Thrivent jobs

This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you'll own it from the first "Hello!" to problem resolution. Working on each unique call from beginning to end lets you focus on the details needed to find the right solutions and provide a superior call experience. Each day, you will be helping people with similar values to your own to make the most of all they've been given. And your passion for serving others combined with integrity in your words and actions is essential to your success. The calls Building rapport with callers of diverse backgrounds is vital to accurately assess the situation and present potentially complex solutions. It requires quickly navigating multiple systems and at the same time engaging callers with clear, concise, and positive language as you gather relevant information. We are passionate about the client experience. While Average Handle Time (AHT) is measured, we focus on quality and first-call resolution, while looking to minimize our processing time or after-call work so we can help more clients reach their desired goals. An environment to launch your career The calls you'll work on daily are from individuals driven by a higher purpose and resonate with Thrivent's promise of helping people achieve financial clarity, enabling lives full of meaning and gratitude. That mentality is why escalated callers are few. You'll step into a role with dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager. Your professional development and career progression result from monthly coaching sessions, thought provoking and structured career advancement programs, and stretch opportunities. It's a career with multiple paths for advancement, too. You have the opportunity to use your interest in our generosity programs to become an expert. Or you may explore the opportunity to become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims unique to Thrivent. And with a track record of individuals advancing into new support and leadership roles across the organization, this role provides a starting point for growing at Thrivent. Some highlights include: Starting at a competitive base salary of $23.46 HR ($48,796) Up to 10 weeks of structured training and onboarding for the product or program you support, with a designated onboarding partner including regular mentoring. After training has completed, you'll be added to our Career Progression program which includes the ability to increase your hourly wages every quarter in the first year by meeting established milestones - that could mean an extra $2k salary increase in the 1st year alone ! We provide stretch opportunities across the organization. Recent examples include recruiting/interviewing new talent, focus groups/roundtables to address business objectives, quality initiatives and launching new services. Clear guidelines and resources with no scripts! We support our Customer Care Professionals to be the best they can be, with an internal helpline, coaching and mentoring, and comprehensive documentation there whenever you need them. Your Benefits Comprehensive medical, vision, and dental (we care about your health) 401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us) Four weeks of PTO + 12 paid holidays (take care of yourself so you can take care of our clients) Up to 20 hours of volunteer time off (help the people we serve and the communities we foster) Corporate gift matching up to 1:1 (where you donate, we'll donate) No nights or weekends! And more! Qualifications & Skills: High school diploma or equivalent experience, post-Secondary education is preferred. Experience navigating complex customer interactions from support through to resolution. Ability to welcome change and contribute to continuous improvement in a fast-paced work environment. Some examples include proactively sharing suggestions, identifying trends, and improving shared documentation. Ability to work: Training: January 26-March 31, 2026, 8:00 a.m. - 4:30 p.m. Central, Monday through Friday for training duration After Training: Work a full-time schedule between the hours of 9:30 a.m. - 6 p.m. (CST), Monday through Friday Remote work requirements: private, secure, distraction-free work area which must include reliable power and high-speed internet, which is hard-wired via ethernet to a router/modem. Internet speed 30 Mbps download/10 Mbps upload required. The ability to pass a criminal background check What to expect after completing your application: The application process for this role consists of two parts - the application and a job skills assessment. This assessment must be completed within 48 hours of receiving the initial invite for your application to be considered. Please note, the assessment cannot be reset if you miss the 48-hour window to complete. After submitting your application, you will receive a link by email inviting you to complete the self-paced skills assessment through our partner Modern Hire. The assessment invitation will be sent from "Thrivent Recruiting Team (noreply@mail.modernhire.com)." Both parts of the application process must be completed to be considered for this role. Although you may not need the entire time, please allow 45 minutes to complete the assessment. The assessment will guide you through a series of questions that will evaluate job-related skills and strengths. This assessment must be completed within 48 hours of receiving the first invitation. Applications with missing or uncompleted assessments will not be considered in the hiring process due to a high volume of applicants. If you do not receive the invitation email from "Thrivent Recruiting Team (noreply@mail.modernhire.com)," try refreshing your inbox as emails may take up to 15 minutes to send. Check your spam and junk folders for an email from "Thrivent Recruiting Team (noreply@mail.modernhire.com)." If the email was sent to spam, mark as “Not Spam” to ensure you receive all future emails related to your application. Confirm you applied with your correct email by logging into your candidate home here. You will need to reset your password or apply again with your right email if you didn't the first time. If you applied for a similar role in last few months and already completed an assessment, no further action is needed from you and you won't receive an email. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. This role starts at a competitive hourly wage of $23.46. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

