Raymond James Financial jobs in Newark, NJ - 1160 jobs

Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused service with integrity, and advocacy to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate is a good communicator, empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion + Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company's working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Handle stressful situations and provide a high level of customer service in a calm and professional manner + Analyze problems and establish solutions in a fast-paced environment + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service _Axia Financial and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service. #J-18808-Ljbffr

Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities * Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve * Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated * Develop challenger model methodologies for the official production models * Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred * Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred * Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred * Prior experience with developing or validating models is a plus * Strong written and verbal communication, critical thinking, problem solving and team collaboration skills * Familiarity with coding languages (Python preferred) * Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package. #J-18808-Ljbffr

Responsibilities: + Develops expertise on the biotechnology industry and individual biotech companies to assess the impact of clinical data readouts and other impactful news. + Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections. + Assembles and analyzes clinical, scientific and other data to help inform investment ideas/ views on market outlook. + Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. + Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. + Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media. Skills: + Works with general supervision on analyzing clinical data for use in reports to help guide decision making. + Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations. + Communicates with internal and external clients in a clear, concise and compelling manner. + Creates relevant, lucid and effective investment reports. + Sufficient understanding of accounting and financial statement analysis. + Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. + Equivalent work experience or Ph.D/Md/PharmD required + Biochemistry, Neuroscience, or other life science focus strongly preferred. Business/Finance grads with some life science career experience also considered. + Data analytics/coding skills preferred. Licensing: + You will be expected to obtain the Series SIE, 86/87, and 63 licenses within one year from your start date.

Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: * Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients * Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests * Conducting research on stocks / companies in order to evaluate risks and make trading decisions * Daily risk management and hedging of the trading books, including close interaction with other traders and brokers * Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. 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. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary Responsibilities: We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London. The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment. Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this. Qualifications Essential: * extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services * extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management * extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management * extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow * experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions * experience of working in a globally distributed team Desirable: * some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines * some experience with C++ development environment and multi-platform c++ builds in linux and windows * familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache * familiarity with standard code quality tools such as sonar, cpplint * familiarity with package/dependency management tools such as conan, maven, artifactory WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $160,000 and $250,000 for Vice President at commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**One of the largest independent financial services firms in the country could** **be** **the** **place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** SumRidge Partners LLC, a company of Raymond James, is a top ranked fixed income electronic market maker, specializing in high yield and investment grade corporate bonds, municipal bonds, institutional preferred securities, and emerging market bonds. SumRidge currently ranks among the top liquidity providers for $2mm and under trading on most major electronic bond exchanges, leveraging the firm's technological strengths and an experienced sales and trading team. **Seasonal Associate Job Summary** Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Routine contact with internal and external customers may be required to exchange basic information. This is a temporary role. **Work Schedule:** Up to 40 hours per week for a limited time, determined by department need. **Start Date:** **June 1, 202** **6** **End Date:** **August 7, 202** **6** **Duties and Responsibilities** + Develop andbacktestproprietary systematic trading strategies through creative idea generation, advanced statistical modeling techniques, and data collection and analysis. + Conduct in-depth research on complex datasets toidentifypotential alpha opportunities and manage idiosyncratic and systemic risks for the sales and trading desks. + Assisttraders with building a quantitative infrastructure and automating everyday workflows and processes. + Specified projects and varied assignments relating to thetrading desk. + Works independently on assigned projects and tasks, meeting all delivery deadlines. + Operates standard office equipment and uses required software applications. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts, practices, and proceduresofa professional office environment. + Basic concepts, principles, and practices ofan assignedbusiness unit. **Skill in** + Experience in quantitative problem solving using programmatic approaches (i.e.R, Python, SQL, Excel) and a strong mathematical background is alsorequired. + Operating standard office equipment andusing, orhaving the ability to learn,requiredsoftware applications. + Ability to work effectively as part of a virtualteam. **Ability to** + Successful candidates should be able todemonstratea general understanding of financial markets along with strong analytical, creative, and communication skillsets. + Organize and prioritize multiple tasks and meet deadlines. + Communicate effectively, both orally and in writing. + Work independently and collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships. **Educational/** **Previous** **Experience Requirements** + Any equivalent combination of experience, education, and/or training approved by Human Resources. + Juniorspreferred. + Opportunities are open to candidates from all backgrounds and concentration in quantitative disciplines (Engineering, Math, Statistics, Computer Science, and Quantitative Finance are preferred but notrequired). **Licenses/Certifications** + Nonerequired. **Location** + Red Bank and Summer 2026 Jersey City, NJ (NOT HYBRID) + Notravelrequired.

