W. R. Berkley jobs in Chicago, IL

Company Details Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the Berkley brand. Why Join Us?At Berkley One, you'll be part of a forward-thinking team that's reimagining personal insurance. We're building solutions that are as sophisticated and agile as the clients we serve-individuals and families who value innovation, simplicity, and exceptional service. You'll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry. What We Value * A client-first mindset with a passion for delivering exceptional experiences * Curiosity, creativity, and a drive to challenge the status quo * Collaboration across disciplines to build smarter, more intuitive solutions * Integrity, expertise, and a commitment to excellence Join us in creating a new standard in personal insurance-where protection meets possibility. This role will be based in our Chicago, IL or Morristown, NJ office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so. The Company is an equal employment opportunity employer. Responsibilities This role is responsible for supporting all Underwriting functions. You'll need an analytical mind, a love for diving into the details of an account in order to craft pricing and coverage that meet underwriting guidelines, profitability models and customer needs. We'll trust you to have a strong customer service bias with a goal to get to yes and being for super responsiveness while also balancing being able to say no yet still preserve relationships. You'll be a pro-active advocate for Berkley One customers and are passionate about their brand experience. 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 to: * Manage accounts post issuance, involving the Underwriter as needed * Conduct primary underwriting review of select new business opportunities with focus on optimizing our competitive position or gathering pertinent underwriting information and then responding to agents or involving the underwriter as needed * Process renewal and endorsement transactions within authority and engage underwriters with thoughtful reviews for items exceeding granted authority * Support overall underwriting book, ensuring timely processing of work and focus on retention of profitable accounts * Other work and projects as assigned Qualifications * Bachelors degree or equivalent * Minimum three to five years of high net worth personal lines administrative support experience * Proficiency with the Microsoft suite of products * Calm under pressure, possessing excellent organizational skills, integrity, and follow-through on tasks, able to challenge the norms while working collaboratively with colleagues at all levels of the organization * A strong sense of accountability and ownership * Natural curiosity, a love of learning how things work and always on the lookout for innovative improvements * Exceptional oral and written communication skills, a communication style flexible to the situation, and able to communicate clearly and with a purpose 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: $60,000 - $80,000 • 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 This role is responsible for supporting all Underwriting functions. You'll need an analytical mind, a love for diving into the details of an account in order to craft pricing and coverage that meet underwriting guidelines, profitability models and customer needs. We'll trust you to have a strong customer service bias with a goal to get to yes and being for super responsiveness while also balancing being able to say no yet still preserve relationships. You'll be a pro-active advocate for Berkley One customers and are passionate about their brand experience. 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 to: - Manage accounts post issuance, involving the Underwriter as needed - Conduct primary underwriting review of select new business opportunities with focus on optimizing our competitive position or gathering pertinent underwriting information and then responding to agents or involving the underwriter as needed - Process renewal and endorsement transactions within authority and engage underwriters with thoughtful reviews for items exceeding granted authority - Support overall underwriting book, ensuring timely processing of work and focus on retention of profitable accounts - Other work and projects as assigned

Company:MercerDescription: We are seeking a talented individual to join our US Investment Solutions team at Mercer. This role will be based in the US with a preference for New York or Boston locations. This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to serve as a core leader within our US Investment Solutions business. This role is pivotal in shaping and executing client engagement strategies that support long-term business growth, enhance client retention, and reinforce Mercer's position as the premier provider of investment solutions. What You Will Do Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer's long-term growth objectives. Design, implement, and oversee client retention strategies, including ‘at risk' client monitoring and loss budget management. Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer's client value proposition throughout the investment journey. Continuously enhance the client experience across all touchpoints-from onboarding to reporting and digital engagement. Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability. Act as a central connector within the US investment business to integrate Mercer's best ideas and services, supporting profitable growth and client retention. Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service. Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies. Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions. Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs. Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team. Strengthen feedback loops to circulate innovative ideas and enhance Mercer's market position. Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives. What You Can Expect The opportunity to contribute intellectual capital and leadership within a global organization addressing today's and tomorrow's toughest challenges. Collaboration with dedicated colleagues and foster a supportive, human-centered work environment. The chance to turn ideas into action and drive positive change in the investment solutions space. Qualifications Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits. Proven experience managing client relationships, including setting and managing client expectations. Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities. Demonstrated leadership skills with experience developing and managing high-performing teams. Strong strategic thinking and communication skills, with the ability to influence at all organizational levels. Experience working collaboratively across multiple stakeholders and functions. 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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. 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 mercer.com, or follow on LinkedIn and X.Marsh McLennan 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 McLennan 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 McLennan 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 $232,000 to $348,000.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.

