W. R. Berkley jobs in Boston, MA - 117 jobs

Company Details Gemini Transportation Underwriters is a leading provider of excess liability insurance for companies in the transportation industry. We offer excess liability coverage for all types of vehicles and excess liability and railroad protection for freight and passenger railroads and public transit systems. As part of W. R. Berkley Corporation, one of the nation's premiere commercial lines property casualty insurance providers, we combine the resources of a Fortune 500 company with the underwriting expertise and personalized service of a specialty carrier. We are pleased to underwrite and issue policies on behalf of Gemini Insurance Company*, also a W.R. Berkley member company, which carries an A. M. Best Financial Strength Rating of A+ (Superior) and a Financial Size Category of XV. Company URL: *********************************** The company is an equal opportunity employer. Responsibilities The Claims Counsel is responsible for the independent management of complex excess trucking liability claims. This includes high-severity bodily injury, property damage, environmental exposures, and catastrophic losses. The role demands advanced technical expertise, strategic litigation oversight, and the ability to resolve claims efficiently while protecting the company's financial and reputational interests. Key functions include but are not limited to: * Handle a caseload of complex excess trucking claims across multiple jurisdictions. * Evaluate coverage, damages, liability, and exposure; issue coverage position letters and retain coverage counsel as needed. * Monitor underlying carrier activity and coordinate with primary adjusters to ensure alignment and timely updates. * Conduct thorough investigations including review of pleadings, depositions, expert reports, and policy documents. * Negotiate settlements within authority or escalate with well-supported recommendations to senior leadership. * Guide litigation strategy in partnership with defense and coverage counsel. * Attend mediations, trials, and settlement conferences as necessary. * Analyze and manage risk transfer, additional insured, and indemnity issues. * Mentor and provide technical guidance to junior adjusters. * Participate in file reviews and contribute to continuous improvement initiatives. * Lead special projects and represent the claims department in cross-functional teams. * Maintain comprehensive and accurate claim file documentation. * Prepare clear and concise written and oral reports for senior management and reinsurers. * Ensure compliance with Medicare Set Aside and lien resolution protocols. Qualifications Education Requirements: * Bachelor's Degree * Juris doctor with litigation experience * Professional designations such as AIC, SCLA, CPCU or RPLU preferred. Qualifications: * Minimum 7 years of progressive claims experience or legal experience. * Ability to manage outside counsel. * Proven ability to manage high-limit claims (up to $25M policy limits). * Strong jurisdictional knowledge across multiple states, including litigation and regulatory environments. * Advanced analytical, negotiation, and communication skills. * Proficiency in claims systems and Microsoft Office Suite. * Ability to work independently and manage competing priorities. * Strong interpersonal skills and ability to collaborate across departments. * Experience with trucking/rail or intermodal claims is a plus. * Active participation in industry organizations and continuing education. Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $83,000 - $155,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Claims Counsel is responsible for the independent management of complex excess trucking liability claims. This includes high-severity bodily injury, property damage, environmental exposures, and catastrophic losses. The role demands advanced technical expertise, strategic litigation oversight, and the ability to resolve claims efficiently while protecting the company's financial and reputational interests. Key functions include but are not limited to: - Handle a caseload of complex excess trucking claims across multiple jurisdictions. - Evaluate coverage, damages, liability, and exposure; issue coverage position letters and retain coverage counsel as needed. - Monitor underlying carrier activity and coordinate with primary adjusters to ensure alignment and timely updates. - Conduct thorough investigations including review of pleadings, depositions, expert reports, and policy documents. - Negotiate settlements within authority or escalate with well-supported recommendations to senior leadership. - Guide litigation strategy in partnership with defense and coverage counsel. - Attend mediations, trials, and settlement conferences as necessary. - Analyze and manage risk transfer, additional insured, and indemnity issues. - Mentor and provide technical guidance to junior adjusters. - Participate in file reviews and contribute to continuous improvement initiatives. - Lead special projects and represent the claims department in cross-functional teams. - Maintain comprehensive and accurate claim file documentation. - Prepare clear and concise written and oral reports for senior management and reinsurers. - Ensure compliance with Medicare Set Aside and lien resolution protocols.