Under general supervision, the Underwriting Assistant supports the municipal underwriting team at Raymond James Financial by coordinating, reviewing, and executing processes associated with competitive and negotiated municipal bond transactions. Responsibilities include reviewing preliminary official statements for accuracy and completeness, processing new issue pricings, and submitting regulatory filings. The role requires frequent interaction with internal stakeholders and external partners to identify, research, and resolve issues efficiently. The Underwriting Assistant also contributes to ongoing process improvements and enhancements to internal controls. Job Description Essential Duties and Responsibilities • Perform all operational and administrative functions related to managed and/or syndicated negotiated and competitive municipal underwritings. • Update transaction information in various internal and external systems. • Work with FI associates to maintain strong internal and external client relationships. • Track rates and pricing adjustments; communicate changes to the sales force. • Provide data and support to bankers for Requests for Proposals (RFPs) and Post-Sale Analyses. • Keep syndicate members informed regarding pricing, allotments, and regulatory reporting for managed deals. • Utilize third-party systems such as Bloomberg, Ipreo, BidComp, and NIIDs. • Perform additional duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of: • Raymond James' organizational structure, policies, mission, and strategies. • Standard securities industry practices and procedures. • Fixed Income concepts, practices, and operations. • Principles of banking, finance, and securities operations. • Financial markets and related products. Skill in: • Understanding municipal regulatory and compliance requirements. • Analyzing, evaluating, and interpreting financial documents and data. • Identifying relationships, drawing logical conclusions, and presenting results clearly. • Delivering high-level customer service to internal sales teams and bankers, including timely communication and effective time management. • Using standard office tools and software, including Microsoft Office and Access databases. Ability to: • Read, interpret, analyze, and apply information from industry data. • Manage multiple detailed tasks under tight deadlines in a fast-paced environment. • Communicate clearly, professionally, and effectively across all organizational levels. • Maintain attention to detail while understanding broader objectives. • Work both independently and collaboratively. • Present a professional and positive demeanor. • Convey information effectively through formal reports and informal communication. Education and Experience • Bachelor's degree (preferred), or • High school diploma with a minimum of five years of administrative or operations support experience (Financial Services industry preferred), or • Equivalent combination of education, experience, and/or training approved by HR. Licenses and Certifications • None required at hire. • Series 52 and Series 63 expected within 1 year. Education High School (HS) (Required) Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $55,000.00-$119,995.20 Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Location: Baltimore, MD (4x per week in office) What you'll do in the role: * Help identify risk and impact to relevant coverage area to prioritize areas of focus * Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment * Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner * Assist in managing multiple deliverables in line with team priorities * Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers What you'll bring to the role: * Understanding of business line and key regulations relevant to coverage area * Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) * Ability to identify and analyze multiple data sources to inform point of view * Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly * A commitment to practicing inclusive behaviors * At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $108,000 and $154,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services. In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events - Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities - Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively - Drive the creation of strategic executive/client presentations and necessary communications - Drive the collection and dissemination of materials and agenda for functional leadership meetings - Establish strong relationships and partner with global function heads and peer COO functions - Develop and drive governance activities including technology, risk, strategic priorities - Foster BU engagement through strategic engagements and active stakeholder management - Support branding and communication with internal constituents - Actively manage key vendor and industry relationships through QBRs, KPIs, etc. What you'll bring to the role: - 4-6 years of experience in a relevant position and industry - Interest in financial institutions, organizational management, and strategy - Articulate and persuasive written, verbal, communication, and presentation skills - Outstanding interpersonal skills and sharp attention to detail - Possess sound judgment and strong sense of integrity - Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously - Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel - Effective communicator (written and verbal) - Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact - Ambition - someone that is willing to go the extra mile to ensure success - Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $130,000 and $183,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion. This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements. Primary Responsibilities As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting. Key responsibilities will include but will not be limited to the following: Executive Stakeholder Management Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology. Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities. Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling. People Leadership & Team Development Serve as a role model for analytical rigor, strategic thinking, a “get it done” attitude, and professional conduct. Lead and mentor junior team members by providing coaching, feedback, and growth opportunities. Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability. Change Execution & Implementation Oversee change management for high-impact transformation programs, ensuring successful adoption. Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures. Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment. Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes. Operational & Financial Management Track engagement economics, staffing, budgets and performance metrics. Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards. Contribute to annual planning, portfolio management, and continuous improvement of team processes. Skills Required: Proven ability to manage delivery/execution of a wide range of tasks and initiatives. Proven ability to manage multiple projects and priorities. Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders. Ability to lead and influence cross-functional teams where there is no direct reporting chain. Experience managing major organizational change programs, such as merger integrations or corporate restructure. Strong written and verbal communications skills. Ability to interact at all levels of the organization and tailor messages appropriately. Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management. Independent self-starter who can manage multiple activities to aggressive deadlines. Eagerness to learn the business and understand detailed technical requirements. Occasional travel may be required. Qualifications: A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles. A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers. Proven ability to lead large, complex projects and deliver measurable business impact. Exceptional executive communication skills and comfort interacting with senior leadership. Demonstrated ability to lead, coach, and develop consulting teams. Experience building or scaling an internal consulting, strategy, PMO or transformation function. Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm. Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management. BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred. The position will be based in New York City. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**One of the largest independent financial services firms in the country could** **be** **the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Raymond James Information Technology is a 1600+ associate organization headquartered in St. Petersburg, FL that nurtures an inclusive culture where everyone feels free to bring their best selves to work - unleashing the power of perspectives and unique talents to drive growth, improvement, and exceptional results. Our associates and leaders support the firm through a variety of strategic solutions that offer greater business efficiency, ensure data security and privacy, and support new business opportunities. We are committed to provide industry-leading financial services technology and support through a Service 1st culture for financial advisors and clients. Discover a place for talented technical professionals in the Tampa Bay | St. Pete area. **Job Summary** **ACCELERATED DEVELOPMENT PROGRAM, INFORMATION TECHNOLOGY** Embark on a journey in the Accelerated Development Program, designed for the best in Information Technology. This full-time opportunity serves as a launchpad to propel your career forward. Immerse yourself in our organization where teamwork is encouraged and celebrated! Under the guidance of Raymond James leaders and resident experts, you will sharpen your skills in a specific fundamental discipline while engaging in development workshops, hands-on projects, peer learning and mentorship opportunities. Our holistic professional development approach will prepare you for roles within software development. As you navigate through the program, you'll not only gain invaluable skills but also embody the vital cornerstones on which the technology team successfully operates. **SOFTWARE DEVELOPER** The Application Development program track runs for twelve months. Learn a development discipline such as Front-End, Back-End, Database, Robotic Process Automation (RPA), COBOL, Software Quality Management, or Cloud technologies to create innovative solutions that have a direct influence on the lives of advisors, their clients, and associates around the globe. Upon completion of the program, work will continue within the assigned discipline area. **Essential Duties and Responsibilities** + Specified projects and assignments, which may varybased on team alignment + Operates standard office equipment andis able touse required software applications + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Algorithms, data structures, and computational complexity + Programming languages such as Java, C++, Python, etc. + Basic understanding of software engineering practices + Basic concepts, principles, and practices of an assigned business unit + Fundamental concepts, practices,and procedures of a professional office environment + Basic Microsoft Outlook,Wordand Excel Skills + Fundamental concepts of Financial Services **Skill in** + Active participation/leadership in a professional, community or academic organization + Relevant internships and/or work experience in applicable school or industry organizations + Strong record of academic achievement and interest in Information Technology + Ability todemonstrateexceptional analytical and problem-solving skills + Analytical thinking and problem solving + Executing tasks on a timeline **Ability to** + Troubleshoot and debug code + Test andvalidatesolutions + Prioritize tasks and execute deliverables + Work independently as well as on a team + Providea high levelof customer service + Establish andmaintainrelationships + Communicate effectively orally and in writing **Educational/** **Previous** **Experience Requirements** + Minimum of aBachelor's degree in Computer Science, Engineering, Management Information Systems, or applicable degreedemonstratingtechnical aptitude. + Minimum of three months of software development experience. + Any equivalent combination of experience, education, and/or training approved by Human Resources + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). **Licenses/Certifications** + Nonerequired. **Location** **Hybrid position - St. Petersburg** **, FL** **or Jersey City, NJ** + No travelrequired.

