The Vanguard Group jobs - 528 jobs

As a Wealth Planning Researcher within Vanguard's Investment Strategy Group-Advised Wealth Planning Strategies team-you'll play a pivotal role in shaping the future of wealth planning. In this intellectually rich environment, you'll lead research initiatives that enhance our existing methodologies and pioneer innovative wealth planning strategies. Grounded in rigorous quantitative analysis, your work will ensure Vanguard's advice remains industry-leading. Collaborating with subject matter experts and internal stakeholders, you'll align our guidance with evolving client needs and business priorities. As a trusted authority on complex financial planning topics, you'll also provide strategic insights to internal and external audiences and mentor investment analysts across the organization. Responsibilities: Leads the development of changes to Vanguard's wealth planning methodology. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments. Serves as an expert on the application of Vanguard's wealth planning methodology in the development of client investment strategies and construction of portfolios. Contributes to overall wealth planning methodology development. Researches, conducts analyses, and provides recommended changes to investments, portfolio construction, and wealth planning guidance. Ensures compliance with Vanguard wealth planning methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction. Serves as a subject matter expert for crew and leaders. Develops and conducts wealth planning methodology training activities for all crew delivering advice to clients. Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's wealth planning methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies. Participates in special projects and perform other duties, as assigned. Qualifications: Deep expertise in financial planning topics, including tax and estate planning. Minimum of five years related work experience in research roles or equivalent educational experience. Graduate degree in Financial Planning, Economics, Finance, or related fields strongly preferred. Demonstrated experience with utility-based lifecycle financial planning models strongly preferred Proficiency in Python for model development preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 60 investment professionals based in suburban Philadelphia, New York, London, and Hong Kong and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies, including social impact, climate solutions, and racial & gender equity. Overall, the Team has invested over $27bn across over 1,200 opportunities, as of December 31, 2024. DESCRIPTION: The Team is seeking candidates, preferably with previous experience at investment banks, consulting firms, private equity firms, or private equity fund of funds for a Senior Associate position on our Private Equity Solutions team, focused on fund investments (primaries), direct investments (co-investing), and LP secondaries investments. Investment professionals at the Senior Associate level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations. The position is available in suburban Philadelphia and travel is entailed on up to 40% of assignments. RESPONSIBILITIES: * Manage investment sourcing, opportunity diligence and evaluation, and portfolio monitoring by reviewing inbound investment materials, meeting with private equity fund managers, and assessing performance of specific companies and funds * Structure and lead research on a wide range of geographies, industries, companies, and macroeconomic trends * Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g., comparable company valuation analyses, LBO models, investment return projections with sensitivity analyses, track record analyses) * Lead strategic initiatives with cross-functional teams related to technology, data/systems, marketing, business development, sourcing, and business planning QUALIFICATIONS: * An undergraduate degree from a leading university. MBA from a leading business school a plus * 3-5 years of experience in private equity, investment banking, equity research, and/or management consulting. Primaries, co-investment, and/or secondaries experience is a plus * Highly motivated self-starter with a team orientation * Strong verbal and written communication skills * Extensive quantitative modeling experience with an excellent understanding of financial concepts and valuation * Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy * A high level of intellectual curiosity in developing knowledge of private equity and capital markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of ASSOCIATE, DATA GOVERNANCE, to join our BNY Investments and Wealth Data Governance team. This role is located in New York. In this role, you'll make an impact in the following ways: * Responsible to work with data consumers across the organization supporting the development of new reporting processes and changes required or improvements to existing reporting processes * Responsible for performing data analysis for different regulatory reporting requirements and driving data quality remediations at the database level * Responsible to work with technology, product, and platform teams to drive change and data straight through processing * Responsible for working with Data Solutions & Services to implement data governance processes/controls with the standard framework * Developing functional specifications to define the data and derivational requirements to the IT development group supporting regulatory reporting efforts * Responsible to work with the internal business partner to properly test, train and implement new or improved processes, often leading these efforts. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience in business management or related field is required. * 5-7 years of total work experience in Business analysis, Data analysis or related engineering background * Strong Excel skills and data analysis experience * Strong SQL knowledge to facilitate data analysis is required * Strong written and verbal communication skills required * Experience in external reporting and/or internal audit preferred. * Preferred Experience: Supported multiple enterprise systems implementations in a Business Analyst role * Financial Regulatory Reporting experience is preferred * Reg reporting on Data governance management including CDE managements, Data Quality contracts * Knowledge Data governance tools like Collibra, IDQ, ASG, Solidatus etc * North America Regulatory and Financial Reporting experience, a plus At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $70,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Who we are At AIG, we are reimagining the way we help customers to manage risk. Join us as a Associate Actuary Analyst to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Get to know the business Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG's major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. About the role We are seeking an actuarial professional with industry expertise to assist with monitoring portfolio performance for the Lexington Contract Bind business. The Actuary will be responsible for working closely with UW to implement strategic rate changes that support growth while achieving profitability goals. They will present proposed rate changes to senior UWs and then work closely with IT to implement the rate changes. They will be heavily involved in the planning process as well as monitoring actual results versus expectations. It will be vital to develop a strong working relationship to build the trust of UW. They will also partner with claims staff to understand changes in claims handling & trends in the judicial environment. What you need to know: * Support the Commercial Contact Bind Underwriting Team which writes small commercial property, liability, garage, and excess. * Produce profitability studies and effectively communicate results to UW. * Work closely with underwriting to develop pricing and underwriting strategies and identify pockets of profitable growth opportunities. * Work closely with programming to implement rate changes. * Continue to build out monitoring reports that provide UW with an understanding of the book of business. * Support finance and UW during the annual planning process. * Estimate, review, and evaluate the monthly Actual versus expected at a pricing segment level. * Monitor loss trends, relevant industry, and regulatory changes and effectively communicate to management impacts on business. * Review underwriting actions impacting loss ratios to assess impact on current and future performance and collaborate with underwriting to identify future underwriting actions. * Train junior staff. What we're looking for: * BS in Actuarial Science, Mathematics, Statistics, or related area * Requires ACAS or FCAS * Requires 5+ years or more experience, pricing experience preferred * Strong analytical and problem-solving skills * Work well both independently and as part of a team * Proficiency in Excel, SQL, Python, R, or other programming languages preferred * Strong business and collaboration skills and responsive to service needs and operational demands * Effective time management skills * Excellent communication, presentation, and interpersonal skills * Customer focus For positions based in New York, the base salary range is $120,000 to $154,000 and for positions based in New Jersey, the base salary range is $115,000 - $148,000. In addition, the positions are eligible for a bonus in accordance with the terms of the applicable incentive plan. We're proud to offer a range of competitive benefits a summary of which can be viewed here: AIG Benefits Overview #LI-AIG #actuarialcareers #actuary #actuaries At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: AC - Actuarial Western World Insurance Company

Philadelphia, PA area Direct Hire Salary Range $85,000-95,000 Large food manufacturer in the Philadelphia area is currently seeking a Production Manager. Required Experience: * Strongly prefer an Associates of Bachelor's degree * Must have 5+ years production management experience in high-speed food manufacturing * Excellent communication and computer skills * Bilingual Spanish is a plus * Oversee production supervisors and their teams, ensuring that responsibilities are carried out efficiently and safely. * Drive continuous improvement in operations aligning with plant-specific and company objectives. * Maintain high performance in manufacturing metrics such as output, quality, safety, and efficiency. #L1-GE1

Core Responsibilities: Lead AI Threat Modeling: Design and execute threat models for AI applications, including adversarial testing and model robustness evaluations. Assess AI Security Risks: Conduct security assessments and risk analyses for AI architectures, training data, and deployment environments. Collaborate Across Teams: Partner with engineering and data science teams to embed secure development practices into AI workflows. Drive Innovation: Stay ahead of emerging AI security trends and integrate best practices into Vanguard's security framework. Influence Strategy: Advise leadership on strategic security needs and recommend corrective measures for vulnerabilities. Ensure Compliance: Develop contingency plans for AI-related failures and ensure adherence to ethical and regulatory standards. Champion Security Standards: Define and maintain security requirements for AI systems, networks, and applications. Investigate & Respond: Lead investigations into complex security incidents and oversee mitigation strategies. What We're Looking For Experience: Minimum 8+ years in information security, application security, or related fields. AI security experience strongly preferred. Education: Undergraduate degree in a related field or equivalent experience. Certifications: CISSP, GSEC, GPEN, GWAPT, CEH, or similar credentials. Technical Expertise: Deep understanding of threat modeling, adversarial AI techniques, and secure software development practices. Leadership: Ability to influence cross-functional teams and drive enterprise-wide security initiatives. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Join the new Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, this leader will build and lead a team that provides risk and controls expertise to support AWM. The person in this role will play a critical part in developing solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or investors. The role requires close collaboration with business leaders and risk partners, including Compliance, Risk, and Internal Audit. The team will be essential in ensuring effective risk management, robust processes and controls, strong oversight, and operational resilience. This leader will also drive the development and implementation of a divisional framework that promotes strong governance and a sustainable risk and control environment for both current and future business needs. Core Responsibilities: Leadership: Hire, evaluate, and supervise crew, providing guidance and training to develop talent. Set performance standards, review performance, and make informed compensation decisions in line with HR policies. Communicate observations and work with business leadership on risk and controls management strategies. Oversight: Provides oversight of business unit controls. Maintains strong relationships with key stakeholders aligned to the division. Responsible for implementing a strong culture of governance and accountability across division. Control Design and Monitoring: Partners with key stakeholders to implement and monitor an effective and efficient system of controls. Conduct root cause analysis and remediation when controls fail, or gaps are identified. Establish and communicate metrics, dashboards, and insights to leadership across the division. Stakeholder Management: Partner with the division's leadership team and risk partners to ensure risk and control matters are appropriately considered as part of new and existing operations, technology and oversight processes. . Proactively raise and execute plans to address risks before they materialize. Policy Management: Assist in developing and implementing internal control policies and procedures. Ensure policies are effectively maintained, governed and monitored. Consultation and Analytical Support: Provide advice on improving our approach to managing and controlling risk. Respond to risk events to identify root cause, themes, and additional areas where similar events could occur. Propose solutions and ensure causes are remediated within risk tolerance. Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy changes. Serves as a subject matter expert and trainer on risk and internal control matters. Special Projects: Participate in special projects and perform other duties as assigned. Qualifications Minimum of eight years related work experience. Leadership experience required. Bachelor's degree in Finance, Business Administration, or a related field; advanced degree preferred. Proven experience in risk management, internal auditing, or compliance. Strong understanding of regulatory requirements and industry standards. Excellent analytical and problem-solving skills. Effective communication and interpersonal skills. Ability to work independently and as part of a team. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Divisional Risk Advisor, Global Risk & Security - Digital and Analytics Risk | Personal Investor About the role and team The Personal Investor (PI) Risk team within Global Risk & Security (GR&S) is seeking a Divisional Risk Advisor to provide risk expertise across PI's products, services, and client experiences. PI serves 9 million retail clients and manages over $2T in assets, offering brokerage, cash, and digital investing solutions. In this role, you will partner with our Digital and Analytics group to deliver practical risk guidance and assurance for new and existing PI initiatives. You'll collaborate across business leadership and cross‑functional stakeholders (e.g., Digital and Analytics, Legal, Enterprise Risk Management, Cybersecurity, Compliance, Internal Audit, Technology) to embed strong risk frameworks that help PI deliver resilient, well‑controlled, and compliant client experiences. What you'll do Advise and oversee risk using Vanguard's operational and strategic risk frameworks; provide clear guidance, effective challenge, and assurance to divisional and enterprise partners. Advance risk management effectiveness by setting measurable goals, tracking outcomes, and reporting progress that reduces exposure and strengthens controls. Lead and support risk strategy to help shape and implement short‑ and long‑term risk plans aligned to team goals and standard policies/procedures. Consult and facilitate with business leaders during change (e.g., new features, service launches, process redesign) to ensure risks are identified early and mitigated thoughtfully. Build trusted relationships across PI and GR&S; listen to partner needs, translate risk concepts into practical actions, and communicate findings in plain, inclusive language. Continuously improve conduct targeted reviews, evaluate control health, and share learnings that strengthen resilience and client trust. Contribute to special projects and division priorities as needed. What we're looking for (qualifications) Minimum 6+ years of related work experience, including 3+ years in risk management (experience may come from operational risk, compliance, audit, or adjacent domains). Undergraduate degree or equivalent combination of training and experience. Graduate degree is preferred, not required. Skills that help you succeed: Strength in control design/assessment, risk reporting, and evidence‑based challenge. Ability to collaborate across functions and influence outcomes with clarity and respect. Demonstrated conceptual and strategic thinking while working through ambiguity. Senior-level stakeholder management. Comfort translating frameworks (e.g., RCSA, KRIs, policy standards) into practical, business‑ready actions. We recognize that talent comes from many paths. If you meet most requirements and are excited by the work, we encourage you to apply; learning and growth are part of the role. How you'll support the business Enable PI to deliver safe, reliable digital client experiences, reduce operational risk, and meet regulatory expectations. Strengthen fraud, cyber, third‑party, and process controls through risk‑smart decision making. Help PI scale efficiently by embedding resilience and continuous improvement into everyday operations. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Service Management Product Specialist to join our Technology Services Group (TSG) via our Service Management team. This role is in Lake Mary, FL and Pittsburgh, PA (4 days a week). In this role, you'll make an impact in the following ways: * Provide experienced knowledge with ServiceNow capabilities in the Incident, Problem, and Change modules. * Drive Product Management for the Incident, Problem, and Change controls within ServiceNow. * Present complex data reports and control information to Senior Management. * Enforce existing KPIs to track effectiveness across modules. * Implement and enforce governance policies, procedures, and standards for Incident, Problem, and Technical Change Management. * Maintain audit-ready documentation of Incident, Problem, and Change activities. * Ensure compliance with ITIL Change Management best practices. * Monitor and report on Incident, Problem, and Change metrics. * Provide reporting, guidance, and training to teams on governance of Incident, Problem, and Change. * Collaborate with teams to ensure adherence to industry standards (ISO 27001, SCO, etc.). * Continuously improve processes for efficiency and effectiveness. Required Skills * 5+ years of experience acting as a business analyst working with enterprise application(s) supporting a large user base (10K+) * 3+ years of technical knowledge of the ServiceNow Platform with a strong focus on ITSM (incident, problem, change, request), CMDB/CSDM data models and understanding of ITIL processes (ITIL v3 or v4 knowledge) * Ability to articulate product strategy, roadmaps, and vision to senior leadership to reach consensus * Excellent communication skills and the ability to develop clear written materials including roadmaps, detailed business requirements, and test cases To be successful in this role, we're seeking the following: * Bachelor's degree in computer science or a related discipline or equivalent work experience required10 - 12 years of application or infrastructure related experience required; experience in the securities or financial services industry is a plus * Strong knowledge of ITIL frameworks, change management processes, incident/problem processes, and governance best practices. * 8+ years of experience with the ITIL module within ServiceNow. * Experience working with internal and external audit teams. * Strong analytical and problem-solving skills. * Excellent communication skills. * Experience in regulated industries such as finance, healthcare, or government. * ITIL Certification. * Helpful to be either a ServiceNow Certified System Administrator or ServiceNow Certified Application Developer At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Are you a seasoned legal professional with a passion for navigating the complexities of investment advisory services? Vanguard is seeking a strategic legal advisor to play a pivotal role in shaping and safeguarding our discretionary and non-discretionary registered investment advisory offerings. This high-impact position offers the opportunity to influence business decisions, ensure regulatory compliance, and represent Vanguard in significant legal matters-all while mentoring junior staff and staying at the forefront of industry developments. Responsibilities Acts as a subject matter expert and provides business leaders with legal advice on issues impacting Vanguard's discretionary and non-discretionary registered investment advisory offerings. Ensures that business activities, policies, practices and transactions comply with relevant laws and regulations." Drafts and negotiates legal documents such as regulatory filings, contracts, agreements, and correspondence of legal significance. Monitors, analyzes, and responds to legislative and regulatory developments related to Vanguard's business activities and investment products to ensure they are adequately addressed. Represents the organization in complex, controversial, significant, or specialized legal proceedings before courts, government agencies, or other authorities so the organization's interests are protected. Directs the work being performed by outside counsel. Reviews and evaluates outside counsel invoices. Maintains a high level of expertise in regulatory law, Vanguard's business and products, and the investment industry. Stays abreast of industry and regulatory developments affecting Vanguard, and maintains affiliations with relevant industry, compliance, and risk associations. Coaches junior staff and helps resolve problems. Participates in special projects and performs other duties as assigned. Qualifications Minimum eight years related legal work experience. Undergraduate degree or equivalent combination of training and experience. Law degree (JD) preferred. Expertise in the Investment Advisers Act and applicable regulations. Knowledge of FINRA rules and ERISA's prohibited transaction exemptions are a plus. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