We are seeking a talented individual to join our US Investment Solutions team at Mercer. This role will be based in the US in one of our major office locations. This is a hybrid role that has a requirement of working at least three days a week in the office. As the US Chief Investment Officer, you will establish strong working relationships with key leaders and business leaders across Mercer US, including membership on the Mercer US Wealth Leadership Team. You will be a key partner to the Regional Commercial Leader in executing business strategy and act as a bridge builder and collaborator across the Investment Platform to ensure clients receive the best outcomes by leveraging Mercer's scale and global capabilities. We will count on you to: * Oversee the US investment team roles, responsibilities, and investment process to manage total client portfolios and minimize risk, ensuring robust investment governance and portfolio oversight * Lead the design and management of Mercer US OCIO funds and client strategies, contributing to performance outcomes across OCIO and Advice clients * Collaborate with Mercer Asset Class leaders and global colleagues to set portfolio construction philosophy and oversee implementation, ensuring consistency of best ideas across the US Investment Platform * Work closely with Alternatives and Private Markets teams to create solutions that meet US client needs and develop compelling "Total Portfolio Solutions" * Drive committees with Segment Leaders and key Mercer consultants to establish asset allocation and implementation for each client segment, supporting growth and client satisfaction * Establish market presence to enhance Mercer Investments' brand and participate in select client and prospect opportunities * Ensure collaboration and operational support within the US OCIO Investment Team, working with Legal & Compliance to ensure investment solutions are viable * Lead strategic initiatives to transform the operating platform, including automation, AI, and right shoring to enhance client solutions and operational efficiency * Participate in Commercial Governance Committees to improve profitability by removing duplicative work and leveraging global capabilities * Develop team skill sets, foster collaboration across the Investment platform, and invest in career development and promotion opportunities * Promote a culture of diversity of opinion, enabling constructive disagreement and collaboration to achieve the best outcomes What you need to have: * Extensive experience in asset allocation processes with a strong track record in adding value through strategic and dynamic asset allocation across traditional and alternative assets, including private markets * Extensive experience in manager search, selection, and multi-manager portfolio construction with a strong track record of adding value through manager selection, blending, portfolio construction, and risk management in a Fund environment, including regulatory requirements * Good working knowledge of the needs of all institutional asset owners, including pensions (defined benefit and defined contribution), financial institutions, not-for-profits, endowments, foundations, and charities * Experience establishing and overseeing governance and implementation processes for clients at scale * Proven track record advising and influencing large, sophisticated clients and their advisors with extensive interaction with senior client decision makers * Strong communication and analytical skills with the ability to interact confidently with senior investment professionals, internal stakeholders, clients, and tender managers * Proven ability to build coalitions and partnerships with other stakeholders, demonstrating flexibility, collaboration, and a service mindset without ego What makes you stand out: * Ability to flex and collaborate effectively across teams and stakeholders * A mindset of service to clients and colleagues, enabling disagreement without being disagreeable Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $272,000 to $408,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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 $1.5 trillion in assets under management as of March 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. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $100,000 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).

We are seeking a talented individual to join our Global Real Assets team at Mercer. This role will be based in one of our North America offices in the Central or Eastern Time Zones. This is a hybrid role that has a requirement of working at least three days a week in the office. The Head of North American Infrastructure will be a member of the Global Real Assets leadership team, sit on the global infrastructure investment committee, and join our client infrastructure portfolio construction groups. This role is pivotal in managing and growing Mercer's infrastructure investment strategies and client relationships across North America. We will count on you to: * Serve as the key point person for current and future investment strategies focused on North America, including managing a large co-investment mandate with a US public pension and overseeing Mercer's flagship PIP US Infrastructure strategy, including the upcoming launch of Vintage 9 * Oversee accountable coverage of major Infrastructure Investment managers in North America and globally, representing Mercer on several LPAC seats * Lead the Infrastructure Fund Research and Ratings process in North America * Source, diligence, and monitor approximately 5-10 co-investments annually in partnership with asset management partners and Mercer's Global and North American Infra investment teams * Collaborate with Mercer's secondaries team to source and diligence 5-10 secondaries annually * Lead a team of 3-5 people across Canada and the USA, working closely with global Infra and Real Assets teams * Drive business development by working closely with Mercer's client, commercial, and OCIO teams to expand client and segment relationships What you need to have: * Extensive experience in infrastructure investment management, including portfolio management and co-investment strategies * Strong leadership skills with experience managing teams across multiple locations * Proven ability to engage with top-tier infrastructure investment managers and represent the firm on LPACs * Deep knowledge of infrastructure fund research, ratings, and due diligence processes What makes you stand out: * Experience managing large co-investment mandates with public pension funds or similar institutional investors * Demonstrated success in business development and client relationship expansion within infrastructure investments * Ability to work effectively in a global team environment and lead cross-border initiatives Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. The applicable base salary range for this role is $275,000 to $325,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $31,200 and $90,000 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).