About the Role: We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other various activities that help to ensure that our client's receive the best possible customer experience. This is a part-time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high-performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting. The Evans Group is an Equal Opportunity Employer. Key Responsibilities: * Serve as the first point of contact for clients-answer inbound calls and greet clients during visits. * Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups. * Prepare agendas and ensure meeting readiness, including compliance folders and materials. * Maintain and update client records, including meeting notes, tasks, and client communications. * Handle scanning, electronic filing, and document storage in appropriate systems. * Process mailings, paperwork for signatures, and confirm receipt of client checks. * Monitor and respond to client messages, when appropriate, and log relevant communications. * Manage office inventory and supplies; order as needed. * Oversee invoicing and payment tracking. * Assist with new business processing and compliance recordkeeping. * Organize welcome baskets, retirement gifts, and special occasion cards. * Support financial planning deliverables by posting documents to required systems. * Provide administrative support for advisor email and voicemail management. Performance Metrics: * Accuracy and timeliness of work. * Positive client feedback. * Resolution of client service issues. * Implementation of process improvements and creative ideas. Qualifications: * Minimum 2 years of experience in a similar role; financial services experience preferred but not required. * Strong attention to detail and organizational skills. * Excellent verbal and written communication abilities. * Ability to manage multiple priorities and meet deadlines. * Professional phone etiquette and client service orientation. * Familiarity, or adaptability, with compliance requirements in a financial advisory setting. * Positive attitude and willingness to learn and grow. Requirements: * Position requires you to be onsite. This position is open to local candidates only; relocation not provided. Salary: * $37,500 per year At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Part time

Cybersecurity Data Analysts and Cybersecurity DevOps Engineers Looking to hire multiple positions across Associate and Director roles Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit ********************** Cyber Data Risk & Resilience: The mission of Cyber Data Risk & Resilience (CDRR) is to deliver first-line defenses to manage risks to Firm technology, information and cyber threats through risk identification, control management and assurance. This allows the business to operate and grow in a secure and legally compliant manner. Our vision is to deliver Programs that protect and enable the business, ensure secure delivery of services to our clients, adjust to address the risks presented by an evolving threat landscape, meet regulatory expectations, and offer highly attractive career opportunities. Profile Description: We are seeking AI Security Engineers & AI DevOps candidates, across various experience levels to join our Testing Execution team as an AI Security Engineer in Security Testing and Risk to perform adversarial testing to evaluate the efficacy of the model-level security controls and the controls implemented between the end-user and the LLM. Software Engineering roles include Associate and Director located in Baltimore, MD What you'll do in the role: * Communicate regularly with product leads across the technology organization and discuss opportunities for improvement to existing and future technology solutions. * Operate a security testing platform designed to perform adversarial testing against AI/LLM systems. * Detect and validate risks in AI/LLM systems including but not limited to evasion, prompt injection, and data leakage. * Collaborate with AI/ML engineers and Gen AI application developers to integrate domain-specific security knowledge into AI/LLM systems. * Deploy and manage cloud resources and infrastructure components. What you'll bring to the role: * 4+ years experience in cybersecurity technologies or operations, including areas such as red teaming, penetration testing, application security, vulnerability management, compliance, and governance. * Strong programming and scripting skills (e.g., Python, Java, C, C++, Bash) * Basic Linux and Windows command-line knowledge * Knowledge of cloud security best practices and compliance standards * Familiarity with LLMs and techniques like prompt engineering, fine-tuning, and retrieval-augmented generation (RAG). * Advanced understanding of business line and discipline with some knowledge of competitive environment and other disciplines. * Good understanding of the tactics, techniques and procedures of threat actors. * Knowledge of the MITRE ATLAS Framework and the OWASP Top 10 for LLM Applications. * Background in AI threat modeling, attack mitigation, or misuse detection. * Proficiency in cloud platforms such as AWS, Azure, and Google Cloud * Understanding of containerization and orchestration using Docker and Kubernetes * Understanding of data analysis * Excellent problem-solving * Excellent attention to detail and communication * Excellent stakeholder management 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 $65,000 and $135,000 per year for Associate and between $85,000 and $150,000 per year for Director at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 15 West Main Street, Berryville, VA This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. **We'll give you training and the support you need, providing:** + Training which may include mentoring, job shadowing, coaching and branch office visits + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $33.73 **Hiring Maximum:** $40.06 Read More About Job Overview **Skills/Requirements** **Skills:** + Ability to learn and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical thinking, and sound judgement + A resilient, creative and progressive mindset + Motivated to achieve results as an individual and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients + Gather information and collect suitability information to open new accounts + Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding Edward Jones Stock recommendations and withdrawals + Actively business plan and work as a team to continuously evaluate and execute branch strategies + Continually develop yourself to grow personally and professionally **Can you see yourself...