Russell Investments jobs - 57 jobs

Business Unit:Compliance, Risk and Internal Audit Salary Range:$145,000 USD - $200,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. Joining the Operational Risk team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. Our Director of Internal Audit leads a global team of internal auditors to plan, perform, and lead audits, special projects, and consulting engagements. You will be responsible for establishing and administering audit procedures and practices, scheduling audits and managing audit resources accordingly, as well as, oversee the work of our co-sourcing partners engaged to assist our Internal Audit (IA) department. The Director of Internal Audit is responsible for leading the internal audit function, providing independent and objective assurance on the effectiveness of governance, regulatory compliance, risk management, and internal controls. This role will be responsible for audit planning, execution, reporting, and issue follow-up across business units, including investment operations, technology, compliance, and corporate functions. The Director will work closely with Chief Auditor, senior management, and the Audit Committee to ensure the internal audit program meets regulatory expectations and industry best practices. Your Core Responsibilities: Develop and execute the annual risk-based internal audit plan in alignment with the firm's strategic priorities and regulatory obligations. Lead and manage complex audit engagements, including scoping, fieldwork, issue identification, and reporting. Provide strategic oversight of audits covering investment operations, technology, cybersecurity, operational risk, trading, compliance, and third-party/vendor risk. Management of a team of Internal Auditors, setting high standards of excellence, timely execution, and accountability for performance. Comfortable giving direct feedback, having difficult conversations and taking action when needed. Recognizes and reinforces associate development efforts and progress. Ensures associate understand how their goals and work relates to business unit strategy and goals. Daily support, coaching and professional development for team members. Manages performance and salary review appraisal conversations. Responsible for recruitment, hiring, onboarding, and training new associates on the team. Collaborate with global business unit managers to conduct regular and special audits for their areas. Establish the direction and focus of all major audits and supervise the preparation of audit reports and recommendations. As appropriate, work with managers and leaders to implement recommended changes. Audit activity may include evaluating and improving the effectiveness of the organization's risk management controls, operating approaches, and governance processes. Acts as a liaison with the organization's outside auditors Your Expertise: Bachelor's degree in business, accounting or related field. Advanced degrees and certifications (e.g., CPA, CIA, CFA) are a plus. 6-8+ years of experience working in internal audit or risk management functions. Experience with leading a global team in a financial services or asset management firm. Strong leadership presence as well as demonstrable people management skills. Disciplined work ethic with a high standard of excellence for the team. Leadership Attributes: Results-oriented with the ability to effectively resolve/manage problems and competing priorities The ability to build trust with others through commitment to the highest ethical and professional standards Demonstrated record of confident leadership, sound judgment, creativity and commitment to achieving excellence Inspires others and engenders followership; Skilled at getting individuals and teams to perform at a higher level and to embrace change; negotiates skillfully to achieve a fair outcome or promote a common cause; communicates a compelling vision and is committed to what needs to be done Flexibility to adapt to changing priorities, and the ability to successfully multi-task Bandwidth, energy and passion to support a global organization across multiple geographies Excellence in communication skills and organizational savvy An ability to develop strong interpersonal relationships at all levels both within and outside the firm, characterized by mutual respect, openness, and trust A self-starter, self-motivated, self-disciplined, self-assured, and performance driven A strategic and growth mindset; demonstrates a curiosity and openness to learn from experiences and failures. Seeks challenges, thinks creatively and tries new things, encouraging others to do the same through creating a safe team environment. Drives a high performing team; creates a culture of excellence and high performance through vision and example. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment) Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor's degree or equivalent, or equivalent work-related experience 4+ years financial sales leadership experience Preferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross-enterprise partnerships Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing, and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible. ABOUT THE ROLE This position will lead, manage and coordinate the daily operations processing of corporate action activity by the corporate actions team. This team is responsible for the managing both mandatory and voluntary corporate actions functions, processing corporate actions in appropriate systems, and being a subject matter expert on corporate actions for other teams at Parametric. This position requires a hands-on leader with the ability to manage multiple deadlines, provide excellent customer service, motivate the team and develop individual talent. The ideal candidate will have strong attention to detail and sense of urgency. This is a volume-intensive, data-driven role overseeing the administration and daily processing of corporate actions related to over 200,000 client portfolios, both domestic and global. Portfolio strategies are typically a single asset class, of which a majority are equity and additional focus on fixed income, derivatives and multi-asset portfolios continuing to grow in importance. The person in this role must feel comfortable with demonstrating best-practices in work at all times, managing expectations and accountability, and work closely with other department heads to ensure that deliverables are met. This position will work closely with vendors, technology, and portfolio management departments to build out a scalable operating model while reducing risk. PRIMARY RESPONSIBILITIES Supervise the day-to-day functions of all corporate action processing Review of corporate action related control processes Maintains an excellent knowledge of firm and industry best practices and controls Hold team accountable to best practices and controls even in high-pressure situations Proactively