Raymond James Financial jobs in Tampa, FL

**Essential Duties and Responsibilities** + Responsible for executing strategic business development plans in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development, and presentation of pitch and marketing materials for all constituents listed above. + Assistance in managing the team's CRM system to ensure timely and effective follow ups related to deal tracking, origination timelines, and ongoing interaction detail. + Execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial analysis, business experience, and technical knowledge to generate client leads, while advising business owner clients and prospects on their strategic options. + Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities. + Convey a genuine interest in, and understanding of, the clients' businesses and industries, and provide both broad and specific information and suggestions for improving the business. + Bring together the most appropriate RJIB team to provide exceptional service to the client. + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources. + Produce factual and accurate information for presentations to clients and senior management. + Review progress of assignments with senior team members. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. + Advanced transaction structure and process. + Advanced client relationship building and management. + Advanced concepts, principles, and practices of Investment Banking. + Financial markets and products. **Skill in:** + Communicating effectively with different types of professionals. + Exceptional presentation talent. + Time management and ability to multitask (critical). + Identifying trends and implementing appropriate action. + Analyzing and interpreting financial statements. + Analytical skills sufficient to assess and explain events in the market. + Problem solving skills and the ability to think independently sufficient to market ideas. + Participating in networking and social situations with various professionals. **Ability to:** + Communicate effectively, both orally and in writing, with all levels of the organization, including senior management. + Balance conflicting resource and priority demands. + Partner with other functional areas of the firm and broader industry to accomplish objectives. + Plan, assign, monitor, review, evaluate and lead the work of others. + Attend to detail while maintaining a big picture orientation. + Interpret and apply policies and identify and recommend changes as appropriate. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships at all levels of the organization, including negotiating resources. + Project a positive, professional image to both internal and external business contacts. + Convey information clearly and effectively through both formal and informal discussions. + Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. + Excel in client-facing and external-facing situations by providing real insights while remaining personable and credible. **Education/Previous Experience:** + Bachelor's degree in business administration or related field and a minimum of two (2) to five (5) years of experience in the financial services industry. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License is ideal, and will be required within six (6) months of hire. + FINRA Series 63 or the ability to obtain within six (6) months of hire. **Travel Required:** Yes, up to 20% of the Time

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1953 S R 60 East, Valrico, FL This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development 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. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & 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 Read More About Awards & Accolades About Us 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. 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.

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. The First Line Financial Crime Program Design Office is responsible for the oversight, design, implementation, and maintenance of all first line of defense financial crimes activities including defining risk mitigant strategies, adherence to policy and setting risk tolerance and expectations as well as championing the customer experience. The Architecture Implementation & Independent Testing group is responsible for establishing, maintaining, and testing consolidated Business requirements for the Program Design Office by providing governance and oversight, executing testing; and conducting horizontal reviews / regression. The team is responsible for ensuring the design adequacy and operational effectiveness of the Firm's financial crimes policies, procedures, processes, and controls is robust and timely enhanced. In addition, executing targeted reviews in the areas of high and emerging financial crimes risk and related reviews to evaluate the adequacy and effectiveness of business processes or activities and mitigating controls. In this role, you will: * Work closely with business stakeholders to gather, analyze, and document detailed system requirements for new features, enhancements, and production issues. * Document and track production issues, post deployment checks and work with technology partners on resolution. * Act as a liaison between business users and IT teams, ensuring clear communication of requirements, testing outcomes, and any issues that arise in production. * Present insights to key stakeholders, ensuring clear communication of complex findings. * Escalate issues, risks, and concerns timely and appropriately to stakeholders. * Develop training and communication plans. * Develop user support processes and document support content for sharing across stakeholders. * Develop process maps and detailed documentation to capture current and future state business processes, ensuring alignment with system capabilities. * Identify gaps in current operational processes and recommend data-driven solutions for improvement. * Assist in change management efforts by identifying potential impacts to business processes and systems and supporting the development of mitigation strategies. * Credibly challenge functional specifications / user stories /Epics from system developers, ensuring clarity and completeness. * Design and develop UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements. * Develop and compile periodic reporting to senior stakeholders including the identification of emerging risk themes/trends. * Host governance forums including Sr. Executive governance forums, drive discussions and decisions, and assist in action item tracking, project plans, milestones, and meeting documentation. * Conduct scenario testing and validation to ensure the robustness of reporting. * Responsible for identifying and assessing complex issues, structuring potential solutions, contributing to a culture of learning and continuous improvement, and driving to resolution with senior stakeholders. * Effectively communicate the validation or testing process, status, and results to leadership, business, and risk partners to make informed decisions. * Provide training and support to end-users on new systems or features, ensuring a smooth transition and high adoption rates. * Write