W. R. Berkley jobs in Scottsdale, AZ - 68 jobs

Company Details As an elite Excess and Surplus Lines market, Nautilus Insurance Group offers commercial property and casualty insurance solutions to appointed wholesale surplus lines producers countrywide. We have specialized in providing these solutions for more than 35 years. We have more flexible policy terms and premium rates on a non-admitted basis. Our focus is small to medium Property and Casualty risks on both an admitted and a non-admitted basis. Our offerings are distributed through partnerships with appointed wholesale surplus lines producers. Our relationships are defined by mutual success, speed to market, customer-centric focus and an expanded appetite. Coverage placed by Nautilus Insurance Group is provided by Nautilus Insurance Company and Great Divide Insurance Company, both W. R. Berkley Corporation members with A.M. Best (Superior) A+ XV ratings. Benefit Highlights: * Paid Parental Leave! At Nautilus, we offer Childbirth Recovery Leave as well as Primary Caregiver Leave, for up to a maximum of 12 weeks of paid leave. * Nautilus offers Medical, Dental, and Vision coverage options, along with Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) choices * We help our employees feel secure by providing a 401(k) program, profit sharing, stock purchase plan, life insurance, and travel accident insurance options. * One of our core values is "Committed to Serve" and these aren't idle words. We provide every employee one paid day off per year to volunteer at a local charity. That's serving with a smile! * We take risk management excellence and your professional growth seriously by offering Tuition Assistance and Industry-Related Education and Exam programs. * Can you hear us now? Employees are eligible for special cell phone service discounts with Verizon and AT&T. We've got a plum position for you! We participate in the Plum Benefits program offering employees cost-free access to thousands of exclusive travel and entertainment discounts. * Flexible work arrangements, including working from home 1 day a week. Responsibilities The Claims Manager is the front-line management position responsible for the direct supervision of the Claims staff at all Examiner levels. Demonstration of strong leadership qualities and professionalism is essential. This role can be in our Scottsdale office or it can be remote for the right candidate. * Manages the entire employment cycle for all direct report positions including but not limited to recruiting, onboarding, training, engaging, managing compensation, mentoring, managing performance (reviews & corrective action), and terminations. * Performs regular file reviews and audits to determine compliance with best practices. * Responsible for controlling expenses within the Department guidelines. * Facilitates and promotes consistent, positive Department financial results by actively strategizing with and providing appropriate guidance and authority to technical staff. Requires technical knowledge and experience, including an understanding of coverage and contract law, investigation, legal liability, litigation and reserving. * Understands and utilizes existing technology resources and data to measure and monitor financial and performance trends. * Responsibility for various projects related to achieving Department goals (i.e., cost management, quality assurance, SIU, training and development, etc.) * Regular participation in the interviewing process for potential new hire candidates. * Occasional responsibility for handling claims that are very complex and/or involve sensitive or confidential information. * Reviews and approves coverage letters and responses to regulatory agency inquiries. * Reviews and approves Large Loss Reports. * Other duties as assigned Qualifications * Must have at least twelve (12) years of insurance experience, with significant experience in commercial general liablity claims handling. * Must have intermediate knowledge of Microsoft Office. * Guidewire ClaimsCenter experience a plus. * Bachelor's degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * CPCU, AIC or completion of other insurance-related classes is preferred. Additional Company Details The Company is an equal employment opportunity employer 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. 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. Responsibilities The Claims Manager is the front-line management position responsible for the direct supervision of the Claims staff at all Examiner levels. Demonstration of strong leadership qualities and professionalism is essential. This role can be in our Scottsdale office or it can be remote for the right candidate. - Manages the entire employment cycle for all direct report positions including but not limited to recruiting, onboarding, training, engaging, managing compensation, mentoring, managing performance (reviews & corrective action), and terminations. - Performs regular file reviews and audits to determine compliance with best practices. - Responsible for controlling expenses within the Department guidelines. - Facilitates and promotes consistent, positive Department financial results by actively strategizing with and providing appropriate guidance and authority to technical staff. Requires technical knowledge and experience, including an understanding of coverage and contract law, investigation, legal liability, litigation and reserving. - Understands and utilizes existing technology resources and data to measure and monitor financial and performance trends. - Responsibility for various projects related to achieving Department goals (i.e., cost management, quality assurance, SIU, training and development, etc.) - Regular participation in the interviewing process for potential new hire candidates. - Occasional responsibility for handling claims that are very complex and/or involve sensitive or confidential information. - Reviews and approves coverage letters and responses to regulatory agency inquiries. - Reviews and approves Large Loss Reports. - Other duties as assigned

