Raymond James Financial jobs in Pittsburgh, PA - 43 jobs

Develop activities of analysis, processing and disclosure of strategic information and tactics related to the effectiveness and productivity of the sales force. Guarantee the use of the tools and the implementation of processes driving the performance of the sales team. Align the strategies of brands and sales force by pointing at the variances plausibly existing in-between. Establish performance indicators and analyses that add visibility, planning teams, and competitive advantage to the distribution of time visiting and the focus on customer. Assure the support and streamline of the decision-making processes by the management information through the analysis of KPI's sales force performance. Use an analytical support in this matter to permit the identification of opportunities, conduction of business reviews, and preparation of action plans. Participate in the process of optimization and territorial location of the sales force through territory management methodology to enable the optimization of resources and an effective coverage of territories. Participate actively in the preparation and planning of the projects that have an impact on sales force, and identify opportunities for improvements to the final result of the projects. Job Description Summary of the Position: The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team. Primary Functions of the Position: Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team Organizes and performs system training and demonstrations to internal and external users Creates documentation of new system processes Gathers business requirements to create process improvements using Salesforce technology Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management Education and Experience Requirements: Bachelor's Degree Salesforce Administrator certification 3+ years of Salesforce Administration experience Strong communication skills and experience working with functional leadership Creative and analytical thinker with strong problem-solving skills Demonstrated ability to meet deadlines and prioritize simultaneous requests Preferred Experience: Ability to write APEX triggers Experience in banking and/or financial services Essential Skills and Abilities: Strong presentation, collaboration, and communication skills Intellectually curious to gain deeper understanding of processes and requirements Self-starter and a team player capable of driving projects to fruition Familiarity with technical project methodologies and the software development lifecycle Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield Education Bachelor's: Business Administration, Bachelor's: Education, Bachelor's: Organizational Behavior Studies Work Experience General Experience - 13 months to 3 years Certifications 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.

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Based Financial Advisor position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in the Team-Based Financial Advisor model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations). These licenses include: Resident state Life, Health and Annuity Securities Industry Essentials Series 6/63 or 7/66 (7/63 and 65). After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement. Building a strong personal network through local nonprofits, churches, and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent, and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Though we are open to college applicants and those with no or little exposure to the industry. Compensation and Benefits Team-Based Financial Advisor candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits: Salary TBD plus commission Medical, dental and vision insurance. Disability, accidental death and dismemberment insurance. 401(k) and pension opportunities. Access to unique tools to engage clients in their community to make a real impact. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

** + Work proactively and independently on a variety of legal issues, including litigation research, review of legal entity and trust documents, governance matters, and bank lending and deposit program-related questions + Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. + Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants. + Effectively communicate in one on one, small group and large group settings. Possible examples include business meetings, sales calls, training sessions, email communication, and conference calls. + Improve the quality of decision making by doing appropriate and thorough analysis. **Internship Will** **Offer:** + Shadowing and training opportunities with our experienced team of banking professionals + 1 on 1 mentoring and professional development + Hands-on application of finance principles in a fast-paced work environment + Exposure to real-world legal issues, including litigation research, trust and entity document review, and governance matters. + Exposure to multiple facets of financial law, including private banking, commercial banking, and equipment finance. + Opportunities to work with legal professionals specializing in diverse subject matter areas, offering insight into various in-house legal roles. + Hands-on experience with legal issues such as litigation research, trust and entity documentation, governance, and regulatory matters. + Participation in a 6-week legal drafting workshop tailored to in-house counsel work. + Opportunity to participate in company meetings. + Ability to network with a variety of banking professionals, allowing you to form relationships you can build on in the future. **Education and Experience** **Requirements:** + Bachelor's Degree + Law student + Minimum GPA of 3.0 **Essential Skills and** **Abilities:** + Excellent interpersonal and communication skills, both written and verbal + Demonstrated ability to communicate effectively with management and staff. + Proficient expertise with Microsoft Office including MS Word, Excel, and PowerPoint + Highly motivated and organized with a desire to learn. TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. **TriState Capital Bank is an Equal Opportunity** **Employer.**