and/or review reports or presentations that clearly articulate the results/conclusions of validation or testing activities. * Conduct post-implementation reviews to ensure that systems are functioning as expected and to identify any areas for improvement including supporting execution teams on production related issues. * Understanding of financial crimes requirements and framework AML / KYC. * Understanding of the audit and testing processes and approaches. * Should be familiar with the risk and control framework at a financial institution. * Should exhibit comfort working with technology and the ability to learn and display proficiency on technical systems and programs. Required Skills: * Strong experience in gathering and documenting business requirements, with a keen ability to translate them into technical specifications. * Solid understanding of UAT processes, test case design, and defect management, with experience in executing and managing UAT phases. * Familiarity with system development lifecycles (SDLC), and experience with testing tools such as JIRA, HP ALM, or similar. * Ability to analyze complex systems and processes, identifying potential issues and opportunities for improvement. * Excellent written and verbal communication skills, with the ability to convey technical information to non-technical stakeholders. * Proven ability to work effectively in cross-functional teams, including developers, QA testers, and business users * Familiarity with AML software and systems (e.g., Actimize, Mantas, or similar tools). * Strong problem-solving skills, with the ability to troubleshoot issues and drive them to resolution in a timely manner. Preferred Experience: * Familiarity with Agile/Scrum environments and experience participating in sprints and iterative development processes. * Experience in project management or coordination, particularly in managing testing phases and ensuring timely delivery of system changes. * Understanding of the specific industry in which the systems will be used, allowing for more targeted analysis and testing. * Relevant certifications such as Certified Business Analysis Professional (CBAP) or ISTQB certification in software testing desired. * Proficiency in analytical tools and programming languages (e.g., SQL, Python, R). * Experience with visualization tools like Tableau, Power BI, or similar. Required Qualifications: * 5+ years of risk management, compliance, control, and/or audit experience in a Bank or financial services institute with a demonstrated record of success and/or growth. * Bachelor's degree in Data Analytics, Statistics, Computer Science, Finance, Business, Finance, or a related field (Master's degree preferred). Additional Skills Desired: * Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus. 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 $100K-$125K 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 Cash & Trade Processing Associate Analyst is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed. Responsibilities: Assist with operational processes and process improvements Ensure transactions or processes are executed correctly and are compliant with internal policies and controls Facilitate the investigation, documentation and corrective action implementation of transaction services issues Aid with the transition, alignment, and stabilization efforts of critical operations functions Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed Assist as required for control, risk, daily activities, and transaction services projects Perform all required tasks within established procedures and controls to minimize losses Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience preferred Demonstrated cash and trade operations experience & knowledge Effective verbal and written communication skills Education: Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Cash Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $48,180.00 - $63,140.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 11, 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.

United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of a existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acumen. What You'll Do * Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services, and offering other bank services. * Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners. * Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking * Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures * Provide guidance to credit analysts and/or portfolio managers * Take a balanced approach to quality, profitability, and growth * Advocate for your clients within the context of United Community's credit standards and current economic conditions * Network with clients to identify avenues for new business opportunities Requirements For Success * Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training, and experience * 5+ years of commercial and/or middle market banking experience * Strong understanding of credit, commercial products, and financial statement analysis * Sales and relationship building skills * Proven ability to achieve individual goals while working within a team-based sales environment * Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike * Proven ability to work independently toward reaching and exceeding quarterly and annual goals * Active in the Community through industry groups, networking events, and board/volunteer services Conditions of Employment * Must be able to pass a criminal background & credit check FLSA Status: * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Under general supervision, uses knowledge and skills obtained through experience, training, and certification to perform a variety of corporate and regulatory support activities, including entity management, SEC Section 16 reporting, and Federal Reserve entity reporting for Raymond James and its subsidiaries. Activities include corporate governance and entity management encompassing consents, director/officer updates, and state filings, administering and updating a database (hCue) containing information relating to over 100 Raymond James subsidiaries, maintaining and reporting of Insider holdings to the SEC (Section 16), and Federal Reserve entity reporting (FR Y-10). Guidance is provided to perform varied work that is somewhat difficult in nature, requiring some evaluation, originality and ingenuity to make moderately complex decisions. The Corporate Governance Paralegal is part of a team of paralegals performing these activities. Regular contact across the Raymond James organization and business lines, regulatory agencies, and external service providers is required to identify, research and resolve problems. **Responsibilities:** - Perform various corporate governance/entity management activities relating to Raymond James domestic and international subsidiaries; including reporting, consents and resolutions, officer and director updates, state filings, and corporate formations and dissolutions. - Obtain signatures for corporate documents in-person and through e-signature platforms. - Maintain the entity management database (hCue) that contains relevant information regarding all Raymond James subsidiaries; ensures the accuracy and completeness of the database. - Provide