Paychex jobs in West Palm Beach, FL - 41 jobs

Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES: · Create and Maintain Travelers and Manufacturing Operation sheets · Work with CNC Programmers to create solid Manufacturing processes · Issue Job Releases in JobBoss · Manager projects from start to finish · Represent a Positive Organizational Image to the Customers · Comply with All ISO and BHI Standards · Design fixtures for large Turning machine, 5Axis Vertical and Horizontal milling centers QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. · Working Knowledge of All Drafting Standards, Techniques and Interpretation · Working Knowledge of Manufacturing Techniques, Standards and Specifications · Knowledge of SolidWorks · Able to follow instruction of superiors · Knowledge of MRP/ERP EDUCATION and/or EXPERIENCE: · Minimum of 1-5 years' experience in Manufacturing Engineering LANGUAGE SKILLS: English skills are required. WORK ENVIRONMENT: An environment with exposure to non-toxic chemicals, chemical aroma and dust. Physical demand is light lifting. While in the shop there is a chance of exposure to flying debris and contact with oil. Eye protection is provided by the employer to prevent/reduce the chances of physical danger. EOE

ADP is hiring a Sales Representative, Small Business Services. * Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways. * Do you want to join a Fortune 250 company with industry-leading sales training and the latest sales technology to help you achieve success? * Are you looking to join a fast-paced, inclusive environment with a culture of collaboration and belonging? If so, this may be the opportunity you've been searching for. Read on and decide for yourself. In this role, you will work within a defined geographic territory that targets clients and prospects with 1-49 employees. You will identify and sign new clients for payroll, tax, human resources, benefits, and more and sell additional solutions to existing clients. Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP solutions, and spend your time in the field closing business. Don't worry if you have no prior sales experience; we are known for our high-quality sales training and will teach you how to use the latest sales technology to set you up for success. Integrity, resilience, positivity, and a refuse to lose attitude are must-haves in this job. As with any role in sales, you will experience ebbs and flows. However, challenges should ignite your determination and invigorate you to thrive, not weigh you down. In return, you'll be rewarded with uncapped commissions, incentive trips, and opportunities to advance your career in a fun and friendly environment -- all while gaining serious credibility as part of an industry-leading sales team in a stable and highly respected tech company. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: ******************************* What you'll do: Responsibilities * Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. * Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. * Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. * Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications * Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call without fear of rejection, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. * Agile Solution Seeker. You're a problem solver who can find an answer, or a solution, even in times of fast-paced change. * Continuous Learner. You're always learning, growing, and questioning how things were done in the past to make them even better. A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: * One to two years of prior work experience or internships in Retail, Marketing, Business Development, Food Service, Insurance Sales, or another relevant industry, OR * Military experience We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact. Bonus points for these: Preferred Qualifications * Prior quota-carrying experience * Ability to successfully build a network and effectively use social media for sales YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: * Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. * Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences. * Grow your career in an agile, fast-paced environment with plenty of opportunities to progress. * Continuously learn through ongoing training, development, and mentorship opportunities. * Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. * Balance work and life. Resources and flexibility to more easily integrate your work and your life. * Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. * Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. * Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. What are you waiting for? Apply today! #LI-TN1 A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition. Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.

ADP is hiring a **Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?_ + _Are you looking for continuous learning and the opportunity to invest in yourself?_ If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 150 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? **Apply now!** **To learn more about Sales at ADP** , watch here: ******************************** **What you'll do:** _Responsibilities_ **Grow Our Business While Growing Yours.** You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. **Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. **Deepen** **Relationships Across the ADP Family.** In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. **TO SUCCEED IN THIS ROLE** : Required Qualifications + **Proven Winner** **.** You have an impressive track record of closing sales, winning clients, and managing a territory. + **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. + **Confidently Fearless** **.** You embrace opportunities, take risks, and challenge the status quo. + **Entrepreneurial Spirit** . You're a natural leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor** **.** You build relationships, live integrity, and deliver on promises...every time. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: + Two+ years of quota-carrying, outside business-to-business sales experience + Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales. + Military experience -- We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact. **Bonus points for these:** _Preferred Qualifications_ + Ability to successfully build a network and effectively use social media for sales **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:** + **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. + **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences. + **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress. + **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner. + **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones. + **Balance work and life.** Resources and flexibility to more easily integrate your work and your life. + **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. + **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live. + **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about. What are you waiting for? **Apply today! #LI-SB1** Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $56,100.00 - USD $121,500.00 / Year* *Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws. **A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (********************************************************** . **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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).

