Post job

T. Rowe Price jobs in San Francisco, CA

- 158 jobs
  • Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - San Francisco

    T. Rowe Price 4.5company rating

    T. Rowe Price job in San Francisco, CA

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach. Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets-sharing accountability for overall territory success. Responsibilities Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory. Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution. Business Development: Identify and develop new business opportunities collaboratively with your territory partner. Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process. Territory Management: Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory. Document territory sales measurements and progress toward goals; assist in developing and executing territory plans. Sales Support & Follow-Up: Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings. Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management. Travel & Client Engagement: Attend periodic conferences to represent the firm and generate leads. Participate in occasional joint travel with your external partner. CRM Management: Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system Provide proactive ideas for process improvement to optimize sales efficiency. Qualifications Required: Bachelor's degree or equivalent combination of education and experience. FINRA Series 7 and 66 (or ability to obtain within 3 months of hire). 3+ years of relevant experience in financial services, sales, or relationship management. Strong consultative, client service, and relationship-building skills. Excellent communication and presentation abilities. Preferred: High attention to detail and proficiency in CRM systems (ideally Salesforce). Proven success using a consultative sales process. Ability to adapt to a fast-paced, evolving environment. Passion for staying current on economic and market trends. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $83,500.00 - $143,000.00 for the location of: Maryland, Colorado, Washington and remote workers $83,500.00 - $143,000.00 for the location of: Washington, D.C. $83,500.00 - $143,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $43k-58k yearly est. Auto-Apply 60d+ ago
  • IED - Prime Brokerage Client Service - Account Manager - Analyst/Associate

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Morgan Stanley Prime Brokerage Client Service Account Manager 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 dynamic. 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: For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description: The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities: Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications: Bachelor's degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi-task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills 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 $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 4d ago
  • Investment Banking Healthcare Associate - San Francisco

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Experience within the investment banking industry as an Associate with a proven track record working on executed deals Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Commercial instinct and ability to perform under pressure and tight deadlines Interest in developing a career in Healthcare Investment Banking Bachelor's degree is required; an MBA would be an asset Series licensing or must obtain 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 $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-225k yearly Auto-Apply 48d ago
  • PWM Business Service Officer

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 21d ago
  • Public Information Representative I/II - Education Outreach