general support to attorneys and assist with other related duties as required. - Part of the team responsible for Federal Reserve entity reporting (FRY-10) relating to Raymond James subsidiaries, as well as an annual review and confirmation process for annual (FRY-6) Federal Reserve reporting. - Part of the team responsible for SEC Section 16 reporting and filing for Raymond James Insiders. - Coordinate outside services and acts as a liaison with third party providers, including current vendor, CT Corporation, responsible for entity management database system and state filings. - Maintain and contribute to a library of preapproved documents, including consents and resolutions, templates and historical documents, and revises materials as needed. - Support Corporate Secretary with matters relating to corporate governance. - Follow policies and procedures relating to areas of responsibilities (entity management, corporate governance, and Federal Reserve reporting). - Promote effective work practices and work as a team member. - Maintain currency in paralegal practices and methodologies. - Operate standard office equipment and use required software applications. - Perform other duties and responsibilities as assigned. **Knowledge of:** - Laws, legal codes, precedents, and government regulations. - Fundamental business practices and concepts that impact the success and profitability of the firm. - General concepts, practices and procedures of corporate paralegals. - Corporate governance and entity management, including consents and resolutions, formation and dissolution of legal entities, and applicable state filings, as well as administration of an entity management database is required. - General principles of banking and finance and securities industry operations is preferred. - Federal Reserve entity reporting requirements for a bank holding company (FRY-10, FRY-6) is preferred. - SEC Section 16 filing including Form ID, Form 3, Form 4, and Form 5 is preferred. **Skill in:** - Legal research and analyzing facts and information, and resolving problems as they arise - Corporate governance and entity management, preferably working with an organization with substantial number of legal entities. - Administering an entity management database (hCue) or equivalent skill. - Communicating with regulators/state authorities in connection with corporate governance/entity management responsibilities. - Assisting legal counsel in connection with various corporate governance activities (e.g., mergers, dissolutions, formations). - Project management and calendaring. - Operating standard office equipment and using required software applications. **Ability to:** - Maintain confidential information. - To establish and maintain effective working relationships. - Maintain professional currency. - Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references. - Attend to detail while maintaining a big picture orientation. - Interpret and apply policies and identify and recommend changes as appropriate. - Organize, manage and track multiple detailed tasks and assignments with frequent changing priorities and interruptions in a fast-paced work environment. - Communicate effectively, both orally and in writing. - Work independently as well as collaboratively within a team environment. - Establish and maintain effective working relationships at all levels of the organization. - Effectively and accurately communicates with team members and other members of the department. **Educational/Previous Experience Requirements** - Associates degree and a minimum of two (2) years' experience in a law firm or legal department in a financial planning, investment management or other financial services environment. - OR ~ - An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** - Paralegal /Legal Assistant Certificate from an ABA accredited institution is preferred.

**Enterprise Resilience - Business Execution - COB & CM Lead Analyst - Hybrid** Citi's Enterprise Resiliency organization is seeking a Business Continuity Senior Lead Analyst to support the U.S. Personal Banking, Wealth and Functions. The position requires a candidate with the ability to lead a variety of activities. The successful candidate will participate in and advance a wide array of CoB initiatives. The candidate must be able to form trusting relationships with senior executives and influence U.S. Personal Banking, Wealth, and Functions Sector outcomes. **Responsibilities:** + Provides and supports oversight of the ER Policy and Standard deliverables ensuring quality, efficiency and accuracy. + Coordinates a wide range of ER activities to implement Operational Resilience and a CoB Programs that including: Assessment, Planning, Testing, Maintenance, Quality Review, Crisis Management, Training, Awareness, Communications, Monitoring and Reporting. + Assist with reviews of third-party vendor relationships and any remediation activities. Conduct quality assurance ("QA") reviews on Continuity of Business (COB) third party vendors + across all Global Products/Functions ("Sectors") and Regions by applying a risk-based methodology. + Partners with the ER leadership and central teams to maintain a calendar of activities to ensure a timely completion of all policy requirements. + Advises the business on ER strategy, policy requirements and preferred practices. + Interacts with business and technology management to understand future business strategy and ER needs, ensuring relevant documentation accounts for changes that occur. + Conducts business reviews including Franchise Critical Functions, Franchise Critical Applications and the year-end annual CBCM attestation process. + Facilitates a process to ensure that ER documentation is viable, executable, implemented and tested. + Collaborate and network to gather information internal and external to the organization to help guide business recommendations. + Promotes Business Continuity Enterprise Resilience training and awareness. + Perform gap analyses to identify vulnerabilities and recommend enhancements to existing ER frameworks. + Develop and document current-state and future-state recovery strategies, ensuring alignment with organizational objectives and industry best practices + Will have knowledge of organizational controls, tracking and monitoring requirements, ensuring risks are reported and escalated to Risk & Control Leads when gaps in performance and associated risks are identified. Recommends Corrective Action Plans (CAPs) and / or Risk Exceptions (REs). + Support Internal Audit reviews and/or internal Control reviews. + Assists with crisis management support during disruptive events. + Coordinate business participation in CoB testing to fulfill crisis management, business, technology, supplier and other testing as needed. Attributes + Awareness of Citi and / or other Financial Services institutions. + Strong understanding of financial services products, and Citi's organizational construct. + Ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Highly motivated with enthusiasm for the Financial Services industry and desire to master the business. + Attention to detail and ability to discuss, document and confirm process flows. + Hands on approach and able to manage own work load whilst taking