** + Building meaningful connections and long-lasting relationships with clients + Managing multiple projects in a dynamic and highly collaborative organization + Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes **Requirements:** + High School Diploma/Equivalent required; Bachelor's degree preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for support, and a passion for helping others reach their financial goals, we'd like to connect with you. Position Summary: This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially. Responsibilities: Learn and understand the entire operation of Ascend National Wealth Advisors Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry Meet with new and existing clients to build a book of business and grow relationships Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts Position products, services, and strategies to help clients gain financial clarity Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. Participate in events to attract new clients and provide financial education to the local community Research and respond to client inquiries Finalize, submit, and track all client paperwork for account and application changes Collaborate with Lead Advisor on complex scenarios Schedule, prep, and document all your client meetings Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: Self-motivated, independent, and driven to succeed with a strong growth mindset Motivated by helping others and relationship-oriented A natural coach or guide with strong interpersonal skills Passionate about living a life of generosity by serving others, not just selling products Benefits: Generous Paid Time Off 401(k) with employer match Position Requirements: Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required Five years' experience in the financial services industry, preferably as an advisor Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information As part of Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: * Knowledge of SMP/E, software upgrades and maintenance * Knowledge of all CICS parameters that control performance in a CICSPlex environment. * Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions * Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. * Knowledge of the CICS resource definitions, including those that pertain to CICS region performance * Experienced with the CICS monitoring tools such as Sysview for CICS. * Ability to perform problem determination, dump analysis and performance tuning * Knowledge of Cobol to support application developers * Experience with Mainframe Websphere MQ * Excellent oral/written communication skills Skills desired: * Assembler, COBOL and REXX coding and knowledge of CICS Exits * Web application support in a CICS TS V6.x environment * Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility * Utilization of CICS Configuration Manager * Working knowledge of zOS & CICS Explorer * Understanding of CICS REST Services * Prior Application programming experience 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 $150,000 and $210,000 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).

The Technology Talent Development (TTD) team sits within Technology Chief Operating Officer (TCOO) division. The mission of TCOO function is to enable the Tech division to achieve outstanding results by delivering world class programs supporting their teams and strategic objectives. TCOO provides centralized services for Governance oversight, Talent Development, Workforce Strategy planning and implementation, and effective Communication and Team Engagement. TTD Department offers Junior Talent Development, Continuous Learning and Career Enablement programming with associated operational and reporting support for the 17K+ Tech employees. We strategically direct and foster world class learning culture enabling Morgan Stanley Tech members to be their best. Initiatives managed by the team include Tech Intern and Analyst Programs, Tech Strategy and Core Technical Skills Training, Tech New Hire Training program, Mobility and Mentorship programs, Professional Skills and Business Knowledge Training, Training Operations and Reporting and associated supporting tooling, among others. Our team of 25, located across the globe, also partner closely with Firmwide HR on a variety of Talent initiatives. This role is vital, cornerstone of TTD team. Will serve as 1) Stakeholder Mgmt and Governance - in partnership with the learning partners, support interactions and comms with stakeholder groups including Tech Learning Advisory Council, Distinguished Engineers, CIO / Divisional leadership, Regional leadership. Responsibilities include message development, document preparation, attending meetings with stakeholders and ongoing 1:1 comms 2) Marketing and Comms - design and implement internal marketing campaigns to promote TTD offerings across Tech; manage team Jive site; liaise with TCOO comms team for execution. This individual will report to the Head of Tech People, Development Marketing, and Comms VP. Candidate should be curious self-starter with positive attitude who can navigate broader org with strong collaboration, program / project mgmt, comms and leadership skills and comfort working independently at all levels. With regularity, candidate will produce presentations for CIOs and other senior mgmt groups that require strong verbal and written presentation/storytelling experience and skills. Candidate should be passionate about people development and leading continuous, innovative improvements in the same. Role has global remit and will work closely with globally distributed team. What you'll do in the role: Support the mgmt and execution of various governance bodies that direct the