    International City Management 4.9company rating

    Santa Clara, CA job

    Valley Water Description Job Type: Full-Time Department: External Affairs Closing: 10/30/2025 11:59 PM Pacific Description Public Information Representative I: $110,385.60 - $141,315.20 Annually Public Information Representative II: $121,888.00 - $155,979.20 Annually Overview: Are you passionate about educating students about the environment, sustainability, water conservation, flood awareness, and pollution prevention? Do you want to inspire local youth with your knowledge? Valley Water's Public Information Representative I/II - Education Outreach role might be perfect for you! The Public Information Representative (PIR) I/II plays an integral and exciting role in our civic engagement efforts that are meaningful in our Water Education & Volunteer Program under the Office of Civic Engagement. The incumbent will support an advanced level of public participation and civic engagement duties including developing projects, materials, and tour/school programming; assessing community perceptions and interest; recommending strategy; and managing and evaluating assigned internal and external engagement efforts. This position is responsible for assisting the implementation and continuous evaluation of strategies that provide for effective education and engagement of internal and external stakeholders. The incumbent will work with the program lead (PIR III) to develop and execute a variety of advanced community and civic engagement activities with the public, employees, external community leaders, businesses, schools, youth, and civic leaders. This includes, but is not limited to, supporting public presentations and tours, hosting youth tours, and presenting in schools and classrooms, to internal and external stakeholders, and at other community outreach events. This position will also support staff training and guidance on key messaging and public speaking delivery and techniques to part-time staff and student interns. In addition to a routine work schedule, this position regularly requires attendance at community outreach and public relations events that may occur during evenings or weekends. Our Commitment: We are committed to building and sustaining a working environment where all individuals are respected and valued. We believe every member of our team brings unique perspectives that enhance our ability to serve the public effectively. By fostering a workplace with employees from the communities we serve, we broaden our collective understanding of the world around us and strengthen our mission to equitably provide safe, clean water, natural flood protections, and environmental stewardship. About Valley Water:Valley Water is a public agency with an operating and capital budget of $964 million, and over 900 employees. With headquarters in San Jose, Valley Water provides water supply, enhances streams and watersheds through creek restoration and habitat protection, provides flood protection for homes, schools, businesses and roadways, and partners with other agencies to provide trails and open space for the community. Key Responsibilities include, but are not limited to: * Youth and Student Education Programming: * Support the development and implementation of a variety of educational programming, curriculum lesson plans, and educational activities for students pre-K through grade 12, college students, and the general public. * Assist with the delivery of educational presentations at schools, libraries, summer camps, outdoor classrooms, festivals, tabling events, and other youth-focused venues. * Assist the planning, development and implementation of educational objectives and strategies to enhance outreach and programming to ensure equal access and reflect diversity throughout the county. * Coordinate and schedule a variety of educational events and organize and arrange trainings for teachers, support staff and volunteers. * Support the design and production of environmental stewardship materials and curriculum, including overseeing translations in multiple languages to reach broader audiences. * Community Outreach and Communication: * Work with program lead to proactively identify and outreach to schools and youth-serving organizations in Santa Clara County. * Coordinate events and plan logistics for outreach initiatives. * Raise public awareness of Valley Water's outreach programs, flood awareness, water conservation, pollution prevention, recycled and purified water, and other water topics. * Manage and coordinate logistics related to the organization's mascot, including scheduling, maintaining costume condition, and relaying mascot performance standards for events. * Help to maintain the education outreach web pages, including online registration system, and other outreach materials, including eblasts and mailers. * Youth Commission: * Provide support to the Board Advisory Youth Commission for high school students, including but not limited to leading project groups and supporting the annual retreat. * Assist with the development, review, and implementation of project and team schedules, activities, and operations. * Other duties as assigned. Ideal Candidate's Background Includes: Applicants whose experience and background best match the ideal experience, knowledge, skills, abilities, and education are considered ideal candidates for the position. To determine the top candidates, each applicant will be assessed based on the ideal candidate criteria as listed below. Ideal Experience: * Experience performing public information, education, or outreach activities. * PIR I: One (1) year of experience in public relations, public information, community relations, or outreach activities. * PIR II: Three (3) years of experience in public relations, public information, community relations, or outreach activities. * Public outreach & communication: Implementing communication/outreach plans, social marketing campaigns, and developing persuasive materials, messaging, and outreach materials. * Community engagement & education: Building relationships with agencies, organizations, and all communities across Santa Clara County; developing and delivering youth programming, educational activities, and presentations (virtual, in-person, tours, committees). * Project & event management: Leading projects and coordinating events from planning to execution, including developing timelines, coordinating logistics, overseeing implementation, and ensuring successful delivery in alignment with program goals and organizational standards. Ideal Skills and Abilities: * Plan, coordinate, and implement communication and outreach efforts, marketing campaigns, and educational programs. * Work collaboratively and effectively with the public, youth, and internal and external stakeholders, including various program and project teams. * Quickly learn and absorb highly technical information and translate information into easily understandable terms, including tailoring information for different target audiences or grade levels. * Make persuasive presentations to the public, youth, and internal and external stakeholders. * Prioritize project activities in a fast-paced environment and complete tasks on deadline without sacrificing quality. * Outstanding presentation and communication skills, written and oral. * Collaborate and work effectively on project teams. * Prioritize regularly in an ever-changing environment. * Expertise in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and virtual presentation platforms. Ideal Knowledge: * Next Generation Science Standards (NGSS) standards. * Outreach, communication, and volunteer engagement strategies and tactics. * Public information and education campaigns, marketing, and social media campaigns. * Educational programming, including STEM, and latest school curriculum standards. * Principles of project and event management. * Advanced principles and techniques of research, investigation, and analysis. * Journalism, PR writing techniques and social media platforms. * Spoken proficiency in another language (bilingual) in either Spanish, Vietnamese, Chinese, Tagalog, etc., is a plus, but not required. Ideal Training and Education: Equivalent to a bachelor's degree from an accredited college or university with major course work in communications, journalism, public relations, graphic and web design, education, or a related field. Directly related experience may be substituted for the college requirement on the basis of one and one-half years of experience for one year of education to a maximum of four years. Required License or Certificate Possession of, or ability to obtain, an appropriate, valid California driver's license. Individuals who do not meet the driver's license requirement due to a disability will be considered for a reasonable accommodation on a case-by-case basis. To review the Classification Specification, please click ************************************************************************ ***************************** Office of Civic Engagement (Position Code 946) Valley Water Telework Program: Eligibility for telework will depend on the type of work performed, operational needs, and the ability for the employee to perform the essential functions of their job duties while teleworking. Employment with Valley Water requires employees to live within 150 miles of their primary physical work location located in San Jose, California by their start date. This position is eligible for a hybrid telework schedule, typically working 40% remote and 60% onsite, after completion of the probationary period (one year). Selection Process (1) The selection process may include one or more of the following: application review, application assessment, performance exercise, written exercise and/or interview. (2) The Employment Application, Qualifying Information Questions and/or Supplemental Questions will be evaluated based on the ideal candidate criteria listed above. Resumes are highly recommended. NOTE: Position and start date is subject to availability of funds. Valley Water retains the right to repost this position as deemed necessary. Consideration may be given to existing applicant pools within the same classification. Valley Water's Equal Opportunity Non-Discrimination Policy is available for review upon request. Valley Water will make reasonable efforts in the examination process to accommodate persons with disabilities. Please advise Human Resources in advance of any special needs by calling ************. Please be aware that once submitted all application materials become the property of Valley Water and will not be returned. Human Resources staff are not authorized to make copies of application materials for applicants. To apply, please visit *************************** Copyright 2025 Jobelephant.com Inc. All rights reserved. ****************************
    $121.9k-156k yearly 51d ago
  • Assistant Director of Human Services