direction. + Flexibility, adaptability, and autonomy are essential as out of hours work is required to support activities such as weekend business testing and incident response. Mindset + Must demonstrate strong analytical skills as well as an ability to 'connect the dots' and communicate the 'big picture'. + Demonstrate ethical fitness and integrity. People + Must be able to effectively interact with senior management to solicit and persuade management and staff cooperation. + Excellent influencing skills, with experience of communicating, negotiating and partnering with senior colleagues. + Value a diverse workforce. Strong appreciation of differences in style and/or perspective, utilizing them to inform and enhance decisions or actions and organizational success. Collaboration + Must be able to work closely with senior business sponsors and promote consensus on decisions that are right for the organization. + Sufficiently experienced to provide challenge and feedback for areas of improvement. + Promotes a culture of collaboration and teamwork, encouraging the sharing of ideas and lessons learned. Delivers + Multi-tasks productively and reliably, while managing conflicting priorities. + Proven ability to work independently in a fast paced multi-tasking environment. + Strong planning and organizational skills. + Accountability and results oriented with impeccable attention to detail and accuracy. + Excellent communications and customer service skills. + Performs other duties and functions as assigned. + 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:** + Strong background in gap analysis, process improvement, and documentation. + Knowledge of relevant regulatory requirements and industry standards. + Familiarity with IT infrastructure, cloud computing, and network security. + Experience with disaster recovery tools and software---Such as Fusion. + Good understanding of the business and financial drivers for U.S. Personal Banking and Wealth. + Exposure to U.S. Personal Banking and Wealth disciplines such as Retail, Branch, Cards, Credit, Collections, Mortgage, Digital, Fraud, Operations and Technology. + Other relevant experience in financial services that requires analytical skills. + Consistently demonstrates clear and concise written and verbal communication. + Strong Microsoft Office skills in Word, PowerPoint and Excel. + Track record as a strong analyst and recognized as able to deliver work in pressured environments. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Corporate Services ------------------------------------------------------ **Job Family:** COB & Crisis Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 25, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Brief: Primerica, Inc. is a company that provides insurance, investment, and financial services to middle-income families in the United States and Canada. Primerica is always looking to add to its ever-growing with those who are motivated to learn and grow. The goal is to build strong positive relationships, create personal growth, and increase our firm's reputation. This opportunity allows you to be remote which means you can work from anywhere. You do not need prior experience and will have access to many pieces of training and classes to help you. Skills Required: None! It doesn't matter if you don't know anything about insurance as you will be taking classes regardless and will learn along the way

As part of the RIA & Custody Services (RCS) Division, the Operational Risk Professional is responsible for reviewing all outgoing money movement transaction requests on behalf of end clients to ensure requests are in good order, comply with internal policies, and meet regulatory standards. Specifically, this role involves conducting verification calls with end clients to confirm transaction details and mitigate potential risks. **Essential Duties and Responsibilities** + Review incoming money movement requests (e.g., wires, external as well as internal transfers) for completeness and accuracy. + Verify that all documentation and instructions are in good order and meet internal compliance and operational standards. + Communicate with internal teams and external partners to clarify or resolve discrepancies in requests. + Escalate any suspicious or non-compliant activity in accordance with internal procedures. + Maintain accurate records of all reviewed transactions and decisions. + Collaborate with compliance, operations, and client service teams to ensure seamless processing. + Contribute to process improvement initiatives and help document standard operating procedures. **Knowledge, Skills, and Abilities** + Basic office practices, procedures and methods. + Account types and industry operations in general. + Back-office systems. **Skill in** + Strong communication, presentation, and problem-solving skills. + Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. + Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets. + Detail orientation to ensure quality standards are met without impairing workflow. + Follow-up to ensure resolution and completion of tasks. **Ability to** + Thrive in a fast-paced result driven culture, who is proactive and can work with a sense of urgency. + Deliver a sense of ownership and should work in a team environment as well as independently, while providing accurate and detailed information. + Learn quickly and adapt to deadlines. + Identify misleading information during the verification process. + Provide a high level of customer service in a calm, courteous and professional manner. + Establish and maintain effective working relationships at all levels of the organization. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Use effective oral and written communication skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates. + Constructively work under stress and pressure when faced with high workloads and deadlines. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** + Minimum 2 years of experience in product management or fraud risk management. + High School Diploma or equivalent and minimum of two (2) years of experience in the Financial Services industry + OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources

Job Location: Virtual within a commutable distance of Bloomfield, CT or Tampa, FL. New Hires must live within a commutable distance of Bloomfield, CT or Tampa, FL. Training: IN-PERSON TRAINING for 4 weeks, Monday through Friday, 8:00AM - 4:30 PM. Key Responsibilities: * Virtual roles work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. * Reviewing and adjudicating leave and/or accommodation requests in compliance with federal, state and company policies. * Establishing eligibility and applicability of leave requests while ensuring timely communication with employees, employers and other key stakeholders necessary to appropriately determine liability. * Maintain active oversight of leave claims from initiation to closure following appropriate policies and procedures around timely submission of information and absences in accordance with the plan(s). * Providing exceptional customer service while maintaining confidentiality and regulatory compliance requirements. * Support a continuous focus on quality and continuous improvement by ensuring efficiency, accuracy and a positive claimant experience. * Meeting and exceeding Key Performance Indicators and productivity metrics while maintaining quality. Essential Business Experience and Technical Skills: Required * New hires should live a commutable distance from the site the role is posted in. * Strong communication skills, both written and oral. * Demonstrated critical thinking in activities requiring analysis, investigation, and/or planning. * Strong Letter writing/Microsoft Word skills. * 2+ years Customer Service background. * High School Diploma or GED equivalent. * This role has mandatory paid training starting on February 16th. Candidates must be available and present for all training days. Preferred * 1+ years' experience in one or more leave State and Federal Leave Laws. * Prior experience with PFML, FMLA, Absence Management or Disability Claims. * Experience handling insurance claims (auto, home, life, etc.) * College Degree / Higher Education. At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.