We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping Associate to support and develop a best-in-class Portfolio Accounting function. 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. This is an Associate level position within the Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. This role will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Associate, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: · Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity · Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process · Train others, allocate tasks and support with first line escalation where required · Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm · Publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. · Execute daily portfolio accounting and recordkeeping processes, ensuring all transactions (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. · Data integrity and validation ensuring complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. · Identify, research, and resolve exceptions to the accounting books of record (start of day, end of day, and period close) within established SLAs. · Provide subject matter support for Aladdin Accounting transaction, position, and valuation data. What you'll bring to the role: · Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team · Ability to operate independently with respect to some job responsibilities · Culture carrier across Operations, embracing the Firm's core values · BS/BA degree required. · A minimum of 3 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. · Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). · Exposure to middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. · Experience with accounting systems; preferably Aladdin a plus · Experience with Microsoft Office products (outlook, excel, word, and PowerPoint) · Automation first mindset. Experience with implementing process improvements and transformation · Ideal candidate brings good judgment, detail oriented, the ability to prioritize multiple tasks, within team environment 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 $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

THE PRACTICE Oliver Wyman's Private Equity team in North America are looking to hire consultants to support its rapid growth. The team works with private equity investors throughout the deal transaction lifecycle: from opportunity identification through due diligence and post-transaction value realization. At Oliver Wyman, we take a multi-specialist approach to our engagements, bringing teams comprising both deep industry and functional expertise, supported by proprietary approaches and a world-class network. This enables our clients to achieve differentiated results, both on deals and post-transaction. We have completed hundreds of engagements for leading private equity firms across North America, Europe, the Middle East, China and Southeast Asia creating sustainable shareholder value. This is an exciting opportunity to be part of a successful team at the center of the firm's strategy. Consultants are given the opportunity for rapid professional growth, to participate in entrepreneurial work, and to share in the achievement of the team. Job Specification Practice Groups: Aerospace & Defense Location: Boston, Washington DC, New York, Chicago Roles: Engagement Managers, open to Associates & Senior Consultants The Role and Responsibilities We are not typical 'management' consultants. We provide industry- and discipline-specific knowledge and expertise, which amplifies our impact and helps us shape the future for our clients. The team are looking for experienced professionals who are already working in or are interested in focusing in Aerospace & Defense, serving private equity clients. This includes a particular focus in commercial aerospace. Oliver Wyman is a diverse and entrepreneurial partnership of individuals who like to pursue new opportunities or build a unique franchise doing what they do best in a collegial, fun environment. Clients hire Oliver Wyman for specialized expertise, the ideal candidate will have most of the following: * Professional working experience with exposure to commercial and operational due diligence in a management consulting firm. * Individuals who have worked across or within industries within Private Equity. * Knowledge and in-depth experience with customer research techniques (interviews, surveys, focus groups, etc.). * A strong background in strategic problem solving with demonstrable analytical skills. * Outstanding written and verbal communication skills in both formal and informal settings. * Fluent in English. * An undergraduate or advanced degree from a strong academic program. * Know how to take the initiative, seeking out opportunities to learn new skills and put the ones you've already got to good use. * Not just intelligence, but creativity too: you'll be ready to come up with novel ideas to solve our clients' biggest problems. * Have an aptitude for analytical work, like sniffing out clues in massive data sets or hunting down the key issues in a hugely complex challenge. * A willingness to work fluidly and respectfully with our incredibly talented team. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $225K to $240K. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Company Details Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley's success is our nimble approach to risk - our ability to quickly understand, think through, and devise a plan that addresses each client's challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation, is one of the largest and best managed property/casualty insurers in the United States. Responsibilities The Berkley Accident & Health Claims Intern supports the A&H team in areas of underwriting, claims analysis, compliance, program development and operations. This role is designed for students interested in insurance, risk management, healthcare benefits, or data analytics. The intern will gain hands-on experience working with specific department, learn real business data, industry processes, and contributing to team projects. Key functions include but are not limited to: * Claims Assistance: * Create the Initial claims file set up by identifying PH info, eligibility, plan election, Plan doc used, mailing instructions and saving of all documentation. * Handle file closures for information not received that is driven by pended claims report * Assist in the Claims Response mailbox: BAHClaimsCorrespondence * Exhibits good organizational, oral communication and interpersonal skills while working with internal and external customers * Claim processing - Basics Knowledge * Collaboration: * Work closely with cross-functional teams including underwriting, claims adjusters, and operations staff. Assist with special projects that enhance operation efficiency or improve customer experience. * Learning & Development: * Participate in training sessions, team meetings, shadowing opportunities, and mentorship programs to build industry knowledge. Qualifications * High School Diploma. Currently pursuing a bachelor's degree in Business, Finance, Risk Management, Insurance, or related field. * Strong analytical and problem-solving skills with the ability to work with data sets. * Proficiency in Microsoft Office Suite, Excel and PowerPoint; familiarity with data tools (e.g., Power BI, SQL) is a plus. * Excellent written and verbal communication skills. * Ability to work independently and in a team environment. * High attention to detail and strong organizational skills. * Interest in insurance, healthcare benefits, or risk management Additional Company Details The Company is an Equal Opportunity Employment Employer. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Berkley Accident & Health Claims Intern supports the A&H team in areas of underwriting, claims analysis, compliance, program development and operations. This role is designed for students interested in insurance, risk management, healthcare benefits, or data analytics. The intern will gain hands-on experience working with specific department, learn real business data, industry processes, and contributing to team projects. Key functions include but are not limited to: - Claims Assistance: - Create the Initial claims file set up by identifying PH info, eligibility, plan election, Plan doc used, mailing instructions and saving of all documentation. - Handle file closures for information not received that is driven by pended claims report - Assist in the Claims Response mailbox: BAHClaimsCorrespondence - Exhibits good organizational, oral communication and interpersonal skills while working with internal and external customers - Claim processing - Basics Knowledge - Collaboration: - Work closely with cross-functional teams including underwriting, claims adjusters, and operations staff. Assist with special projects that enhance operation efficiency or improve customer experience. - Learning & Development: - Participate in training sessions, team meetings, shadowing opportunities, and mentorship programs to build industry knowledge.