Company:Marsh McLennan AgencyDescription: The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity. Principal Duties and Responsibilities Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing. Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Main point of contact for select clients - review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification Relationship building with the client and the appropriate client team members Prescribing , planning , and implementing appropriate risk management services for assigned accounts Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Planning, preparing and implementing stewardship meetings, where applicable Process, delegate and/or oversee audits, proposals and policy checking Conduct all business in accordance with established policies and procedures Regularly attends client meetings on or off site Other duties as assigned Qualifications 5 - 7 years in commercial lines insurance P&C License, required Exceptional customer service and interpersonal skills, required Some college, a plus, not required Strong analytical aptitude and commitment to accuracy Proficiency in Microsoft Office 365, required #MMAWest #LI-DNI

Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused. Principal Duties and Responsibilities * Involved in the community and business situations in order to become connected with prospective clients through association * Work with prospective clients to identify ways in which Marsh McLennan Agency can partner with prospects on their insurance needs * Partner with internal Client Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect * Responsible for retaining existing accounts while meeting new account productions standards each year * Responsible for account receivables * Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin * Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client * Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings * Conduct all business in accordance with established policies and procedures * Attend onsite and offsite client meetings as necessary * Other duties as assigned Knowledge, Skills and Abilities Required: * High School Diploma * 3+ years of insurance experience or the ability to learn and validate salary within 3 years * Licensed in Arizona Life, Health and Disability * Ability to network and create sales leads * Ability to influence and close prospecting opportunities * Proven track record of being self motivated and a self starter * Ability to analyze and interpret quotes and plan designs * Ability to effectively communicate, both written and verbally, with internal and external parties * Excellent time management, organizational and multi-tasking skills with high attention to detail * Ability to build and maintain effective relationships with carriers, peers and clients * Ability to work independently and in cross-functional teams * Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point) Preferred: * Dual License in Arizona Property/Casualty * Bachelors degree in related discipline * Continuing education such as RHU, REBC, CEBS, or CBP #MMAWest #LI-DNI

We are seeking a talented individual to join our Government Human Services Consulting team at Mercer. This role will be based in Phoenix, Atlanta, D.C., or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer's Government Human Services Consulting (GHSC) practice is dedicated to helping publicly funded health and human services clients transform their healthcare programs, impacting the lives of millions in our most vulnerable communities. We believe that each project is an opportunity to build trust between our team and our clients, and we back each project with industry leading experience and multi-disciplinary specialists. We will count on you to: * Lead a team that of actuaries, actuarial and data analysts, clinicians and health policy consultants supporting multiple large, complex capitation rate-setting and other actuarial projects * In conjunction with other project leaders, work with the client to define and manage the scope of the project, serve as an expert on rate structures and methodologies, and ensure consistency with federal regulations and actuarial standards * Oversee the development of rate-setting assumptions that are built into actuarial models and inform client and project teams on the impact of data and assumptions, and provide on-going review and guidance throughout the rate setting process * Work directly with clients on emerging and/or unique challenges facing their programs, and leverage the skills and expertise of Mercer actuaries, clinicians, and health policy consultants to design innovative and comprehensive solutions * Oversee the drafting of project communications, including rate certification letters and presentations, and act as an actuarial authority that signs rate certification letters and other statements of actuarial opinion * Work with project leaders to identify growth and development opportunities for experienced actuaries, junior actuaries, and actuarial students on project teams. Provide guidance, oversight and mentoring for actuarial staff as needed What you need to have: * BA/BS degree * 10+ years minimum health actuarial experience, with 5+ years of Medicaid actuarial experience * Actuarial credentials (ASA, FSA, MAAA) * Experience leading large multi-disciplinary teams and large, complex projects What makes you stand out? * Medicaid actuarial experience spanning multiple states, programs, health insurers, or Federal agencies and actuarial consulting experience * Ability to handle client and project management in a demanding work environment with tight deadlines * Experience related to health plan analysis or capitated rate development Why join our team: * We help you be your best through professional development opportunities, interesting work, and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $150,500 to $301,000. 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.

