Russell Investments jobs in Seattle, WA

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.

Morgan Stanley Investment Management Global Risk & Analysis Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Investment Management's Global Risk & Analysis department has an open position for a Process, Risk and Controls (PRC) professional at the Senior Associate level based in New York or Boston. The position will report into an Executive Director of Risk and will interface with business partners in both the private and public sides of the business. Responsibilities: * Assist with the risk and issue driven deep dive reviews to identify root causes as well as the identification of risks, controls, risk responses, and opportunities for enhancements including control optimizations. * Perform post-PRC effort operational effectiveness such as analyzing self-assessments results and performing testing & monitoring activities. * Assist in preparing, coordinating, and presenting key PRC initiatives and updates to varying levels of management including executives. * Assist in updating the Risk & Controls Self-Assessments as well as the creation and maintenance of issues and action plans in the respective Morgan Stanley systems. * Assist in building out the PRC framework as well as developing project roadmaps. * Assist in the development of consistent standards of risk and control documentation, including diagrams/flowcharts, within MSIM and enhance risk and control reporting. * Involvement in other projects and duties assigned Qualifications * Undergraduate degree in business, engineering, finance, economics or other disciplines demonstrating both quantitative and qualitative analytical skills. * Strong project management, organization and time management skills * Strong and effective verbal & written communication skills * Good analytical and technical skills including proficiency with Excel, Visio, and other end user computing tools, process mapping experience a plus. * 3+ years of financial services experience is a plus. * Some experience in business analysis or data analysis, process improvements, internal audit, regulatory projects, cyber & information security or technology integration is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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).

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) • Assist FAs/PWAs/teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: [$34,653 - $85,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 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: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. 3-5 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.

The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area Leverages the resources of the Firm to achieve the highest level of success Plays a key role in leading Market's efforts of sales and growth Team Building: Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: Plays a leading role in the Market's financial and sales performance, including expense management Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices Assists in the creation and administration of an Annual Supervisory Plan for the Market Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience Bachelor's Degree required Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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: $150,000 and $160,000 per year. The successful candidatemay 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.

Business Unit:Compliance, Risk and Internal Audit Salary Range:$90,000 USD - $110,000 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: The U.S. Adviser Compliance Officer is responsible for assisting in the proactive enhancement of the compliance program for Russell Investments' U.S. registered investment advisers. You will have responsibilities that span policies and procedures, governance, training, risk assessments and monitoring of adviser activities. Key areas of oversight include professional ethics, regulatory filings, conflicts of interest, trading and institutional asset management. Additionally, you will play a role in vendor oversight, private funds, ERISA and QPAM. The U.S. Adviser Compliance team serves as a robust independent second line of defense to help ensure that the firm operates within regulatory requirements and industry practices, and this is a supporting position within the compliance team. Location: Seattle or NYC Core Responsibilities: Assist in the pillars of an effective Compliance Program for the U.S. Advisers - policies and procedures, training, governance, testing and monitoring. Assist in regulatory filings and annual compliance reports. Participate in regulatory development assessments and implementation. Assist in the review, documentation and testing of policies and procedures under the various compliance programs. Assist in issue documentation and reporting under internal risk management controls. Build and maintain relationships within the compliance team as well as across the organization. These relationships will be key in establishing a foundation of trust and engagement. Your Expertise: Knowledge regarding investment adviser and asset management operations. A strong educational background including an undergraduate degree or relevant experience; requires at least 2 years of relevant experience working in legal, compliance, risk management, or operational risk related role. At least 2 years at a financial institution is preferred. Strong writing skills 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.