Technology Analysts will be preplaced to a division within Technology. Upon completion of the training program, graduates join the technology team that best matches their skills and interests. Training Program: Technology Analysts begin their training in February and August of each year, depending on their graduation date. Analysts will participate in a 15-week global training program, which includes an orientation to the Firm, intensive technology training, introduction to proprietary technologies, and functional training culminating in a four-week group project. Throughout the Program, Analysts will have the opportunity to build a strong global peer network. The comprehensive skills acquired during our training programs provide the Analysts with the tools necessary for the Associate role. Role and Responsibilities: Development Teams: Our development teams design, develop and maintain applications used by our business units. Daily activities include: meeting with clients to gather and analyze requirements. Clients make system design decisions, evaluating, integrating and developing necessary software, and then test and deploy applications to production. Developing high-performing, low-latency electronic trading systems, and evolving complex workflows and life-cycle management capabilities are just some of the projects available for developers. Enterprise Engineering Teams: Our platform-facing teams develop cutting-edge systems to run our business. Our engineers provide tools, applications and platforms such as the Firm's networks, computing hardware, operating systems and databases for the Firm's trading applications, mobile applications and other end-user applications. Engineering the Firm's websites, managing the Windows plant and developing a client reporting delivery system are some of the projects available for engineers in our organization. Business Analyst Teams: Our business analysts play a key role engaging with our business units to analyze, capture, and validate requirements with technology teams in order to solve business challenges in an agile fashion. Business analysts provide technical, data analytics, data science, and process excellence skills to support up-front product and data analysis as well as end-to-end solution development. Qualifications and Skills: You have a cumulative GPA of 3.0/4.0. You possess excellent problem-solving, communication, teamwork and analytical skills. Experience in the financial services sector is not required. Development/Enterprise Engineering: You are in your final year of study towards a bachelor's or master's in Computer Science, Computer Engineering, Electrical Engineering, Mathematics, Physics, Software Engineering or other related technical majors. Superior technical skills, including a strong understanding of Linux /Unix and Windows, competency in at least one programming language (e.g., C, C++, Java or C#) as well as experience in object-oriented development, good comprehension of data structures, algorithms and complexity theory, strong database and scripting skills. Business & Data Analysts: You are in your final year of study towards a bachelor's or master's in Business, Economics, Computer Science, Engineering or other related major with a keen interest in the financial services industry, a strong interest in technology, ability to document IT solution requirements (business, functional and/or technical), and strong technical knowledge.