TTD strategy. The Tech Learning Advisory Council meets periodically to set direction, review strategy and plan, remove blockers and provide resources, subject matter experts. Additional governing bodies may be established based on programs and people development needs >Proactively promote to CIOs, Tech divisional leadership, CAOs and Chiefs of Staff updates on learning & development strategy, programs and marketing materials that enable them to maximize the development of their teams, to contribute to a learning culture, and to increase team enjoyment and retention >Curate, co-create, and manage distribution of branded weekly and monthly newsletters, ensuring alignment with organizational messaging, audience engagement goals and cross-functional collaboration >Provide support and oversight of the TTD Jive site and other marketing materials - critical components of our TTD comms and engagement strategy. Create Jive sites / pages, as needed, in support of learning and development initiatives >Develop and execute marketing campaigns including email, posters, Jive site updates and other comms channels. Partner with TCOO Comms team in execution of comms >Partner with GC & regional COO teams to ensure awareness of central-driven programs, availability of marketing collateral and sharing of best practices What you'll bring to the role: > 3+ years of experience in supporting governance processes with senior executives. > 7+ years of experience creating management level communication and presentation documents. > 7+ years creating and executing marketing campaigns within a global organization. > A proven influencer with strong interpersonal skills, able to interact at all levels to drive successful outcomes in line with management priorities > Track record of integrity, grit, courage, flexibility, fortitude, positivity, and compassion > Comfortable working as a trusted member of a global organization with team members, stakeholders, upper management, and clients in different regions across Asia, EMEA and North America Skills: > Excellent written and verbal communication skills > Demonstrable creativity with regards to design and implementation of marketing, communications and presentation materials > Strong collaboration skills and excellence orientation > Strong project management and organization skills with the ability to multitask and prioritize; Agile methodology / scrum master skills > Demonstrates initiative, judgment and thoughtful decision making > Advanced PowerPoint skills > Ability to work under pressure and within tight deadlines > Open-minded, independent, problem-solving, and highly motivated team player WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $65,000 and $135,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The (Senior) Associate, Enterprise Strategy & Development, will work as a member of the Enterprise Strategy team. This position works closely with internal Business Unit Leaders, Finance, Legal, and other functional groups to evaluate, execute, and report on Enterprise Strategy projects across various functions and topics. You will also work closely with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions, investments (equity and debt), and strategic partnerships to enable Thrivent to execute its Enterprise strategy. In this role, you will: • Perform fundamental analysis, including financial modeling and valuation for Enterprise Strategy projects and new deal activity, and communicate conclusions to the Enterprise Strategy team. • Research relevant sector trends, market- and company-specific information, including operational metrics and valuation multiples. • Manage an M&A and investment pipeline and monitor relevant transactions for Thrivent. • Create investment memorandums and presentations for Thrivent leadership, including the ELT and the Board. • Work on miscellaneous special projects. **We are open to candidates working remotely anywhere across the United States but prefer this person to be located in the New York City, NY area. Job Responsibilities and Duties Rigorous analysis of the viability of a strategic project or opportunity, including historical financials, projections, unit economics, strategic positioning, and value proposition to provide insight on strategic and economic risk-adjusted return. Collaborate to develop Thrivent's inorganic strategy, preferred tactics, and deal structures to operationalize the strategy. Lead the financial modeling, valuation, research, and financial due diligence coordination workstream for inorganic initiatives and strategic projects, in close coordination with the Finance and Legal functions. Support end-to-end deal execution, including preparing transaction documents, financial analysis, due diligence, coordinating various internal and external parties, and organizing information into presentable formats. Prepare and deliver management-level committee and board presentations that reflect fundamental analysis and provide actionable recommendations. Monitor strategic investments and deal activity, communicating with management on a frequent basis the performance of investments. Maintain and refine the standardization of internal project management and diligence best practices to ensure understanding of strategic value and risk, provide recommendations around mitigation, as well as track and archive best practices and learnings. Job Qualifications Required: Bachelor's degree required; Concentration in finance or accounting preferred. 4+ years of experience in investment banking, private equity, accounting, finance, consulting or corporate development. Exceptional analytical, interpersonal, written and verbal communication skills. Excellent financial modeling skills, including 3-statement financial analysis, with proficiency in Excel, PowerPoint, and Word. Strong history of achievement in past professional and academic experiences. Self-directed individual with strong work ethic, intellectual curiosity, and great attention to detail. Preferred: Master of Business Administration degree with a concentration in finance or accounting preferred. CFA preferred. 