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations. Key Responsibilities: * Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools * Analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies * Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations * Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert * Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm * Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Qualifications: * 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience * CFP or CEP designation * Very strong attention to detail * Strong communication skills, both written and spoken * Strong analytical and problem-solving skills * General understanding of global financial markets, asset allocation, and portfolio construction * Series 7 and 66 licensed required or completion within 6 months of hire 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. NY - Expected base pay rates for the role will be between 160,000 and 270,000 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 CO - Salary range for the position: 160,000 - 270,000 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 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking a talented individual to join our Government Human Services Consulting (GHSC) team at Mercer. This role will be based in Phoenix, AZ or Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office. Medicaid is a government-sponsored health insurance program in the United States designed to provide healthcare coverage to low-income individuals and families. As a consulting firm specializing in Medicaid, Mercer's GHSC team assists state governments in optimizing their Medicaid programs. Our team plays a vital role in managing and analyzing Medicaid claims data to enhance patient access to care, improve cost efficiency, and elevate the quality of services provided to these individuals. As an Intern, you will have the opportunity to collaborate with experienced programmers, actuaries, and clinicians, contributing to meaningful projects that aim to positively impact the lives of individuals and families in need. Join us in making a difference! To learn more about Mercer's GHSC practice, please visit ******************************** We will count on you to: * Assist in the management and analysis of Medicaid claims data to identify trends and insights that drive improvements in healthcare access and quality. * Support the development of analytical models and tools that evaluate cost efficiency and effectiveness of care delivery within the Medicaid program. * Collaborate with team members to prepare reports and presentations that communicate findings and recommendations to stakeholders. * Participate in projects aimed at helping state governments maximize their Medicaid coverage and budget utilization. * Engage in data validation and quality assurance processes to ensure the accuracy and reliability of analyses. What you need to have: * Progress towards a bachelor's degree in computer sciences, data science, economics, mathematics, statistics, public health or a related field * Status as a currently enrolled student; candidates should have an expected graduation date of December 2026 or Spring 2027 * Minimum preferred GPA: 3.0 / 4.0 * Experience utilizing programming language such as SAS, Python, or SQL * Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future What makes you stand out? * Strong analytical skills with a passion for data-driven decision-making. * Excellent communication skills and the ability to work collaboratively in a team environment. * A keen interest in healthcare, particularly in the Medicaid sector. * An enthusiastic sense of curiosity and a willingness to learn, as we value individuals who are eager to explore and innovate. 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. What's Next: Application Instructions: * When creating your application, please use your permanent home address and use your personal email address rather than your school email address. First Round Interviews: * Applications are reviewed on a rolling basis. * If selected, first-round interviews consist of an on-demand digital video interview. * Further timing and instructions will be provided at that time. The applicable hourly rate for this role is $27/hour. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