    International City Management 4.9company rating

    Sonoma, CA job

    County of Sonoma Santa Rosa, CA Assistant Director of Human Services Salary: $210,131.24 - $255,421.75 Annually The County of Sonoma seeks an experienced and talented executive leader to work closely with the Director of Human Services to oversee administrative functions that support the department's programs and service delivery to the community. As an integral member of the Executive team, the Assistant Director of Human Services is responsible for assisting the Director in the development, integration, and implementation of Human Services programs and functions; coordinating, analyzing, planning, and overseeing department-wide operations and services; ensuring operational compliance with federal, state, and local laws and regulations; assisting with budget strategy and enhancing partnerships by promoting departmental and county-wide initiatives; and representing Human Services at various local, regional, and statewide meetings. Additional responsibilities include: * Directing the work of administrative teams, which may include human resources, information technology, finance, facilities, contracts, special investigations, public information, compliance, care and shelter, satellite offices, and program research and evaluation * Reviewing and editing board items and attending Board of Supervisors meetings * Convening and leading meetings with internal and external stakeholders to foster relationships, provide information, and collaborate around shared goals * Reviewing and signing off on behalf of the director on various documents, including procurements and contracts, reimbursements, and HR forms * Taking a leadership role in efforts including disaster planning and response, special projects, community assessments, outreach and engagement, internal and external communication, change management, and strategic planning * Providing guidance, support, and resources to program divisions through the work of administrative teams * Representing the director and the department in various capacities, such as serving on committees, assisting other county departments, and making public presentations The ideal candidate will be a strategic thinker with significant public service program knowledge and leadership experience, and will possess many of the following: * Experience in a leadership role within county government or in close collaboration with county government programs to deliver services to vulnerable populations * A high level of professionalism and a proven ability to successfully work both independently and as part of a collaborative team to achieve common goals across public, nonprofit, and private sectors * Knowledge of regulations, requirements, and state/federal funding streams for human services programs, along with the ability to interpret and implement federal, state, and local legislation and policies related to the department workforce and the delivery of services * Excellent verbal and written communication skills, with the ability to effectively present information to elected officials and large groups of people including employees, community partners, and the public * The ability to successfully manage multiple projects, meet deadlines, navigate challenges, and identify solutions to support employees and provide high quality services * Strong political acumen, with experience working with elected and appointed public officials as well as community leaders, stakeholders, and board members * A high level of integrity, along with the ability to adapt to change, think critically and creatively, identify and mitigate risk, and serve the public with compassion, dignity, and humility * The ability to work with a diverse group of employees and community members with a strong commitment to furthering equity, diversity, inclusion, and belonging both internally and in service delivery to the community * A passion for and the ability to successfully motivate teams and develop employees Knowledge of contracting, budgeting, and employee performance management in a public union environment * A commitment to professional growth, with a high degree of emotional intelligence and the ability to learn and evolve as a leader What We Offer Working at the County of Sonoma offers expansive opportunities for growth and development, the ability to be a part of a challenging and rewarding work environment, and the satisfaction of knowing you're working to better our communities. You can also look forward to flexible work arrangements and excellent benefits* including: * Hybrid Telework - A schedule that meets the needs of our staff, department operations, and the communities we serve may be available depending on the assignment * Salary Advancement - A salary increase after 1,040 hours (6 months when working full-time) for good work performance; eligibility for a salary increase for good performance every year thereafter, until reaching the top of the salary range * Paid Time Off - Competitive vacation and sick leave accruals, 12 paid holidays, and an additional 8 floating holiday hours per year * Health Benefits - A range of health plans with several options in which the premium benefits cover 100% of the employees cost; dental, vision, disability, life insurance, wellness and professional development, and more * Retirement - A pension fully integrated with Social Security * Incentive Retirement Saving Plan - A defined contribution 401(a) plan; a 3% County "foundation" contribution and voluntary IRS 457 plan Pre-Tax employee contribution up to IRS annual maximum, plus a 100% County match of employee contribution deposit into the 401(a) account (up to 1% of base salary) * Post-Retirement Medical - County contribution to a Health Reimbursement Arrangement to help fund post-retirement employee health insurance/benefits * Additional Benefits - Excellent dental, vision, disability, life insurance, employee assistance program, professional development, and more * Relocation Reimbursement - Reimbursement may be authorized for the successful candidate * Cell Phone Stipend - Optional monthly stipend of $50/month (if not assigned a County-issued phone) * Employee Assistance Program - County offered at no employee cost Learn more and apply: **************************************** * Salary is negotiable within the established range for the position and benefits described herein do not represent a contract and may be changed without notice. For more information, including minimum qualifications, & to apply, visit www. yourpath2sonomacounty.org or call ************. The County of Sonoma is an Equal Opportunity Employer. We value diversity and are committed to having a workforce that is representative of the communities we serve.
    $210.1k-255.4k yearly 6d ago
  • Financial and Administrative Services Manager - Behavioral Health Services Department

