Synovus jobs in Tampa, FL

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Platinum Relationship Manager will be responsible for the retention and growth of Morgan Stanley's most valuable clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience by supporting their teammate's clients. Responsibilities: As a Platinum Relationship Manager, you will help drive our industry leading service culture by: * Comprehensive support including product education, knowledge, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services. * Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients. * Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience. * Function as a liaison between our internal support teams to ensure our client's service needs are met timely. * Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley. * Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience. * Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment. * Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule. Required Qualifications: * 1-2 + years of client service experience within financial services * Active Licenses: Series 7 and Series 63 Preferred Qualifications: * Bachelor's degree * Thorough understanding of the securities industry including equity, margin, and option trading * Excellent organizational skills with the ability to manage multiple tasks * Ability to work flexible shift assignments * Ability to remain calm, professional and in control in a volatile business environment * Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills * Utilize independent decision-making skills to manage and resolve issues WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $65,000.00 and $110,000.00 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. 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).

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to manage all legal matters involving assigned functional area. Relying on strong critical thinking and legal analytical skills, drafts, reviews, edits, and negotiates a wide-range of agreements between Raymond James and third parties. May lead major projects, programs or processes with significant business impact involving cross-functional teams include those related to emerging technology and artificial intelligence (AI). Influences strategic direction, develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with internal customers, senior management and outside counsel is required to identify, research, analyze and resolves complex legal issues with significant impact. **Responsibilities:** - Drafts, reviews, edits, and negotiates general commercial agreements, including those critical to the operation of a broker-dealer, registered investment adviser, and a bank holding company. - Plans, assigns, monitors and leads the work of others. - Reviews performance and evaluates results achieved by others - Coaches and mentors others, including providing guidance and direction to paralegal staff and developing a regular program of continuing education and career development opportunities. - Interprets, applies and recommends changes to organizational policies and procedures. - Reviews progress of assignments with senior management. - Balances conflicting resource and priority demands. - Assists others in developing, preparing and presenting legal theories and strategies. - Provides practical and actionable advice, counsel and recommendations to senior management on legal issues. - Prepares and delivers written and oral presentations to management and senior management on legal issues. - Maintains currency in corporate laws and regulations related to assigned functional areas. - Operates standard office equipment and uses required software applications. - Performs other duties and responsibilities as assigned. **Knowledge of:** - Advanced concepts, principles and practices of laws and regulations related to assigned functional areas. - Advanced investment concepts, practices and procedures used in the securities industry. - Advanced principles of banking and finance and securities industry operations. - Advanced financial l markets and products. **Skill in:** - Drafting and editing of general commercial contracts with particular focus on contracts required for the operation of a broker-dealer, registered investment adviser and bank holding company. - Developing, preparing and presenting legal theories and strategies. - Researching and analyzing laws and regulations applicable to a broker-dealer, registered investment adviser, and bank holding company. - Preparing and delivering written and oral presentations to senior management on legal issues and risks. - Operating standard office equipment and using required software applications **Ability to:** - Coach and mentor others. - Interpret, apply and recommend changes to organizational policies and procedures. - Provide legal advice, counsel and recommendations to senior management on significant issues. - Balance conflicting resource and priority demands. - Partner with other functional areas to accomplish objectives. - Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. - Gather information, identify linkages and trends and apply findings to assignments. - Read, interpret, analyze and apply complex legal information. - Interpret and apply policies and identify and recommend changes as appropriate. - Prioritize and manage multiple priorities in a fast-paced, dynamically changing environment - Communicate effectively, both orally and in writing. - Work independently as well as collaboratively within a team environment. - Handle stressful situations and maintain a collegial and respectful environment. - Establish and maintain effective working relationships at all levels of the organization, including negotiating resources. **Educational/Previous Experience Requirements** - Juris Doctorate with excellent academic credentials and minimum eight (8+) years of progressively responsible experience in relevant practice area(s). - OR ~ - Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** - Member in good standing in at least one state bar; and - Ability to obtain Authorized House Counsel, if Florida resident and not a member of the Florida bar.

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. 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).