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

** The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans. ** + Ensure that the core loan system matches the executed legal documents, whether via input or review + Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports + Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues + Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans + Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables **Education and Experience Requirements:** + High School Diploma or equivalent; post-secondary degree preferred + 2-4 years of experience, including previous bank operations or financial services experience + Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus **Essential Skills and Abilities:** + Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents + Strong attention to detail + Ability to communicate effectively in person, through email, and over the phone + Proficiency in basic math skills and general knowledge of office software is required + Ability to work in a fast-paced, high-intensity work environment + Job may require additional hours of work during peak periods to meet service levels

The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting. **ESSENTIAL FUNCTIONS OF THE POSITION:** + Assists the ACH Operations team lead on daily tasks + Assist in the training of new employees + Manage ACH file processing windows and exception processing + Manage transaction fraud monitoring and client communication + Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting + Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS + Responsible for covering late ACH window monitoring when required + Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations. **EDUCATION AND EXPERIENCE REQUIREMENTS:** + High School diploma or equivalent; post-secondary education preferred + A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role. **ESSENTIAL SKILLS AND ABILITIES:** + Demonstrated knowledge of all ACH products, systems, and related processes. + Thorough understanding of transmission processing for ACH, and understanding file layouts + Understanding of Fraud monitoring and Fraudulent activity on ACH transactions + Understanding of General Ledger balancing principals + Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors. + Job may require additional hours of work during peak periods to meet service levels.

** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank's footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy. **Primary Functions of the** **Position:** + Demonstrates mastery level proficiency in all Depository Services and Treasury Management products + Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services). + Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends. + Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results. + Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances. + Provides education and knowledge of products to internal partners and to existing and prospective clients + Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base. + Effectively manages operational risk and compliance associated with role. **Education and Experience** **Requirements:** + Bachelor's Degree or equivalent + Certified treasury Professional (CTP) preferred but not required + 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience + Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols + Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit. + Exceptional interpersonal, communication, and presentation skills + Exceptional planning, time management, and organization skills + Demonstrated analytical and problem-solving capabilities + Demonstrated ability to work independently and build relationships + Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings. Essential Functions of the Position: Liaise with Bank Counsel to review complex loan documents Participate actively in deal closing calls that include internal and external deal team members and counsel Ensure documentation accurately reflect the conditions and structure set forth in the credit approval Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing Resolve post-closing loan requirements and clear exceptions. Education and Experience Requirements: Post-secondary degree preferred Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience Commercial Real Estate experience Essential Skills and Abilities: Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts Job may require additional hours of work during peak periods to meet service levels Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications 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.