    International City Management 4.9company rating

    Santa Clara, CA job

    The County of Santa Clara is seeking a strategic and results-driven executive to serve as the Financial and Administrative Services Manager (FASM) for the Behavioral Health Services Department (BHSD). Reporting directly to the Behavioral Health Services (BHS) - Chief Financial Officer (CFO), this key leadership role provides executive oversight of financial planning and budget development, payroll administration, contract finance and reporting, and database administration for BHSD. The role also oversees the Senior Departmental Fiscal Officer, who manages revenue and grants, accounts payable, and general accounting units. The FASM will supervise a team of five direct reports and a total of 36 professional and technical staff. The ideal candidate will be a visionary and collaborative leader with: * Extensive experience in public sector financial and administrative management. * Demonstrated success in leading high-performing teams and managing large, complex budgets. * Strong expertise in governmental accounting, cost reporting, forecasting, and financial analysis. * Deep understanding of contract finance, including managing maximum financial obligations, ensuring funding availability, analyzing financial trends, and collaborating with internal and external partners. * Experience overseeing database systems and automation tools to improve reporting accuracy and efficiency. * Exceptional communication and interpersonal skills to foster collaboration with County leadership, internal departments, and external stakeholders. * A commitment to equity, transparency, accountability, and continuous improvement in public service delivery. Required Background and Experience: A qualified candidate would typically acquire the necessary knowledge and abilities through education and experience equivalent to a Bachelor's degree in Business Administration or Public Administration with an emphasis in accounting or a closely related field, and five (5) years current administrative/managerial experience directing a complex financial operation. Administrative/managerial experience managing a complex financial operation in the public sector is desirable. In addition to the generous leadership benefits package, the incumbent will have an exceptional opportunity to advance behavioral health outcomes for Santa Clara County's diverse communities through fiscal leadership and operational excellence. Final Filing Date: Open until filled. First review is Tuesday, November 25, 2025 To Apply: For a complete job description, employment benefits, and to apply, go to *********************** If you have any questions regarding this position, contact Adrian Cudal, Executive Services, at ***************************. EOE
    $88k-112k yearly est. Easy Apply 41d ago
  • City Attorney

    International City Management 4.9company rating

    Palo Alto, CA job

    Located between San Francisco and San Jose, the City of Palo Alto (pop. 68,000) is a full-service Charter City with a council-manager form of government. The City Attorney is appointed by the City Council and supported by a FY 26 budget of $5.1 million and 12 full-time professionals, including nine attorneys. Palo Alto seeks an accomplished municipal legal advisor who can lead a talented team in a complex, fast-paced environment. This well-rounded legal professional will bring a breadth of experience and exceptional problem-solving skills. The ideal candidate is an excellent people manager with a calm, supportive demeanor, contributing to a culture that maintains high standards. Executive or senior-level experience in municipal law serving as a City Attorney, Assistant City Attorney, or equivalent is highly desirable. A Juris Doctor degree from an accredited law school and active membership in the California State Bar are required. The City Council is committed to being competitive with the market while providing a fiscally responsible salary (incumbent salary: $365,000). Salary is supplemented by a competitive benefits package. Visit ********************* for detailed brochure and to apply. Closing date: Sunday, December 14, 2025. Suzanne Mason • ************ TERI BLACK & COMPANY, LLC *********************
    $365k yearly 31d ago
  • Software Engineer

