UI mockups. • Ability to read basic Java or pseudo code Educational Qualification: • Minimum BS degree in Computer Science, Engineering or a related field. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. 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). 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).
    $107k-140k yearly est. Auto-Apply 60d+ ago
  • Campus - Mortgage Finance Summer Intern

    NVR, Inc. 4.7company rating

    NVR, Inc. job in Beltsville, MD

    NVR has been helping families build their happily ever after since 1948. As a Top 5 US homebuilder, we're committed to quality and to our customers and we take pride in the over 500,000 new homes we have sold and built across the country. Working in the homebuilding industry is tangible and rewarding, but not every job at NVR requires a hard hat. We don't just sell and build new homes; we also manage teams, acquire land, manufacture materials, provide mortgages to our customers, and provide corporate support to NVR's multi-billion dollar business operations. Join us for the summer and apply your schoolwork to real-life business situations with a growing industry leader. The NVR Mortgage Summer Internship program will provide you with hands on experience in all aspects of the mortgage process for our Ryan Homes, NVHomes or Heartland Homes homebuilding customers. You'll receive practical experience in processing, closing, underwriting, customer communication and negotiation while learning about the regulatory process that governs the mortgage industry. You will gain valuable experience, embrace key responsibilities, and be compensated for it. And it's interesting to note that many of our past summer interns are now full-time employees! Primary Responsibilities * Work alongside mortgage professionals as they pre-qualify prospective home buyers and negotiate competitive financing options * Learn how to guide customers from initial application to their settlement date in a highly competitive marketplace * Gain experience in processing and obtaining mortgage approval and conducting mortgage closings * Learn about the homebuilding industry that NVR Mortgage supports * Spend time with sales and production teams to experience the hard work and management skills that come together to deliver a customer's dream home Qualifications * Current enrollment in college degree program (scheduled to graduate within 12 months of the internship is preferred) * Highly driven & self-motivated with leadership experience * Strong communication skills * Current Driver's License * Students from all degree majors are welcome Life at NVR At NVR, our industry-leading training and mentoring give you the tools and knowledge you need to succeed. All our employees periodically head out into the field with our regional trainers, learning first-hand how we build our homes, source our materials, work with suppliers, interact with our customers, and more. As an organization, we are committed to helping you become one of our 80% of managers who are promoted from within. As soon as you join the team, we pair you with mentors who are eager to share their knowledge, provide guidance and help you find success. We are an Equal Opportunity Employer. Drug Testing and Credit Check are required. Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorships.
    $27k-30k yearly est. 60d+ ago
  • Client Associate

    Raymond James Financial, Inc. 4.7company rating

    Alexandria, VA job

    **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company's working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Provide a high level of customer service in a calm and professional manner + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service _Goetzman Nau Financial Partners and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._
    $71k-93k yearly est. 31d ago
  • Associate Market Manager

    Morgan Stanley 4.6company rating

    McLean, VA job

    The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: * Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area * Leverages the resources of the Firm to achieve the highest level of success * Plays a key role in leading Market's efforts of sales and growth Team Building: * Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive * Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach * Plays a key role in growing the Market through hiring, lateral recruiting and training 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 to drive sales * Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient * Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: * Plays a leading role in the Market's financial and sales performance, including expense management * Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices * Assists in the creation and administration of an Annual Supervisory Plan for the Market * Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: * Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives * Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience * Bachelor's Degree required Licenses and Registrations: * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) * Other licenses as required for role or by management Skills: * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Market level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).
    $104k-162k yearly est. Auto-Apply 45d ago
  • Personal Banker SAFE Act - Arlington branch

    Citi 4.6company rating

    Arlington, VA job

    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking tools and technologies NMLS registration; Safe Act compliant Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Arlington Virginia United States ------------------------------------------------------ Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 13, 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.
    $58.2k-81.2k yearly Auto-Apply 36d ago
  • Internal Accountant Auditor - Rockville, MD