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $34,320 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Private Capital x Commercial Effectiveness - Engagement Manager /Principal The Private Capital and Value Creation team at Oliver Wyman specializes in supporting private equity investors throughout the entire deal lifecycle-from opportunity identification through due diligence to post-transaction value realization. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results in their investments. The Commercial Effectiveness (CE) arm of our Value Creation team specifically works across industries to drive breakthrough revenue and margin improvement. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results. This role offers an opportunity to work within a fast-growing, dynamic team. Oliver Wyman is a global leader in management consulting that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our mission is to help clients achieve lasting success by solving their most complex problems and seizing their biggest opportunities. Job Specifications Practice Group: Private Capital, Performance Transformation - Commercial Effectiveness (CE) Location: New York, San Francisco, Boston, Chicago, Washington D.C., Toronto, Houston, Dallas Role: Engagement Manager About the role Our consulting roles offer excellent career and growth opportunities for talented, highly motivated professionals with relevant prior experience. As an Engagement Manager, you will lead project teams in both post-deal value creation efforts and pricing/GTM due diligence activities. Specific responsibilities include: * Leading teams of consultants on a wide range of commercial topics including pricing, sales, and/or marketing. This includes developing hypotheses; managing data collection, model creation and analyses; conducting primary and secondary research; creatively tackling information limitations; and surfacing insights * Guiding the consulting team as they develop hypotheses, review client information, conduct interviews, generate insights, and produce deliverables * Synthesizing findings into written presentations; reviewing and discussing with clients and other stakeholders * Supporting Partners in project execution through excellent project management, including work planning, workflow management, and coaching, mentoring, and formal career development support for junior team members * Cultivating strong client relationships and networks, presenting to senior audiences, and working day-to-day with C-Suite, senior executives, and mid-level clients * Communicating issues and solutions in formal and informal settings, through written and verbal communication * Applying best practice, your own (and your team's) expertise and the firm's wider technical competencies to deliver successful projects * Guiding and influencing client and team thinking * Contributing to business development efforts, including proposals, pitches, and identification of follow-on opportunities within accounts * Guiding clients through implementation and change management, ensuring adoption and measurable impact of new commercial strategies and tools Desired Skills and Experience 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. While specific responsibilities will vary based on previous experience, the ideal candidate will have most of the following: * For an Engagement Manager, minimum of 5-8+ years of relevant experience, ideally in management consulting (or other similar organizations with project-based, team-oriented environments) with a focus on top-line growth strategy, pricing, go-to-market strategy * For Principals, 8 + years of experience in a relevant role, probably in a top-tier strategy consulting firm or similar organization. * In-depth knowledge of pricing and/or sales and/or marketing topics with familiarity in analytics-driven approaches and commercial effectiveness tools (e.g., pricing systems, sales performance management, and digital go-to-market platforms) * Solid understanding of private equity dynamics and operational frameworks * Demonstrated ability to lead teams and work collaboratively in fast-paced environments * Strong background in strategic problem solving with demonstrable analytical skills * Exceptional verbal and written communication skills with experience presenting to senior leadership * Willingness to travel as required on a project basis * Proven ability to mentor and develop diverse teams, fostering an inclusive and collaborative culture * Undergraduate degree; advanced degree (MBA or similar) preferred Additional background on our team and work Commercial excellence engagements frequently cut across the following: * Optimizing commercial levers: * Sales force and channel optimization: account management, field sales and territory design, multichannel sales * Pricing, packaging, and promotions: B2C transactional and subscription models, B2B pricing, packaging, and large contract revenue management, after-sales pricing, discounting and promotional effectiveness * Marketing effectiveness: marketing ROI, loyalty program design, customer value management / "ADR", test and-learn platform, propensity modelling, and digital campaign optimization * Creating new propositions: * Commercial strategy: competing with disruptors, price repositioning strategy, market entry and growth acceleration * New value propositions: future market stimulation, business design and launch * Product and service offering: bundling and tariff design, ancillary revenue strategy / "add-ons", own-brand development, customer experience design * Enabling organizations to achieve both: * Tools and dashboards: visibility & control platform, B2B and B2C sales and pricing tools * Technology: 3rd party vendor assessment, agile datamarts, and commercial effectiveness tools (e.g. pricing systems, sales incentive systems, e-commerce platforms, digital go-to-market enablers) * Commercial organization: pricing organization design, talent retention, salesforce incentives and compensation design * Change enablement: building governance, training programs, and performance management processes to ensure sustainable adoption Some examples of our recent work include: * Re-designing SaaS pricing and packaging for a PE-owned software player and quantifying price ranges for each of the packages sold * Rapid pricing diagnostic for a growth-stage, PE-owned mortgage appraisal software player to identify ~5-10 high criticality, actionable pricing and packaging value creation levers * Upskilling a PE-owned B2B services organization to renegotiate 100+ customer contracts to drive margin impact * Developing a pricing organization and operating model for a legacy manufacturer incl. team size, responsibilities, tools, and governance * Leading a sales turnaround for an industrial gas supplier, including right-sizing the organization, redefining roles of reps, creating new roles and key account structures, and developing a communication program for leadership * Implementing discounting controls for a global travel operator, redesigning commission structures, policies, and systems * Designing incentive plans and scorecards for a leading insurance broker, driving 10% sales growth and 20% margin expansion Beyond client delivery, our practice also invests in developing proprietary IP, tools, and thought leadership (e.g., frameworks, white papers, and case studies) to advance client impact. 