    Morgan Stanley 4.6company rating

    Menlo Park, CA job

    We are looking for a Software Engineer in our architecture group, who will perform significant software development to advance our core capabilities. As a member of the team, the candidate will contribute to our strategic development initiatives as well as carry out various operational duties for existing in-house server side frameworks. What you'll do in the role: * Acquire deep knowledge of application development frameworks developed by the team to handle support requests without any guidance. * Be responsible for timely and quality delivery of assigned job spanning multiple tiers/modules. * Tactically execute a well-defined, but complex problem by subdividing into multiple simple tasks. * Implement code with most efficient algorithms and data structures. * Realize resilient and high-performing software component by utilizing concurrency. * Help the team to create training material and design documents, when needed. * Collaborate within cross-functional Scrum/Kanban team. * Frequently Interact with external support teams to resolve technical hurdles. * Share knowledge and opinions with rest of the group about your area of expertise by means of creative diagram/presentation. * Fully understand the significance of established processes and follow them faithfully. * Support E*TRADE's commitment to audit and compliance. What you'll bring to the role: * At least 3-5 years of software development experience. * Solid computer science fundamentals. * Advanced knowledge of Java. Preferred qualifications: * Good grasp of design patterns. * Knowledge of J2EE. * Some experience with Tomcat and Linux. * Basic knowledge of SQL/relational database. * Familiarity with any of these is a bonus: Spring Framework, GIT, Maven. * Hands-on knowledge of latest Spring Cloud libraries is major plus. * Familiarity of agile SDLC is a significant bonus. * Experience in financial domain 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 $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-150k yearly Auto-Apply 60d ago
  • Associate Private Banker

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams 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 $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $85k-135k yearly Auto-Apply 10d ago
  • Technology Investment Banking - Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Menlo Park, CA job

    Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed or must obtain 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 $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $275k yearly Auto-Apply 60d+ ago
  • Commercial Lending Credit Analyst

    Citi 4.6company rating

    San Francisco, CA job

    Citi's Commercial Bank (CCB) for the North American (NAM) region is a rapidly growing business, targeting emerging, mid- and larger-sized companies based in the United States or Canada, with annual revenue generally from $20 million to $1 billion plus. To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a dynamic and motivated credit professional to join the NAM CLM Digital Tech & Comms team. The CLM Analyst facilitates the end-to-end lending process for a covered industry vertical directly supporting the responsible Credit Officer. CLM is essential for the delivery of a wide range of financial solutions to Citi CCB clients, working in direct partnership with Relationship Managers and Independent Risk, to execute on the firm's and client's business objectives. This can include working capital solutions, term loans and M&A financing, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The primary responsibilities of CLM include credit underwriting, due diligence, structuring and documentation, and portfolio monitoring. As part of the business and in direct partnership with relationship coverage bankers, CLM teams provide thorough, objective analysis of the financial condition and credit worthiness of borrowers, including prevailing covered industry sector and product/market conditions, as well as the appropriate credit structure based on various risk considerations. The CLM Analyst is responsible for supporting the underwriting and monitoring of a material amount of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships. The CLM Analyst provides critical support with driving internal analytical work product that serves to underpin credit approval decisions and maintains ongoing credit oversight of the lending portfolio relationships through quarterly and/or annual reviews along with covenant and other reporting monitoring, as applicable. The assigned industry/specialty vertical requires developing knowledge of the unique sector/product drivers and key performance indicators to make well-informed credit underwriting decisions and proactively manage the portfolio based on a dynamic environment. The CLM Analyst assists with the production of sector and sub-segment insights for key internal and external stakeholders and develops the credit-specific risk assessments on new originations and portfolio requests. The CLM Analyst role also requires the individual to develop an understanding of various Citi and CCB-specific credit policies, processes, and procedures, and how to apply these concepts consistently in practice, including ensuring the portfolio is appropriately risk-rated and classified, properly secured (if applicable) and that early warning signs are established and proactively addressed. CLM represents a critical “first line of defense” control function for the bank, ensuring the CCB's credit process is conducted in accordance with all internal and regulatory frameworks, and is responsive to relevant inquiries. The CLM Analyst plays an important role in meeting a high standard for owning the work product of their respective portfolio and represent their covered accounts in numerous highly visible forums. An Analyst in CLM can contribute to strategic projects for NAM or Global CLM initiatives and provide critical inputs that direct the future of credit formation within the CCB. Additionally, the CLM Analyst is expected to rapidly develop the necessary technical skills through training from various teams and forums across CCB to promote the development and application of credit skills. Key Responsibilities Facilitate the end-to-end lending process within the NAM CCB for the assigned relationships and portfolio Rapidly develop knowledge of assigned portfolio and industry, and create well-supported analysis that effectively balances risk and business objectives Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated Produce the underlying analysis and workflow supporting underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence Timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio Facilitate the loan documentation process for both new transactions and amendments or modifications; including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents Attend periodic meetings regarding covered portfolio clients and select new to bank opportunities in partnership with CLM Credit Officer and the Relationship Management team Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients Mentor and develop more junior staff and other support to become effective resources and future contributors Recommend and champion changes to improve existing processes to achieve greater efficiency and controls Work proactively, and in a constructive and diplomatic manner, with internal and external stakeholders to keep transactions moving forward and in accordance with appropriate controls Qualifications 1-3 years of banking, finance or related experience in credit underwriting, portfolio and/ or risk management with a multinational financial services organization Knowledge of basic accounting and financial concepts and their practical application in the credit underwriting process Excellent communication (written, verbal, presentation and listening) and organizational skills; ability to complete multiple priorities in a timely manner Demonstrates learning agility: seeks out resources and experience to continually build knowledge/skills; quickly and successfully applies learning to new situations Proficient in spreadsheet, word processing and presentation applications, including strong data visualization skills Bachelor's degree; advanced degree(s) and other certifications considered but not required ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Credit Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Francisco California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $86,330.00 - $120,470.00 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 Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ 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.
    $86.3k-120.5k yearly Auto-Apply 4d ago
  • Sr. Risk Officer