challenging the team's output to identify opportunities for improvement and feedback Maintain strong understanding of internal and external processes upstream & downstream Step in and perform daily responsibilities as needed with consideration for control processes to which that may preclude the supervisor performing Collaborate with internal and external teams to develop and implement tactical and strategic solutions to support business objectives Train, coach and mentor staff while maintaining a positive motivational emphasis Ensure the team is adequately staffed on a day-to-day basis, and that all employees are trained, and cross-trained to maintain coverage depth required to meet business needs Review and recommend new methods and procedures to make daily operations in the department more efficient, effective and controlled Performing a wide array of developmental functions, including interviewing, performance appraisals, development planning, and corrective action/termination Driving execution of large and small scale department projects and initiatives including technology components Point of escalation for direct reports, colleagues, internal clients & external clients Effectively escalate issues to senior management and other impacted teams Understanding of key department processes around corporate actions, restriction management, and security maintenance Working with large datasets in MS Excel and other technical applications. Must be able to manage and organize datasets of 100,000+ rows of data Responsible for managing small and large scale projects within the department Understand multiple processes and systems capabilities Perform analysis of data, metrics and processes to support advocacy for process improvements Host relationship review meetings with vendors and custodians to identify opportunities to leverage their external resources to increase scale and reduce risks Represent team in internal and external meetings and cover manager's responsibilities as needed Job Requirements Demonstrated leadership, management and supervisory skills Extensive knowledge of corporate actions Bachelor's (4yr) degree w/ concentration in finance or accounting Five or more years' experience in the financial services industry Proven experience as a leader and developing staff Provide feedback and accountability while motivating in a positive manner Well organized self-starter with the ability to analyze information and support the staff Strong professionalism, communication and project management skills Excellent organization, time management and planning skills Ability to plan, prioritize, and meet tight deadlines Excellent technical and documentation skills APX, Bloomberg, and Markit CA SaaS, MCA experience a plus Must be proficient in Microsoft Office programs and handle large volumes of email correspondence Experience with multicurrency investment accounting preferred Ability to successfully thrive in ambiguous conditions Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). ABOUT THE ROLE The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm. Primary Responsibilities Support the maintenance of existing client accounts. Assist with team projects and initiatives. Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. Support the termination of client accounts as requested. Establish working relationships with Distribution and other internal teams on existing client relationships. Establish working relationships with external contacts for new accounts and activity for existing clients. Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Support the provision/refreshing of portfolio analyses with existing clients. Job Requirements 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered. 0-4+ years proven experience working with financial services advisors / money managers. Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. Relationship-building skills and ability to thrive in a team environment. Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. Established communication skills - both internally/externally in written/oral/auditory essential. Familiarity with MS Office and the ability to learn additional internal/ external software programs. Resourcefulness, problem solving, and organization (ability to prioritize effectively) Willingness to work in fast-paced environment with hourly deadlines with attention to detail. Flexible, willing, and able to work long hours as needed. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: ********************************

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES * Construct optimized equity index portfolios for separate accounts * Rebalance and transition portfolios to maximize tax-efficiency * Construct custom benchmark data * Monitor index changes and corporate actions * Generate after-tax return data for both portfolios and benchmarks * Performance attribution * Respond to client requests for analysis * Interact across teams including Technology, Research, Marketing, Client Service, Operations * Participate in process improvement and technology development efforts. JOB REQUIREMENTS * Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus * 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered. * Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred * Strong mathematical and analytical skills * Familiarity with academic financial theory and applications * Working knowledge of equity risk models and portfolio optimization preferred * Analytical writing ability WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department ensures all onboarding and lifecycle processes of our clients' accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible. ABOUT THE ROLE This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations. This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis. PRIMARY RESPONSIBILITES Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations. Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements. Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts. Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines. Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business. Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations. Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure. Review and update team policies and procedures. JOB REQUIREMENTS Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred 5+ years' experience in financial services Well organized, self-starter with the ability to analyze information and take a risk mindset Exceptional written and verbal communication skills Document management experience Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Automation team at Parametric: * The automation team is responsible for supporting, developing and maintaining all inbound and outbound file transmissions and internal automations. * The team utilizes multiple proprietary and off the shelf applications both on-prem and in the cloud in their role. ABOUT THE ROLE Our Production Automation team acts as the front line for issues involving all business critical automations/batch/etl jobs while also playing the development/maintenance role for the same jobs. This includes interfacing with internal custom developed, off the shelf, cloud and 3rd party systems. Qualified senior level candidates will have a passion for IT, with excellent communication and organization skills, and be capable of working in a highly collaborative and fast paced environment. Financial services background is strongly encouraged. High energy, a can do attitude, and intense curiosity is required. As a senior member of the team you'll have an opportunity to craft new processes and revise existing documented workflows and aligning daily tasks to your personal efficiencies PRIMARY RESPONSIBILITIES * This role fulfills issue triage for production IT operations/sysops/devops, * Automates repetitive tasks for end users while working with development, 3rd party and internal teams * Constant exploration of new technologies and solutions * Deploy automation as part of the change and release management process * Educate end users regarding new or misunderstood features * Participate in the continuous improvement process by highlighting new issues to development * Investigate logs and correlate failures between applications and databases * Understand and demonstrate mastery of internal applications used for the daily business cycles (research, analysis, trading, accounting) JOB QUALIFICATIONS PRIMARY SKILLS * 5+ years of relevant professional experience. * Experience with SQL including writing and understanding queries * Experience supporting a 24/7 environment. * Experience with DevOps tooling including Octopus, JIRA, Confluence or equivalent platforms. * Scripting/automation and continuous improvement experience * Experience with Python, and Powershell * Strong verbal and written communication skills targeted to a variety of audiences including technical and non-technical users * Experience supporting a Windows based environment including basic server administration * Experience working with API's * Experience in a fast paced environment * Patience and attention to detail is essential * Experience interfacing with cloud based platforms (AWS, SnowFlake, and/or Azure) is a plus * Experience with JavaScritp a plus * Experience with Linux/UNIX based platforms is a plus * Financial industry experience is a plus * Experience with monitoring platforms such as DataDog is a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $16.66 and $16.66 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Unit: Global Technology Salary Range: $140,000 USD - $160,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Join a passionate, Global Technology and Enterprise AI team that partners directly with investment, trading, analytics, and client teams to design, build, and operate AI‑powered products. As a Senior AI Engineer (Full‑Stack Python), you will deliver end‑to‑end solutions-from modern web UIs and Python APIs to data pipelines and LLM/RAG systems-that are secure, scalable, and production‑ready for a global asset manager. You will design and operationalize AI infrastructure that powers enterprise-scale intelligence, applying disciplined software engineering practices to ensure performance, security, and maintainability. Years of Experience * 5+ years of Software Development experience required * 2+ years building and operating applied ML/AI or LLM solutions in production Qualifications * Bachelor's degree in computer science, Mathematics, Statistics, or related engineering field required. Advanced degree preferred * Expert Python: async programming, packaging, testing * Back‑end frameworks: FastAPI (preferred), Django, or Flask * Front‑end proficiency: React/Next.js (or similar), TypeScript/JavaScript * Datastores: advanced SQL and vector database * LLM platforms: Azure OpenAI, LangChain, * MLOps/DevOps: Docker, Kubernetes, CI/CD * Cloud: Azure preferred * Demonstrated ability to communicate clearly and build trusted relationships with others. * Excellent verbal and written communication skills and ability to interface with all domains and seniority levels in the organization. Responsibilities * Design & build AI applications that combine modern web front‑ends, Python APIs, and LLM workflows (prompting, tools, retrieval) to solve high‑value business problems. * Own the full stack: React/Next.js (or comparable) front‑end; Python (FastAPI/Django/Flask) services; SQL and vector stores. * Develop LLM systems including retrieval‑augmented generation (RAG) pipelines, embeddings, prompt templates, and guardrails. * Data engineering for AI: build connectors, implement ingestion, and ensure data quality. * Implement observability: metrics, logs, prompt monitoring, and performance profiling. * Apply enterprise security practices and model governance aligned to financial‑services standards. * Partner with domain experts to translate ambiguous problems into clear technical designs. * Mentor and uplift peers on Python, AI patterns, and code quality. * Consistently find and deliver new ways to develop and improve processes and technologies * Conceptualize and be able to articulate solutions to team members and clients Core Values * Strong interpersonal, oral, and written communication and collaboration skills with all levels of management * Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, * Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. * Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. * Exemplifies our customer-focused, action-oriented, results-driven culture. * Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. * Ability to act with discretion and maintain complete confidentiality. * Dedicated to the firm's values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE The Managing Director, Technology Solution and Risk Management is responsible for the teams that design effective technology-centric solutions and manage technology risks in the organization. The Managing Director is responsible for designing effective, technology-centric processes and solutions that span across the platform that are efficient and support multiple asset classes and investment styles. The role will work with investors across asset classes as well as technology leaders to identify business priorities and design technology flows that improve business processes while increasing consistency across the technology platform. In this role, the Managing Director will develop the appropriate software strategy, striking a balance between: (1) Alignment with the growth objectives of the business; (2) Integrating Parametric disparate investment system processes; and (3) Designing strategic efficient and scalable solutions. Additionally, the Managing Director is responsible for working with Morgan Stanley integration, risk and audit partners on processes that identify, assess and mitigate potential