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Chief Operating Officer (COO), Global Business Finance (GBF) Modernization Lead will play a critical leadership role in driving modernization and transformation across Apollo's global finance organization. Reporting to the GBF COO and partnering closely with the Apollo Asset Management (AAM) CFO and senior leaders across Finance, this role will be responsible for designing, implementing, and sustaining the transformation strategy that enables Finance to operate more efficiently, effectively, and strategically in support of Apollo's growth ambitions. This position will oversee key transformation programs that span Global Business Finance operations, reporting, data management, systems integration, and automation-ensuring alignment with the firm's strategic priorities, target operating model, and culture of continuous improvement. Primary Responsibilities Strategic Transformation Leadership * Partner with the AAM CFO, GBF COO and senior Finance leaders to define and execute a multi-year Finance Transformation roadmap, aligning process redesign, technology modernization, and data strategy with business priorities. * Lead the design and implementation of a new finance operating model, including process simplification, automation, and governance improvements. * Serve as the primary business lead for major cross-functional initiatives (e.g., ERP modernization, reporting automation, and finance analytics). * Drive the adoption of new tools, systems, and ways of working to enhance Finance's scalability and agility. Program Governance & Execution * Establish and lead change management projects and programs within Finance, responsible for governance, tracking, and performance reporting of all key initiatives. * Define success metrics and ensure transformation goals are achieved through disciplined project management, stakeholder engagement, and risk management. * Partner with Engineering, HC and Operations to deliver coordinated enterprise-wide change programs impacting Finance. Operational Effectiveness & Continuous Improvement * Champion process optimization and operational excellence initiatives across all finance functions, including accounting, FP&A, tax, treasury, and reporting. * Identify and implement best practices in automation, workflow, and data utilization to improve accuracy, timeliness, and insight generation. * Embed a culture of accountability and data-driven decision-making within the Finance function. Team Leadership & Culture * Lead and mentor a team of high-performing professionals, fostering a collaborative, high-trust environment. * Promote professional development, training, and succession planning to ensure sustainable organizational capability. * Partner with HR and Finance leadership to strengthen culture, engagement, and communication throughout transformation. Qualifications & Experience * 10+ years of experience in finance transformation, consulting, or operations leadership within asset management, financial services, or a related industry. * Proven success in leading large-scale transformation programs, including finance process re-engineering, ERP or data modernization, and automation initiatives. * Strong financial acumen and understanding of core finance processes (close & consolidation, FP&A, reporting, and controls). * Demonstrated ability to manage change across complex, global organizations-balancing strategic vision with operational discipline. * Excellent communication and stakeholder management skills, with the ability to influence senior executives and cross-functional teams. * Strong analytical and project management skills; familiarity with tools such as Power BI, Alteryx, Anaplan, or OneStream is a plus. * Bachelor's degree required; advanced degree (MBA or equivalent) preferred. OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law Pay Range $190,000 - $250,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Wealth Management VEA Program Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills/Experience/Qualifications You'll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments 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. Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Description:** Raymond James Private Capital Markets (PCM) is a dedicated group within the Firm's Investment Banking division that advises leading private companies, financial sponsors, and institutional investors on customized capital solutions including minority equity recapitalizations, growth equity financings, structured and direct secondary transactions, and other bespoke private placements. Operating at the intersection of traditional M&A advisory and capital markets execution, PCM combines deep capital markets expertise with strategic advisory capabilities; we pride ourselves on delivering thoughtful, hands-on execution for complex, high-stakes transactions. The team maintains close relationships with a broad network of private / growth equity, venture capital, family office, and institutional investors, with transaction activity spanning key growth sectors such as technology / technology-enabled services, diversified industrials, healthcare, and consumer. We're looking for entrepreneurial, self-directed individuals seeking to accelerate their professional development, broaden their exposure to private capital markets and contribute to the continued growth and evolution of a high-performing, strategically important team within the Firm's Investment Banking platform. If you thrive in fast-paced environments, are energized by the opportunity to create, and want to help define how private capital is raised and deployed in the middle market, PCM offers a rare platform to do so - _with the full resources and stability of Raymond James behind you_ . **Key responsibilities may include, but are not limited to:** + Assistinthe execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions. + Support deal teams throughout the transaction process,including diligencecoordination, valuationsupport, financial modelingassistance,preparation ofinvestor materials, and transaction executionactivities. + Help build and updatedetailed financial models, capitalization tables, returnsanalyses, and waterfallstructures under the guidance of senior team members. + Supportinvestor outreachefforts by preparing materials,coordinatinglogistics, andassistingwith investor communications as needed. + Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions. + Assistwithoriginationand business development initiatives through market research, idea generation, and pitch material development. + Conduct research and analysis onprivate capitalmarkets, alternative asset classes, and broader macroeconomictrends to supportdeal structuringand client advice. + Demonstrate a strong work ethic, attention to detail, intellectual curiosity, and willingness to learn across all assignments. + Performother duties orprojects asassigned. **Required Qualifications:** + Currently pursuing aBachelor's Degreewith expected graduation date of Spring 2028in a business or quantitative discipline(i.e.,Finance, Economics, Accounting,Mathematics, Statistics, ComputerScienceor a related field)from a top-tier institution. + Strong academic performance (3.7+ GPA) with a demonstrated interest in investment banking or corporate finance. + Foundationalunderstanding of financial statements and accounting. + Proficiencyin Microsoft Office Suite(Excel, PowerPoint, Word); familiarity with financial databases(e.g.,CapIQ,PitchBook)is a plus but notrequired. + Strongattention to detail, analytical rigor, and organizational skills. + Effectiveverbal and written communication skills, with the ability towork collaboratively in a team environment. + Highly motivated, intellectually curious, and able to performin a fast-paced, team-oriented environment. + Authorized to work in the United States without sponsorship. **Required Licenses/Certifications:** + N/A **Location: New York, NY**