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    The Senior Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions related to the Market. In conjunction with the Market Executive and other Risk Officers within the Market, the Senior Risk Officer has accountability in the Market for maintaining a consistent control environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Senior Risk Officer keeps the Market Executive informed of significant matters within the Market and must determine when the Market Executive, other Branch Managers within the Market and/or Regional Risk Officer should be directly involved. The PWM Senior Risk Officer role is a non-revenue sharing position that has dual straight line reporting to the Market Executive and Regional Risk Officer. DUTIES and RESPONSIBILITIES Surveillance and Supervision * Primary responsibility for all risk, supervisory, and compliance functions for the Market * Communicates and facilitates any supervisory inquiry or process that requires escalation from the Market to the Regional Risk Officer * Focuses on business ethics and regulatory and compliance practices * Provides the coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment within the Market * Ensures proper procedures are in place to ensure that approvals are handled appropriately and timely * Manages the Market Risk Officers within the Market to ensure consistent regulatory and compliance practices * Ensures procedures are in place for self-audits. Risk Management/Compliance/Legal * Monitors and implements procedures to manage all facets of risk, including data security, across the Market * Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations * Liaises with the Legal and Compliance Division with customer complaints and litigation * Together with the Market Executive and Market Risk Officers, ensures appropriate supervisory coverage is maintained at all times across the Market as required by Firm policy. * Oversees all responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the market has procedures in place. * Is responsible for the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated * Works with Market Executive and Market Risk Officers to monitor people risk, and ensures appropriate action is taken * Responsible for proactive client contact within the Market in determining suitability and managing risk * Active involvement with the region regarding matters presented to the Credit Committee * Primary source for intelligence on risk in regard to clients and FAs * Active involvement with margin and credit decisions Administrative * Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance * Together with the Market Risk Officers in the Market, facilitates the training of all personnel on Morgan Stanley Wealth Management compliance policies and procedures * Assists in the review and on boarding of FA recruits Education and/or Experience * Bachelor's degree required or equivalent education or experience * Previous industry experience * Active Series 3, 7, 8 (or 9 and 10), and 63, 65 (or 66) * Other licenses as required for role or by management Knowledge/Skills * Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex problems and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies * Evidence of strong leadership capabilities or previous supervisory experience * Ability to organize and prioritize workflow and assignments in a deadline oriented environment * Ability to interact with Financial Advisors and clients * Excellent judgment and the ability to be discreet in all matters * Strong work ethic Reports to * Dual reporting: Market Executive and Regional Risk Officer Direct reports * Market Risk Officers 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 $170,000 - $215,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $170k-215k yearly Auto-Apply 24d ago
  • Asset Management - Real Estate Investing - Analyst

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    The Asset Management Analyst opportunity is open to candidates interested in San Francisco and/or Los Angeles. Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $53 billion of gross real estate assets worldwide on behalf of its clients. Job Description: As a member of Morgan Stanley Real Estate Investing's U.S. Asset Management team, the individual will play an integral role working with all senior staff members in fulfilling specific property and/or portfolio level responsibilities. Responsibilities will focus on providing analytical support for the asset management team utilizing Argus cash flow and Excel software. Primary Responsibilities: * Work directly with asset managers, leasing and property management teams on approximately 30 - 35 assets * Prepare cash flow analyses, including: sensitivity analyses, quarterly cash flow models, annual asset valuations and in-depth valuation and hold/sell analyses * Review and assist in preparation of budgets and preparation of strategic plans * Analyze and review leases * Prepare quarterly client reports * Coordinate and review third-party independent appraisals as well as preparation of internal valuations * Participate in ad hoc analyses * Assist with acquisition and disposition due diligence and asset financings Skills/Experience/Education Required: * BA/BS required * Three to four years of real estate experience required * Strong analytical and financial skills * Strong working knowledge of cash flow modeling; Argus * Strong oral and written communication skills * Knowledge of appraisal fundamentals * Ability to work within a team and under tight deadlines * High commitment, strong self-motivation, and proactive * Strong attention to detail * Ability to effectively prioritize and handle multiple tasks 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 $110,000 - $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $110k-120k yearly Auto-Apply 60d+ ago
  • Assistant City Manager