About this role The Risk & Quantitative Analysis (RQA) group provides independent oversight of BlackRock's fiduciary and enterprise risks. RQA's mission is to advance the firm's risk management practices and deliver independent risk advice and constructive challenge to drive better business and investment outcomes. RQA's risk managers play a meaningful role in BlackRock's investment process, using quantitative analysis and a multi-disciplinary skillset to tackle real-world problems and provide tangible solutions in the investment management process. RQA is committed to investing in our people to promote both individual accomplishment and a strong collaborative environment. As a global group, our goal is to create a culture of inclusion which encourages teamwork, innovation, diversity and the development of future leaders. We actively engage in discussions on career growth and work with team members to understand how personal passions and strengths. What the RQA group at BlackRock has A team of outstanding risk managers partnering with portfolio management teams to oversee our clients' portfolios Global colleagues with subject matter expertise in investing, macroeconomics, financial modelling and strategy What you have A degree in a quantitative field, e.g., mathematics, computer science, economics, engineering 1-2 years of relevant working experience preferred An ability to explain complex ideas in simple but impactful terms and proven ability to use effective communication to influence outcomes A passion for applying quantitative techniques to real-world problems and being a student of the financial markets An understanding of the fundamental principles of risk management including risk estimation methodologies, stress testing and attribution A love of models, an understanding of their limitations and a desire to improve them Proven coding skills in Python, etc. Working towards FRM or CFA designation or other industry certifications is a plus For Philadelphia, PA Only the salary range for this position is USD$85,500.00 - USD$105,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing II to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Perform routine and non-routine client service and transactional support functions to ensure accurate and timely processing. * Provide support to client facing staff in Wealth Management, to facilitate cash movement. * Provide analytics and reporting services, working to improve and automate transaction processing systems. * Advise organizational units and teams to ensure timely delivery of service or resolution of issues. * Process account-related transactions per scheduled events or client-authenticated direction. * Answer inquiries and resolve problems or issues efficiently. * Assess client needs and suggest or promote alternative approaches to service models. * Participate in straightforward product development, enhancement, and system testing to maintain accurate and efficient transaction processing. * Solve problems using in-depth knowledge of systems and industry standards to provide effective solutions to internal and external clients. * Manage situations requiring adaptation or extensive research based on client responses. * May allocate and review work of support team members and be responsible for supervisory review, training, and approval actions. To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and experience. * 3-5 years of total work experience preferred. * Experience in cash processing preferred. * Experience in fast paced/quality driven environment preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

This is a unique opportunity to join the writing team at RED, Vanguard's in-house agency that sits within Personal Investor Marketing. Our mission is to connect with individual investors through clear, compelling, and compliant communications that reinforce Vanguard's brand and values. As an in-house creative group, RED partners with business stakeholders to execute campaigns that balance creativity with regulatory rigor-ensuring every message is accurate, engaging, and aligned with strategic goals. As a copywriter on this team, you'll play a key role in shaping high-profile content that informs and inspires investors. You'll collaborate closely with designers, content strategists, and creative strategists to develop creative concepts and produce polished communications across channels. This position calls for a blend of strategic thinking and strong writing skills, with opportunities to influence content from initial concept through final execution. This role: Brainstorms and develops creative concepts with clients and colleagues incorporating a deep understanding of the business and industry. Gathers comments and feedback from editors, editorial and content managers, subject matter experts, and other relevant parties. Provides insightful feedback to content submitters. Maintains up-to-date knowledge of assigned industry and of Vanguard products, processes, and/or services. Researches new topics as necessary. Demonstrates initiative and creativity in identifying and meeting client needs. Serves as mentor to less experienced writers by providing specific feedback on their copy, story ideas, new media formatting, and interviewing skills. Contributes and oversees content creation from the planning or draft stage to completion. Assists with evaluating and fine-tuning project scope, content strategy, requirements, and deadlines. Responds to edits and changes from subject matter experts with flexibility, while maintaining quality and accuracy. Teaches and sets Vanguard writing style and standards. Participates in special projects and performs other duties as assigned. Qualifications: Minimum five years related work experience. Undergraduate degree or equivalent combination of training and experience. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Key Responsibilities: • Design and develop Anaplan models to support workforce planning and execution strategies. • Collaborate with stakeholders to gather requirements and translate them into effective Anaplan solutions. • Maintain and optimize existing Anaplan models to improve performance and scalability. • Ensure data accuracy and integrity within Anaplan models by integrating data from various sources. • Provide training and support to end-users, promoting effective utilization of Anaplan models. • Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value • Maintain model health and security regularly • Stay current with Anaplan best practices and industry trends to drive continuous improvement. Qualifications: • Bachelor's degree in Finance, Business, Computer Science, or a related field. • 2+ years of experience as an Anaplan Model Builder, with a proven track record in developing and