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience * Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: * Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or ICD/team, assisting with research using firm-approved systems * At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Participating in quarterly/annual business performance reviews with the ICD/team * Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services industry and investment products * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills • Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Summary of the Position: The Data Technology & Engineering Manager will lead the delivery of all data technology related solutions within an Agile framework, ensuring alignment with business priorities defined by the Product Owner. This role is responsible for building and leading a cloud‑native data platform and engineering practice that delivers trusted, governed, production‑grade datasets for analytics, AI, regulatory reporting, and partner integrations. This is a player‑coach role that is to be hands‑on enough to design and review code and pipelines, while setting strategy, roadmap, and talent standards. Primary Functions of the Position: Agile Delivery Leadership: Act as the delivery lead for data engineering initiatives, working closely with the Product Owner to refine backlog items, prioritize work, and ensure timely delivery of features that meet business objectives. Platform Stewardship: Serve as the guardian of the organization's Azure Data Lake platform, leveraging Data Lake and Blob storage within a medallion architecture to enable efficient data storage and processing. Team Coordination and Enablement: Collaborate with cross-functional teams of developers, data engineers, reporting analysts, and data governance to design, build, and continuously improve data pipelines, integration processes, and reporting solutions. Translate governance standards into code and controls (DQ rules, glossary links, lineage harvesting, RBAC/ABAC tagging); provide evidence for certification. Master Data (MDM) & Distribution: Implement Lean MDM in the Lakehouse for Customer and Account: entity resolution (deterministic + probabilistic), survivorship rules, and auditability. Publish Golden Records through APIM/APIs, reverse ETL to analytics/reporting platforms, and feature stores for AI/ML; synchronize with CRM/LOS. Delivery & Operations: Run Agile delivery: backlog prioritization, release cadence, and “definition of done” anchored in governance gates and production SLAs. Establish DataOps/SRE: end‑to‑end monitoring, runbooks, on‑call rotations, capacity planning, RCA/postmortems, and continuous improvement. Self-Service Enablement: Drive initiatives that empower business users through self-service analytics tools such as Power BI Cloud, ensuring data accessibility and usability across the enterprise. Continuous Improvement: Promote best practices in data engineering, including automation, performance optimization, and adherence to security and compliance standards. Stakeholder Engagement: Act as a liaison between technical teams and business stakeholders, ensuring transparency, managing dependencies, and communicating progress effectively. Essential Skills and Abilities: Must have strong analytical skills, with the ability to assemble and interpret data, create executive summaries, and deliver actionable business insights. Deep experience with Azure data stack (Data Lake Storage, Databricks/Fabric, ADF/Synapse) and enterprise SQL Server tooling (SSIS/SSRS/SSAS). Strong programming in Python and/or Scala/SQL; expertise in Delta Lake, schema evolution, and orchestration. Proven delivery of governed pipelines, DQ frameworks, metadata & lineage (Purview), and Bronze→Silver→Gold certification workflows. Experience implementing MDM/Golden Records (match/merge, survivorship, audit fields) and distributing via APIs/APIM and analytics tools. CI/CD (GitHub/Azure DevOps), Infrastructure‑as‑Code (Terraform/Bicep), and DataOps/SRE practices. Must be self-motivated with the ability to manage tight deadlines and ever-changing priorities. Strong business communication, relationship management and negotiation skills. Excellent problem-solving skills, strong attention to detail, and the ability to work well in a team environment. Strong business requirements gathering skillset. Education and Experience Requirements: 10-15 years in data engineering/platform roles; 5+ years leading teams as a hands‑on manager/architect. Financial services or regulated industry background; familiarity with privacy, retention, access controls, and audit requirements. Education Bachelor's: Computer and Information Science, Bachelor's: Information Technology Work Experience General Experience - 13 months to 3 years, Manager Experience - 7 to 12 months Certifications 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.

Translate functional specifications into more details to guide development. Examine and evaluate current systems, and identify its requirements. Liaise with users to track additional requirements and features. Document interfaces between new and legacy systems. Collaborate with developers to produce new systems. Validate changes by testing programs. Job Description Summary of the Position: Serves as a critical liaison between business stakeholders and IT teams, leveraging business process knowledge and technical expertise to align technology solutions with organizational goals, working to improve efficiency and the end user experience. Their primary responsibilities involve the entire system development lifecycle, from initial analysis to implementation and support. Primary Functions of the Position: Requirements Gathering and Analysis: Collaborating with key stakeholders of all levels to identify, document, and validate business requirements and user needs. Assist various Lines of Business stakeholders with the creation of Business Requirements. Process Improvement and Design: Analyzing existing business processes, systems, and data to find areas for improvement and making recommendations for future state new or modified systems, software, or hardware to increase productivity, efficiency and end user experience. Solution Design and Specification: Translating business requirements into detailed functional and technical specifications and designs for development teams to use when building solutions. Experience working with Waterfall and Agile Methodologies Create and maintain comprehensive documentation such as use cases, Agile user stories, process diagrams, and technical specifications Ability to Manage an Agile Backlog Run Agile ceremonies when required Knowledge of APIs, middleware, and integration patterns to connect disparate systems Project Management Support: Assist the Project Manager with project planning, managing timelines, tracking progress, and coordinating activities across cross-functional teams ensuring projects are completed on time and within budget. Testing and Quality Assurance Support: Assist the QA team and LOB UAT members with UAT scripting, defect management, and answering questions. Training and Support: Assist the Business with end-user training for implementations, troubleshoot issues post-implementation and escalate when needed. Education and Experience Requirements: Bachelor's Degree or Equivalent Experience in Banking Systems Development Knowledge of Treasury Management and Commercial Banking and Systems Experience in the creation of Current State vs. Future State Diagrams Creation of C4 Architectural Diagramming (preferred, not required) Design Thinking Experience (preferred, not required) Analytical Thinking: Ability to break down complex problems, interpret data, and identify root causes and solutions. Technical Proficiency: Familiarity with systems analysis tools, databases, programming concepts, and software development life cycles (SDLC). Communication Skills: Excellent verbal and written communication to clearly convey complex technical information to non-technical stakeholders and vice versa. Interpersonal Skills: Building effective relationships with stakeholders, facilitating discussions, and managing expectations. Attention to Detail: Ensuring accuracy in requirements, documentation, and system configurations. Problem-Solving: Proactive in identifying issues, thinking creatively, and providing feasible solutions. Project Management: Ability to prioritize tasks, manage time, and contribute to project planning and execution. Adaptability: Remaining flexible and responsive to changing business needs and technology landscapes Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Computer and Information Science Work Experience General Experience - 7 to 12 months Certifications 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.