    Citi Us 4.6company rating

    Falls Church, VA job

    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 Contractor(s) will develop a timely and flexible annual audit plan using an appropriate risk based methodology including any risks or control concerns identified by management and submit that plan as well as periodic updates to the Audit Committee for review and approval. The contractor(s) must be a professional audit staff with sufficient knowledge, skills, experience, and professional certifications to meet the requirements of Montgomery County Department of Health and Human Services; issue periodic reports, at the very least on a quarterly basis to the appropriate management level summarizing results of audit activities; keep the Audit Team informed of emerging trends and successful practices in internal auditing. It is understood that the internal auditors' role in such special projects is purely on a recommendatory basis, and the Internal Audit Team should not be part of any decision-making process by the project team to maintain the independence of the internal audit function. Contractor(s) must follow through on the implementation of action plans committed by management to mitigate identified risks and address control lapses noted and must foster a strong internal control environment through education and training. Contractor(s) must consider the scope of work of the external auditors. Contract staff will work side-by-side with County staff to facilitate knowledge transfer. Minimum Qualification Timesheets at least monthly but in a format approved by the TOM Periodic reports as requested by the TOM at least on a quarterly basis Recommendations to the Internal Audit Team An annual audit plan using an appropriate risk-based methodology Preferred Qualification A Certified Public Accounting (CPA) license is preferred, but not required In lieu of a CPA, a BS/BA degree in Accounting or similar degree Entry or Mid-level experience in accounting/auditing. The County will provide on the job training
    $85k-112k yearly est. Auto-Apply 28d ago
  • U.S Banks Affiliate Risk Vice President

    Morgan Stanley 4.6company rating

    Arlington, VA job

    Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides a wide variety of products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions, and individuals. Institutional Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services. Our U.S. banking subsidiaries, Morgan Stanley Bank, N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), each, a “Bank” and collectively, the “U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals, and invest in securities. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Banks from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities, and Residential real estate loans. Description: The U.S. Banks Affiliate Risk Vice President position is responsible for ensuring that all covered transactions and related intercompany agreements between a Bank and its non-banking affiliates are tracked, reviewed, and managed for regulatory compliance and sustained business line relevance. This role is vital for maintaining appropriate affiliate relationships and mitigating risk. Affiliate Agreement Inventory Management and Tracking: Draft agreements and terms to memorialize recurring services or transactions between the U.S. Banks and their various non-banking affiliated. Maintain a comprehensive, centralized inventory of all affiliate agreements and covered transactions. Work with business lines and control functions to identify, tag, and capture all intercompany agreements subject to Regulation W. Compliance and Oversight: Review new and existing affiliate agreements to ensure they are consistent with safe and sound banking practices, comprehensive for the services provided, and conducted on market terms. Develop and implement controls and procedures to address the complexities of Regulation W across intercompany agreements with different business lines and applicable pricing methodologies. Serve as a subject matter expert on Regulation W and sections 23A/23B for all relevant stakeholders. Reporting and Communication: Develop and prepare regular reports and metrics for senior management and the board of directors on the status of the Affiliate Agreement program. Provide support for internal and external audits and examinations by preparing documentation and responding to inquiries. Escalate identified compliance gaps, overdue activities, and other issues to the appropriate compliance and business leaders. Collaborate with Legal, Risk, and business units to provide guidance on the development and implementation of new or modified activities and modeled transactions between the U.S. Banks and their non-banking affiliates. Qualifications: Bachelor's degree in Finance, Business or other related field 10+ years of relevant experience in risk management, commercial contract drafting, , intercompany contracting documentation and governance in the financial services industry is a plus Familiar with Information Technology risks in general and Cloud technologies specifically (SaaS, PaaS, IaaS, Public & Private Cloud) Demonstrate an understanding of various compliance and regulatory areas (e.g. FFIEC, NIST) Strong sense of ownership, accountability, and entrepreneurial spirit Strong project management, organization, communication, and analytical skills Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges Ability to work in a fast paced environment, both independently and as part of a team, and under strict deadlines Strong at identifying key control points within a process, and then provide assessment of the preventative and detective controls Strong interpersonal skills - freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations Strong written and oral communication skills will be important for this role as effective communication of our role to IT, the business units, regulators, and our vendors is critical WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $110k-190k yearly Auto-Apply 33d ago
  • SME - Workday Application Developer- Towson, MD