6+ years of experience in investment banking, private equity, accounting, finance, consulting, or corporate development within the financial services or financial services technology sectors. Additional Information This position is a full-time remote opportunity; New York City, NY preferred. #LI-Remote Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $124,010.00 - $167,778.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job Description We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we'll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation: $75,000 - $90,000 yearly Responsibilities: Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs Stay abreast of any changes in the financial industry that may impact the clients in your portfolio Create customized financial plans for each client based on their evolving financial needs Expand our prospective customer base and market our financial products through referrals Assess each client's financial information to make strategic product, plan, and investment Qualifications: Needs to have the ability to market and network with potential clients Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Eagerness to learn about the financial industry and our various offerings and products About Company Northwestern Mutual was named one of the "World's Most Admired Companies" in its industry according to FORTUNE magazine's annual survey, published January 2019. We have been among the leaders in the financial services industry for nearly 165 years and have a proven track record of financial success.

Job DescriptionAbout Us: We are a growing wealth advisory firm dedicated to helping clients achieve their financial goals through personalized planning, investment strategies, and a client-first approach. Our success is built on the strength of our team-we believe in hiring professionals who share our passion for excellence, integrity, and long-term client relationships. As we continue to expand, we are committed to attracting and developing top talent who will help shape the future of our firm. Responsibilities: Identify, source, and attract high-quality candidates for advisor, client service, and operational roles Manage the full recruitment cycle, from posting to offer acceptance Partner with hiring managers to understand position requirements, desired skill sets, and team culture Build and maintain talent pipelines for current and future hiring needs Leverage social media, networking events, referrals, and industry connections to reach passive and active candidates Conduct phone screens, interviews, and assessments to ensure cultural and role alignment Represent the company at career fairs, conferences, and industry networking events Maintain accurate recruitment records and ensure compliance with all hiring regulations Requirements: Proven experience as a recruiter, preferably in wealth advisory, financial services, or professional services industries Strong relationship-building and networking skills Excellent verbal and written communication abilities - Korean Familiarity with applicant tracking systems (ATS) and sourcing tools Bachelor's degree in human resources, business, or related field preferred Bonus Points: Previous experience recruiting financial advisors, client relationship managers, or wealth management professionals Knowledge of industry licenses and credentials (e.g., CFP , Series 7, Series 66) Experience with employer branding or recruitment marketing in the financial services sector Established professional network within the wealth advisory industry Compensation: This position offers a competitive base salary plus performance-based incentives. Your earning potential will grow with your success in attracting top talent.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Director, Advanced Specialist position at the P4 job level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. What you'll do in the role: The Balance & Control team of Wealth Management Operations is a responsible for the integrity of the Firm's books and records through the reconciliation of the security ledger (Stock Record) and the cash sub-ledgers that roll into the General Ledger. The team is in need of additional, specific subject matter expertise to assist in the interpretation and application of FINRA rules as team reconciliations and position and balance monitoring affect Financial Reporting Group calculations for capital charges. The candidate will need to be able to: * Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes * Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues * Fully review and analyze the daily submission to the Financial Control Group for balances that contribute to the Customer Reserve (SEC Rule 15c3-3) calculation. * Streamline the performance and reporting of current reconciliations with emphasis on the impact of aged breaks, escalating exceptions with market value exposure, and gained efficiencies within each reconciliation process. * Leverage knowledge of SEC Rule 15c3-1 and 15c3-3 and apply to the review and reporting of suspense, control, clearance and location account position and balances. * Review daily reconciliation exceptions and account balances as well as limit month end balances included in the Operations FOCUS report. * Provide complete and clear commentary for all related balances included in the FOCUS report. * Communicate and escalate, in writing and in person, processing issues and exceptions to various team managers and senior management. The Balance & Control team of Wealth Management Operations is a responsible for the integrity of the Firm's books and records through the reconciliation of the security ledger (Stock Record) and the cash sub-ledgers that roll into the General Ledger. Daily the team oversees and interacts with all of the various Operations Core processing teams through the balancing of assigned accounts, overseeing exception reporting, monitoring and tracking root cause of exceptions, recommending resolutions and ensuring risk controls are being properly applied. Key drivers for the team include: > Balancing cash, currency and security activity at domestic and international clearing utilities and agent banks > Balancing Trade blotter activity > Preparing reconciliations and explanations of month end Operations FOCUS reportable balances for related 15c3-3 and 15c3-1 capital charges. - 5+ years of experience Familiarity with current challenges in Financial Services institutions * Keen attention to detail with a methodical approach to root-cause analysis and problem solving * Effective organization and communication skills * Demonstrated ability to adapt quickly and engage stakeholders at all experience levels * Ability to multitask, prioritize, and act in a fast-paced environment * Strong interest in process improvement, automation, and system enhancements * Desire to lead and learn continuously We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. 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. United States (All States) 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. Asia and India 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. Salary range for the position: $93,000.00 and $140,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