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]. 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. 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. 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. Marsh McLennan 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 McLennan 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 McLennan 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. #OWCapabilities 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 McLennan 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 McLennan 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 McLennan 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 Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E*TRADE's full suite of advanced active trader platforms, tools and services. The ATRM Manager must have the unique skill set and traits of an ATRM and a proven track record of effective leadership and heightened performance across the organization. The ideal candidate will have a unique combination of a comprehensive trading knowledge and a commitment to the highest levels of service, along with a thorough understanding of the processes and procedural landscape presented to team members and customers alike. The ATRM Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both book clients and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: * Train, coach, motivate, and mentor ATRMs while providing checkpoints, milestones, and development plans as needed to meet core Key Performance Indicators * Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity * Review and evaluate customer interactions, providing feedback to drive improvement and quality, as well as identifying areas of strength or in need of improvement * Provide industry expertise to ensure goals are met and a high level of service is delivered to drive heightened customer experience * Research and resolve complex trade related issues * Provide oversight and ad hoc approvals for trade entry or other transactional items in client accounts * Effectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely manner * Set and manage team standards around attendance, performance metrics, and service quality * Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, 63, and 9/10 or equivalent and ability to obtain Trader Certification * Minimum Years of Experience: 2+ years Preferred Skills: * Thorough understanding of E*TRADE policies and procedures. * Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients * Thorough understanding of the securities industry including equity and option trading. * Utilize independent decision-making skills to handle and resolve issues. Ability to work independently * Evidence of strong leadership capabilities and previous supervisory experience * Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs * Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters * Utilize independent decision-making skills to handle and resolve issues * Proven track record in handling and resolving complex client issues * Ability to troubleshoot basic to advanced technical problems * Excellent organizational skills, with the ability to handle multiple tasks * Extensive knowledge of E*TRADE trading and customer account systems * Proficient in Salesforce, MS Word, Excel, PowerPoint * Outstanding oral and written communication * Must be able to remain composed, professional and maintain control in high-pressure or volatile environments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For Chicago: Salary range for the position: $85,000 - $140,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company:Oliver WymanDescription: Oliver Wyman - Actuarial Intern (2026) - Property & Casualty Oliver Wyman is a global leader in management consulting. With offices in 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 7,000 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 X @OliverWyman. The Actuarial Practice of 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. Job Description Job Title: P&C Intern - 2026 Office/Regions available: Atlanta, Charlotte, Chicago, Dallas, Houston, Nashville, New York, or St. Louis The Property & Casualty Practice is seeking to hire an Actuarial Intern for the Summer of 2026 to support our property & casualty self-insurance business. As an Actuarial Intern, you will work alongside well-known, senior level consultants and gain broad industry exposure among Oliver Wyman's clients, which include large corporations, captive insurance companies, state regulators, and healthcare provider systems. The candidate would be expected to use analytical skills within a team environment to analyze complex problems and develop workable solutions. Potential projects may include: Assist in actuarial projects with a focus on loss reserving, cash flow projections, and loss forecasting Compile data, develop spreadsheet exhibits, perform basic analysis, and summarize internet research Utilize R and R Shiny to support a business intelligence application and other tools Reserve analysis, cash flow projections, benchmarking, due diligence for mergers & acquisitions In addition, all interns participate in our actuarial bootcamp which consists of a series of presentations, case studies, and mentorship sessions over a six-week period and aims to give participants a valuable and directly applicable skillset for future employment opportunities within the actuarial industry. Skills and Attributes Working towards Bachelor's or Master's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field Commitment to passing actuarial exams Desire for rapid learning, high performance, and professional growth Strong written and oral communication skills Excellent time management skills and understanding the value of collaboration, and the ability to work effectively in a team setting Strong technical exposure to MS Office, specifically in Excel, VBA or R preferred 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. For more information, please visit our website at ****************************** About Marsh McLennan Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 83,000 colleagues advise clients in 130 countries. With annual revenue of nearly $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter or subscribe to BRINK . The applicable range for this role is $28.00 to $36.25 per hour. The salary 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 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 McLennan 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 McLennan 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 McLennan 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 At Berkley Program Specialists, we are dedicated exclusively to program business and excel at partnering with program administrators who possess significant underwriting expertise for homogeneous, niche classes of business. We enjoy the strength and stability that comes with being a Berkley Company and underwrite our programs through our member insurance companies, which are A+ (Superior), Financial Size Category XV, by A.M. Best. Responsibilities