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 Distribution 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: 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:Investment Division Salary Range:$83,000 USD - $88,000 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: We are looking for bright, driven, and thoughtful candidates to join our dynamic FX portfolio management team and to build a rewarding investment management career! This position will provide opportunities to work side-by-side with portfolio managers across our global financial services business and to learn from the best. * Work hours may fluctuate due to global market conditions and demands* You will : Work with both the Currency Management team and the Implementation Portfolio Management team. Develop skills in implementing currency mandates, as well as developing skills across a broad range of tasks carried out by the Implementation Portfolio Management team. Report directly to the Head of Currency Management. Opportunities for growth and development: The opportunity to be fully supported to earn the CFA designation including benefits to support your endeavor that include time off and financial support. Ability to shape an evolving investment process and workflow to potentially include new and emerging technology. Cross-functional training and networking opportunities within and beyond Russell Investments. Your Core Responsibilities: Currency Responsible for day-to-day implementation of currency management assignments within Russell funds, and for external client mandates. Ensure that mandates operate within allowed parameters as specified in Investment Guidelines at all times Exposure management Accountable for day-to-day implementation of fund portfolio manager decisions and fund activity. Assists in daily management of fund cash flows. Decides on the optimal implementation strategy. Adjusts daily exposures and implements operational policies within parameters set by the Head of Portfolio Implementation. Creates and instructs trades and ensures timely implementation. Contributes to overall strategy development and implementation for portfolios to help generate superior investment performance in Russell Investments' funds and separate accounts. Portfolio restructures Responsible for the management and coordination of fund transition events. Assists with strategy development to determine the most efficient implementation solution for specific manager changes and fund launches for both incoming and existing clients. Coordinates with multiple departments to establish and manage implementation strategies. Ensures efficient, risk-controlled plans for implementing investment process launches or changes. Team support Provides support to the Head of Portfolio Implementation as it relates to the improvement of the new and existing operational infrastructure for all asset classes, including portfolio viewing, implementation and analytics. Stays informed of market events and guides portfolio managers in their implementation decisions. Other tasks and duties as assigned. Qualifications: Bachelor's degree with an interest in global financial markets, portfolio management, and analytics. At least two years related investment experience, or experience in the investment management industry. Strong Microsoft Excel skills, particularly in developing and using macros; or willingness to learn. Strong attention to detail and accuracy. Effective written and verbal communication. Ability to work independently, meet deadlines, and manage multiple priorities. Collaborative mindset. Positive attitude and team-oriented approach. Basic understanding of securities markets, derivatives, and foreign exchange investment strategies. Exposure to trading, operational and/or funds environment. Knowledge of quantitative investment practices, including portfolio analysis and optimization, is a plus, as is experience with Bloomberg or the ability to use or learn technology systems. 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 Operations Salary Range:$82,000 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: Every day, we seek to improve financial security for people. Joining our Tax Team within our Fund Administration department in the Global Operations division means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. You will be responsible for the review of US Mutual Funds, US Exchange Traded Funds and US Alternative Investments tax returns and the calculation of dividends to be paid from these funds. This position will also perform reviews to ensure that all funds adhere to regulations outlined in IRC code section 851 and are taxed as regulated investment companies. You will work closely with other associates to apply all tax regulations in the preparation of tax provisions for various entities. The responsibilities of the individual in this position include: Preparation of workpapers for all tax returns (Forms 1120-RIC, 5500, 8613 and 1065) Working closely with external vendors (fund accounting, fund auditors, foreign tax agents) to ensure that information related to tax deliverables is on time and accurate Review of compliance and testing as it relates to IRC Section 851 Review specific M-1 tax adjustments (PFIC, Wash Sales, Straddles) Review of shareholder year end reporting (Form 1099-DIV, supplemental shareholder reports) Design, develop, and implement process changes due to changing tax law or product initiatives Preparation/review of monthly capital gain dividend estimates Managing the scheduling and review of all tax returns (Forms 1120-RIC, 5500, 8613 and 1065) Scheduling and reviewing the preparation of monthly, quarterly and annual dividend calculations Coordination and review of quarterly estimated client K-1s Work closely with other internal teams and external auditors to prepare the tax footnote disclosures required for annual reports Coordinate the reporting requirements with custodians and foreign tax agents for processing of tax reclaims The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelors Degree in Accounting preferred (or equivalent experience). 2+ years of experience preferred within the asset management or financial services industry Certified Public Accountant preferred Understanding of Internal Revenue Code and Federal Tax Regulations - IRC Subchapter M knowledge preferred Understanding of fund accounting for mutual funds, partnerships and commingled funds is a plus Strong ability to prioritize, organize and work independently Solves and analyzes problems effectively, with a process for decision making Has the ability to understand and appropriately apply principles, procedures, requirements, regulations, and policies related to specialized expertise Intermediate proficiency with Excel including pivot tables, VLOOKUP, data filtering, data validation and conditionally formatting Strong analytical skills with ability to critically assess and interpret data Should be precise with meticulous attention to detail Ability to communicate clearly and build trusted relationships with others Exhibits ability to take on new opportunities and tough challenges with a sense of urgency and enthusiasm Exhibits ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements 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 - $120,000 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, preferably 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.