ADP is hiring a **Sales Representative, Major Accounts.** Thanks for clicking! Let us tell you some more... * Are you restless, revved up, and ready to get things done? * Does nothing stop you from persevering until you get things right? * Is your desire to learn and grow insatiable? * Most importantly, do you love people and thrive in a fast-paced, team environment? (Oh yes, we used the L word. It's that serious.) Yes? We thought this could be a perfect match. Don't just take our word for it... read on and see for yourself! First, let's tell you more about ADP. We believe great companies are built by great people -- and for them. Every day we strive to design a better way to work helping employees at organizations around the world to stay productive and achieve their potential. We're always designing for people, starting right here with our one-of-a-kind culture, and with people like you. Designing a better way to work starts with our own sales teams. Every day, our extraordinary sales team gains client and prospect trust and establishes long-term partnerships. As a **Sales Representative, Major Accounts,** you'll secure new business for ADP as you identify and cultivate new business opportunities by driving strategic Human Capital Management initiatives within companies containing 50 -- 999 employees. You will independently manage full sales cycles, sell our entire suite of solutions (40+ products and services) to C-level executives, and accurately forecast and pipeline sales. At ADP, you will be able to grow your own book of business while having the backing of sales leadership, continual award-winning sales training, advancement opportunities, and industry-leading compensation, benefits, luxurious incentive trips, and awards. Does this sound like you? * Fearless. Embraces opportunities and challenges the status quo. * Go-Getter and Self-Starter. High-reaching and unstoppable. A can't-stop-won't-stop attitude and an urge to persevere until you get it right. * Trusted Advisor. Lives integrity and delivers on promises...every time. * Passionate Advocate. Strengthens relationships and builds advocacy while delivering measurable results. **WHAT YOU'LL DO:** Responsibilities Drive Our Business Forward Work within a geographic territory to close sales, win business, and reach sales goals. **Turn Prospects into Loyal Clients and Raving Fans** Implement a top-down sales strategy targeting Presidents, CEOs, CFOs and Owners to build a network with C-level executives. Now that's what we call networking. **Deepen Relationships across the ADP Family** In addition to cloud-based HR solutions, strategically cross-sell with other ADP associates by putting the spotlight on ADP's shiny, new products and solutions. Wait... there's more! **Collaborate Daily** Serve as a trusted advisor to your clients. Develop and maintain relationships with other internal groups within the territory. #WorkSmarter **EXPERIENCE YOU'LL NEED:** Required Qualifications Associates or Bachelor's Degree 2+ years of quota carrying, outside business-to-business sales experience An impressive track record of closing sales, winning clients, and managing a territory, as well as stellar presentation skills **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:** **Make your mark** . We want you to challenge things and are open to fresh ideas. **Stay ahead of the curve** . An agile, fast-paced environment means plenty of opportunities to progress. Find meaning. Feel good as you do work that accelerates progress for employees in organizations all over the world. **Become a certified smarty pants.** Ongoing training and development opportunities for even the most insatiable learner. Be your healthiest. Best-in-class benefits that start on Day 1, because healthy associates are happy ones. **Balance work and personal time like a boss.** Resources and flexibility to more easily integrate your work and your life. **Get paid to pay it forward** . Company paid time off for volunteering for causes you care about. If you've made it down this far, we have to ask: What are you waiting for? **Apply now!** **BONUS POINTS FOR THESE:** Preferred Qualifications * 5-12 years of relevant experience in HCM, technology, business equipment, uniform or software sales * Ambitious spirit, with demonstrated ability to exceed sales quotas * Established network * Organized, with time management skills * Ability to communicate effectively (verbal, listening, and written) * Strong business acumen * Thrives under pressure \#LI-EC1 \#LI-Hybrid **A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (********************************************************** . **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.