Primary responsibility to be lead actuarial support for several of the company's programs. This will involve completing quarterly pricing reviews and communicating the results to the company stakeholders, monthly price monitoring, rate filings and class analyses where necessary. The position will work with underwriting, finance, claims and IT departments as they will be involved with the support of all facets of their programs. Additional responsibilities include support of the Chief Actuary in the quarterly reserving process and the development of dashboards and metrics to help the team maximize the program profitability. A secondary opportunity for this position can be to help with reinsurance treaty pricing opportunities should the candidate possess the skill set and experience. * Complete quarterly program pricing reviews. * Communicate results, trends, and key aspects of the reviews to the Underwriting team and Senior management. * Collaborate with other members of the Actuarial team and apply appropriate actuarial reserving techniques to determine ultimate losses and participate in the quarterly close process. * Develop and complete monthly rate monitors, interpreting and communicating the results to the Underwriting team and Senior management. * Complete class analyses on programs to help maximize profitability * Create dashboards in Power BI to make program data and performance readily available to BPS team. * Provide support to other departments as needed including underwriting, finance, claims and operations. * Regular and predictable attendance * Other duties as assigned. Qualifications * Bachelor's degree in a related field (mathematics, actuarial science, statistics or equivalent). * Minimum of 5 Casualty Actuarial Exams Completed. * Excellent interpersonal and communication skills * 8+ years of casualty actuarial experience with primary product pricing and reserving * Reinsurance pricing experience a plus * Rate filing experience a plus. * Strong knowledge of MS Office tools (Excel, Outlook, Word, PowerPoint). * Strong knowledge of SQL * Knowledge and ability to use Power BI preferred. * Knowledge and ability to use R and Python preferred. The Company is an equal employment opportunity employer. Additional Company Details The position is based in Naperville, IL; in-office four days per week. We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role includes: Base salary range: $160,000 - $210,000 annually. 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. This role is eligible to participate in the annual discretionary bonus program. Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. Sponsorship Details Sponsorship not Offered for this Role Responsibilities Primary responsibility to be lead actuarial support for several of the company's programs. This will involve completing quarterly pricing reviews and communicating the results to the company stakeholders, monthly price monitoring, rate filings and class analyses where necessary. The position will work with underwriting, finance, claims and IT departments as they will be involved with the support of all facets of their programs. Additional responsibilities include support of the Chief Actuary in the quarterly reserving process and the development of dashboards and metrics to help the team maximize the program profitability. A secondary opportunity for this position can be to help with reinsurance treaty pricing opportunities should the candidate possess the skill set and experience. - Complete quarterly program pricing reviews. - Communicate results, trends, and key aspects of the reviews to the Underwriting team and Senior management. - Collaborate with other members of the Actuarial team and apply appropriate actuarial reserving techniques to determine ultimate losses and participate in the quarterly close process. - Develop and complete monthly rate monitors, interpreting and communicating the results to the Underwriting team and Senior management. - Complete class analyses on programs to help maximize profitability - Create dashboards in Power BI to make program data and performance readily available to BPS team. - Provide support to other departments as needed including underwriting, finance, claims and operations. - Regular and predictable attendance - Other duties as assigned.

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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. 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 mercer.com, or follow on LinkedIn and X. Marsh McLennan 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 McLennan 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 McLennan 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 One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the Berkley brand. Why Join Us?At Berkley One, you'll be part of a forward-thinking team that's reimagining personal insurance. We're building solutions that are as sophisticated and agile as the clients we serve-individuals and families who value innovation, simplicity, and exceptional service. You'll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry. What We Value * A client-first mindset with a passion for delivering exceptional experiences * Curiosity, creativity, and a drive to challenge the status quo * Collaboration across disciplines to build smarter, more intuitive solutions * Integrity, expertise, and a commitment to excellence Join us in creating a new standard in personal insurance-where protection meets possibility. #LI-AV1 #LI-HYBRID This role will be based in our Wilmington, DE or Chicago, IL office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so. The Company is an equal employment opportunity employer. Responsibilities The Process & Workflow Designer at Berkley One plays a pivotal role in shaping the future of operational excellence within a modern, client-centric insurance organization. This strategic position is responsible for designing and optimizing end-to-end processes, integrating advanced technologies-including AI-and driving continuous improvement across departments. By leveraging data, prompt engineering, and collaborative project leadership, the role ensures that workflows are efficient, scalable, and aligned with Berkley One's mission to deliver exceptional, personalized insurance experiences. The ideal candidate is a proactive innovator with strong analytical skills, a passion for challenging the status quo, and the ability to influence change across diverse teams. We'll count on you for: Process Design & Optimization * Architect and document end-to-end workflows with a focus on efficiency, scalability, and user experience. * Lead initiatives to redesign future-state processes and UI, balancing technical requirements with operational impact. * Identify risks and dependencies associated with process decisions and communicate them effectively to stakeholders. AI Integration & Automation * Apply prompt engineering techniques to embed AI into operational workflows. * Enhance automation, improve decision-making accuracy, and ensure compliance with industry standards. Continuous Improvement & Change Management * Champion a culture of innovation by identifying tools and resources that streamline operations. * Drive organizational