Perform financial or management audits in accordance with audit guidelines to identify exceptions to operating procedures and standards, identify reasons for their occurrence and develops specific solutions or recommendations to achieve compliance. Job Description Summary of the Position: The Senior Auditor will be responsible for performing audits in accordance with the Bank's internal audit program, and audit guidelines. This individual will provide support to the VP, Internal Audit and will ensure the coordination and completion of all activities related to the internal audit program. The individual will report directly to the VP, Internal Audit. Primary Functions of the Position: Works with the VP, Internal Audit to determine internal audit scope, identify risks, develop and maintain annual plans in accordance with Bank policy and IIA Standards. Propose audit objectives, scope, procedures and internal control reviews to ensure compliance with policies and procedures. Lead and participate in audit engagements from the planning stages to the reporting stages. Lead annual internal audit risk assessment process. Maintain documentation to support the internal audit risk assessment and periodic changes to the assessment. Produce quality deliverables in accordance with both department and professional standards. Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls. Finalize audit findings and provide an overall report on the control environment. Communicate audit findings to management and identify opportunities for improvement of the design and effectiveness of key controls. Build and maintain key relationships with stakeholders to establish a culture of engagement while adding value. Implement and execute an effective program of continuous monitoring for assigned audit areas. Monitor key metrics to identify control issues and adverse trends. Stay current with evolving industry and regulatory changes that impact the business. Performs other duties and responsibilities as assigned. Education and Experience Requirements: Bachelor's degree in accounting or related business disciplines required 5 years of prior public accounting or internal audit experience required Certified Internal Auditor or Certified Public Accountant equivalent recommended Essential Skills and Abilities: Fundamental knowledge of internal control concepts, auditing testing and risk assessment practices required Excellent written and verbal communication skills at all levels of the organization Knowledge of banking products, services, systems, policies, and procedures Advanced computer skills with Microsoft Office applications and Teammate+ application recommended Ability to work independently with limited required direction and guidance Ability to work in a confidential manner due to access to information of a sensitive nature Strong time management, problem-solving, resolution-driven and analytical skills Ability to exhibit sound independent judgement Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 6 to 10 years Certifications 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.