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Primary Responsibilities - Review QC findings prepared by the QC Analyst/Manager and focus on analysis of associated risk factors, including any factors that increase or mitigate the risk posed by the error documented - Assist in preparing ongoing and ad hoc reporting for senior management. - Escalate potential risk issues associated with new and existing account customer profiles with internal management and the Second Line of Defense Bank AML Compliance teams. - Contribute to the planning and performance of internal reviews of controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively. - Assist in maintaining and updating procedures and proposing testing methods or alternative recommendations for process improvements and program efficiency. Experience Required: - Bachelor's degree in related field or an equivalent combination of training and experience - Minimum 7 years of experience in financial crimes/AML compliance testing, Audit or similar related QA/QC testing experience at a financial institution Skills Required: - Expert knowledge of AML regulatory requirements and expectations (Domestic - US and International - non-US), MS WM and U.S. Banks Financial Crimes Risk policies and procedures, KYC standards, and QC Program - Strong communications, analytical, organizational, project management and planning skills to be able to develop QC Testing Program, test scripts, testing reports and metrics reporting and manage testing analysts - Strong managerial experience leading teams of 6-10 people - Strong knowledge of business, products, operations, systems and organization to be able to execute the QC Program - Basic knowledge of MS Office (Microsoft Excel/PowerPoint/Word/Access) - Experience with data and trend analysis related to the management of an AML program - Experience in AML/CFT and/or Legal/Regulatory Compliance Ability to: - Take initiative, analyze, summarize, and communicate effectively - Investigate, identify issues, impacts and trends as a result of QC testing to propose comprehensive solutions for the business unit and/or organization - Multitask effectively and action matters promptly - Work independently and in a team environment - Handle highly confidential information with appropriate discretion. - Work in a high volume, fast paced environment - Work in a matrixed organization, leveraging resources across the organization to perform QC activity and effect change based on QC findings Additional Skills Desired: - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license/audit/control testing certification (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 $95K-$170K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. The First Line Financial Crime Program Design Office is responsible for the oversight, design, implementation, and maintenance of all first line of defense financial crimes activities including defining risk mitigant strategies, adherence to policy and setting risk tolerance and expectations as well as championing the customer experience. The Architecture Implementation & Independent Testing group is responsible for establishing, maintaining, and testing consolidated Business requirements for the Program Design Office by providing governance and oversight, executing testing; and conducting horizontal reviews / regression. The team is responsible for ensuring the design adequacy and operational effectiveness of the Firm's financial crimes policies, procedures, processes, and controls is robust and timely enhanced. In addition, executing targeted reviews in the areas of high and emerging financial crimes risk and related reviews to evaluate the adequacy and effectiveness of business processes or activities and mitigating controls. In this role, you will: - Work closely with business stakeholders to gather, analyze, and document detailed system requirements for new features, enhancements, and production issues. - Document and track production issues, post deployment checks and work with technology partners on resolution. - Act as a liaison between business users and IT teams, ensuring clear communication of requirements, testing outcomes, and any issues that arise in production. - Present insights to key stakeholders, ensuring clear communication of complex findings. - Escalate issues, risks, and concerns timely and appropriately to stakeholders. - Develop training and communication plans. - Develop user support processes and document support content for sharing across stakeholders. - Develop process maps and detailed documentation to capture current and future state business processes, ensuring alignment with system capabilities. - Identify gaps in current operational processes and recommend data-driven solutions for improvement. - Assist in change management efforts by identifying potential impacts to business processes and systems and supporting the development of mitigation strategies. - Credibly challenge functional specifications / user stories /Epics from system developers, ensuring clarity and completeness. - Design and develop UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements. - Develop and compile periodic reporting to senior stakeholders including the identification of emerging risk themes/trends. - Host governance forums including Sr. Executive governance forums, drive discussions