**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Technical Account Manager **About your role:** As a Technical Account Manager, you will support Tier 1 clients who expect world-class service, delivered by payments professionals who understand the industry, who know how to navigate Fiserv, and who are focused on helping them run and grow their business. The Technical Account Management team's primary objective is to facilitate an exceptional service experience for Fiserv's largest, most visible, and most complex clients. The Technical Account Manager will own technical client service firm-wide, providing a single point of contact for all technical needs. **What you'll do:** + Shape new, innovative solutions together with product, business, and technology leaders. + Provide solution and technical design conversations at senior client level and manage stakeholders for multiple client engagements. + Build shareholder value through responsible revenue growth and expense management for our internal and external shareholders. + Demonstrate client focus by providing future-proof solutions and services that enable success for our internal and external clients. + Oversee all technical efforts across Fiserv for key accounts and be the primary point of contact for technical issues, including collaboration during significant production support events. + Work directly with clients, vendor partners, and 3rd parties, including face-to-face meetings with the stakeholders to support technical discussions and discovery. + Navigate Fiserv technology on behalf of the client, which can include all Tech and Product groups across Fiserv and 3rd parties. + Translate the client's business and operational requirements to technical requirements and collaborate with all internal and external stakeholders throughout the project/implementation. + Responsibilities listed are not intended to be all-inclusive and may be modified as necessary. **Experience you'll need to have:** + Bachelor's Degree (preferably Computer Science or Engineering) or equivalent combination of experience, education and military. + 8+ years of Fiserv experience in IT technical troubleshooting and/or IT development and working knowledge of multiple Fiserv acquiring platforms (specs, integrations, gateways, APIs/SDKs, tech stack). + 3+ years of experience in direct client interaction for technical support and requirement gathering. + Working knowledge of merchant acquiring payment processing and flows - Point of Interaction (POI)/Point of Sale (POS) System. **Experience that would be great to have:** + Working knowledge of Fiserv networking/connectivity architecture. + Working knowledge of card brand regulations. + Working knowledge of the Payment Facilitator (Payfac)/Market Place business model. **How you'll work:** + This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. + This role requires use of a computer and audio equipment. **Benefits at Fiserv:** + Fuel Your Life program to support your physical, financial, social, and emotional well-being + Paid holidays and generous time away policies + No-cost mental health support through Employee Assistance Programs + Living Proof program to recognize your peers' extra effort with points redeemable for rewards + Eight Employee Resource Groups to foster a collaborative culture and expand your network + ·Unparalleled professional growth with training, development, and internal mobility opportunities + Medical, dental, vision, life, and disability insurance options available from day one + Retirement planning and discounted shares with the Employee Stock Purchase Plan + Tuition assistance and reimbursement program + Paid parental, caregiver, and military leave **Salary Range:** $111,000.00-$157,000.00 These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Thank you for considering employment with Fiserv. Please: + Apply using your legal name + Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). **Our commitment to Equal Opportunity:** Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact ******************* . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. **Note to agencies:** Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. **Warning about fake job posts:** Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Reconciliation Analyst **What does a successful Reconciliation Analyst do at Fiserv?** As a Reconciliation Analyst, you will assist in ensuring accurate account reconciliation and identifying discrepancies through the analysis of transactions made on different card networks, such as debit, credit, fees, and chargebacks. You will leverage on methodical precision to examine bank statements, general ledgers, and other financial data to evaluate discrepancies and escalate issues, as needed. You will be expected to collaborate with cross-functional teams to implement solutions, assist in creating procedures for new business as needed, and drive positive change to processes and tasks we support. **What you will do:** + Monitor and perform complex daily reconciliations and analysis of bank data for Wire and ACH settlements, identifying and resolving discrepancies as needed + Work internally to process correcting entries to clients using automated tools as well as manual adjustments + Accurately provide daily cash projections and report funding position changes to Treasury throughout the day + Proactively escalate reporting and settlement issues to the appropriate team and facilitate timely resolution + Maintain accurate record of any reconciliation-related issues + Partner with process owners and management on recommendations for process optimizations **What you will need to have:** + 2+ years of experience in data analysis, identifying trends and anomalies and/or similar discipline + Experience in finance, account reconciliation, bookkeeping, banking, and/or similar discipline + Experience in Microsoft Excel (eg VLookup, Pivotables) and/or SQL Query + 4+ years experience in a combination of educational