risks associated with the use of technology in the organization. This role encompasses several key teams in Parametric technology, including the Platform Solution Management (PSM) team, Technology Risk and Audit Support, Application Support and Automation Engineering, and Business Continuity and Disaster Recovery team. Each of the teams under the Managing Director's purview is led by an Executive Director who reports directly to the Managing Director. These Executive Directors are responsible for the day-to-day operations and strategic direction of their respective teams, ensuring alignment with the overall objectives set by the Managing Director. This structure allows the Managing Director to focus on overarching strategic initiatives and cross-functional integration, while the Executive Directors manage the execution of specific projects and initiatives within their domains. This leadership model fosters a collaborative environment where each team can leverage its expertise to contribute to the organization's success. Below is an overview of each team, highlighting their specific roles and contributions to the organization's technology and risk management strategy. The Platform Solution Management (PSM) team at Parametric: * Is responsible for defining and enabling cross platform business solutions that meet the needs of clients over time. Solutions are products, services or systems that provide value to the client, whether internal or external to the PPA enterprise. * Sitting at the intersection of business, clients and technology, the team collaborate with multiple departments to understand solution context and define the solution vision, intent, roadmap and capability set. * This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy * The Technology PMO sits within this team and is responsible for technology execution and delivery Members of the PSM team are responsible for working skillfully across the organization to produce * Solution Vision, which entails defining: * what we are solving for * end-to-end user/customer journey or lifecycle * personas, their skills and needs * high level outline of a solution that addresses their needs * Solution Intent (in collaboration with Business Architecture function), which entails defining: * nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology * capability roadmap as well as migration paths and milestones when going from current state to future state * overall non-functional requirements that are key metrics required for new system to capture and track * Align technology design with target operating model (business, operations) that complement evolution in systems * Execution planning, dependency tracking and risk mitigation for development The Technology Risk Management and Technical Integration teams at Parametric encompass the following functions and teams: * Technology Risk and Audit Support * Application Support and Automation Engineering * Business Continuity and Disaster Recovery Members of the Technology Integration, Risk and Audit Support team drive the following activities: * Risk Identification: work with Morgan Stanley partners to recognize potential threats and vulnerabilities within the technology infrastructure, including hardware, software, networks, and data. * Risk Assessment: work with Morgan Stanley partners in evaluating the likelihood and potential impact of identified risks, often using a framework to prioritize which risks require the most immediate attention. * Risk Mitigation: Develop and implement strategies to reduce or eliminate the identified risks, such as implementing security controls, updating systems, and training staff. * Monitoring and Review: work with Morgan Stanley partners to continuously monitor the effectiveness of risk management strategies and make adjustments as needed, ensuring ongoing protection against evolving threats. * Ensure alignment with the parent company's technology and operational governance framework, policies, and standards. Members of the Application Support and Automation Engineering team drive the following activities: * Application Support and Incident Response: Facilitate application releases and monitor production performance of applications. Function as an L1/L2 point of escalation for all systems related questions. Manage established procedures for responding to production incidents, minimizing damage, and restoring normal operations. This team is global in nature with time zone coverage spanning N. America, Europe and Asia * Automation Engineering: is responsible for identifying and responding to process improvement, development, enhancements and support of automation processes across Parametric. Member of the Business Continuity and Disaster Recovery team drive the following activities: * Develop, implement, and maintain the organization's Business Continuity, Disaster Recovery (BC/DR), ensuring alignment to broader parent policy and governance, alignment to industry best practices and regulatory requirements. * Creates and modifies guidelines, planning documents, budgetary requirements, risk assessments and incident metrics and risk matrices. * Assess and monitor the resilience of third-party vendors and service providers critical to business operations. * Develop and enforce vendor management frameworks, ensuring alignment with contractual obligations, performance metrics, resilience standards corporate policies, regulatory requirements and standards. * Oversee the incident management framework, ensuring rapid identification, escalation, and resolution of all S3+ incidents - to include physical life safety, cyber, and technology. * Collaborates with Morgan Stanley business continuity resilience Fusion partners. * Acts as the senior leader during major incidents, driving effective communication and resolution to minimize business disruption. * Perform root-cause analysis (RCAs) post-incident to identify trends and implement preventative measures. PRIMARY RESPONSIBILITES * Engage with stakeholders at affiliated companies on strategic technology integrations, risk and audit efforts. * Engage with external clients on technology collaboration and integration efforts. * Map out overall business process flows for technology platform across Core Services, Investments and Digital. * Work with Portfolio Managers and Traders internally to identify ways to streamline their current investment process. * Help development teams like Digital or Core-platform accelerate projects including specifying data flows for data related to risk and analytics. * Participate in the leadership of the Technology & Operations team as we aim to increase employee engagement, enablement, diversity and inclusion. * Work closely with Parametric's technology team to ensure that the investment team's technology initiatives are closely aligned with the firm's broader strategic technology initiatives. * Ensures that software solutions remain integrated, efficient, and