change through thoughtful communication, stakeholder engagement, and readiness planning. Project Leadership & Impact Analysis * Manage cross-functional projects from planning through implementation, ensuring alignment with strategic goals. * Track post-implementation performance and forecast-to-actual impact to inform future initiatives. Knowledge Management & Documentation * Create structured process libraries for internal teams and external vendors, ensuring usability and long-term maintainability * Ensure documentation is accessible, up-to-date, and aligned with operational best practices. Data-Driven Decision Making * Use data analytics to prioritize initiatives and measure the effectiveness of process improvements.Collaborate with leadership to translate insights into actionable strategies.Other work and projects as assigned. Qualifications * Bachelor's degree or equivalent experience * Proven experience in P&C insurance operations, with a preference for claims expertise. * Familiarity with Guidewire and InsuranceNow platforms. * Proficiency in MS Office Suite (Excel, SharePoint, Visio) and process mapping tools. * Demonstrated success in process design, optimization, and implementation. * Experience in AI prompt engineering and automation strategies. * Six Sigma certification (Green or Black Belt) preferred. * Strong analytical and problem-solving skills with a focus on operational performance. * Self-starter with the ability to manage multiple priorities independently. * Exceptional communication skills-verbal, written, and visual-with a flexible, purpose-driven style. * Collaborative mindset with the ability to influence across departments and levels. * Natural curiosity and a drive to innovate, challenge norms, and explore new possibilities. * High accountability, adaptability, and a sense of adventure. 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: $85,000 - $100,000 • 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 Process & Workflow Designer at Berkley One plays a pivotal role in shaping the future of operational excellence within a modern, client-centric insurance organization. This strategic position is responsible for designing and optimizing end-to-end processes, integrating advanced technologies-including AI-and driving continuous improvement across departments. By leveraging data, prompt engineering, and collaborative project leadership, the role ensures that workflows are efficient, scalable, and aligned with Berkley One's mission to deliver exceptional, personalized insurance experiences. The ideal candidate is a proactive innovator with strong analytical skills, a passion for challenging the status quo, and the ability to influence change across diverse teams. We'll count on you for: Process Design & Optimization - Architect and document end-to-end workflows with a focus on efficiency, scalability, and user experience. - Lead initiatives to redesign future-state processes and UI, balancing technical requirements with operational impact. - Identify risks and dependencies associated with process decisions and communicate them effectively to stakeholders. AI Integration & Automation - Apply prompt engineering techniques to embed AI into operational workflows. - Enhance automation, improve decision-making accuracy, and ensure compliance with industry standards. Continuous Improvement & Change Management - Champion a culture of innovation by identifying tools and resources that streamline operations. - Drive organizational change through thoughtful communication, stakeholder engagement, and readiness planning. Project Leadership & Impact Analysis - Manage cross-functional projects from planning through implementation, ensuring alignment with strategic goals. - Track post-implementation performance and forecast-to-actual impact to inform future initiatives. Knowledge Management & Documentation - Create structured process libraries for internal teams and external vendors, ensuring usability and long-term maintainability - Ensure documentation is accessible, up-to-date, and aligned with operational best practices. Data-Driven Decision Making - Use data analytics to prioritize initiatives and measure the effectiveness of process improvements. Collaborate with leadership to translate insights into actionable strategies. Other work and projects as assigned.

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Invoicing Specialist at Horton, a Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). What You Do Billing * Processes agency billed transactions for designated scenarios including commercial insurance policy renewals and service fees, as well as correction requests to resolve premium, commission, and/or payment company errors * Identifies and reports incorrect details within requests that may result in accounting issues * Collaborates with client service teams to support client premium allocation needs * Assists in identifying solutions based on billing needs * Helps resolve discrepancies with account managers as directed * Completes billing for Surplus Lines when applicable Process Management * Serves as a resource for client service teams by answering questions related to agency billed transactions * Demonstrates understanding of both client needs and impact on accounting, while leveraging troubleshooting issues or identifying solutions for more complex scenarios * Assists in the development or improvement of procedures specific to agency billing under the guidance of senior team members * Achieves desired metrics for both the volume and timeliness of completed work Data Integrity & Quality * Researches incorrect items within the agency management system to assists client service teams and/or Accounting when corrections are necessary * Maintains accurate and complete transactions in agency management systems * Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals * Utilizes internal resources for identified processes to ensure efficiency and consistency in execution of all tasks Peer Relationships * Provides feedback and shares information at team meetings * Develops effective working relationships with other team members and client service teams * Communicates effectively with other team members and client service teams to provide timely information for service execution Your Education and Experience Required * Detail-oriented with good organizational and time management skills * Strong interpersonal skills and high sense of urgency * Proficiency with Microsoft Office, including Microsoft Excel Preferred * Prior experience with Applied Epic * Prior insurance industry experience is helpful, but not required * AS/BA in Accounting or related field, preferred Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: * Generous time off, including personal and volunteering * Tuition reimbursement and professional development opportunities * Hybrid work * Charitable contribution match programs * Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * ************************************ * ********************************** * ***************************** * ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. 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 $46,500 to $81,400. 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.