background, related experience and/or military experience **What would be great to have:** + Bachelors degree in related field + Experience with Toad application and Snowflake + Proficient with Microsoft Office 365, Power BI, or Power Automate + Specialized certifications such as CTP, AAP, CRCM, CISA, CPA **Important info about this role:** + This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding. + You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role. **Perks at Work:** + We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one. + Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP. + Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan. + Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards. + Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program. + Advance your career with training, development, certification, and internal mobility opportunities. + Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers. \#LI-VA1 **Salary Range:** $55,000.00-$75,000.00 These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Thank you for considering employment with Fiserv. Please: + Apply using your legal name + Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). **Our commitment to Equal Opportunity:** Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact ******************* . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. **Note to agencies:** Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. **Warning about fake job posts:** Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor's "Best Places to Work in the U.S. 2024" list, and U.S. News & World Report's "Best Companies to Work for 2024" list. In addition, we have been recognized for having one of the country's Top 50 Midsize Early Talent Programs by RippleMatch's 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com. Why Insperity? Flexibility: Over 80% of Insperity's jobs have flexibility. We want your time to have balance, whether it's spent with coworkers, clients, family or your community. Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training. Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work. Competitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. First year on-target earnings (OTE) range is from $95,000.00 - $110,000.00 (base salary plus targeted commission plan earnings). This role features uncapped commission potential and a residual income program, enabling top performers to earn above the stated OTE. Actual earnings may vary based on individual performance. Outside Sales Consultant (Business Performance Advisor) We're in search of salespeople who know that making a sale is about being an advisor - helping the client find the right solution for their unique human resource needs. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete. You'll get: * The resources needed to be successful, including training at corporate headquarters, face-to-face leadership and small-team mentorship/collaboration. * Marketing support, and a team to help nurture your network through company-sponsored events. * The stability of a recession-proof industry, and the excitement of a growing company! You are: * Consultative - You'd rather build relationships and recommend the best solution based on needs and challenges. * Motivated by a big payoff - We're talking long-term residual income. * Business savvy - Maybe you've had your own business or have the spirit of an entrepreneur. Either way, you know the heart of a business owner. * Good with people - You're able to take on an advisory role with the C-suite in a professional manner. * Connected - You're growing a network of business executives who can help expand your sales pipeline. What you'll do: * Identify small and midsized businesses to offer Insperity's human resource services and technology. * Call on business owners virtually and in person to explain how Insperity's HR solutions can help solve their challenges. * Engage your network and build lasting partnerships. * Accomplish sales goals determined by management. * Complete bid paperwork for new client contracts. * Facilitates new client process with information gathered from new clients. At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, 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. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Serve as a peer / mentor to other Support Professionals in the market ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * 5+ years of work experience in a field relevant to the position • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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).

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities Partner with FAs to provide advice and potential cash management and lending solutions to clients Build product awareness and understanding among Financial Advisors Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services Understand competitive environment and develop strategies to retain and win new business Develop and implement product marketing strategies with Branch Management and FA team Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities Experience in understanding the financial needs of all types of clients Proven new business development / origination experience with Lending products is required Completion of formal credit training strongly preferred Bachelor's degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Ability to understand the financial needs of the retail brokerage clientele. Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships Possess excellent business development and marketing skills and desire to consistently achieve top revenue results Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Detail orientation with strong organizational and analytical skills Ability to train Financial Advisors on product suite Possess excellent oral and written communication skills Exceptional presentation skills Ability to meet deadlines and manage Financial Advisor and client expectations Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that has dual reporting to the Complex Manager and Senior Risk Officer. DUTIES and RESPONSIBILITIES Surveillance and Supervision * Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) * Facilitates any supervisory inquiry or process that requires escalation from the Senior Complex Risk Officer and/or the Regional Risk Officer * Focuses on business ethics and regulatory and compliance practices * Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment * Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management/Compliance/Legal * Monitors and implements procedures to manage all facets of risk, including data security * Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations * Liaises with the Legal and Compliance Division with customer complaints and litigation * Together with the Complex Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times * Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Complex has procedures in place * Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated * Works with Complex Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken * Responsible for proactive client contact in determining suitability and managing risk * Active involvement with the region regarding matters presented to the Credit Committee * Primary source for intelligence on risk in regard to clients and FAs Administrative * Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. * Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * Assists in the review and on boarding of FA recruits Education and/or Experience * Bachelor's degree required or equivalent education or experience * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) * Other licenses as required for role or by management Knowledge/Skills * Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex problems and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies * Evidence of strong leadership capabilities or previous supervisory experience * Ability to organize and prioritize workflow and assignments in a deadline oriented environment * Ability to interact with Financial Advisors and clients * Excellent judgment and the ability to be discreet in all matters * Strong work ethic Reports to * Dual reporting: Complex Manager and Senior Risk Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR. Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So, if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the , nobody's perfect - and we encourage you to apply. You may just be the right candidate for this or other roles. A Brief Overview The Director, Revenue supports and drives the strategic planning, execution, and oversight of a high-performance team of Revenue professionals to achieve TriNet's targeted goals. This involves increasing business revenue and profits and strengthening business partnerships and relationships. What you will do * Manages the market team's operating budget, strategic plans, and finances facilitating the overall implementation and communication of the plans and overseeing the tracking and progress to successfully achieve revenue and financial goals. * Oversees business processes to achieve revenue targets through new client confirmed sales and onboarding and ensuring exceptional quality service. * Establishes impactful relationships between product management, customer experience, legal, and operations to support strategic Revenue initiatives and goals. * Manages and reviews pricing to ensure adherence to policy and standards; reviews pricing exceptions and addresses pricing issues to achieve sales objectives. * Ensures teams build meaningful relationships and create excellent prospect and customer experiences to support and influence a positive brand perspective regarding the organization's industry expertise, delivery of service, and overall experience within the market. * Partners with leaders to advise and collaborate on overall team performance and development, determining skills gaps within the team and creating opportunities and actions to take to ensure successful outcomes. * Provides support and coaching to the sales team attending sales calls and demonstrations and ensuring the team has the training and development necessary to meet business objectives and sales goals * Tracks acquisition and retention metrics for the team and works to balance needs and investments across both. * Manages team expenses and manages to overall team profitability. * Understands and enables both acquisition and retention best practices and processes. * Ensures appropriate levels of Sales engagement in client retention and Customer Relationship Management (CRM) engagement with prospects. * Models local community involvement, brand recognition, and ecosystems and drives team to do the same. * Performs other duties as assigned * Complies with all policies and standards Education Qualifications * Bachelor's Degree or equivalent experience, advanced degree preferred Experience Qualifications * Typically 10+ years Skills and Abilities * Exceptional communication, interpersonal, and relationship building skills * Ability to demonstrate confidence and expertise knowledge in products and services * Solid skills in data analytics, budget management, and technology * Proficient in Microsoft Office Suite * Excellent attention to details and organizational skills * Ability to inspire, professionally develop, and lead a team Travel Requirements Up to 50% Work Environment * Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. The salary range for this role is $110,000.00 to $165,000.00. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience. Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet's commission plan. Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: **************************************************** Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity. TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact ********************* to request such an accommodation.