    International City Management 4.9company rating

    Brentwood, CA job

    Are you looking for an opportunity to join a high performing team in an agency committed to providing exceptional municipal services? Are you a talented leader who is deeply committed to developing others? If so, and you are an experienced municipal manager who is well versed in City operations, you should apply for this opportunity today! The City of Brentwood, the jewel of Contra Costa County, is one of the Bay Area's fastest growing and most dynamic communities. The City is a great place to live and work and a place to enjoy extraordinary views of majestic Mt. Diablo, the bounty of fresh fruits and produce from the rich agricultural area adjacent to the City, and the recreational opportunities of the Delta. The City Manager is seeking an Assistant City Manager who is deeply committed to developing people and cultivating a culture of exceptional customer service. The ideal candidate will be well versed in City operations, including finance and land use. Requires the equivalent of a BA and eight years of progressively responsible administrative or staff experience in municipal government, including three years of management experience. The annual salary range for this at-will position is $227,099 - $276,040, depending on qualifications and experience. The City offers an outstanding benefits package that includes fully paid medical, dental, and vision insurance for the employee with significant contributions towards family premiums, and a generous paid leave program. Resumes acknowledged within two business days. Call Roberta Greathouse at ************** for more information. A detailed brochure is available at *************************** The filing deadline is January 11, 2026.
    $227.1k-276k yearly 2d ago
  • Community Development Director

    International City Management 4.9company rating

    Millbrae, CA job

    JOB TITLE: Community Development Director FILING DEADLINE: January 12, 2026 SALARY RANGE: $199,698 - $269,591 ANNUALLY The new Community Development Director is a high-level leader proficient in all areas of community development and will function as a key member of the management team in implementing City Council priorities and shaping the future of the City. The Director plans, organizes, and directs the activities of the Department, working with local and regional partners to ensure the City's priorities and goals are achieved. Under the direction of a visionary City Manager, this position is responsible for providing excellent leadership and directing and managing overall operations of an efficient and effective Community Development Department. The successful candidate will be well versed in the principles and practices of city planning; governmental administration; Federal, State, and Local laws affecting public planning; uniform building codes; and other codes enforced by the department. They will be responsible and innovative in creating succession planning, providing mentorship, fair supervision, and strategic training, with the ability to manage a budget of approximately $3 million and a team of ten full-time employees. Responsibilities include, but may not be limited to the following: * Meet with directors, division managers, and other key department staff to collaborate and discuss issues regarding projects, policies, programs, and to determine priorities. * Make recommendations on planning, zoning enforcement, building inspection, and related issues to the City Manager, Planning Commission, City Council, and various citizen advisory groups. * Confer with public officials, developers, citizen groups, and the general public on highly sensitive matters related to the City's development regulations and policies. * Supervise the administration and enforcement of the City's environmental impact review procedures. * Develop policies and procedures designed to improve and provide quality services to the citizens and the community. * Interpret, enforce, and propose amendments to the City's General Plan and related ordinances. * Assist in the development, implementation, and monitoring of long-term plans, goals, and objectives focused on achieving the City's mission and Council priorities. * Oversee the operations and activities of assigned divisions and staff. THE IDEAL CANDIDATE The ideal candidate will bring executive level expertise in urban planning design and design review, creative leadership, effective negotiation skills, a collaborative approach to management, and will enjoy mentoring and developing employees to create a highly productive team-oriented environment. The successful candidate will have significant experience working with CEQA and current State Housing Element laws and processes; sophisticated experience working on General Plan implementation, commercial office, and hotel development projects; as well as current and long-range planning experience. The ideal candidate will have a demonstrated ability to direct and manage multiple priorities while exercising sound independent judgment. This position interacts with stakeholders across all sectors, thus requires exceptional interpersonal communication skills and astute political awareness. The ideal candidate will take initiative, be innovative, and excel in delivering and setting standards for excellent customer service. Key Attributes and Characteristics * Politically savvy, creative, and adaptive. * Provides leadership and inspires support in the City's efforts to create a work culture that values integrity, respect, teamwork, excellence, and high performance. * An active problem solver with high level critical thinking skills who anticipates and responds to problems utilizing a progressive approach. * Strong communication and interpersonal skills are necessary to translate technical concepts to all audiences, build trust, and create and foster positive relationships with staff and other stakeholders. * Strong negotiation skills, with a transparent communication style; equipped with the ability to lead by example and set the tone for excellence. QUALIFICATIONS * Bachelor's degree in planning, civil engineering, public administration, urban development/design, or a related field. * A Master's degree in a related field is highly desirable. * Six (6) years of responsible experience in planning, community development, urban design, development, and review, or related field with a background in planning, redevelopment, building operations, or related field. * Three (3) years of increasingly responsible management experience. * Previous municipal experience is highly desirable. To learn more about the City of Millbrae, go to: ******************************* For more details about this opportunity, please visit the job brochure at: ************************************************************************ To be considered, please submit a resume, cover letter, and four work related references (who will not be contacted in the early stages of the recruitment). Resumes must reflect months and years for positions held. Submit materials to: ****************************************************** For additional information, please contact: Frank Rojas ************** Frank_************* Website: ***************************
    $199.7k-269.6k yearly Easy Apply 6d ago
  • Investment Consultant