Manage the development and implementation of processes, systems, and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securities, transaction processing, or loan support/credit approval. Manage several departments of a processing unit or the entire unit. Job Description Summary of the Position: The Loan Servicing and Quality Review Team Lead will oversee day-to-day workflow of transaction processing and loan/client onboarding including; coordination and prioritization of team resources to meet client demand and resolution and escalation of client issues. The ideal candidate will have a solid understanding of both Commercial and Consumer/Private Wealth Lending Operations processes and systems. The Team Lead will be expected to both share and document and best practices for loan processing and partner with teams across Loan Operations to ensure increased capacity, capability and superior customer satisfaction is always maintained and service levels are met. Primary Functions of the Position: Team workload coordination, resolution of procedural problems, and prioritization based on business objectives Responds to more complex inquiries and issues from Customers and internal units. Researches information to provide responses and resolution Performs duties of Employees supervised on a limited basis and acts as an experienced resource for team; including Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports Works closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables Works closely with peers and team to promote communication, and to ensure quality service delivery throughout operations Maintains and demonstrates proficiency with loan software applications (Fiserv, DocuClass) Participates in the creation and review of departmental procedures Provides coaching and oversight for the team including input to performance management Ensures compliance with procedures and management expectations Provides daily workflow and capacity planning solutions for upcoming initiatives Point of escalation for team and handle escalation process throughout its entirety Interviews and effectively participates in the selection process of new employees Makes proposals to management for changes and improvements to SLA's Provides day-to-day support and insight to the metrics & performance of the team Provides support for projects when needed Reviews electronic timecards for approval and accuracy when needed Education and Experience Requirements: Bachelor's Degree in Business or Finance, or minimum of 5 years related experience or equivalent combination of education and experience Minimum 7 years of banking experience, including previous bank operations or financial services experience Minimum 2 years of supervisory or leadership experience in current or recently held position preferred Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements Essential Skills and Abilities: Strong knowledge of loan systems; In-depth knowledge of lending and all loan servicing functions, local/regulatory requirements, and legal documents Strong attention to detail High level of interpersonal skills and ability to communicate effectively in person, through email, and over the phone Ability to work in a fast-paced, high-intensity work environment Thorough knowledge of all products and services offered by the Bank Job may require additional hours of work during peak periods to meet service levels Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 6 to 10 years, Manager Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) 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.

The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: Underwrites requests for credit extensions to new and existing clients (new money business) Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities Prepares the following for presentation to Senior Loan Committee: Credit Approval Request (CAR) Modifications Covenant Waivers/Amendments Accurate and Timely Risk Rating Assessment of Real Estate Sponsorship Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. Ensures final loan documentation is consistent with credit approvals prior to closing. Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: Bachelor's Degree in Finance, Accounting, or related field Minimum of 5 years of credit analysis and underwriting experience Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Strong written and verbal communication skills Strong presentation skills Ability to work independently and within a team Proficient in various spreadsheet and word processing applications, including the use of graphs and charts Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 3 to 6 years Certifications Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) 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.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm. The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings. What you'll do in the role: Agreeing to responsibilities for deliverables in project plans Understanding requirements for the system components to be developed or updated Creating and/or understanding conceptual and detailed designs for the system components being developed or updated Coding additions or amendments to system components as directed by the project manager Unit testing of new or amended code Creating and executing test plans according to agreed project plans Participating in implementation of new or amended systems Escalation of issues as appropriate to the project manager Following working practices used within the team Providing Level 3 support - possibly after hours Specific duties include: Reviewing project documentation to understand deliverables Designing, coding and testing new or amended system functionality Creating system documentation as required Working with other team members to ensure the success of the project Providing status and progress updates to the project manager as required What you'll bring to the role: Bachelor's Degree in Engineering, Computer Science or equivalent experience. 8 years of Python Dev in Mainframe or distributed systems. Experience with JavaScript Understanding of mainframe operating systems (z/OS) Experience in a Linux OS environment is highly preferred Experience with either PostGRES or DB2 is highly 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. For California: Expected base pay rates for the role will be between $150,000 and $210,000 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. For Ohio: Expected base pay rates for the role will be between $110,000 and $160,000 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. For Colorado: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X 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. The application window is expected to close January 15th, 2026. For Illinois Salary range for the position: $130,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings For Maryland: Salary range for the position: $135,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Massachusetts: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Minnesota: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New Jersey: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New York: Expected base pay rates for the role will be between $150,000 and $210,000 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. For Vermont: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Washington: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X 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).