    Citi Us 4.6company rating

    Falls Church, VA job

    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. Background The Office of Information Technology (OIT) is seeking a Workday Application Developer to assist with the implementation and ongoing support of Workday HCM and Financial System. Role and Responsibilities Development and Configuration Design, build, test, and deploy Workday integrations using EIB, Studio, Core Connectors, and Web Services (SOAP/REST APIs) Configure and maintain Workday business processes, calculated fields, custom validations, and condition rules Develop and maintain custom Workday reports (Advanced, Matrix, Composite, etc.) Troubleshoot and resolve system, configuration, or integration issues Support deployment activities and ensure seamless migration of Workday configurations Integration Management Create and maintain integrations between Workday and third-party systems (HR, Payroll, Benefits, Finance, etc.) Monitor scheduled integrations, identify failures, and resolve data inconsistencies Document integration design, architecture, configuration, and data flows Optimize existing integrations for improved performance, stability, and reliability Reporting and Analytics Develop and maintain Workday reports and dashboards to support business, HR, Finance, and compliance needs Collaborate with stakeholders to gather reporting requirements and translate them into Workday solutions Automate report scheduling and distribution for end users Ensure accuracy, security, and usability of Workday reporting assets Support and Collaboration Provide technical support to agency and end users across HR, Payroll, Finance, and IT Maintain system documentation including design specifications, workflows, and configuration guides Participate in change control, configuration reviews, and release management processes Gather and document business requirements for enhancements, break/fix, and new change requests Work collaboratively with cross-functional teams to align Workday functionality with business needs. Minimum Qualification Graduation from an accredited college or university with a bachelor's degree in Business or Computer Science At least two years' experience in the administration or support of enterprise systems such as web services, Workday HCM, Payroll, Financials, and Reporting Additional experience may be substituted on a year-for-year basis up to a maximum of four years for the required education Preferred Qualification Strong analytical and problem-solving skills Outstanding business process fluency, with a strong ability to discuss processes at a level of detail sufficient to gain insight into the underlying business problem or opportunity Ability to work in a team environment; establishing and maintaining strong professional relationships Proven ability and success with HCM, Payroll, and Financial systems Maintain the security and confidentiality of any proprietary or sensitive data in any medium Demonstrated Workday experience Demonstrated experience in Workday implementation or post-production environment as a primary technical resource Workday certified training or commensurate experience
    $104k-130k yearly est. Auto-Apply 8d ago
  • Mortgage Home Lending Officer - DC / MD / VA

    Citi 4.6company rating

    Bethesda, MD job

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. 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. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. 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. Citi, the leading global financial services company, has some 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, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. 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. 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 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 3+ years previous mortgage sales experience required Residential Mortgage experience required Established book of business Proven product sales capability is required. 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 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, Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Bethesda Maryland United States ------------------------------------------------------ Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 05, 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.
    $46k-69k yearly est. Auto-Apply 44d ago
  • Branch Manager ANP, Apprentice Non-Producing (Apprentice, Non-Producing)

    Morgan Stanley 4.6company rating

    Frederick, MD job

    The Branch Manager ANP (Apprentice, Non-Producing) is responsible for the day-to-day management of a small branch, typically up to 36 months to develop leadership and managerial skills with the goal of placement in a larger branch. The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Branch Manager Apprentices are responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. As part of the Branch Manager Apprentice Program, apprentices will actively support and participate in initiatives. This role reports into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. Participates in Region and Market 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 the Branch Manager's office is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads Branch efforts of Sales and results. Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to drive results. Accountability: Accountable for the Branch's sales performance and financial performance. Responsible for regulatory, legal and compliance issues including Risk management for the Branch in regard to monitoring sales, human resources, and legal and regulatory practices. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market QUALIFICATIONS: Education and Experience 5 or more years of related experience and/or training including demonstrated success in a branch or industry leadership role 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: Market Executive Direct Reports: Financial Advisors, Branch Support Staff This list is meant to be directional and should not be considered complete, as it may be supplemented *All candidates should verify that they meet the minimum eligibility requirements prior to applying WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).
    $53k-76k yearly est. Auto-Apply 6d ago
  • Subject Matter Expert - HHS - Falls Church, VA