and decisions, and assist in action item tracking, project plans, milestones, and meeting documentation. - Conduct scenario testing and validation to ensure the robustness of reporting. - Responsible for identifying and assessing complex issues, structuring potential solutions, contributing to a culture of learning and continuous improvement, and driving to resolution with senior stakeholders. - Effectively communicate the validation or testing process, status, and results to leadership, business, and risk partners to make informed decisions. - Provide training and support to end-users on new systems or features, ensuring a smooth transition and high adoption rates. - Write and/or review reports or presentations that clearly articulate the results/conclusions of validation or testing activities. - Conduct post-implementation reviews to ensure that systems are functioning as expected and to identify any areas for improvement including supporting execution teams on production related issues. - Understanding of financial crimes requirements and framework AML / KYC. - Understanding of the audit and testing processes and approaches. - Should be familiar with the risk and control framework at a financial institution. - Should exhibit comfort working with technology and the ability to learn and display proficiency on technical systems and programs. Required Skills: - Strong experience in gathering and documenting business requirements, with a keen ability to translate them into technical specifications. - Solid understanding of UAT processes, test case design, and defect management, with experience in executing and managing UAT phases. - Familiarity with system development lifecycles (SDLC), and experience with testing tools such as JIRA, HP ALM, or similar. - Ability to analyze complex systems and processes, identifying potential issues and opportunities for improvement. - Excellent written and verbal communication skills, with the ability to convey technical information to non-technical stakeholders. - Proven ability to work effectively in cross-functional teams, including developers, QA testers, and business users - Familiarity with AML software and systems (e.g., Actimize, Mantas, or similar tools). - Strong problem-solving skills, with the ability to troubleshoot issues and drive them to resolution in a timely manner. Preferred Experience: - Familiarity with Agile/Scrum environments and experience participating in sprints and iterative development processes. - Experience in project management or coordination, particularly in managing testing phases and ensuring timely delivery of system changes. - Understanding of the specific industry in which the systems will be used, allowing for more targeted analysis and testing. - Relevant certifications such as Certified Business Analysis Professional (CBAP) or ISTQB certification in software testing desired. - Proficiency in analytical tools and programming languages (e.g., SQL, Python, R). - Experience with visualization tools like Tableau, Power BI, or similar. Required Qualifications: - 5+ years of risk management, compliance, control, and/or audit experience in a Bank or financial services institute with a demonstrated record of success and/or growth. - Bachelor's degree in Data Analytics, Statistics, Computer Science, Finance, Business, Finance, or a related field (Master's degree preferred). Additional Skills Desired: - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100K-$125K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**Enterprise Resilience - Business Execution - COB & CM Lead Analyst - Hybrid** Citi's Enterprise Resiliency organization is seeking a Business Continuity Senior Lead Analyst to support the U.S. Personal Banking, Wealth and Functions. The position requires a candidate with the ability to lead a variety of activities. The successful candidate will participate in and advance a wide array of CoB initiatives. The candidate must be able to form trusting relationships with senior executives and influence U.S. Personal Banking, Wealth, and Functions Sector outcomes. **Responsibilities:** + Provides and supports oversight of the ER Policy and Standard deliverables ensuring quality, efficiency and accuracy. + Coordinates a wide range of ER activities to implement Operational Resilience and a CoB Programs that including: Assessment, Planning, Testing, Maintenance, Quality Review, Crisis Management, Training, Awareness, Communications, Monitoring and Reporting. + Assist with reviews of third-party vendor relationships and any remediation activities. Conduct quality assurance ("QA") reviews on Continuity of Business (COB) third party vendors + across all Global Products/Functions ("Sectors") and Regions by applying a risk-based methodology. + Partners with the ER leadership and central teams to maintain a calendar of activities to ensure a timely completion of all policy requirements. + Advises the business on ER strategy, policy requirements and preferred practices. + Interacts with business and technology management to understand future business strategy and ER needs, ensuring relevant documentation accounts for changes that occur. + Conducts business reviews including Franchise Critical Functions, Franchise Critical Applications and the year-end annual CBCM attestation process. + Facilitates a process to ensure that ER documentation