appropriate for a highly regulated industry. * Understand and guide effective implementation and adherence to SOX controls, legal regulations, and compliance requirements; seeks input and guidance when needed * Ensure all areas of direct responsibility operate consistently within the context of the corporate mission and strategic plan. * Ensure Parametric technology teams are operating within policy * Ensure Parametric has a robust and risk controlled operating environment as it applies to continuity of operations * Ensure Parametric provides 24X7 support for Parametric's technical environment including all custom built and third party tools in use JOB REQUIREMENTS * Bachelor's degree in Computer Science * 15+ years of experience, preferably within the asset management industry, with a strong understanding of Fixed Income, Derivative, and Equity assets, along with a deep understanding of related risk and analytics. * 10+ years engaging with compliance, controls and or regulatory bodies to manage the risk broadly for a technology organization * 10+ years of experience working closely with technology teams to deliver, scalable enterprise solutions for the Asset Management Industry. * 10+ years of experience engaging with senior leadership internally as well as at external clients to understand client needs, define solutions and manage ongoing strategic relationships. * Experience supervising and guiding teams in technology product management and/or business analysis to define technology solutions. * Proven track record of becoming a subject matter expert in areas related to current assignments. * Strong leadership skills including: * Vision and strategy * Influencing and consensus building * Communication * Total quality commitment * Ownership and accountability * Project management * Successful track record of development and implementation of an innovative strategic vision and plans, and competence in building strategies to deliver technology to meet business goals and objectives. Ability to transform strategy into plans and delivery. * A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast paced entrepreneurial environment. * Passionate, forward thinking and creative individual with high ethical standards and integrity. * Ability to collaborate and partner as a business professional. The ability to facilitate, gain compromise and/or consensus within diverse teams. * Assertiveness balanced with a sensitivity toward and concern for people. The ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success. * Superior written and verbal communication skills in customer and internal environment. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $300,000 - $400,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 30 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Bank Relations and Market Infrastructure team is dedicated to optimizing the firm's vendor and banking partnerships through strategic oversight and operational excellence. The team ensures that vendors deliver high-quality data, superior service, and competitive pricing, while also maintaining robust relationships with banking partners. ABOUT THE ROLE The Manager, Bank Relations and Market Infrastructure is responsible for being the central liaison for all vendor, banking and custodian relationships. This role is responsible for developing and implementing frameworks to measure and monitor performance and ensure seamless coordination across contract negotiation, onboarding, integration and ongoing relationship management. PRIMARY RESPONSIBILITIES * Central liaison for all vendors, bank and custodian relationships, facilitating effective communication and collaboration. * Lead contract negotiations and ongoing review of pricing to ensure it's consistent with the market. * Coordinate the onboarding and integration of new vendors and banking partners to ensure a smooth transition and alignment with firm standards. * Monitor and evaluate the performance and service levels of all vendors, banking and custodial partners and drive improvement as needed. * Maintain centralized documentation and access protocols for custodian portals. * Collaborate with operational teams on service and data issues requiring remediation. * Monitor and control access to data products. * Implement access controls aligned with governance policy, audit and compliance standards. * Conduct periodic reviews and audits of access permissions. JOB REQUIREMENTS * Bachelor's degree required * A minimum of 7+ years of experience in vendor management, banking operations or financial services operations * Experience working with custodians, banks and financial data vendors * Experience working with pricing and market data vendors * Proficiency in contract negotiations and pricing analysis * Knowledge of audit standards, compliance requirements, and data access protocols * Strong analytical skills to identify service gaps and drive remediation efforts * Excellent verbal and written communication skills Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $115,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Unit:Global Distribution Operations Salary Range:$80,500 USD - $90,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Whether you're an emerging professional with a few years of experience or a seasoned RFP writer seeking your next challenge, this role offers the opportunity to lead end-to-end proposal development, contribute to strategic sales efforts, and collaborate with global teams to help win business. This is an exciting opportunity for a driven, commercially savvy, RFP writer with a strong understanding of the investment management industry to join a globally recognized asset manager. The successful candidate will work closely with the sales and client service teams to create compelling and competitive proposals and win business. The RFP Writer will be accountable for leading all aspects of the proposal process from start to final copy, often under very tight deadlines. Responsibilities include interviewing subject matter experts, writing/editing answers, assigning tasks, gathering data from multiple sources (not all centralized), and working closely with a variety of teams. This position requires the ability to navigate complex workflows, engaging effectively and professionally with stakeholders at all levels across key business units including sales, strategy, investment division, client service, product, compliance, legal, risk, operations, finance, IT, and HR. The responsibilities of the individual in this position include: Proposal project management: Working alongside the sales lead, serving as project manager and leader writer for multiple concurrent RFPs, including overseeing the proposal process from start to finish. Completing high-quality materials (including custom proposals, RFPs, RFIs, DDQs and surveys) for prospects and clients. Ensuring project deadlines are effectively prioritized and all internal and external