This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. 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. 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 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. 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 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. 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.

**Essential Duties and Responsibilities** + Works hands-on with internal customers and stakeholders to understand business processes. + Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement. + Consults with users to identify, analyze, refine and document business requirements. + Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization. + Proposes recommendations for process improvement. + Documents business and technical requirements for desired process solutions. + May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s). + Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements. + May lead the work of others and provide cross-training, coaching and mentoring, as required. + Facilitates and participates in user testing of process and enhancements and core systems. + May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions. + Assists with special projects, and involvement in day to day operations, as required. + Performs other duties and responsibilities as assigned *****Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.** **Knowledge of** + Basic principles of banking and finance and securities industry operations. + Functional, operational and technical requirements of all systems used by assigned functional area(s). + Core Private Client Banking servicing platform, and complementary systems. + Information technology support and technical documentation. **Skill in** + Operating standard office equipment and using required software applications. + Verifying information for accuracy and completeness. + Interpreting client input, clarifying issues and developing solutions. + Analyzing operational processes and processes and identifying opportunities for improvement. + Preparing various reports, summaries, surveys and written recommendations. + Developing instructional and procedural documentation/presentations. **Ability to** + Lead the work of others and provide cross-training, coaching and mentoring + Partner with other functional areas to accomplish objectives. + Attend to detail while maintaining a big picture orientation. + Read, comprehend and apply business-related information. + Interpret and apply policies and identify and recommend changes as appropriate. + Solve complex problems and model the business and financial impact of proposed scenarios. + Actively communicate technical and business aspects of work efforts to team members. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships at all levels of the organization. + Communicate effectively, both orally and in writing, with all organizational levels. + Demonstrate flexibility in accepting and adapting to change.sza + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment. + Take personal ownership of issues, following through to issue resolution.

Raymond James is seeking a strategic and experienced **Risk Management Director** to lead second line of defense risk oversight for **RJ Trust and RJ Trust Company of New Hampshire** . This newly created role is part of the firm's evolving risk management structure and represents a strategic investment in strengthening our risk capabilities within the trust business. As Risk Management Director, you will be responsible for building and executing a comprehensive risk oversight program tailored to the unique needs of our trust entities. You will work closely with business leaders, control partners, and the broader risk management organization to ensure risks are effectively identified, assessed, and managed in alignment with the firm's risk appetite and strategic objectives. **Essential Duties and Responsibilities** + Lead the development and execution of **second line risk oversight** for RJ Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on risk-related matters. + Design and i **mplement risk frameworks** , policies, and procedures that align with enterprise standards and regulatory expectations. + **Review and challenge processes** to ensure key risks are mitigated with appropriate documentation and controls in place + Represent the risk function in regulatory exams, audits, and internal governance forums. + Monitor and report on risk exposures, trends, and control effectiveness; ensure timely escalation and recommend mitigation strategies to resolve issues. + Collaborate with peer risk leaders to ensure a cohesive and consistent approach to risk management. + Maintain strong relationships with internal stakeholders, regulators, and auditors. + Support the strategic planning process by identifying and modeling risk scenarios and advising on risk appetite. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. + Risk management practices, methodologies, and internal control concepts. + Financial markets, banking, and investment products. + Regulatory expectations and industry best practices. **Skill in** + Strategic thinking and influencing senior leadership. + Communicating complex risk issues clearly and persuasively. + Designing and implementing operational risk controls and frameworks. + Managing cross-functional initiatives. + Analyzing data and identifying trends to inform decision-making. + Critical thinking, problem solving, and creativity. + Enthusiastic, self-motivated, effective under pressure and willing to take personal risk and accountability. **Ability to** + Lead and inspire teams across functional boundaries. + Translate strategy into actionable risk programs. + Balance detail orientation with big-picture thinking. + Facilitate meetings and build consensus across stakeholders. + Coach and mentor others while fostering a culture of accountability. **Educational/Previous Experience Requirements** **Education/Previous Experience** - Bachelor's Degree (B.A.) and a minimum of seven (7) to 10 years of experience in a related field, or - Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + CPA, CFE, CRMA, CIA, CBCP, CISSP, CRISC, Series 7 preferred.