Business Unit:Global Operations Salary Range:$100,000 USD - $130,000 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 our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. Transfer Agent Services operates in an outsourced business model, in which service to Russell Investments' clients is highly dependent on service provided by external service providers. Within the Transfer Agent, most functions are either completely outsourced or primarily outsourced with Russell Investments providing service provider oversight and process management as fundamental requirements for the business. The primary responsibility of this position is to manage associates performing daily core and financial intermediary support operations within the Transfer Agent, as well as service provider management and oversight. In addition, this position is responsible for service provider management/oversight and continuous review of processes and procedures. Years of Experience: 10 years of experience inclusive of: At least 5 years of experience within a transfer agent environment At least 5 years of people management experience Qualifications Bachelor's degree in finance, business, accounting or equivalent required Your Core Responsibilities Management of daily core operations within the Transfer Agent, financial intermediary support. Ensure the team completes assigned tasks in a timely and accurate manner in accordance with established policies and procedures. Ensure that all processes and procedures are currently and properly documented in accordance with established policy and applicable regulations. Focus should be on scalable and repeatable processes and procedures designed to mitigate operational risk. Adjust or redesign processes and procedures, as needed, to accommodate the changing environment. Provide daily coaching, support, guidance, and training for team members. Work directly with external service providers and multiple groups within Russell Investments to support a wide range of transfer agent services projects. Represent the team, as assigned, for projects that directly impact the support provided to internal business units, as well as external clients. Other duties as assigned. Your Expertise Leadership and management skills Experience in an operational environment within the financial services industry, specifically in Transfer Agent Operations with increasing levels of responsibility. Demonstrated ability to lead a team to meet operational process deadlines within a small, high-paced team with multiple responsibilities. Excellent listening, written, and verbal communication skills with ability to influence and lead others. Ability to communicate on behalf of Transfer Agent Services Management with service providers and internal stakeholders. Ability to evaluate and document policies, procedures, and internal controls. Track record of improving processes with data and workflow automation. Ability to function successfully in ambiguous conditions. Well organized, self-starter with the ability to analyze information and support the team. Must be proficient in MS Office and manage large volumes of email correspondence. Ability to understand and solve complex issues and communicate the details to all levels of management. 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.

**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 Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a condition of employment through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written and verbal communication skills + Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize + Ability to identify new relationship development + Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) + Ability to uncover and meet client needs and effectively manage client expectations + Ability to build and maintain good cross-enterprise working relationships + Capability to become a Notary + Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool + Openness to manage local events, as needed **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 What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations. What You'll Do: You'll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base. You'll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You'll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you'll do that year after year with persistence and patience. You'll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you'll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve. You'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You understand this is an all-encompassing endeavor - and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations. You won't be alone - you'll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives. What will make you successful in the role: You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients. You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients. You are able to profile a client's financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You're willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client. Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred. You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services. Your strong communication skills will ensure you can understand clients' needs and respond with the appropriate solutions. You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolfs here! Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Responsibilities: * Prepare and review journal entries, account reconciliations, financial statement schedules, and other necessities for our month-end close. * Assist with internal and external audit schedules; ensure that all tasks adhere to our control environment. * Manage Fixed Asset setup and reporting including roll forwards and reconciliations. * Understanding and experience in preparing cash flows * Execute financial controls by performing various reconciliations and testing of account detail. * Assist in development and implementation of accounting procedures by analyzing current procedures and recommending changes. * Analyze financial information to prepare ad hoc reporting and perform other duties as assigned. Qualifications: * A bachelor's degree in accounting or finance. * Understanding of Generally Accepted Accounting Principles and the ability to apply them to business transactions. * Understanding of a Chart of accounts and how accounts roll-up to financial statements. * The ability to adjust to a fast-paced environment and manage completing tasks by strict deadlines. * Excellent communication skills to interact with varying levels of management and professional staff. * Progressive thinking skills, a strong work ethic, and an aptitude for innovative solutions * Strong organizational, attention to detail and documentation skills, particularly to help with compliance with section 404 of the Sarbanes-Oxley Act. * Familiarity with accounting software, Oracle is a plus. * Minimum 5 years' experience in corporate accounting, audit or finance. * Completed or near completion of CPA preferred Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $101,925.00 - 173,275.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: [$60,000 - $85,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 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).

**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.** **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. **What you have** **Required Qualifications:** + CFP designation or CFA designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. **Preferred Qualifications:** + Five or more years working directly with clients in the financial services industry highly preferred **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

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.