Company Details Company URL: ****************************************** Berkley Technology Services (BTS) is the dynamic technology solution for W. R. Berkley Corporation, a Fortune 500 Commercial Lines Insurance Company. With key locations in Urbandale, IA and Wilmington, DE, BTS provides innovative and customer-focused IT solutions to the majority of WRBC's 60+ operating units across the globe. BTS's wide reach ensures that ideas and opinions are considered at every level of the organization to guarantee we find the best solutions possible. Driven by a commitment to collaboration, BTS acts as consultants to our customers and Operating Units by providing comprehensive solutions that not only address the challenge at hand, but proactively plan for the "What's Next" in our industry and beyond. With a culture centered on innovation and entrepreneurial spirit, BTS stands as a community of technology leaders with eyes toward the future -- leaders who truly care about growing not only their team members, but themselves, and take pride in their employees who shine. BTS offers endless ways to get involved and have the chance to grow your career into a wide range of roles you'd never known existed. Come join us as we push forward into the future of industry leading technological solutions. Berkley Technology Services: Right Team, Right Technology, Simple and Secure. Responsibilities A Staff Engineer at Berkley is the continuation of an individual contributor role that begins to focus on the scaling of engineering. The person in this role is responsible for the design, development, modification, analysis and implementation of software programming applications for the various subsidiaries of the corporation. They are responsible for updating and/or enhancing existing software capabilities applying principles and techniques of computer science, engineering, and mathematical analysis. Core Responsibilities: * Perform code review upholding best practices and architectural patterns (25%) * Design new software engineering implementation patterns for consumption at scale (25%) * Solving complex business challenges leveraging new and existing technology (35%) * Creating system documentation and mentoring junior team members (10%) * Perform recruiting screening and technical assessments of incoming candidates (5%) Other Duties: * Promote innovation with the courage to challenge norms. * Tackle complex problems using simplification and experimentation. * Guard product quality through diligence in security, performance, and observability. * Aggressively seek out technical debt, in both process and code, and ideate on faster delivery. * Maintain and refine metrics for engineering success. Advocate for these through code review. * Invest in mentoring team members. Nurture growth in autonomy through critical thinking, problem analysis, and technical maturity.Proposes software solutions. * Develops, designs, and edits original applications, or modifies third-party applications. * Tests and approves applications. * Analyze and define software requirements to determine specifications and standards; provides feedback on business requirements to fully leverage technology to improve business functions. * Produces significant new system functionality or defect resolution with minimal direction. * Can perform adequate peer review on any changes in the system. * Can be consulted to provide recommendations to solve business issues based on experience and knowledge of current technology. * May provide rotating on-call support of production systems. * Partner with the various subsidiaries to create a vision for future advancement of our applications. * Travel for this position is approximately 5-10%. Qualifications * 7+ years' experience in java or object-oriented programming * 7+ years of React experience * 5+ years of Nextjs experience * 5+ years' experience in an agile environment * 5+ years' experience in integrating systems through APIs * Ability to communicate complex ideas into technical implementation requirements * Experience working in an agile environment focusing on iterative delivery * Ability to convey complex problems (technical or organizational) concisely, accompanied by thoughtfully proposed solutions * Performs work independently. * Uses advanced techniques, theories, and processes to complete work. * Software Development Life Cycle experience. * Ability to thrive and produce results with little or no supervision in a fast-paced, entrepreneurial environment. * Excellent communication skills with ability to interact seamlessly at all levels with both technical and business stakeholders. * Superior problem solving and analytical skills. * Bachelors Degree in Computer Science, Information Technology, Information Systems, or a related discipline. Equivalent experience and/or alternative qualifications will be considered. The Company is an equal employment opportunity employer. Responsibilities A Staff Engineer at Berkley is the continuation of an individual contributor role that begins to focus on the scaling of engineering. The person in this role is responsible for the design, development, modification, analysis and implementation of software programming applications for the various subsidiaries of the corporation. They are responsible for updating and/or enhancing existing software capabilities applying principles and techniques of computer science, engineering, and mathematical analysis. Core Responsibilities: - Perform code review upholding best practices and architectural patterns (25%) - Design new software engineering implementation patterns for consumption at scale (25%) - Solving complex business challenges leveraging new and existing technology (35%) - Creating system documentation and mentoring junior team members (10%) - Perform recruiting screening and technical assessments of incoming candidates (5%) Other Duties: - Promote innovation with the courage to challenge norms. - Tackle complex problems using simplification and experimentation. - Guard product quality through diligence in security, performance, and observability. - Aggressively seek out technical debt, in both process and code, and ideate on faster delivery. - Maintain and refine metrics for engineering success. Advocate for these through code review. - Invest in mentoring team members. Nurture growth in autonomy through critical thinking, problem analysis, and technical maturity.Proposes software solutions. - Develops, designs, and edits original applications, or modifies third-party applications. - Tests and approves applications. - Analyze and define software requirements to determine specifications and standards; provides feedback on business requirements to fully leverage technology to improve business functions. - Produces significant new system functionality or defect resolution with minimal direction. - Can perform adequate peer review on any changes in the system. - Can be consulted to provide recommendations to solve business issues based on experience and knowledge of current technology. - May provide rotating on-call support of production systems. - Partner with the various subsidiaries to create a vision for future advancement of our applications. - Travel for this position is approximately 5-10%.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs. Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning. Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $24.04 an hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