Citibank, N.A. seeks an IT Business Lead Analyst for its Tampa, Florida location. Duties: Plan, initiate, and manage information technology (IT) projects supporting regulatory reporting programs for Risk Weighted Assets (RWA) function of Market Risk team. Serve as liaison between business and technical aspects of projects. Analyze business performance to drive business planning, plan project stages and assess business implications for each stage. Lead finance and RWA initiatives, and represent Market Risk team in face-to-face meeting with Financial Capital Planning group. Analyze RWA components of market risk, including de-minimis risk, standard specific market risk and trading book securitization, to understand changes and analytics required to be implemented for reporting. Leverage expertise in Basel and local regulatory requirements, including rules under Prudential Regulatory Authority and Monetary Authority of Singapore, to conduct requirement elicitation session with finance and risk stakeholders and to coordinate with development team for implementation of these requirements. Keep an inventory of new project requests under assigned asset class, and engage business and finance capital planning stakeholders for new project initiatives discussion. Plan, coordinate and conduct User Acceptance Testing (UAT). Use JIRA tool for requirement elicitation and UAT approval and implementation. Obtain approvals on requirements documents, test plans and test results from business owners and stakeholders. Use analytical tools, including Microsoft Excel and Structured Query Language (SQL), to reconciliate UAT and production data and explain differences, and work with upstream and downstream technology teams to resolve unexplained variations. Evaluate new information technology developments and evolving business requirements and recommend appropriate systems alternatives and enhancements to current systems by analyzing business processes, systems, and industry standards. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols. Requirements: Requires a Bachelor's degree, or foreign equivalent, in Business Administration, Finance, Analytics, Engineering (any) or related field and 6 years of progressive, post-baccalaureate experience as a Business Analyst, Consultant, Project Manager, or related position managing capital markets/Risk Weighted Asset projects for the financial services industry. 6 years of experience must include: Financial Risk management (Market and Credit Risk); IT Project Management; Business Analytics; Data analysis; Basel and Geo specific regulatory requirements; Understanding of Capital Markets Regulatory Landscape and Most recent Regulations (FRTB); Software development methodologies: Agile and Scrum; Project management tools: JIRA, Confluence, and Microsoft PowerPoint; and Data analysis reporting tools: Microsoft Excel. Must also have 3 years of experience with User Acceptance Testing and SQL. Applicants submit resumes at *********************** Please reference Job ID #25913712. EO Employer. Wage Range: $142,100 to $159,580 Job Family Group: Technology Job Family: Business Analysis/Client Services ------------------------------------------------------ **Job Family Group:** ------------------------------------------------------ **Job Family:** ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 08, 2026 ------------------------------------------------------ _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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Realty Estate Services (RES) is a division of Enterprise Services and Public Affairs (ESPA) providing real estate support services to all Citigroup businesses. RES is dedicated to provide all Citigroup businesses with premises that are cost-effective, safe, productive and valued by our customers, as a strategic partner in their successes and by our employees. Global Solutions Organization (GSO) provides strategic and tactical management of the Support Function groups to provide support for Global RES activities through: + Management of Operations Policy & Process development, implementation coordination and communication + Management of Global RES Technology platform and Training + Data Compliance & Reporting metrics + Global Resource Strategy support and monitoring + Reporting /Analytics of Management & Admin Budget Key Responsibilities: + Liaison between GSO, RES, and Citi business users + Provide RES Lease and Transactions related process and system expertise to RES, business stakeholders, and its end users. + Develop and maintain business workflows, integrations, and downstream system feeds related to building, lease, and transactions data. + Develop and maintain data quality plans and integrate them into the Data Quality Program. + Develop strategic plans for future system and process enhancements in support of RES strategic lease and transactions initiatives. + Provides cross training for GSO Relationship Managers. + Participate in testing process, including the development of testing scripts that represent both business and technical requirements. + Approve RFC/ SAR content + Partner and collaborate with training team to develop training content and programs for GSO team and end users. + Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests + Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives. + Partner and collaborate with production support to resolve technical issues. Knowledge \ Experience: + 6+ years in financial services or corporate environment. + 6+ years in Technical / Operations support function. + Experience working with system end users with the ability to communicate / translate for technical team members. + Experience in information security administration is a plus. + Knowledge of Citi Business and Systems a plus. + Knowledge of Corporate Real Estate a plus. + Knowledge of CoStar Real Estate Systems a plus. Qualifications: + Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness. + Bachelor's