The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This industry professional leads the development, implementation, and management of the team's strategic plan to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all elements of the team's client service model including but not limited to business development, marketing, and client relationship operations to help support the FA/PWA/team scale their business. DUTIES and RESPONSIBILITIES: * Oversee team Support Professionals to ensure alignment on team priorities and business goals * Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved * Coordinate and guide strategic business initiatives to achieve desired results, including tracking the acquisition of assets, growth, and performance of FA/PWA/team * Organize and prioritize critical issues and required information for Advisors to facilitate efficient decision making * Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience * Proactively assess client service needs to determine the proper course of action and delegate to the appropriate individual on the team to manage * Manage team client communications strategy * Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance * Evaluates, and implements new services offered by the firm to determine how to integrate them into current service offering EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 10+ years of work experience in a field relevant to the position required * Advanced degree or professional certification or prior industry experience required * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Willingness to obtain additional licenses and/or designations as 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 and/or Market Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Technical Account Manager About your role: As a Technical Account Manager, you will support Tier 1 clients who expect world-class service, delivered by payments professionals who understand the industry, who know how to navigate Fiserv, and who are focused on helping them run and grow their business. The Technical Account Management team's primary objective is to facilitate an exceptional service experience for Fiserv's largest, most visible, and most complex clients. The Technical Account Manager will own technical client service firm-wide, providing a single point of contact for all technical needs. What you'll do: * Shape new, innovative solutions together with product, business, and technology leaders. * Provide solution and technical design conversations at senior client level and manage stakeholders for multiple client engagements. * Build shareholder value through responsible revenue growth and expense management for our internal and external shareholders. * Demonstrate client focus by providing future-proof solutions and services that enable success for our internal and external clients. * Oversee all technical efforts across Fiserv for key accounts and be the primary point of contact for technical issues, including collaboration during significant production support events. * Work directly with clients, vendor partners, and 3rd parties, including face-to-face meetings with the stakeholders to support technical discussions and discovery. * Navigate Fiserv technology on behalf of the client, which can include all Tech and Product groups across Fiserv and 3rd parties. * Translate the client's business and operational requirements to technical requirements and collaborate with all internal and external stakeholders throughout the project/implementation. * Responsibilities listed are not intended to be all-inclusive and may be modified as necessary. Experience you'll need to have: * Bachelor's Degree (preferably Computer Science or Engineering) or equivalent combination of experience, education and military. * 8+ years of Fiserv experience in IT technical troubleshooting and/or IT development and working knowledge of multiple Fiserv acquiring platforms (specs, integrations, gateways, APIs/SDKs, tech stack). * 3+ years of experience in direct client interaction for technical support and requirement gathering. * Working knowledge of merchant acquiring payment processing and flows - Point of Interaction (POI)/Point of Sale (POS) System. Experience that would be great to have: * Working knowledge of Fiserv networking/connectivity architecture. * Working knowledge of card brand regulations. * Working knowledge of the Payment Facilitator (Payfac)/Market Place business model. How you'll work: * This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. * This role requires use of a computer and audio equipment. Benefits at Fiserv: * Fuel Your Life program to support your physical, financial, social, and emotional well-being * Paid holidays and generous time away policies * No-cost mental health support through Employee Assistance Programs * Living Proof program to recognize your peers' extra effort with points redeemable for rewards * Eight Employee Resource Groups to foster a collaborative culture and expand your network * ·Unparalleled professional growth with training, development, and internal mobility opportunities * Medical, dental, vision, life, and disability insurance options available from day one * Retirement planning and discounted shares with the Employee Stock Purchase Plan * Tuition assistance and reimbursement program * Paid parental, caregiver, and military leave Salary Range: $111,000.00-$157,000.00 These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Thank you for considering employment with Fiserv. Please: * Apply using your legal name * Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Reconciliation Analyst **What does a Reconciliation Analyst I do?** As a Reconciliation Analyst in the Settlement Controls and Solutions Team (SCS), you will ensure accurate daily reconciliation of merchant funding and incoming settlements from card associations. You will leverage methodical precision to examine bank statements, general ledgers, and other financial data to evaluate discrepancies and escalate issues, as needed. You will be involved in seeking opportunities for process enhancements, collaborate with cross-functional teams to implement solutions, and assist in creating procedures for new business, as needed. **What you will do:** + Monitor and perform daily reconciliations and analysis of bank data for Wire and ACH settlements, identifying and resolving discrepancies as needed. + Work internally to process correcting entries to clients using automated tools as well as manual adjustments. + Accurately provide daily cash projections and report funding position changes to Treasury throughout the day. + Collaborate with peers and management for issue remediation and report escalation. + Maintain accurate record of any reconciliation-related issues. **What you will need to have:** + 3+ years of an equivalent combination of education, work and/or military experience + Experience in data analysis + Experience in Accounting, Bookkeeping, Reconciliation, Banking, and/or similar discipline **What would be great to have:** + Bachelor's Degree + Proficient with Microsoft Office 365, Power