Company Details Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley's success is our nimble approach to risk - our ability to quickly understand, think through, and devise a plan that addresses each client's challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation, is one of the largest and best managed property/casualty insurers in the United States. This role will be based in our Marborough, MA office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so. #LI-AV1 #LI-HYBRID The company is an equal opportunity employer. Responsibilities The Sales Operations Coordinator will develop and manage various support and report functions for the sales organization. The role will provide project management leadership on priority business development related initiatives and will work closely with sales leadership in the implementation of tools and strategies to drive more sales efficiency, more production, and more consistency across captive and stop loss sales teams. The role will also support various analytics and reporting needs of the sales team to track results, measure key metrics, and uncover opportunities for improvement. The role will be part of the Producer Relations team, reporting to the AVP of Producer Relations, and will help that team provide more value to the various efforts deployed to enhance our broker/agency relationships for our business development team. What you can expect: * Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent * Internal mobility opportunities * Visibility to senior leaders and partnership with cross functional teams * Opportunity to impact change * Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you for: * Liaising between compliance, sales and marketing for sales related projects and deployment/roll-out of new marketing items * Pushing out sales enablement tools and supports teams in ensuring 100% utilization * Project management for key sales initiatives including regional market analysis on competitors and health insurance trends * Oversight, tracking and reporting of results and activities from multiple marketing campaigns by product and program * Support various producer relations initiatives including broker bonus and compensation tracking and reporting * Updates of all Sales KPIs, Goal Reports, and campaign results and statistics * Data analytics on sales results, RFP activities, trends by rep, producer, regional, program, and product. * Salesforce.com administrator, SME, updates, tracking, training, etc. * Sales Navigator administrator, SME, updates, tracking * Benefit Flow administrator, SME, updates, tracking * General event and admin support as needed * Build out and create repository for compliance approved sales training tools, resources, content, opportunities Qualifications * College degree in Business or Communications * 2-4 years' experience working in a business environment. * Experience in sales environment preferred * Understanding of business analytics concepts * Proficiency in math required * Proven Word, Excel and PowerPoint skills * Must be system savvy- willing and able to learn new technology * Ability to multi-task, shift between tasks quickly and adapt to changing priorities * Strong interpersonal and communication skills * Proactive, self-motivated person who can work with limited oversight Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $50,000 - $60,000 • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Sales Operations Coordinator will develop and manage various support and report functions for the sales organization. The role will provide project management leadership on priority business development related initiatives and will work closely with sales leadership in the implementation of tools and strategies to drive more sales efficiency, more production, and more consistency across captive and stop loss sales teams. The role will also support various analytics and reporting needs of the sales team to track results, measure key metrics, and uncover opportunities for improvement. The role will be part of the Producer Relations team, reporting to the AVP of Producer Relations, and will help that team provide more value to the various efforts deployed to enhance our broker/agency relationships for our business development team. What you can expect: - Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent - Internal mobility opportunities - Visibility to senior leaders and partnership with cross functional teams - Opportunity to impact change - Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you for: - Liaising between compliance, sales and marketing for sales related projects and deployment/roll-out of new marketing items - Pushing out sales enablement tools and supports teams in ensuring 100% utilization - Project management for key sales initiatives including regional market analysis on competitors and health insurance trends - Oversight, tracking and reporting of results and activities from multiple marketing campaigns by product and program - Support various producer relations initiatives including broker bonus and compensation tracking and reporting - Updates of all Sales KPIs, Goal Reports, and campaign results and statistics - Data analytics on sales results, RFP activities, trends by rep, producer, regional, program, and product. - Salesforce.com administrator, SME, updates, tracking, training, etc. - Sales Navigator administrator, SME, updates, tracking - Benefit Flow administrator, SME, updates, tracking - General event and admin support as needed - Build out and create repository for compliance approved sales training tools, resources, content, opportunities

The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness, and clear communication. The Property and Casualty Consulting Practice assists insurance companies, self-insured corporations, government entities and other organizations with all aspects of managing property and casualty insurance exposures. We guide P&C clients on their qualitative and quantification of risk and loss exposures, and offer advice on a range of issues, from external business strategy and internal risk management to economic capital modeling and new product development. Job Description Job Title: Principal - Property & Casualty Office/Regions available: Northeast Region Reports to: Global Strategy & Innovation Leader and Region Leader Oliver Wyman is currently seeking an experienced consultant to join the Property & Casualty Actuarial Consulting Practice as a Principal. The successful candidate will partner with the region leader to develop and implement a business development plan that strategically leverages the region's colleagues and the firm's full suite of offerings to grow the business. The candidate will also have significant impact on the engagement and interaction with Oliver Wyman's clients, which include self-insured corporations, captive insurance companies, (re)insurers, investment firms, state regulators, and healthcare providers. The successful candidate will be responsible for but not limited to the following. * Own the business development plan and revenue target for the relevant P&C region with a focus on large account pursuits. * Supervise business development collaboration with senior managers and Principals while establishing and maintaining knowledge of BD-related engagements across the P&C Practice (e.g., pipeline, marketing content, expertise, etc.). * Work within the Global Strategy & Innovation team to create and deliver content for monthly updates of business development activity by region, keeping the business leaders updated on activity. * Work collaboratively within the Global Strategy & Innovation team, and with others across the P&C Actuarial group to develop and enhance the team's strategies for business growth, new business and practice creation, solution development and sales, and service delivery refinement. * Identify and encourage the development of subject matter experts in their chosen fields. * Review and validate client deliverables, ensuring technical accuracy and integrity on various analyses, templates, and exhibits. * Mentor staff, fostering career and professional growth. * Prepare and deliver high-quality exhibits and written reports to effectively present findings and recommendations to clients. * Develop and strengthen client relationships and drive business development activities, including guiding the preparation of proposals and presentations for prospective clients. Qualifications and Desired Skills * Demonstrated ability to lead and manage relationships with clients. * 10+ years of consulting experience focused on Property and Casualty clients, including self-insureds, captives, and (re)insurers. * Strategic thinker, who brings creative solutions and drive to create new business opportunities and grow existing practices * Exceptional organizational skills, with proven ability to prioritize and manage multiple projects in a fast-paced work environment. * Excellent written and verbal communication skills, with the ability to build strong relationships with clients, colleagues, and industry stakeholders. * Proven ability to foster a culture of inclusiveness, innovation, and continuous improvement within the practice and across the broader organization. * Willingness to travel as needed to support client engagements and business development activities. * Self-motivated, self-directed, and proactive with a demonstrated ability to develop client-oriented solutions. * Collaborative team player capable of working effectively in a cross-functional environment. * ACAS/FCAS credentials beneficial, but not required Why Work for Us The Actuarial Practice of Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts, and veterans of military service at Oliver Wyman. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. For more information, please visit our website at ****************************** About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than seventy cities across thirty countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who collaborate with clients to optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. The applicable base salary range for this role is $188k -$400k. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

We are seeking a talented individual to join our Career Consulting team at Mercer. This role will be based in Los Angeles, CA; Seattle, WA; Chicago, IL; Houston, TX; Dallas, TX; Atlanta, GA; New York, NY; Philadelphia, PA; Washington D.C., Boston, MA; Louisville, KY; and offers a hybrid work arrangement, requiring a minimum of three days per week in the office or with clients. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it's for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions. As an Executive Rewards Compensation Analyst, you will work closely with clients to support the design and implementation of executive compensation programs that align with their business strategy and governance requirements. This is a great opportunity to partner with senior executives, Board members, and HR leaders to optimize executive pay and incentives, ensuring alignment with organizational goals and market best practices. We will count on you to: * Conduct research and analysis on executive compensation trends, governance, regulatory requirements, and market practices * Collect and analyze data relevant to executive pay programs, including benchmarking compensation levels as well as incentive plan design features * Assist in preparing materials for Board and Compensation Committee meetings * Participate in client meetings and contribute to discussions on executive compensation topics * Support knowledge sharing and continuous learning within the executive rewards practice What you need to have: * Bachelor's degree * 12 - 36 months of experience working in a consulting firm or corporate role (preferably in executive compensation, total rewards, or finance) * Strong quantitative and analytical skills * Excellent interpersonal, verbal, and written communication skills * Knowledge of data analysis, project management, and presentation design * Intellectual curiosity; seeking opportunities to develop new skills and apply critical thinking to solve problems * Ability to collaborate with diverse teams and communicate with others in a skillful and engaging manner * Flexibility to work under tight deadlines and adapt to changing client needs, particularly in M&A situations * Superior organizational skills and strong attention to detail * Working knowledge of Microsoft Office- specifically Excel and PowerPoint What makes you stand out? * Advanced proficiency in Excel * Finance/accounting background or experience Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. The applicable base salary range for this role is $75,500 to $151,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

About Oliver Wyman At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments. As a business of Marsh, we work alongside the world's leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow us on LinkedIn and X. Job Overview: The Partner Talent Management Lead operates at the critical intersection of talent strategy, business growth, and regional leadership governance. This senior role combines strategic vision with operational rigor to shape and execute the Partner talent architecture that drives firm performance, leadership pipeline strength, and long-term growth. The role requires exceptional stakeholder management skills and a trusted advisory presence with senior leadership, directly impacting the Partner pipeline, performance management, and revenue growth. This is a hybrid role requiring 3 days per week in the office. There is no option to be fully remote. Key Responsibilities: Partner Talent Management & Development * Act as a trusted career advisor, coach, and sounding board for Partners, supporting clarity on career trajectories and growth paths within the firm. * Collaborate closely with the Partner Development Council (PDC) and Learning & Development teams to design and deliver tailored Partner development programs addressing key skill gaps and regional needs. * Lead the regional coordination and operational execution of the Partner Review Committee (PRC) process, ensuring rigorous candidate identification, compelling business case development, and a seamless candidate experience. * Strengthen the Principal leadership pipeline by enhancing development programs and partnering with practice leaders to secure effective sponsorship and career guidance. * Interface with counterparts across regions to share best practices and improve collaboration. Partner Performance Management * Own the end-to-end execution