We're seeking someone to join our team as a Controller - Director in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. Processes include but are not limited to: Revenue and Expense accruals for various product areas, various daily/monthly reporting processes, Inter-Company Revenue Transfers, and Expense/Reserve accruals and reconciliations. Additional responsibilities related to Month-end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad-hoc projects or requests. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm's financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting &reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Accounting support functions, which include but are not limited to: - Month-end close - Balance sheet and P&L reconciliations - Income Statement &Balance Sheet variance analysis - Various Daily Reporting requirements - Procedure documentation - Ad-hoc projects/requests - Coordination across multiple teams across the Firm - Coordinate responses and prepare support to satisfy audit inquiries - Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax. What you'll bring to the role: - Working knowledge of Finance functional area, industry and competitive environment - Ability to communicate clearly and concisely, and adapt to various audiences - Willingness to seek guidance and provide feedback to further develop self and peers - A high aptitude for numbers and a quick grasp of new applications and technology - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - Ability to work independently - Strong Team Player - Extremely proficient with Microsoft Office, especially Microsoft Excel &PowerPoint - Bachelor's degree - Excellent communication skills - At least 5 years of relevant experience would generally be expected to find the skills required for this role What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste **************************************************** into your browser. 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 ****************************************************s into your browser. Salary range for the position: $70,000 - $110,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Non Financial Risk: NFR Framework Policies Professional The NFR (Non-Financial Risk) Framework Policies and Rules Management team in LCD comprises two primary functions: (i) the Policies team, which sets standards for LCD policies and procedures and Enterprise Risk Management (generally, firmwide) policies and maintains the firm's repository for policies and related documents and (ii) the Rules Management team, which manages the rules management framework and maintains the Firm's rules management system. The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. Professionals within Legal and Compliance (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Policies Responsibilities That This Role Will Support: The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. It will require collaboration with regional/divisional policy teams, a support team in Mumbai, the technology teams that support related systems, and policy owners and other stakeholders. Primary Responsibilities > Assist with the review, approval and reissuance processes for global and NFR Framework policy content owned by LCD, working with content owners and other stakeholders as needed > Coordinate with regional/divisional policy teams on the development of annual policy plans and the tracking of progress to plan > Support production and distribution of the monthly Non-Financial Risk Policy Bulletin, which is a firmwide communication on new and updated LCD policies and procedures > Assist with coordinating Enterprise Risk Management policy reviews > Work with the Mumbai team and regional/divisional policy teams to maintain consistent policy management standards > Advise regional/divisional policy teams on policy content and governance questions > Maintain framework documents owned by the Policy Team, including the LCD Policy Framework and Procedures and Global Policy Mandate, as well as the team's internal procedures > Other tasks and responsibilities as needed Candidates must have: > Undergraduate degree > 3+ years of experience in Operational Risk, Compliance, Legal or regulatory roles relating to the financial services industry > Excellent written and oral communication skills > Strong organizational skills with the ability to maintain attention to detail across multiple simultaneous projects > Ability to work with global and cross-functional teams spanning Legal and Compliance and other areas of the Firm > Creative problem-solving skills and high level of learning agility and initiative > Strong Microsoft Word, PowerPoint and Excel skills Skills Desired > Experience with policies and procedures drafting, reviewing and/or management > Project management experience > Experience working with offshore teams > Comfort working with technology systems and applications; programming skills not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $60,000 and $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 15 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Practice Growth Director will partner closely with our Group Vice Presidents, Area Vice Presidents and Market Directors to ensure focus/target practices are driving productivity, practice management, teaming, succession, advice, and balanced sales growth. This position will also work closely with other distribution teams to align strategically to achieve our goal to significantly grow its business and client base. This role is responsible for achieving growth goals for Annual New Business Production (ANBP), advisor productivity, increasing teams, and ensuring practice protection with succession planning. The Practice Growth Director will partner with the Teaming, Succession and JFW Consultants to ensure consistent use of the organization's policies, programs and practices. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Drive growth in ANBP, acquiring new clients, and achieving investment revenue targets (RFOB), with full accountability for meeting these performance metrics. Enhance the growth and productivity of experienced financial advisors by supporting their practices and succession planning. Focus on expanding target practices through the identification of specialized roles, robust annual business planning, and assistance with complex revenue-sharing agreements. Demonstrate a strong commitment to and deep understanding of the organization's purpose-based advice strategy and solutions. Ensure consistent delivery of a high-quality advice experience and implement both protection and investment product solutions. Proactively support experienced advisors with business plans and goals through efficient communication. Coach them and provide necessary tools to ensure their success. Develop and implement strategies to enhance practice productivity, including book management, client service models, and staffing. Coach and promote collaboration among advisors of varying tenures and productivity levels through peer-to-peer forums, one-on-one coaching, and regional meetings. Support group capacity growth by retaining experienced advisors and enhancing practices through effective teaming and advice capacity additions. Build strong advisor relationships to generate warm referrals for local groups and teams. Develop collaborative relationships with the National Practice Group, Advisor Growth, Advice, Wholesaling teams, and regional leaders, focusing on strategic alignment and addressing local advisor needs. Coach veteran practices and cultivate a positive and productive veteran advisor culture resulting in increased productivity, sales, revenue, new clients, practice leverage, and building team structures. Coach and support advisors on exploring and executing team models in partnership with the Succession, Teaming, and Joint Field Work teams. Enhance the professionalism of experienced advisor practices and ensure an exceptional client experience using the purpose-based advice framework. Foster cooperation between experienced and new advisors through joint field work and book management. Recognize and celebrate collaborative contributions and achievements. Assist in identifying the need to add to teams, sourcing candidates, and conducting interviews for target practices. Develop and implement advisor and team segmentation strategies, including facilitating study groups, helping advisors present ideas to peers, and building a positive culture with advisors and field leaders. QUALIFICATIONS & SKILLS: Four-year college degree strongly preferred. Minimum five years coaching financial advisors. Demonstrated experience and expertise working with more sophisticated advisors and practices strongly preferred. Experience in using the organization's advice platform, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and have an ability and willingness to model, promote and demonstrate usage of tools as needed. Expertise with foundational practice management topics required: client service models, adding staff/new advisors to a team or solo practice, model office, etc. Familiarity with more advanced practice management topics: revenue sharing teams, legal entity team structures, advanced staff roles is strongly preferred. Ability to present and facilitate large and small groups in order to drive understanding of concepts and practices that lead to experienced advisor success. Ability to utilize technology, like Salesforce and Power BI to connect with and coach advisors. Professional designation or history of significant progress toward achievement preferred. FINRA Series 7, 63/65 or 66 required or obtained within 90 days. State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days. State securities registered and insurance licensed and appointed in all states that comprise the group area. Once advisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where advisors are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Flexibility to travel within the region (may include overnight) and conduct business during evening hours. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $76,132.00 - $103,001.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training. Participate in a robust orientation and training program. Shadow financial advisors during client meetings, workshops, community events and daily work. Learn to prepare financial plans and analyses. Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. Participate in team meetings that include weekly activity updates, new trends and concepts. Observe regional seminars and workshops. Attend virtual seminars with corporate employees to better understand the industry and the profession. Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs. Collaborate with other interns to research and present a project, based on best practices in building a financial services business. Position Qualifications: College junior or senior working toward a degree in business, finance, marketing or related field. Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT). Strong analytical and problem-solving skills; oral and written communication skills. Course Credit: Thrivent internships are available for course credit, but must be coordinated with your school administration. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