deadlines are met. Customizing standard answers from our global Qvidian database and writing fresh and persuasive content for new questions that articulate Russell Investments' value proposition and competitive advantage. Editing responses received from various stakeholders. Effectively applying knowledge of Russell Investments' products and services to ensure high quality RFP output. Regularly review and enhance content to improve response quality and consistency. Ensuring Qvidian database content is current. Supporting initiatives of the RFP Team, including improving processes and content. Relationship management: Working in close collaboration with sales and client service teams and counterparts in other regions. Interviewing and liaising with internal subject matter experts in various departments such as investments, product, finance, compliance, risk, legal, marketing, etc. Managing competing interests and multiple, concurrent projects. The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in Journalism, English, Communications, Business Administration, Public Relations, Marketing preferred 2-6 years experience as an investment/RFP writer or in a commercial role within the financial services industry is essential. Comprehension of investment concepts and asset classes. Strong project management skills and attention to detail while meeting tight deadlines. Excellent verbal and written communication skills with strong grammar skills. Able to gather data points from disparate sources. Able to work collaboratively across departments, using a variety of approaches to gain cooperation, overcome barriers, or gain agreement for proposals and ideas. Able to take ownership for ensuring outcomes are achieved, even when this is outside of direct responsibility. Have strong research skills using a variety of electronic systems and tools, both proprietary and third-party. Proficiency in Microsoft Office applications and Adobe Acrobat. Knowledge of Qvidian database is a plus. Dedication to the firm's values of non-negotiable integrity, valuing our people, exceeding client expectations and embracing intellectual curiosity and rigor. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Business Unit:Compliance, Risk and Internal Audit Salary Range:$64,000 USD - $82,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. As part of our continued efforts to enhance risk management practices, we are seeking a dynamic and detail-oriented Operational Risk Analyst with robust project management capabilities to join our team. As a member of the Operational Risk team, you'll be part of a collaborative and purpose-driven group that values integrity, innovation, and impact. This role blends core risk management responsibilities with hands-on project leadership, offering a unique opportunity to shape and strengthen our operational resilience. Responsibilities Conduct and facilitate operational risk activities, including risk assessments, control documentation and testing, event analysis, and remediation tracking. Lead and coordinate cross-functional projects, ensuring timely delivery of risk initiatives through effective planning, execution, and stakeholder engagement. Develop and maintain project plans, including scope definition, milestone tracking, and status reporting. Produce accurate operational risk reports for internal and external stakeholders on both scheduled and ad hoc bases. Support risk governance activities, including committee coordination and presentation development. Partner with business units to identify, assess, and mitigate operational risks, fostering a culture of proactive risk awareness. Demonstrable skills and experiences required: Bachelor's degree in Business Management, Finance, Accounting, or a related discipline. 0-5 years of experience in Financial Services, with exposure to operational risk or enterprise risk management. Demonstrated success in managing complex projects from initiation to completion, preferably within a risk or compliance environment. Familiarity with GRC platforms such as MetricStream is a plus. Exceptional communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization. Strong organizational and time management skills, with a track record of delivering results independently and within teams. Analytical mindset with keen problem-solving abilities and sound judgment Proactive approach to prioritization, multitasking, and continuous improvement This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Business Unit:Investment Division Salary Range:$130,000 USD - $165,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Russell Investments is seeking a highly skilled professional to develop multi-asset investment solutions with an emphasis on modeling multi-period asset allocation modeling supporting lifecycle and tax-managed solutions. This role is part of our Asset Allocation and Investment Solutions team, which oversees strategic asset allocation, CMA forecasting, investment solution design, and management of Model Strategies offered to U.S. retail investors. This is an excellent opportunity for a driven individual to contribute to advancing asset allocation and product design. Your Core Responsibilities: Solution design Design and development of multi-asset solutions with a focus on lifecycle finance and tax managed solutions. Research and consult on investment approaches for single asset classes, translating these needs into objectives and solutions. Collaborate with clients to understand their needs. Use this information to design solutions, ensuring components work together to fulfill client objectives. Provide thought leadership Conduct practical research on topics such as tax managed strategies, optimal asset location, longevity risk and optimal withdrawal strategies to guide product development. Publish research that positions Russell Investments as a thought leader in the industry. Represent Russell Investments at client events and industry conferences to enhance the company's thought leadership profile. Support portfolio construction tools Take a lead role in the design, technical specification and development of portfolio construction approaches and tools. Contribute to coding and modeling of client solutions and proposal creation. Collaborate with go-to-market teams and IT on the build-out of advisor tools. Investment management Participate in the strategic asset allocation positioning of multi-asset solutions. Conduct analyses that guides implementation of investment decisions. Your Expertise and Role Qualifications: 5-7 years of experience in a capital markets finance role. Proficiency in running quantitative analyses in object-oriented programming languages (e.g., C++/C# and Python). Strong understanding of object-oriented programming and ability to construct models. Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis. Ability to think clearly about complex problems and find pragmatic solutions Solid foundation in capital markets finance. Ability to manage multiple projects and tasks simultaneously. Preferred: CFA, PH.D. or Masters degree in finance, economics or quantitative discipline such as mathematics, statistics, or operations research. Knowledge and experience in the investment industry, particularly in solution building for accumulation, retirement income, and tax-managed investing. Familiarity with: portfolio construction, factor modeling, risk and return attribution, asset return forecasting, portfolio optimization, basic actuarial math, Monte Carlo simulation and lifecycle finance. Ability to present results to audiences with varied technical backgrounds, including team members, sales organization members, and advisors. Strong and effective writing skills. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Business Unit:Global Operations Salary Range:$80,000 USD - $90,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Our Global Operations department is looking for a new member to join our team as an Analyst, Portfolio Onboarding. This position oversees the account opening process, supporting the implementation of Russell's global investment and execution strategies in equities, fixed income, pooled vehicles, ETFs, FX, and derivatives. Working closely with stakeholders across Russell's business lines, portfolio management, legal, operations and risk teams, this role ensures timely execution of the onboarding process. Responsibilities include managing onboarding documentation, coordinating with vendors, custodians, and trading counterparties to extract critical information, and facilitating successful client account launches. Your Core Responsibilities: Project manage and lead the end-to-end process of setting up new accounts to ensure seamless operational readiness. Assist internal stakeholders across business lines to implement new client trading strategies, including analyzing data from clients, internal systems, custodians, counterparties and vendors to facilitate accurate portfolio setup in internal systems. Identify, escalate, mitigate, and resolve operational risks effectively and collaboratively. Ensure that all necessary documentation and information are accurately communicated and received by all parties involved. Work with counterparties to establish derivative clearing accounts for trading instruments such as listed options, exchange-traded futures, and credit derivatives. In addition, establish credit lines for trading foreign exchange (FX) spot and forward transactions. Coordinate with other operations teams to ensure account setups are in line with expectations for how various asset types are instructed, enriched and delivered to ensure a smooth settlement process. Respond to queries regarding setups and requirements needed for an efficient and speedy delivery of a given project. Open and Maintain Foreign Trading Accounts in Line with Regulatory Requirements Oversee the integration of sub-advisors into the existing systems, ensuring that all technical and operational requirements are met. This includes setting up access to necessary third-party providers. Your Expertise: Bachelor's degree preferably in finance, economics, or business administration 2+ years of experience working in asset management operations, banking operations, finance, project management or a related function is preferred. Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies. Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize, manage expectations when required and complete multiple assignments and onboarding projects under short deadlines. Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success. Demonstrates initiative by taking charge of tasks and projects without needing constant supervision. Identifies opportunities for improvement and acts on them independently. Excellent communication skills, understanding how to tailor communication style to the situation at hand. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Business Unit: Global Technology Salary Range: $160,000 USD - $190,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Russell Investments is seeking a Principal Enterprise Data & Analytics Architect to join our Enterprise Data Office (EDO) within the Technology organization. The EDO functions as a horizontal capability, enabling enterprise data architecture, governance, engineering, and analytics enablement across all lines of business. This role will lead the design, implementation, and modernization of Russell's enterprise data and analytics architecture in a hybrid environment (on-premises + cloud). The Architect will bridge enterprise technology teams (DevOps, Production Support, Cloud Platform) and domain-aligned teams across multiple business verticals - driving excellence in data modeling, master data management, data warehouse design, and AI/ML-ready architecture patterns. Key Responsibilities Enterprise & Solution Architecture * Define and maintain the enterprise data architecture roadmap aligned with the firm's technology strategy and business objectives. * Develop reference architectures, design patterns, and reusable components for data ingestion, transformation, modeling, and analytics. * Partner with domain engineering and analytics teams to design fit-for-purpose, interoperable data solutions that align with enterprise standards. * Lead architectural review sessions and ensure governance alignment across all domains. * Serve as an advisor to leadership on data strategy, modernization, and investment prioritization. Data Platform, Modeling & Warehouse Design * Architect and optimize data warehouse and data lakehouse solutions leveraging modern cloud data platforms (Snowflake, Databricks, Azure/AWS) integrated with on-prem databases. * Lead enterprise-wide data modeling efforts (conceptual, logical, and physical) to ensure consistency, performance, and scalability across domains. * Champion the use of canonical models and metadata standards to support semantic alignment and data product reuse. * Design robust data warehouse architectures that support analytical, regulatory, and operational workloads, with a strong foundation in dimensional modeling and data vault methodologies. * Collaborate with BI and Analytics teams to define semantic and business layers that enable self-service analytics. Master Data Management (MDM) & Data Governance * Define and implement the enterprise MDM strategy ensuring consistency and accuracy of critical master and reference data (Client, Product, Account, Instrument, Legal Entity). * Integrate data quality, metadata, and lineage frameworks within all architectural designs. * Partner with governance and stewardship teams to enforce data ownership, classification, and privacy controls. * Promote the 'data as a product' mindset across business domains. Cloud Modernization & Migration * Lead cloud migration initiatives for legacy data platforms (SQL Server, Oracle, and other on-prem systems) to modern cloud