degree (or equivalent professional and/or academic training). + Bilingual skills considered as a plus. Skills: + Strong Use of Excel, Word, Access and other Microsoft Tools + Planning and Organization + Oral and Written Communication + Knowledge of relational database concepts, terminology, SQL language + Knowledge of web-based applications, terminology, navigation, screen controls, and functionality Competencies: + Ability to work flexibly in a highly dynamic, demanding and fast-paced environment. + Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers. + Ability to handle short-term deadlines & conflicting priorities. + Excellent organizational, communication, negotiation, interpersonal and influencing skills. + Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines. + Strong organizational & process documentation skills. + Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Business Analysis / Client Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 10, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters. Job Description Job Summary & Responsibilities: Raymond James Bank is hiring an entry level Mortgage Processor to process residential and/or retail loans and prepare closing documents in accordance with Fannie Mae and Freddie Mac underwriting guidelines. The ideal contributor will: Follows detailed, established procedures to perform a variety of tasks requiring some evaluation, originality or ingenuity in making decisions. Resolves common questions and problems and refers more complex issues to a higher level. Have regular contact with internal and external customers is required to obtain, clarify, or provide facts and information and/or identify, research, and resolve problems. Have a working knowledge or understanding of retail banking disclosures and regulations, preferably TRID and Reg. Z. Essential Duties and Responsibilities: Obtains required documentation and processes more complex loan applications. Orders credit verifications and third party services. Tracks receipt of and reviews post-closing legal documents. Follows up on missing documentation. Verifies loan applications and supporting documents for accuracy and completeness. Prepares and compiles documents for loan closing. Prepares or reviews for accuracy, TRID Disclosures, Regulation Z disclosures, and other disclosures required by consumer regulation. Schedules, coordinates loan closings, and clears for disbursement of loan proceeds. Prepares compliance and accounting records and reports, as required by management and regulatory agencies. Performs routine loan calculations. Assists customers with moderately complex inquires or problems. Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment. Maintains currency in loan processing policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of: Basic concepts, practices and procedures of commercial and retail loan processing. Basic principles of banking and finance. Financial markets and products. Skill in: Processing less complex loan applications. Verifying information for accuracy and completeness. Preparing loan closing packages. Preparing records and reports. Performing basic calculations. Operating standard office equipment and using required software applications. Ability to: Read, interpret, analyze and apply information from loan application documents Interpret and apply policies. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Communicate effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Establish and maintain effective working relationships. Maintain currency in loan processing policies and procedures. Licenses/Certifications: None required. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Hybrid 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. #LI-AT1

**_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._** **_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** **Responsibilities** + Lead a team of specialized developers and analysts; grow the team, mature processes, and ensure adherence to service level objectives and agreements. Manage projects and resources across multiple geographic locations. + Coach and develop team members to maximize performance and encourage professional growth. + Bring strong experience across all phases of the SDLC and hands-on leadership in multiple areas of the technology stack. + Organize and oversee production support activities across multiple time zones. + Collaborate with business partners to gather requirements, design pragmatic IT solutions, and ensure alignment with business needs. + Ensure team deliverables maintain high performance, quality, and maintainability standards. + Influence project prioritization, structure, and administration to align with strategic business objectives and effectively manage risk. + Focus on workforce management by accurately capturing IT resource capacity, involving both internal and external resources, processes, and practices. + Develop, maintain, and enforce development methodologies; ensure team members understand and follow processes consistently. + Occasionally, work a non-standard schedule, including nights and weekends, and serve as the primary on-call contact for area issues. **Skills:** + Adapt quickly to learn multiple technologies, and understand architectural dependencies, data flows, and integrations between them. + Adapt and prioritize in an extremely dynamic and fluid environment. + Strong hands-on experience with Angular, JavaScript, TypeScript, HTML, CSS. + Experience in Java, Spring Framework, and very strong experience in microservices architecture. + Strong experience with Oracle databases and experience with MongoDB or other NoSQL technologies. + Familiarity with monitoring tools (Datadog, Dynatrace, Splunk). + Experience with Generative AI tools (e.g., OpenAI ChatGPT, Google Gemini, GitHub Copilot). + Strong grasp of Agile methodologies, CI/CD, and DevOps practices. + Excellent communication, collaboration, and problem-solving skills.