is viable, executable, implemented and tested. + Collaborate and network to gather information internal and external to the organization to help guide business recommendations. + Promotes Business Continuity Enterprise Resilience training and awareness. + Perform gap analyses to identify vulnerabilities and recommend enhancements to existing ER frameworks. + Develop and document current-state and future-state recovery strategies, ensuring alignment with organizational objectives and industry best practices + Will have knowledge of organizational controls, tracking and monitoring requirements, ensuring risks are reported and escalated to Risk & Control Leads when gaps in performance and associated risks are identified. Recommends Corrective Action Plans (CAPs) and / or Risk Exceptions (REs). + Support Internal Audit reviews and/or internal Control reviews. + Assists with crisis management support during disruptive events. + Coordinate business participation in CoB testing to fulfill crisis management, business, technology, supplier and other testing as needed. Attributes + Awareness of Citi and / or other Financial Services institutions. + Strong understanding of financial services products, and Citi's organizational construct. + Ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Highly motivated with enthusiasm for the Financial Services industry and desire to master the business. + Attention to detail and ability to discuss, document and confirm process flows. + Hands on approach and able to manage own work load whilst taking direction. + Flexibility, adaptability, and autonomy are essential as out of hours work is required to support activities such as weekend business testing and incident response. Mindset + Must demonstrate strong analytical skills as well as an ability to 'connect the dots' and communicate the 'big picture'. + Demonstrate ethical fitness and integrity. People + Must be able to effectively interact with senior management to solicit and persuade management and staff cooperation. + Excellent influencing skills, with experience of communicating, negotiating and partnering with senior colleagues. + Value a diverse workforce. Strong appreciation of differences in style and/or perspective, utilizing them to inform and enhance decisions or actions and organizational success. Collaboration + Must be able to work closely with senior business sponsors and promote consensus on decisions that are right for the organization. + Sufficiently experienced to provide challenge and feedback for areas of improvement. + Promotes a culture of collaboration and teamwork, encouraging the sharing of ideas and lessons learned. Delivers + Multi-tasks productively and reliably, while managing conflicting priorities. + Proven ability to work independently in a fast paced multi-tasking environment. + Strong planning and organizational skills. + Accountability and results oriented with impeccable attention to detail and accuracy. + Excellent communications and customer service skills. + Performs other duties and functions as assigned. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Strong background in gap analysis, process improvement, and documentation. + Knowledge of relevant regulatory requirements and industry standards. + Familiarity with IT infrastructure, cloud computing, and network security. + Experience with disaster recovery tools and software---Such as Fusion. + Good understanding of the business and financial drivers for U.S. Personal Banking and Wealth. + Exposure to U.S. Personal Banking and Wealth disciplines such as Retail, Branch, Cards, Credit, Collections, Mortgage, Digital, Fraud, Operations and Technology. + Other relevant experience in financial services that requires analytical skills. + Consistently demonstrates clear and concise written and verbal communication. + Strong Microsoft Office skills in Word, PowerPoint and Excel. + Track record as a strong analyst and recognized as able to deliver work in pressured environments. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Corporate Services ------------------------------------------------------ **Job Family:** COB & Crisis Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 25, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**Responsibilities** + Supervise others working within established operational systems. + Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team. + Help others get the most out of internal communications systems by offering support and advice. Execute a communications plan within established internal communication systems and procedures. + Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. + Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives. **Knowledge of** + Complex investment concepts, practices, procedures and industry regulations related to Mutual Funds. + Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement. + Principles and practices of customer relations and communications. + Excel, Word, Outlook and other applications as needed. + MS Office sufficient to create letters, documents and send emails. **Skills** + Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. + Deliver required services to clients to the required standards. + Plan, organize, and execute the steps it takes to achieve higher efficiencies. + Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.