implementing Anaplan solutions. • Anaplan Model Builder Certification (Level 2) required, Certified Anaplan Solution Architect (or higher!) is preferred. • Strong understanding of workforce planning processes and methodologies. • Proficiency in data integration and management, with experience in handling large datasets. • Excellent analytical and problem-solving skills, with a keen attention to detail. • Effective communication and interpersonal skills, with the ability to collaborate with diverse teams. • Self-motivated and able to manage multiple tasks in a dynamic environment. Preferred Qualifications: • Experience in financial planning, budgeting, and forecasting within the investment management industry. • Experience in the software delivery process, with a focus on Agile techniques • Familiarity with other planning and analytics tools. • Advanced proficiency in Microsoft Excel and data visualization tools. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The candidate shall have a minimum of 1-2 years of related experience and possess the following: * Experience with electrical components and some basic understanding of reading drawings such as single lines, schematics, layouts, cable and conduit schedules, and cable interconnects. * Building and wiring various electrical panels. * Compiling parts lists per panels. * Picking up parts at local vendors. * Shipping and receiving duties. * Must have strong communications skills. * Ability to multi task. * Ability to work independently and in a team setting. * Willing to travel (approximately 5%) for onsite job discussions, inspections, field measuring, and troubleshooting. #LI-TW1

The Finance Fund Ecosystem is advancing four major modernization initiatives as well as key strategic initiatives across the front, middle, and back office. To enhance transparency and mitigate risk, an integrated plan is needed to align key milestones, dependencies, and resource requirements across the division. To improve visibility and alignment, the Integration Team will provide structured program oversight while promoting independent execution across teams while tracking risks and cross-dependences through a common framework. Our primary objectives are to effectively manage dependencies between modernization efforts and stakeholder requirements, increase transparency and integration across all programs, and closely oversee risks to ensure that modernization does not disrupt business stability. By defining and implementing robust cross-program governance and a stakeholder model, we foster trust and alignment among both internal and external partners through clear, proactive communication. Responsibilities: Manages programs or major workstreams of a broader program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization. Develops and maintains broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitors financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions. Communicates with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitors project progress and results and submits regular status reports to management and internal and external stakeholders. Ensures the development and execution of business change management and communication plans. Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders. Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements. Maintains an appropriate level of technical and business knowledge to support program implementation. Participates in special projects and performs other duties as assigned. Qualifications: Minimum of eight years' related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience. Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Cloud Engineering to join our Cloud Platform Engineering organization. This role is located in New York City, Pittsburgh, or Lake Mary. In this role, you'll make an impact in the following ways: * Define and govern our global cloud architecture and operating model to meet business objectives, security standards, and cost targets * Negotiate service scope, SLAs, and roadmaps with cloud providers, vendors, and internal stakeholders * Act as the primary executive liaison, balancing technical vision, budget constraints and corporate priorities to accelerate cloud adoption and modernization * Influence product, security, networking, compliance, and data teams to harness best-practice cloud solutions * Research emerging technologies (serverless, edge, cloud AI), drive POCs, and translate findings into actionable initiatives * Establish KPIs/SLIs/SLOs, dashboards, and playbooks for performance, reliability, and cost optimization * Recruit, mentor, and develop a world-class team, fostering collaboration, curiosity, and a metrics-driven mindset * Architect and oversee IaC (Terraform, CloudFormation), container platforms (Kubernetes, Docker), and CI/CD pipelines To be successful in this role, we're seeking the following: * 10+ years designing and operating enterprise-scale cloud platforms; 5+ years in leadership * Proven negotiator and influencer across business and technical domains * Exceptional communicator, able to present complex concepts to executives and engineers alike * Track record of cloud migrations/modernizations in regulated environments (financial services a plus) * Passion for mentoring, building inclusive teams, and driving continuous improvement * Deep expertise in AWS, Azure, GCP, OCI At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. The salary range for this position is $60,000-$75,000. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience * Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: * Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or ICD/team, assisting with research using firm-approved systems * At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Participating in quarterly/annual business performance reviews with the ICD/team * Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services industry and investment products * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills • Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).