    Citi Us 4.6company rating

    Falls Church, VA job

    Subject Matter Expert - Health and Human Service - Falls Church 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. Minimum Qualification At CITI, we measure success by the positive impacts and outcomes we have on the lives of our citizens using innovative HHS and Healthcare IT solutions at the federal, state, county, city, and community levels. CITI is seeking a Practice Lead, Project Manager, and Subject Matter Expert with experience in Health and Human Service Experience working with State Health and Human Service Departments, Childcare Subsidy Systems, Child Care, and Child Welfare systems. Experience working with childcare subsidy programs, Integrated Eligibility, TANF, SNAP, and other Benefits programs. Bachelor's degree in early childhood education, Child Development, Social Welfare, Public Administration, or human services-related field (preferred) 10 + years of proven experience leading a large organization through transformation and change at a similar leadership level in federal, state, or local government, or a large nonprofit organization or corporation that provides health and human services or social services. Experience working in the Health and Human Services domain. Experience with Early childhood programs (childcare and Head Start). Managed state-wide staff within permanency programs. Experience working in Child welfare and public child welfare information systems. Oversees child welfare product solution design and innovation. Experience with a state agency in the Health and Human Services Department. Managed statewide staff within permanency programs. Proficiency in data analysis and interpretation. Excellent communication skills, both verbal and written. Ability to work collaboratively in a team environment and independently as needed.
    $103k-140k yearly est. Auto-Apply 28d ago
  • Cloud Systems Engineer - Washington, DC

    Citi Us 4.6company rating

    Falls Church, VA job

    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. Background The C&CA Systems team is seeking cloud professionals proficient in administering AWS GovCloud cloud service platform. Become part of a team responsible for building a cloud business platform within the Client borad. At least five years of demonstrated experience supporting cloud platforms. As a Senior Cloud Systems Engineer, we require 10 years of experience in the field of technology including application development, 5 of which focused on supporting cloud technologies. Role and Responsibilities Developing software according to software development lifecycles (SDLCs), including DevOps, Agile, Lean, or Iterative. Designing, deploying, and migrating secure and maintainable systems for Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) environment. Proficient in at least one high-level programming language such as Python, PowerShell, or Infrastructure as Code (AWS CloudFormation, AWS CDK, Terraform, etc.). Python 3.x data engineering with pandas, Databricks, or SPARK preferred. DevOps, CI/CD pipelines and automation, containers, and related best practices for cloud deployment. Experience with GitLab or Azure DevOps preferred. Service offerings in Amazon Web Services (AWS) and government platform experience preferred. Understanding of cloud-based architecture, web servers, caching, application servers, load balancers, and storage. Experience with AWS Load Balancer. Familiarity with loose coupling, stateless systems, and best practices for designing cloud[1]ready applications. Understanding of cloud federation technologies such as SAML, Okta, OAuth, and OpenID Connect and how to apply these technologies to enterprise and public-facing applications. Understanding of cloud vendor cost structures and the ability to optimize solutions for cost effectiveness. Experience transitioning legacy systems to cloud-ready architecture. Understanding of RESTful Web Services, XML, or JSON. Experience with AWS API Gateway. Awareness of cloud information security risks and best practices, especially in a highly secure operating environment. Familiarity with government cloud deployments (FedRAMP, FISMA, high security environments, etc.) Minimum Qualification Bachelor's degree in engineering, Computer Science, Information Systems, or IT related discipline. Minimum of 10 years' experience in Information Technology in an Enterprise environment. Experience analysing cloud requirements, concept of operations documents, and high-level system architectures to develop cloud system specifications. Design and create custom build cloud applications Set up and configure DevSecOps for cloud environments Partner with the cloud platform team and development team to build, manage, and enable the underlying cloud infrastructure and platforms in support of a business application development project. Preferred Qualification Experience with designing or implementing cloud architectures for analytics/data processing/machine learning use-cases, such as data lakes, lake formations, etc. Experience with containerization as a strategy for cloud-enabling legacy applications such as Docker and Kubernetes (AWS EKS, ECS, or Fargate preferred) Familiarity with the Well Architected Framework. Experience with defining platform requirements. Experience integrating with enterprise observability platforms such as Splunk. Experience with Data Quality testing tooling (e.g., Great Expectations, Glue Data Quality)
    $104k-139k yearly est. Auto-Apply 3d ago

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