environments. * Define migration patterns, cut-over strategies, and hybrid data access architectures. * Partner with infrastructure and DevOps teams to implement CI/CD pipelines, Infrastructure-as-Code, and automated provisioning for data platforms. * Ensure designs address scalability, security, cost optimization, and resiliency. Legacy Systems Integration * Maintain deep familiarity with legacy database technologies, particularly Microsoft SQL Server, and design hybrid patterns that enable interoperability with modern cloud solutions. * Provide guidance on data extraction, replication, and real-time synchronization between legacy and cloud systems. * Serve as a subject-matter expert in SQL Server architecture, performance tuning, and optimization as part of the broader modernization roadmap. Emerging Technologies & AI/ML Enablement * Architect AI/ML-ready data environments by ensuring pipelines and models support feature engineering, versioning, and reproducibility. * Collaborate with data scientists and ML engineers to define data provisioning, model training, and inferencing pipelines integrated into enterprise data architecture. * Define data lineage, observability, and quality frameworks that ensure trust in AI/ML outputs. * Nice to have: Hands-on exposure or background in machine learning, AI model lifecycle management, or MLOps frameworks (e.g., SageMaker, Azure ML, MLflow). Cross-Domain Solution Delivery * Partner with technology and analytics teams across Investments, GTM/Sales (Retail & Institutional), Marketing, Finance, HR, Risk & Performance, and Legal to deliver scalable data products. * Translate business requirements into logical and physical data models, reusable domain data pipelines, and shared data assets. * Drive architectural consistency and interoperability across verticals. Platform Modernization & Transformation * Lead modernization initiatives to transition from legacy on-prem systems to cloud and hybrid architectures. * Introduce event-driven and streaming patterns (Kafka, Event Hubs) where real-time data is required. * Support adoption of federated data architecture principles (Data Mesh) within defined enterprise guardrails. Qualifications Required: * 10+ years of experience in data architecture, data engineering, or enterprise data solution design. * 10+ years of experience in SQL and advanced concepts * 3+ years with DBT and familiarity with advanced concepts * 5+ years designing cloud-based data platforms (Azure preferred). * Proven expertise in data modeling and data warehouse design (3NF, dimensional, Data Vault). * Hands-on experience with Master Data Management (MDM) strategy and implementation. * Demonstrated success leading cloud migration projects and designing hybrid architectures. * Strong proficiency in SQL Server and relational database optimization. * Knowledge of metadata management, data governance, data quality, and lineage. * Excellent communication and stakeholder management across technical and business domains. Preferred: * Experience in investment management, asset management, or financial services. * Familiarity with AI/ML architectural patterns, feature stores, and model lifecycle integration. * Exposure to Python, Spark, or Databricks for data transformation and ML pipelines. * Experience with data observability tools (e.g., Monte Carlo, Great Expectations, Datafold). * Certifications in Snowflake, Databricks, or Cloud Data Architecture a plus. Soft Skills & Leadership Strategic thinker with ability to translate architecture into business outcomes. Strong influencer who can align stakeholders across federated data domains. Collaborative, pragmatic, and capable of mentoring other architects and engineers. Comfortable operating across multiple business units and global teams. Education Bachelor's or Master's degree in Computer Science, Data Engineering, Information Systems, or related field. Advanced technical certifications preferred. Success Metrics * Adoption of standardized enterprise data models and MDM frameworks. * Successful cloud migration of key legacy systems. * Improved time-to-insight and AI/ML readiness of data platforms. * Reduction in data redundancy and improved quality across domains. * Measurable improvement in governance, lineage, and cost efficiency. Compensation & Level Job Level: Principal / Senior Architect Compensation Band: • Base salary: TBD (commensurate with experience & location) • Target bonus: TBD • Work model: 4 days on-site, 1 day remote This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Business Unit:Global Technology Salary Range:$90,000 USD - $140,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: This position functions as a key member of the Investment Division Technology team, with a specialized focus on Private Markets. The Lead Technical Analyst is responsible for analyzing, designing, and implementing scalable business and data solutions that support the evolving needs of Russell Investments' Private Markets platform. This role will lead efforts in requirements gathering, solution design, and business acceptance for new technology, data, and process initiatives. The role also contributes to architectural planning, particularly in areas such as data integration, analytics, and reporting frameworks tailored to private asset classes. The responsibilities of the individual in this position include: Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights. Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools. Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation. Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight. Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training. Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data (e.g., fund-level, deal-level, cash flows, valuations). Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture. Maintain and enhance documentation for systems, data flows, and business processes. Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions. The successful candidate will have extensive demonstrable skills and experiences including the following: 5+ years of experience in a technical or business analyst role. 1+ years of experience within private equity, real estate, infrastructure, or other private asset classes. Proven experience managing or leading technology projects in financial services. Strong skills in requirements elicitation, documentation, and stakeholder communication. Proficiency in SQL and Excel for data analysis and validation. Familiarity with private markets data structures, performance metrics (e.g., IRR, TVPI), and reporting standards. Experience working with data platforms, ETL tools, and business intelligence/reporting tools. Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment. Strong written, verbal, and presentation communication skills. Ability to collaborate effectively across business and technology teams to solve complex problems. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.