Deliver corporate communication services and build relationships with stakeholders, customers, media, internal staff, and business associates. Develop strategies to improve the corporate image, and advise management and other employees on all aspects of communication. Act as a link to external media to deliver the messages to the target audience. Write press releases, articles and other material. Job Description Summary of the Position: The CRA and Initiatives Coordinator is responsible for driving and managing key change initiatives across the bank and supporting the CRA Officer in executing the bank's Community Reinvestment Act strategy. This role leads large-scale transformational projects that align organizational processes, culture, and technology and ensures accurate documentation of CRA activities. These combined responsibilities support both regulatory excellence and enterprise-wide innovation. Primary Functions of the Position: Direct organizational change initiatives from initial planning through implementation, ensuring timely and cost- efficient execution while minimizing operational disruptions. Foster a culture of adaptability and ongoing improvement, inspiring innovation and promoting active employee engagement throughout transformational initiatives Oversee centralized tracking of Community Reinvestment Act (CRA) activities using Kadince, including charitable donations, employee volunteer hours, Community Development loans, and qualified investments. Conduct quarterly audits of CRA documentation to ensure accuracy, completeness, and adherence to regulatory requirements. Represent the bank at community events, nonprofit meetings, and CRA partner engagements to build strong relationships and promote outreach to low- and moderate-income (LMI) communities. Support the implementation of the bank's CRA Strategic Plan by partnering with internal departments and external stakeholders to ensure consistent execution and reporting. Education and Experience Requirements: Bachelor's degree preferred 2-5 years of CRA, compliance, change management, or community development experience. Strong understanding of CRA regulations. Excellent written and verbal communication skills. Ability to work independently and collaboratively across departments. Essential Skills and Abilities: Strong project management and organizational skills. Experience with nonprofit partnerships and community outreach. Familiarity with CRA documentation standards and audit preparation. Background in financial services, public policy, or community development. Highly adaptable and resilient, able to navigate ambiguity and shifting priorities while maintaining composure and providing guidance during periods of organizational transition or uncertainty. Education Bachelor's: Business Administration, Bachelor's: Mass Communication, Bachelor's: Public Relations Work Experience General Experience - 7 to 12 months Certifications 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.

TriState Capital Bank is seeking a motivated and dynamic Legal intern who is ready to apply knowledge of financial terms and principles to an authentic real-world experience. Our growth-oriented company is dedicated in providing you with valuable learning opportunities as you share your ideas and creativity with the team. The Legal intern would work alongside the TriState Legal team's day-to-day operations across the private bank, commercial bank, and equipment finance with opportunities to work with each member of the team in their respective subject matter areas. A legal intern is expected to be a self-starter, leveraging their experiences in law school and in other work experience to provide meaningful assistance to the Legal team as needs arise throughout the summer. Interns will be asked to present an end of assignment presentation at the end of their internship. Job Description Primary Functions of the Position: Work proactively and independently on a variety of legal issues, including litigation research, review of legal entity and trust documents, governance matters, and bank lending and deposit program-related questions Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants. Effectively communicate in one on one, small group and large group settings. Possible examples include business meetings, sales calls, training sessions, email communication, and conference calls. Improve the quality of decision making by doing appropriate and thorough analysis. Internship Will Offer: Shadowing and training opportunities with our experienced team of banking professionals 1 on 1 mentoring and professional development Hands-on application of finance principles in a fast-paced work environment Exposure to real-world legal issues, including litigation research, trust and entity document review, and governance matters. Exposure to multiple facets of financial law, including private banking, commercial banking, and equipment finance. Opportunities to work with legal professionals specializing in diverse subject matter areas, offering insight into various in-house legal roles. Hands-on experience with legal issues such as litigation research, trust and entity documentation, governance, and regulatory matters. Participation in a 6-week legal drafting workshop tailored to in-house counsel work. Opportunity to participate in company meetings. Ability to network with a variety of banking professionals, allowing you to form relationships you can build on in the future. Education and Experience Requirements: Bachelor's Degree Law student Minimum GPA of 3.0 Essential Skills and Abilities: Excellent interpersonal and communication skills, both written and verbal Demonstrated ability to communicate effectively with management and staff. Proficient expertise with Microsoft Office including MS Word, Excel, and PowerPoint Highly motivated and organized with a desire to learn. TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer. Education Bachelor's: Law Work Experience General Experience - 4 to 6 months Certifications 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.