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: * Advise clients in accordance with the Team's agreed upon strategy * Analyze investment opportunities and client needs, and recommend appropriate strategies * Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management * Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed * Comply with all industry rules and regulations * Additional tasks as needed EDUCATION AND/OR EXPERIENCE * Minimum of bachelor's degree or comparable professional certification required * Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required * Product and state licenses must be in parallel to Financial Advisors on the Team * At least 5 year(s) of business experience and proven success in a previous career * Minimum of 5 years FINRA Registration preferred KNOWLEDGE/SKILLS * Extensive knowledge around financial industry and product knowledge * Ability to communicate effectively with co-workers and clients * Excellent written and oral communication skills * Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: * Branch Manager or Associate Market Manager 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 $68,000 - $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $68k-135k yearly Auto-Apply 60d+ ago
  • Inside Sales and Sales Operations VP

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    The Inside Sales and Sales Operations Manager will play a critical role in supporting the sales team by managing sales operations and driving inside sales efforts. This position requires a proactive individual with strong communication skills, attention to detail, analytical skills and the ability to work collaboratively across departments to ensure the smooth execution of sales processes. Key Responsibilities: Inside Sales: * Qualify inbound sales leads, understanding client needs and introducing the appropriate salesperson. * Conduct prospect outreach to generate meetings at conferences and drive prospects to networking events. * Maintain a comprehensive understanding of the company's products and services to effectively communicate value propositions to clients. Sales Operations: * Support the sales team by managing CRM systems, ensuring data accuracy and integrity. * Assist in the preparation of sales reports, forecasts, and presentations for management. * Coordinate with cross-functional teams to streamline sales processes and improve operational efficiency. * Track and report on sales activities and results, providing insights and recommendations for improvement. * Monitor and analyze sales metrics to identify trends and areas for improvement. Integrated Firm Coordination: * Identify and leverage firm relationships with prospects to enhance sales opportunities. * Coordinate across the firm to utilize existing relationships and identify cross-sell opportunities. * Communicate and update internal partners who have relationships with clients to ensure a coordinated sales effort. * Collaborate with internal teams to develop and present a unified and compelling sales pitch that represents the firm's capabilities. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $110K-$185K/Yr. at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Colorado: Salary range for the position: $110K-$185K/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/31. For New York: Expected base pay rates for the role will be between $110K-$185K/Yr 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).
    $110k-185k yearly Auto-Apply 27d ago
  • Full Time Teller, One California Branch- San Francisco

    Citigroup 4.6company rating

    San Francisco, CA job

    The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + 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:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Good Faith Schedule- subject to change based on business needs: Monday -Friday 8:30am-5:30pm, Saturdays as needed Employees in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance: ******************************************************* Poster Set All Languages 10 01 18.pdf (*******************************************************%20Poster%20Set%20All%20Languages%2010%2001%2018.pdf) ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $51,960.00 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.
    $41.6k-52k yearly 60d+ ago
  • Citi Wealth at Work - Banker - Director

    Citigroup Inc. 4.6company rating

    Palo Alto, CA job

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner. The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Apply an in-depth level of knowledge in key investment and financing products. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. * Series 7 & 66 Required Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Palo Alto California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $300,000.00 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: Sep 29, 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.
    $101k-141k yearly est. 55d ago

Learn more about T. Rowe Price jobs

Most common locations at T. Rowe Price