BI, or Power Automate + Specialized certifications such as CTP, AAP, CRCM, CISA, CPA, etc. **How you'll work:** + This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. + This role requires the use of a computer and audio equipment. **Sponsorship:** + You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role. **Benefits at Fiserv:** + Fuel Your Life program to support physical, financial, social, and emotional well-being + Paid holidays and generous time away policies + No-cost mental health support through Employee Assistance Programs + Living Proof program to recognize your peers' extra effort with points used for rewards + Eight Employee Resource Groups to foster a collaborative culture + Unparalleled professional growth with training, development, and internal mobility opportunities + Retirement planning and discounted shares with the Employee Stock Purchase Plan + Medical, dental, vision, life, and disability insurance options available day one + Tuition assistance and reimbursement program + Paid parental, caregiver, and military leave \#LI-VA1 **Salary Range:** $47,000.00-$60,000.00 These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Thank you for considering employment with Fiserv. Please: + Apply using your legal name + Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). **Our commitment to Equal Opportunity:** Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact ******************* . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. **Note to agencies:** Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. **Warning about fake job posts:** Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Director of Software Development **About Your Role** You will lead application development teams and collaborate with many cross-functional teams within technology and business groups. You will ensure predictable, consistent, and successful project delivery. You will plan, coordinate, and monitor large sized program and partner with key business stakeholders and IT senior management staff. **What you'll do:** + Manage and ensure cost effective delivery of large and complex technology projects + Develop customized solutions within the platform to support critical business functions and meet project objectives, client requirements, and company goals + Manage daily support and maintenance and conduct long-term improvement operations to ensure compatibility with evolving mission requirements + Provide leadership, guidance, and mentoring to application development/engineering teams on best practices, standards, tools, and methodologies + Maintain a flexible and proactive work environment to facilitate a quick response to changing project requirements and customer objectives and innovate ways to meet mission goals successfully + Lead and coordinate cross-functional teams that are responsible for all aspects of a project, from initiation to closure **Experience you'll need to have:** + 10+ years of application development experience on Java stack and cloud platforms + 8+ years of experience managing enterprise-wide programs + 5+ years of experience in Docker containers, Kubernetes, databases, NoSQL systems, storage, and distributed persistence technologies + 5+ years of programming experience in Java with a strong knowledge of data structures, algorithms, operating systems, and distributed systems fundamentals + 3+ years of experience in working with Agile Teams + Bachelor's degree in computer science, engineering, or a related field, or an equivalent combination of education, work, and military experience **Experience that would be great to have:** + Microsoft Azure experience + Experience in banking or financial industry, particularly Credit Cards domain + Experience in managing technology projects focused on transformation + Strong understanding of cloud computing principles + Experience in relevant project management methodologies **How you'll work:** + Fiserv emphasizes in-person collaboration to help you grow your career while shaping the future of fintech, this role is on-site Monday through Friday + This role requires flexibility to work overtime that includes weekends and holidays + This role requires use of a computer and audio equipment **Travel:** + Approximately 10% travel off-site or to other office locations is expected **Sponsorship:** + In order to be considered, you must be legally authorized to work in the U.S. without need for visa sponsorship now or in the future **Salary Range** $140,250.00 - $224,400.00 _These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ._ It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. Thank you for considering employment with Fiserv. Please: + Apply using your legal name + Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). **Our commitment to Equal Opportunity:** Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact ******************* . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. **Note to agencies:** Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. **Warning about fake job posts:** Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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. 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).

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities * Partner with FAs to provide advice and potential cash management and lending solutions to clients * Build product awareness and understanding among Financial Advisors * Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue * Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. * Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients * Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives * Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services * Understand competitive environment and develop strategies to retain and win new business * Develop and implement product marketing strategies with Branch Management and FA team * Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: * Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank * Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities * Experience in understanding the financial needs of all types of clients * Proven new business development / origination experience with Lending products is required * Completion of formal credit training strongly preferred * Bachelor's degree preferred or relevant experience Skills/Abilities: * Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners * Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Ability to understand the financial needs of the retail brokerage clientele. * Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships * Possess excellent business development and marketing skills and desire to consistently achieve top revenue results * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Detail orientation with strong organizational and analytical skills * Ability to train Financial Advisors on product suite * Possess excellent oral and written communication skills * Exceptional presentation skills * Ability to meet deadlines and manage Financial Advisor and client expectations * Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).