User Experience Researcher, Assistant Vice President Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. Are you a senior UX Researcher who wants to lead high-impact projects, work with cross-functional teams, conduct moderated and unmoderated studies, and mentor other team members? Our growing team is looking for an expert in the practice of user research to be an influential voice in the future of our discipline while inspiring change, delivering written and oral presentations, evaluating qualitative and quantitative insights, and being an advocate for a more intuitive, seamless user experience. The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily. Our team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and a user-centered approach to solve real business problems. If you can bring clarity to complexity, discover compelling user insights, and have gone the extra mile to create delight, we want you! Once Here You Will... * Manage both large and small research initiatives collaboratively with your peers in UX Design, Product Management, Technology, Data and Analytics, and more. * Define research questions and goals, conduct appropriate studies, analyze the findings, and communicate results with clear and compelling presentations. * Evangelize design thinking, including conducting workshops, helping develop user journeys, and asking the right questions to ensure teams are putting users at the center. * Plan, design, and conduct both quantitative and qualitative user research studies (i.e., write moderator's guides, conduct in-depth interviews, design surveys, moderated and unmoderated sessions, etc.). * Identify, track, and share overarching research trends. * Make recommendations on research best practices from previous professional and educational experiences. * Be willing to take on any task or responsibility, big or small, that furthers the growth of the team. * Mentor more junior researchers throughout the research process. * Help to adapt and innovate research practices to meet a rapidly growing team's need. * Help to identify opportunities for impactful UX research across the firm. * Facilitate UX workshops with cross-functional teams. * Help promote a data-driven culture that prioritizes user insights and combats assumptions. * Thrive in a work culture that is full of collaboration, teamwork, inclusiveness, and warmth. Skills You'll Bring * 4+ years UX research experience. * Willingness to run studies from end-to-end (you'll be responsible for every single step, from recruiting participants to sharing insights). * Experience implementing a range of methodologies, both qualitative (e.g., moderated, unmoderated etc,.) and quantitative (e.g., A/B or multivariate testing, card sorting, survey design etc,.) * Experience leading and mentoring junior team members. * An interest in working with both enterprise and consumer technology. * A persuasive and compelling presentation style and being able to clearly communicate research insights. * The ability to adapt, pivot, and roll with the punches. * Preferably M.A./M.S. or PhD in Human-Computer Interaction, Human Factors, Psychology, Anthropology, or related fields * Familiarity with tools like Figma, UserZoom, UserTesting, Optimal Workshop, and Enjoy HQ preferred. * Experience in financial services, or a large corporate environment preferred. Why Work at Morgan Stanley Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first. SUMMARY E*TRADE Financial is looking for an experienced candidate with a solid background in Retail Trading platforms. Knowledge of retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around trading tools and features such as options chains, charts, buying power, and margin and risk vetting systems will be a valuable skill set. The primary responsibility of the position is to lead initiatives within the Trading Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios. The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues. RESPONSIBILITIES > Lead new initiatives to introduce new functionality designed to enhance the trading experience > Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes > Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends > Work with Risk and Service partners to identify system or experience gaps that need to be addressed. > Provide Product Support: Research and resolve complex issues related to assigned products or core competency > Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light. > Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products > Champion new products throughout the organization > Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Basic > 5 years of experience in Product Management preferably in the Financial Services Industry > Bachelor's degree Preferred > 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry > Excellent understanding of Equities/Options/Futures trading, and trading platforms > Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories > Ability to engage and find opportunities beyond individual responsibilities > Excellent written and verbal communication skills 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). > Ability to clearly articulate complex ideas to a diverse audience > Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery > Demonstrates effectiveness in a fast-paced, demanding, client-driven environment > Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client > An energetic person with an entrepreneurial attitude WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… * Continue to evolve and refine a design language that resonates with our clients * Partner closely with UI/UX leadership to create design consistency and quality across the platform * Foster continual design system education throughout the team * Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) * Form strong partnerships with engineering teams to create frictionless design system implementation * Implement and maintain processes tools for UI/UX engineering team to utilize our design system * Review in-flight designs with Product Designers for holistic application of a design solution * Contribute to a culture of continual creative improvement and innovation, excellence and accountability * Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients * Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs * Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products * Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… * You have 2-5 years of experience as a UI Designer working in a cross-functional team * You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs * Candidate required to submit portfolio with previous case studies; linked to resume * You have a bachelor's degree in design or related field preferably, master's degree a plus * You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule * You have excellent skills in Figma * You have a basic understanding of HTML/CSS * You have an advanced understanding of web components, interaction design, visual design and industry trends * You are fluent in responsive design, mobile/tablet UI * You can establish deep relationships across the entire Design department * You are a 'self-starter' who is driven and seeks out opportunities * You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization * You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) * You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles * You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating * You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND/OR EXPERIENCE Bachelor's degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: • Market 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. Salary range for the position: $120,000 - $160,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. 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. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. 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 mercer.com, or follow on LinkedIn and X.Marsh McLennan 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 McLennan 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 McLennan 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 $162,000 to $324,000.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.