We are seeking a highly skilled and motivated **DNS (DDI) & Load Balancing Network SME** to join our global network operations team. This role requires a deep understanding of enterprise network platforms, routing, and switching technologies, with a primary focus on DDI (DNS, DHCP, IP Address Management) and Load Balancing technologies. This role focuses on ensuring the reliability, scalability, and efficiency of DNS, DHCP, IP Address Management (DDI), and Load Balancing services. The ideal candidate will have a strong Site Reliability Engineering (SRE) mindset, with a focus on automating and modernizing workflows, driving operational excellence, and collaborating with engineering teams to enforce standards and supportability for Day 2 operations. The SME will act as a bridge between Network Operations and Engineering, ensuring accountability, supportability, and alignment with technology roadmaps. This role also involves triaging complex incidents, performing root cause analysis, and driving Day 2 risk remediation efforts. **Key Responsibilities** + Provide subject matter expertise for DNS, DHCP, IP Address Management (DDI), and Load Balancing services. + Act as the primary escalation point for complex incidents, Emergency Break-fix, Incident resolutions and drive triage and root cause analysis for critical issues, implementing preventive measures to avoid recurrence. + Ensure operational stability by identifying and remediating Day 2 risks in DNS, DDI, and Load Balancing domains. + Leverage SRE practices to automate and modernize workflows, reducing manual tasks and improving operational efficiency. + Develop and implement scripts and tools to streamline triage, monitoring, and incident resolution processes. + Partner with engineering teams to align on existing and new technology roadmaps, provide feedback on design and deployment for seamless handoffs. + Act as a checkpoint, enforcing operational standards, accountability, and supportability for Day 2 operations. + Ensure adherence to operational standards and best practices for DNS, DDI, and Load Balancing services. + Act as a checkpoint for enforcing supportable standards during new technology deployments. + Collaborate with cross-functional teams to address vulnerabilities and improve service reliability. + Provide technical training and mentorship to network operations staff globally. + Ensure actionable insights are available to support Day 2 operations and proactive issue resolution. **Required Qualifications** + Strong knowledge of DNS, DHCP, and IP Address Management protocols. + Hands-on experience with DDI tools such as TCPWave, BlueCat, or Infoblox. + Hands-on experience with Load Balancers SLB / GTMs (F5, Citrix Netscaler) in enterprise environments. + Familiarity with network protocols and services (e.g., TCP/IP, HTTP, SSL/TLS). + Solid understanding of enterprise network platforms, including Cisco and Arista routing and switching technologies. + Familiarity with firewall platforms and their integration with network operations. + Working knowledge of packet capture and analysis tools (e.g., Wireshark, Riverbed) for troubleshooting and diagnostics. + Experience in automating workflows and modernizing operational processes. + Proven ability to lead triages and resolve complex incidents in DNS, DDI, and Load Balancing domains. + Ability to work collaboratively with engineering teams to align on technology roadmaps and enforce operational standards. + Excellent communication skills to act as a bridge between Network Operations and Engineering. + Provide operational support for enterprise network platforms, including Cisco and Arista routing and switching technologies. + Familiarity in scripting languages such as Python, Bash, PowerShell & automation tools like Ansible, Terraform is a plus. + Experience working in financial or banking domains is a plus. + Familiarity with regulatory and compliance requirements in enterprise environments. **Preferred Qualifications** + Experience with cloud-based DNS and Load Balancing solutions (e.g., AWS Route 53, Azure DNS, Cloudflare, or Akamai). + Knowledge of containerized environments and orchestration tools (e.g., Kubernetes, Docker). + Certifications such as F5 Certified Technology Specialist (CTS), Infoblox DDI Certification, or CCNP are a plus. + Knowledge of ITIL processes and practices for network operations. + Proactive and self-motivated with a strong focus on operational excellence. + Passion for automation and continuous improvement. + Ability to mentor and upskill team members, fostering a culture of learning and collaboration. + Education & Experience: + Bachelor's degree in Computer Science, Information Technology, or a related field. + 7+ years of experience in network operations, with a focus on DDI and Load Balancing technologies. This role offers the opportunity to work in a dynamic, global environment, driving innovation and operational excellence in critical network domains. If you are passionate about DNS, DDI, Load Balancing technologies, and modernizing network operations, we encourage you to apply! ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Systems & Engineering ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $113,840.00 - $170,760.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Job Description Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters. Job Description Job Summary & Responsibilities: Raymond James Bank is hiring an entry level Mortgage Processor to process residential and/or retail loans and prepare closing documents in accordance with Fannie Mae and Freddie Mac underwriting guidelines. The ideal contributor will: Follows detailed, established procedures to perform a variety of tasks requiring some evaluation, originality or ingenuity in making decisions. Resolves common questions and problems and refers more complex issues to a higher level. Have regular contact with internal and external customers is required to obtain, clarify, or provide facts and information and/or identify, research, and resolve problems. Have a working knowledge or understanding of retail banking disclosures and regulations, preferably TRID and Reg. Z. Essential Duties and Responsibilities: Obtains required documentation and processes more complex loan applications. Orders credit verifications and third party services. Tracks receipt of and reviews post-closing legal documents. Follows up on missing documentation. Verifies loan applications and supporting documents for accuracy and completeness. Prepares and compiles documents for loan closing. Prepares or reviews for accuracy, TRID Disclosures, Regulation Z disclosures, and other disclosures required by consumer regulation. Schedules, coordinates loan closings, and clears for disbursement of loan proceeds. Prepares compliance and accounting records and reports, as required by management and regulatory agencies. Performs routine loan calculations. Assists customers with moderately complex inquires or problems. Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment. Maintains currency in loan processing policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of: Basic concepts, practices and procedures of commercial and retail loan processing. Basic principles of banking and finance. Financial markets and products. Skill in: Processing less complex loan applications. Verifying information for accuracy and completeness. Preparing loan closing packages. Preparing records and reports. Performing basic calculations. Operating standard office equipment and using required software applications. Ability to: Read, interpret, analyze and apply information from loan application documents Interpret and apply policies. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Communicate effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Establish and maintain effective working relationships. Maintain currency in loan processing policies and procedures. Licenses/Certifications: None required. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. ** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Summary** _Equity Capital Markets (ECM)_ _Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. ECM summer analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. ECM summer analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. ECM summer analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order to market ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location - St. Petersburg, FL**

Realty Estate Services (RES) is a division of Enterprise Services and Public Affairs (ESPA) providing real estate support services to all Citigroup businesses. RES is dedicated to provide all Citigroup businesses with premises that are cost-effective, safe, productive and valued by our customers, as a strategic partner in their successes and by our employees. Global Solutions Organization (GSO) provides strategic and tactical management of the Support Function groups to provide support for Global RES activities through: Management of Operations Policy & Process development, implementation coordination and communication Management of Global RES Technology platform and Training Data Compliance & Reporting metrics Global Resource Strategy support and monitoring Reporting /Analytics of Management & Admin Budget Key Responsibilities: Liaison between GSO, RES, and Citi business users Provide RES Lease and Transactions related process and system expertise to RES, business stakeholders, and its end users. Develop and maintain business workflows, integrations, and downstream system feeds related to building, lease, and transactions data. Develop and maintain data quality plans and integrate them into the Data Quality Program. Develop strategic plans for future system and process enhancements in support of RES strategic lease and transactions initiatives. Provides cross training for GSO Relationship Managers. Participate in testing process, including the development of testing scripts that represent both business and technical requirements. Approve RFC/ SAR content Partner and collaborate with training team to develop training content and programs for GSO team and end users. Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives. Partner and collaborate with production support to resolve technical issues. Knowledge \ Experience: 6+ years in financial services or corporate environment. 6+ years in Technical / Operations support function. Experience working with system end users with the ability to communicate / translate for technical team members. Experience in information security administration is a plus. Knowledge of Citi Business and Systems a plus. Knowledge of Corporate Real Estate a plus. Knowledge of CoStar Real Estate Systems a plus. Qualifications: Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness. Bachelor's degree (or equivalent professional and/or academic training). Bilingual skills considered as a plus. Skills: Strong Use of Excel, Word, Access and other Microsoft Tools Planning and Organization Oral and Written Communication Knowledge of relational database concepts, terminology, SQL language Knowledge of web-based applications, terminology, navigation, screen controls, and functionality Competencies: Ability to work flexibly in a highly dynamic, demanding and fast-paced environment. Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers. Ability to handle short-term deadlines & conflicting priorities. Excellent organizational, communication, negotiation, interpersonal and influencing skills. Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines. Strong organizational & process documentation skills. Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Business Analysis / Client Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 10, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Citibank, N.A. seeks an IT Business Lead Analyst for its Tampa, Florida location. Duties: Plan, initiate, and manage information technology (IT) projects supporting regulatory reporting programs for Risk Weighted Assets (RWA) function of Market Risk team. Serve as liaison between business and technical aspects of projects. Analyze business performance to drive business planning, plan project stages and assess business implications for each stage. Lead finance and RWA initiatives, and represent Market Risk team in face-to-face meeting with Financial Capital Planning group. Analyze RWA components of market risk, including de-minimis risk, standard specific market risk and trading book securitization, to understand changes and analytics required to be implemented for reporting. Leverage expertise in Basel and local regulatory requirements, including rules under Prudential Regulatory Authority and Monetary Authority of Singapore, to conduct requirement elicitation session with finance and risk stakeholders and to coordinate with development team for implementation of these requirements. Keep an inventory of new project requests under assigned asset class, and engage business and finance capital planning stakeholders for new project initiatives discussion. Plan, coordinate and conduct User Acceptance Testing (UAT). Use JIRA tool for requirement elicitation and UAT approval and implementation. Obtain approvals on requirements documents, test plans and test results from business owners and stakeholders. Use analytical tools, including Microsoft Excel and Structured Query Language (SQL), to reconciliate UAT and production data and explain differences, and work with upstream and downstream technology teams to resolve unexplained variations. Evaluate new information technology developments and evolving business requirements and recommend appropriate systems alternatives and enhancements to current systems by analyzing business processes, systems, and industry standards. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols. Requirements: Requires a Bachelor's degree, or foreign equivalent, in Business Administration, Finance, Analytics, Engineering (any) or related field and 6 years of progressive, post-baccalaureate experience as a Business Analyst, Consultant, Project Manager, or related position managing capital markets/Risk Weighted Asset projects for the financial services industry. 6 years of experience must include: Financial Risk management (Market and Credit Risk); IT Project Management; Business Analytics; Data analysis; Basel and Geo specific regulatory requirements; Understanding of Capital Markets Regulatory Landscape and Most recent Regulations (FRTB); Software development methodologies: Agile and Scrum; Project management tools: JIRA, Confluence, and Microsoft PowerPoint; and Data analysis reporting tools: Microsoft Excel. Must also have 3 years of experience with User Acceptance Testing and SQL. Applicants submit resumes at *********************** Please reference Job ID #25913712. EO Employer. Wage Range: $142,100 to $159,580 Job Family Group: Technology Job Family: Business Analysis/Client Services ------------------------------------------------------ **Job Family Group:** ------------------------------------------------------ **Job Family:** ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 08, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Director of Advisor Recruitment leads a team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions. Reporting directly to the Head of Business Development, this role translates strategic recruitment goals into actionable plans, oversees execution, and ensures a consistent, high-quality advisor experience. The Director plays a key role in expanding the firm's reach, improving recruitment outcomes, and developing team capabilities. Associate in this role will be located on the East Coast. **Essential Duties and Responsibilities** Lead and manage a team of Business Development Consultants, providing coaching, performance feedback, and professional development. Translate strategic recruitment goals into operational plans and ensure alignment with divisional objectives. Oversee the execution of advisor recruitment activities, including sourcing, prospect engagement, and home office visit coordination. Monitor recruitment metrics and trends to evaluate effectiveness and identify opportunities for improvement. Collaborate with cross-functional teams (e.g., Transition Services, Marketing, Compliance) to ensure a seamless advisor onboarding experience. Expand the diversity and quality of advisor candidate pipelines through innovative sourcing strategies and partnerships. Represent Raymond James at industry events, conferences, and networking functions to promote the firm and build relationships. Contribute to the development and implementation of best practices across the recruitment function. Partner with senior leadership to refine messaging, positioning, and recruitment processes. Ensure compliance with industry regulations and internal policies throughout the recruitment lifecycle. **Qualifications** **Knowledge of:** Financial advisor business models and practice structures. Securities industry regulations and compliance standards. Recruitment and talent acquisition strategies in financial services. Strategic planning and performance management. Business development and relationship management best practices. **Skill in:** Leading and developing high-performing teams. Communicating effectively with internal and external stakeholders. Analyzing recruitment data and translating insights into action. Managing multiple priorities and projects in a fast-paced environment. Building and maintaining strong professional networks. **Ability to:** Inspire and motivate team members toward shared goals. Solve complex problems and make data-driven decisions. Influence outcomes through strategic relationship-building. Travel as needed to support recruitment efforts and attend events. **Educational/Previous Experience Requirements** Bachelor's degree in business, finance, marketing, or related field. Minimum of twelve (12) years of experience in financial services, with at least five (5) years in advisor recruitment and team leadership. Experience managing recruitment teams and working with independent advisors or broker-dealer environments preferred. **Licenses/Certifications** SIE required (unless exempt). Series 7 and 9/10 (or 24) required, or ability to obtain within 6 months.

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

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