The Training Specialist role is responsible for facilitating in-person and/or virtual learning experiences that incorporates use of adult learning principles and recognizes different learning/work styles using existing resources or programs. This role will deliver training and measure individual progress to ensure learners can deliver business results. This role will be responsible for delivering learning solutions that cover a wide range of topics such as company orientation, industry knowledge, Thrivent product, process, and systems knowledge, as well as service skills development. DUTIES & RESPONSIBILITIES: Facilitate in-person and/or virtual learning experiences using existing resources and programs. Ensure a positive, inclusive and effective learning experience for all participants to achieve intended learning objectives As requested, make moderate revisions to the existing learning materials which could include job aids, tutorials, web-based training, workshop curriculum, learner guides, articles, publications, technology tips, video, etc. based on user feedback and necessary content changes. Consult with business leaders to assess learning/development/training needs and assist with the development of the solutions and tools to address those needs. Document and maintain all training records. Monitor, evaluate and record effectiveness of training courses. Recommend and develop improvements as needed. Provide feedback to content owners, represent training interests on project teams, and recommend training approaches as needed. Provide timely follow-up to participant questions. Support the design, development, and management of effective learning and performance-focused solutions, assess business & target audience learning needs, assist with developing the learning strategy, and identifying delivery methods including the identification of innovative learning methodology. Collaborate with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels. Identify internal and/or external emerging issues, research and analyze training and development practices, methodologies and trends and recommend new approaches. For Annuity and Life Insurance Interaction Center focus, include: The product lines involved are insurance (life, DI, MS, LTC), annuity (fixed and variable), and our tax-exempt programs. Only those specifically handling Annuity complaints would require the licensing. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience Three to five years' experience delivering training for in-person and/or virtual settings. Experience designing courses using a commonly accepted instructional design model, e.g., ADDIE. Experience writing explicitly stated learning objectives and creating lesson plans using Bloom's taxonomy. Experience developing asynchronous learning solutions, e.g., eLearning. Experience using eLearning development tools and learning management systems. Intermediate to advanced skills in MS Office applications including MS Word, Excel, and PowerPoint Experience working with and influencing employees and leaders at all levels in the enterprise FINRA Series 6 and SIE (and/or others as required by the position) required or obtained within 90 days of hire/transfer Preferred: Prefer experience in coaching/mentoring in a corporate setting. Prefer knowledge of Thrivent's insurance and/or investment and/or banking products. Prefer experience in a call center environment. Prefer experience in supervisory capacity in a corporate setting. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $60,844.00 - $82,317.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex new business and service transactions (including "not in good order" items). Position will also make outbound calls as required. Ensures service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards. Provides support in the development of policies/procedures and quality assessments. This position focuses on using job or technical knowledge and skills to serve customers effectively. Willingly cooperates and works collaboratively to accomplish department objectives. Job Duties and Responsibilities Provide services as part of a brokerage operations functional team. This includes answering member and field phone calls, assisting other team members, managing workflow, flexing to provide functional coverage and collaborating with other service teams. Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and Thrivent systems and applicable operational policies and procedures. Build and maintain a high quality and professional working relationship with all field professionals, clearing firm and internal business units. Analyze, approve and provide high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes. Provide quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account. Achieve or exceed department quality standards. Required Job Qualifications High School, 1-2 years related experience Strong written and communication skills Proficient with MS Excel, MS Word, and applicable financial reporting tools. Other Critical Factors Ability to work day and/or evening shifts according to volume forecasts. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $22.92 - $31.01 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 500 Piney Forest Rd, Suite C, Danville, VA This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. **We'll give you training and the support you need, providing:** + Training which may include mentoring, job shadowing, coaching and branch office visits + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $27.63 **Hiring Maximum:** $29.35 Read More About Job Overview **Skills/Requirements** **Skills:** + Ability to learn and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical thinking, and sound judgement + A resilient, creative and progressive mindset + Motivated to achieve results as an individual and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients + Gather information and collect suitability information to open new accounts + Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding Edward Jones Stock recommendations and withdrawals + Actively business plan and work as a team to continuously evaluate and execute branch strategies + Continually develop yourself to grow personally and professionally **Can you see yourself...** + Building meaningful connections and long-lasting relationships with clients + Managing multiple projects in a dynamic and highly collaborative organization + Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes **Requirements:** + High School Diploma/Equivalent required; Bachelor's degree preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.