The Wealth Management Client Segments division within Morgan Stanley Wealth Management includes the Advisor-led, Workplace, Institutional and Digital Direct businesses which work to meet clients wherever they are on their financial journey, supporting their growth and deepening relationships over time. The Client Segments & E*TRADE Strategy & Execution team is responsible for driving execution priorities within the self-directed channel (E*TRADE) and delivering against cross-channel growth initiatives across the broader Client Segments division. The team's remit can be categorized across four verticals: (i) Strategic Planning/Execution & Corporate Development, (ii) Business Management, (iii) "Chief of Staff", and (iv) Special Projects across. The team's portfolio is ever-changing: in the past, projects included driving inorganic growth initiatives, building out financial models, assessing the impact of strategic investments, managing the financial budget across Client Segments, and preparing briefing memos for the Head of Wealth Management Client Segments. Position Summary: We are seeking a Vice President to support Strategy and Execution efforts across the E*TRADE business with focus on the defining, enhancing, and delivering the Active Trader client segment value proposition: * Conducting internal and external market research to identify key segment attributes, define segment personas, and identify competitive gaps * Partnering with the business, service, platforms, marketing, technology, and legal / risk / compliance to define roadmap for driving share of wallet expansion across the Active Trader client segment * Leading cross-functional teams across execution of key initiatives, managing a matrixed leadership structure and ensuring alignment of priorities across business partners * Serving as a "client advocate" and representing the segment across internal and external forums, articulating segment needs, wants and desires internally and helping build consensus across execution * Providing strategic and tactical updates to E*TRADE and Wealth Management Client Segments leadership * Driving and maintaining prudent expense management across the segment initiatives * Partnering with the broader Wealth Management Client Segments Strategy and Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and occasional execution across non-E*TRADE focused projects * Building close relationships with all our functional partners (Finance, HR, Legal, Risk, Compliance, etc.) and overseeing monthly management reporting in collaboration with the functional partners Experience: * Bachelor's degree required, Master's degree will be a plus * Experience in Wealth Management (Full-Service or Self-Directed segments) or related strategy/corporate development roles in the financial services industry Required Skills: * Strong leadership skills with the ability to drive initiatives and influence at all levels of the organization * Ability to manage complex projects, distilling abstract ideas into actionable plans and executing against them * Excellent interpersonal and communication skills and the ability to interact with colleagues at all levels across a complex and dynamic organization * Highly detail-oriented individual with ability to manage multiple priorities and competing deadlines * Exceptional analytical and strategic problem-solving skills * Ability to work independently and solve problems with limited information * Knowledge of the Active Trader client segment a plus * Ability to travel ad-hoc as needed to other satellite offices (primarily Chicago and Alpharetta) * Knowledge of Excel, PowerPoint, DataIKU, Thinkcell & Tableau preferred 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. Illinois: Salary range for the position: $110,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. New York: Expected base pay rates for the role will be between $110,000 and $190,000 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 Profile At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Middle Office is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for Core Brokerage, one of the strategic growth areas of the Firm. Middle office is a core foundation for Morgan Stanley. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances, and risk management on all digital channels. It also provides the capabilities for Morgan Stanley B2B stock plan business to manage participants lifecycle. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Middle office is the place for you. Position Description We are seeking highly driven technologist, possessing strong technical and analytic skills with the ability to work in a fast-paced collaborative environment. This is an excellent opportunity to work in a real-time environment where one can make immediate contributions. Director Software Engineering is viewed as a senior level position in applications development who can work on the complex projects requiring specialized technical knowledge. They can work with and solve complex software development tasks. They additionally coordinate with users to determine requirements, ensure that system improvements, responsiveness, resiliency, scalability, and observability are successfully implemented. RESPONSIBILITIES * Effectively work with the leadership in the PMO, Development, Product Management, Business and Technical Operations, Systems Engineering, Infrastructure, Networks and Architecture teams * Design and develop Java based applications. * Acquire a robust understanding of E*TRADE/Morgan Stanley products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives * Build services and systems that involve security, scalability as primary consideration. * Draft and review architectural diagrams, specifications, business requirements as well as various design documents * Work with our existing technology stack (Java, Linux, Unix, Open-Source Platforms, and SOA) as well as new technologies for our next generation solutions * Create project documents and requirements (presentations, user stories, migration plans, communication plans) * Deliver well instrumented systems that provide insight in Operational Metrics and helps resolving issues REQUIREMENTS * Self-motivated, highly organized, team player who thrives in a fast-paced environment with the ability to learn quickly and work independently * Strong experience in Java, Spring, Spring Boot. * Experience in developing prototypes, third party service integration. * Strong experience with multi-threading and networking protocols (TCP/IP, Multicast) * Practical experience and understanding of low latency messaging middleware * Experience working with streaming technologies is highly desirable. * Experience in the financial markets with understanding of Equities, Futures, Options and Crypto is highly desirable * Practical experience working within the Scrum Framework and Agile methodologies * Experience working with AMQ, Kafka and distributed caching like Hazel Cast solutions is a plus. * Strong communication with exceptional written, verbal and presentation skills * Practical experience with relational databases (Oracle, Sybase) is a plus EDUCATION - BS or MS in Computer Science or related field. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $100,000 and $150,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).