Under limited direction with a high level of autonomy, the Director of Business Intelligence will partner with Raymond James Technology and Financial Crimes Management stakeholders to lead the transformation of the BI function within Financial Crimes Analytics (FCA). This is a player-coach role - combining technical leadership with direct execution - focused on modernizing our BI infrastructure, decommissioning legacy assets, and building a new suite of automated, scalable, insight-driven dashboards and workflows. Reporting to the Vice President of Financial Crimes Analytics, this individual will manage and mentor a team of onshore and offshore BI professionals, drive cloud migration initiatives, ensure data governance and quality, and present actionable insights to support Anti-Money Laundering (AML), Fraud, Know Your Customer (KYC), and regulatory decision-making. The role requires both strategic vision and hands-on development expertise **Essential Duties and** **Responsibilities** + Develop and execute a long-term Business Intelligence (BI) and enterprise data architecture strategy aligned with the organization's mission, vision, and business objectives, incorporating data warehousing, ETL processes, and cloud-native analytics platforms. + Lead modernization of reporting and analytics infrastructure, including migration from legacy dashboards and ETL workflows to cloud-based, real-time data streaming and visualization platforms. + Design and deliver automated, scalable dashboards, reports, and data pipelines using Tableau, Alteryx, and Amazon Web Services (AWS), leveraging technologies such as Redshift, and Glue for data orchestration. + Manage a distributed team of BI developers and data engineers (onshore and offshore), providing coaching, technical guidance on data modeling and pipeline optimization, and professional development. + Collaborate with cross-functional stakeholders to gather business and technical requirements, translating them into high-impact, data-driven insights using advanced analytics and machine learning models. + Establish and maintain data governance frameworks, development standards, metadata management, documentation, and performance monitoring for BI solutions + Assess and adapt to external developments, tools, and emerging trends in data analytics, artificial intelligence, and Financial Crimes detection, including anomaly detection and predictive modeling. + Lead the strategy and execution of enterprise-level reporting, including standardized templates, BI best practices, performance optimization, and integration with enterprise data lakes and data marts. + Serve as a hands-on contributor, developing complex SQL and Python queries, building interactive dashboards, and automating data preparation workflows using APIs and cloud-native tools. + Review code, ETL workflows, and data visualizations, providing technical guidance on data engineering best practices, coaching, and mentorship to BI and analytics staff. **Knowledge** **of** + Financial crime risks, including money laundering, sanctions evasion, and regulatory expectations (e.g., BSA/AML, OFAC, FATF). + Business Intelligence platforms and architecture, including Tableau, Alteryx and Qlik + Relational databases and query languages, including Oracle, SQL Server, and cloud-based databases such as Amazon Redshift and Athena. + Financial crimes programs and regulatory requirements related to AML and Fraud (preferred). + Data governance, metadata management, data pipeline, and quality assurance frameworks. + Agile project management methodologies and modern analytics lifecycle practices. + Organizational development, including strategy alignment, capability building, and change management. **Skill** **in** + Leading and mentoring high-performing, geographically distributed BI teams. + Designing and executing data-driven strategies and modernization initiatives. + Using SQL, Pandas, Alteryx, AWS and Tableau Prep for data blending, cleansing, and automation. + Building performance-optimized dashboards and reports using Tableau. + Communicating complex technical concepts to non-technical stakeholders and senior executives. + Creating and maintaining scalable analytics architectures across multiple data platforms. + Navigating organizational change and building buy-in across functional teams. **Ability** **to** + Balance strategic leadership with direct technical contribution in a fast-paced environment. + Clearly articulate the relationship between analytics strategy and the broader business mission. + Translate business needs into actionable data solutions that drive decisions and outcomes. + Identify capability gaps, prioritize development activities, and coach others to reach their full potential. + Lead cross-functional projects that span data platforms, tools, and organizational units. + Anticipate challenges and opportunities in evolving business and regulatory environments. + Inspire a culture of innovation, quality, accountability, and continuous improvement within the BI function. **Education/Previous** **Experience** + Bachelor's degree in Data Analytics, Computer Science, Information Systems, Business, Finance, or a related field required. + Master's degree or MBA preferred. + 10+ years of progressive experience in Business Intelligence roles. + 5+ years in a leadership role managing BI teams, including experience with offshore resources. + Proven experience with BI modernization initiatives and cloud migration. + Demonstrated success in a highly regulated environment such as financial services, with experience supporting Financial Crimes, AML, or Fraud functions strongly preferred. **Licenses/Certifications** + Tableau certifications are a plus but not required. + Alteryx certifications are a plus but not required. + Amazon Web Service (AWS) certifications are a plus but not required. + Certified Anti-Money Laundering Specialist (CAMS) or similar industry certification is a plus but not required. **Travel** **Required:** + Yes,10%ofthe Time

**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 Summary** _Investment Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order tomarket ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + 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). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location: Multiple Locations**