and integrity of Partner performance management processes, including mid-year feedback, year-end reviews, and objective-setting, collaborating with Business Impact Managers and cross-functional teams to ensure fairness, consistency, and accountability. * Drive commercial effectiveness reviews and performance interventions, managing Partner watchlists, mutual departure discussions, and Focused Development Plans (FDPs) with rigor and sensitivity. * Support Senior HC Business Partner and regional leadership in managing Partner exits and retirement pathways, ensuring smooth transitions aligned with firm strategy and culture. New Partner Integration & Onboarding * Champion the onboarding and integration experience for new external Partners and newly promoted Partners, proactively monitoring progress, identifying challenges, and recommending timely interventions to ensure successful assimilation. * Provide hands-on operational support to ensure seamless transitions, engaging appropriate commercial leaders and stakeholders as needed. * Serve as a strategic partner to the Head of Recruiting in the Americas by creating an open feedback loop on Partner candidates, regularly evaluating recruitment outcomes, and providing actionable insights to enhance recruiting effectiveness. Partner Employment Relations Advisory * Partner with Senior HC Business Partner to provide timely, pragmatic input on Partner employment relations matters, including exit negotiations and conflict resolution, balancing firm interests with Partner engagement and retention considerations. Process Governance & Reporting * Prepare and present data-driven reports and insights on Partner performance and talent management metrics to senior leadership. * Maintain rigorous operational standards and accountability in talent processes to ensure fairness, consistency, and transparency. Qualifications: * Bachelor's degree and 10+ years of experience in executive-level talent strategy, talent operations, performance management, and coaching within professional services or consulting firms. * Strong business acumen and partnership capabilities, with the ability to learn and adapt quickly to changing business needs. * Proven ability to develop and execute senior-level talent strategies aligned with regional business priorities and growth objectives. * Trusted advisor to senior leadership, skilled at influencing and building strong, collaborative relationships and networks. * Expertise in managing senior-level talent pipelines, succession planning, and mitigating attrition risks. * Experienced in leading performance review committees and rigorous performance evaluation processes. * Strong communication and influencing skills, accomplished in consensus building and adapting style across diverse audiences. * Operational and client service excellence with an ownership mindset. * Excellent project management skills to coordinate complex talent processes and cross-functional initiatives. * Collaborative leader with experience working across regions and functions to share best practices and drive consistency. * Market-savvy with a track record of leveraging external benchmarking to inform talent strategy. * Comfortable working independently and thriving in a team setting within a fast-paced environment. * Strong advocate for Partner talent strategies that drive business growth and organizational health. The applicable base salary range for this role is $165,000 to $220,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

PRIMERICA FINANCIAL SERVICES About: We offer financial coaching, education and strategies that help middle-American families take control of their finances. Most people would like to do better financially but don't believe they can. Mission Our mission is to help families earn more income and become properly protected, debt free and financially independent. We currently have 3 offices in Johnston, RI and 11 offices in Rhode Island and are looking to grow to 25 offices in the Areas of RI, MA, CT over the next 3 years. We are hiring for part-time and full-time positions. We are building our leadership team now and training those individuals to run our locations. If you would like an interview, please message me or give me a call. Available Career Opportunities: PERSONAL FINANCIAL ANALYST: Part-time or full-time analysts help families and individuals plan their financial future by teaching them to invest wisely for retirement, protect their assets, and become debt free. We cover 90% of licensing fees up front and income can be earned during training prior to becoming licensed. All training is provided for the right candidate and when completed an incentive is given to new licensed associates. No previous financial services experience is required. MANAGEMENT/BROKER TRAINING: Full-time Manager/Broker Trainees will work with the local Vice President and be mentored to run future new locations. Brokers typically manage a team of 8-10 agents. Potential to earn six figures within 2-3 years. All training is provided for the right candidate. Management/Broker Trainees are allowed to start part time and transition from their current job at their own pace. No previous financial services experience is required. FINANCIAL SERVICES BROKER: Full-time Broker will hire and train analysts in their local area in order to help the firm open additional offices and grow market share. Entrepreneurial opportunity for highly ambitious individual. Brokers have the potential to earn mid to high six figure residual income within 3-6 years as well as earn a vested ownership interest in the business (offices) they develop through stock grants and equity ownership based on business valuation. (Brokerages sell for 8-12 times annual earnings.) Brokers are allowed to start part-time and transition from their current job at their own pace. No capital requirement. REQUIREMENTS: Must be a legal resident of the US and have no criminal history. The right candidate will be personable, like to help people, ambitious, high energy and have a great level of integrity. All part-time and full-time career opportunities have flexible schedules and will therefore require the ability to work independently without close supervision. Location Johnston, Rhode Island 02919 Products Financial Analysis, IRAs, Mutual Funds, Life Insurance, Loans, Long-Term Care Insurance, Auto and Home Insurance, Debt Elimination Programs, Wills, Estate Planning, Annuities, 401(k)s CALL ************

The primary focus of the Market Manager role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: Accountable for the Branch's sales performance and financial performance as well as other assigned branches. Proactive involvement in lateral and trainee recruiting and development. Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) Other licenses as required for role or by management Skills Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Branch level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Direct: Market Executive Direct Reports: Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. *All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs/teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Service Associate Job Description * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $31,200 and $90,000 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).

Company Details Berkley Accident and Health (Berkley) is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley's success is our nimble approach to risk - our ability to quickly understand, think through, and devise a plan that addresses each client's challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W.R. Berkley Corporation (NYSE: WRB) is one of the largest and best managed property/casualty insurers in the United States. This role will be based in one of our offices: * Hamilton Square, NJ * Harleysville, PA * Marlborough, MA We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so. #LI-AV1 #LI-HYBRID The Company is an equal employment opportunity employer. Responsibilities Berkley Accident and Health is seeking a Policy Issuance Analyst to support high-activity sales managers and client relationship managers by preparing, reviewing, and issuing policy documents. In addition, the role assists with the review and coordination of vendor agreements to ensure alignment with company standards and compliance requirements. Will prepare and issue stop loss contracts for all new and renewal business. The position will create efficiency using technology and be a consistent model that can be scaled when additional company growth is achieved. * Review policy documents for accuracy and compliance with terms of contract * Follow up with producer for missing information to complete application * Prepare all documents necessary for stop loss contract and renewal schedules for distribution to Client Relationship Manager * Review, prepare and issue new business and renewal policies for our business segments. Must be able to identify any gaps prior to issuance * Maintain, track and coordinate Company Reinsurance Agreements along with confirming annual commutations have been dispersed * Develop and maintain relationships with both internal and external parties * Demonstrated proficiency in learning, performing and instructing others in accurately processing all policy transaction processes (endorse, renew, etc.) * Lead cross-functional teams to improve policy issuance workflows * Independently resolve escalated policy issues and recommend solutions to management * Ability to independently perform all policy transactions (endorsement, renewal, etc.) with little to no * oversight/guidance required * Inform supervisor/manager of any trending underwriting concerns immediately * Provide assistance in the development of process flows for new and renewal business * Actively support professional & technical skill development of other team members * Analytical thinking and attention to detail * Other duties as assigned to support the Company Qualifications * HS Diploma Required * College degree preferred or 3-5 years' work experience in insurance operations, underwriting support, policy administration or similar role * Strong knowledge of policy issuance and renewal process * Experience reviewing contracts * Group Insurance experience, preferably medical stop loss * Highly capable with Windows, Outlook, and other communication package software (ability to learn and understand ways to organize high activity) * Attention to Detail - Applies thoroughness and accuracy to all aspects of work product * Strong communication skills both verbal and written * Strong time-management and organizational skills * Must exhibit professional behavior at all times while representing or being identified as an employee of the company * Establish and maintain positive working relationships with all operational areas, management and staff to further the company's mission * Strong consulting and interpersonal skills with an ability to interact with brokers, clients and service vendors. * Demonstrate the ability to lead projects, mentor other and drive process improvements Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $70-80k • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and generous Profit-Sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities Berkley Accident and Health is seeking a Policy Issuance Analyst to support high-activity sales managers and client relationship managers by preparing, reviewing, and issuing policy documents. In addition, the role assists with the review and coordination of vendor agreements to ensure alignment with company standards and compliance requirements. Will prepare and issue stop loss contracts for all new and renewal business. The position will create efficiency using technology and be a consistent model that can be scaled when additional company growth is achieved. - Review policy documents for accuracy and compliance with terms of contract - Follow up with producer for missing information to complete application - Prepare all documents necessary for stop loss contract and renewal schedules for distribution to Client Relationship Manager - Review, prepare and issue new business and renewal policies for our business segments. Must be able to identify any gaps prior to issuance - Maintain, track and coordinate Company Reinsurance Agreements along with confirming annual commutations have been dispersed - Develop and maintain relationships with both internal and external parties - Demonstrated proficiency in learning, performing and instructing others in accurately processing all policy transaction processes (endorse, renew, etc.) - Lead cross-functional teams to improve policy issuance workflows - Independently resolve escalated policy issues and recommend solutions to management - Ability to independently perform all policy transactions (endorsement, renewal, etc.) with little to no - oversight/guidance required - Inform supervisor/manager of any trending underwriting concerns immediately - Provide assistance in the development of process flows for new and renewal business - Actively support professional & technical skill development of other team members - Analytical thinking and attention to detail - Other duties as assigned to support the Company

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the team's growth and overall business development goals through various branding, advertising, and marketing activities. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley's various programs, events, and initiatives to clients. DUTIES and RESPONSIBILITIES: Marketing & Digital Strategy: • Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship • Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients • Creates all written, visual, and digital marketing messages and materials • Uses the Firm's digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business • Manages the FA/PWA/team digital presence via channels such as social media and FA websites • Monitors marketing projects, analyzes results and liaises with the firm's marketing departments • Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting Communication Management: • Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses • Develops and manages client event planning from inception through execution and follow-up • Facilitates the Communication Review Group (CRG) process for all marketing materials • Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 10+ years of work experience in a field relevant to the position required • Bachelor's degree in Marketing, Communications, Business, or relevant field preferred • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Director of Marketing & Communication Job Description • Additional product licenses may be required Knowledge/Skills • Strong leadership skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • 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 Reports to: • Market Business Service Officer and/or Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work 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) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment 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. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).