We are seeking a talented individual to join our Government Human Services Consulting (GHSC) team at Mercer. This role will be based in Phoenix, AZ, Seattle, WA, or Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office. Medicaid is a government-sponsored health insurance program in the United States designed to provide healthcare coverage to low-income individuals and families. As a consulting firm specializing in Medicaid, Mercer's GHSC team assists state governments in optimizing their Medicaid programs. Our team plays a vital role in managing and analyzing Medicaid claims data to enhance patient access to care, improve cost efficiency, and elevate the quality of services provided to these individuals. As an Analyst, you will have the opportunity to collaborate with experienced programmers, actuaries, and clinicians, contributing to meaningful projects that aim to positively impact the lives of individuals and families in need. Join us in making a difference! To learn more about Mercer's GHSC practice, please visit ******************************** We will count on you to: * Perform comprehensive analysis of health care data using spreadsheet and database management software, with most time spent in Excel * Assist in the development of, reports, spreadsheets, and presentations * Work on multifaceted projects to gain a better understanding of health care delivery systems, specifically government-sponsored health and welfare programs, such as Medicaid and Medicare * Excel in a fast-paced, challenging and dynamic consulting environment with colleagues across the practice at all levels * Collaborate with colleagues on smaller teams with opportunities for growth on other projects and clients depending on practice needs. What you need to have: * A bachelor's degree with graduation year in Fall 2025 or Spring 2026 and concentration in actuarial science, math, statistics, economics, business finance, or other related fields * Minimum GPA of 3.0/4.0 * A commitment to achieving a Society of Actuaries (SOA) designation as demonstrated by having successfully passed at least one SOA exam or other related professional certification * Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future What makes you stand out? * Strong analytical skills, both quantitative and qualitative, and moderate skills in Microsoft Office-Word, Excel, and PowerPoint * Knowledge of data analysis, project management, and presentation design * Excellent interpersonal, verbal, and written communication skills * Intellectual curiosity; seeking opportunities to develop new skills * Ability to work collaboratively on a team * Flexibility to address changing client needs * Creative problem-solving abilities * Ability to work on multiple projects simultaneously in a fast-paced environment * Superior organizational skills and strong attention to detail 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. What's Next: Application Instructions: * When creating your application, please use your permanent home address and use your personal email address rather than your school email address. First Round Interviews: * Applications are reviewed on a rolling basis. * If selected, first-round interviews consist of an on-demand digital video interview. * Further timing and instructions will be provided at that time. The applicable salary for this role is $68,000 in Phoenix and Minneapolis. The applicable salary for this role is $73,000 in Seattle. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Company:MercerDescription: We are seeking a talented individual to join our Wealth Management team at Mercer, a Marsh business. This role can be based in several locations, but East Coast preferred. This is a hybrid role that has a requirement of working at least three days a week in the office. The Wealth Management Sales Director will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients and stakeholders We will count on you to: Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division. Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base. Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation. Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions. Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients. Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management. Collaborate with marketing and communications teams to develop and execute targeted marketing What you need to have: Bachelor's degree in finance, business administration, or a related field. A master's degree or professional certifications (e.g., CFA, CFP) are advantageous. Proven track record of success in sales leadership roles within the wealth management or financial services industry. In-depth knowledge of wealth management products, investment strategies, and financial markets. Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders. Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives. Series 7 and 63 license What makes you stand out: Proven experience driving new business in the wealth management sector. Alternative investments experience and knowledge Why join our team? We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $119,000 to $237,500.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.

We are seeking a talented individual to join our Government Healthcare Consulting team at Mercer. This role will be based in any metropolitan market. This is a hybrid role that has a requirement of working at least three days a week in the office. The Sr. Government Healthcare Data Consultant will define the data process based on project scope, insight from the project lead and direction from the project's senior actuarial staff. We will count on you to: * Utilize SAS programming software to interpret, validate and analyze large health care data sets * Participate in initial meetings with client or project lead to define the scope of the project and provide insight and expertise including knowledge of the capabilities and flexibility of various approaches * Understand the reasons and impacts of data anomalies and exceptions on the analysis, formulate solutions, and communicate to client teams * Perform technical peer review for data analysis projects * Act as a mentor for junior staff What you need to have: * BA/BS or equivalent experience required * 5+ years of data analysis experience required * Thorough understanding of health care data * Experience using SAS, SQL or equivalent programming language What makes you stand out? * Experience with Medicaid programs and associated health care data, preferably in a consulting environment * Previous leadership experience strongly preferred * Excellent interpersonal skills; strong oral and written communication skills * Ability to prioritize and handle multiple tasks in a demanding work environment * Strong critical thinking and analytical problem-solving skills Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $88,000 to $176,000. 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.

Company Details Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers. Berkley Aspire writes from small, minimum premium, policies to accounts over six figures. We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states. Benefit Highlights• Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro.• Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan - investing in your future has never been so rewarding.• We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time - because giving back to the community is important to us at Aspire!• Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities - because we believe in growing together.• We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts - it's like a VIP pass to fun. ********************* Responsibilities Under moderate supervision, reconcile insured's accounts and discrepancies and assist team in resolving matters pertinent to the processing and recovery of insured's balances. This position will be assessed based on customer focus, productivity, accuracy and thoroughness, and ability to learn and apply new skills. * Serve as first point of contact and resolution, via phone and email, for customer billing questions * Day to day processing of billing reports and financial handling, including but not limited to applying lockbox payments, manual payment application, generating refunds, reviewing and applying suspended cash, transferring funds, and investigating failed payment transactions, etc. * Foundational support of billing needs and inquiries from internal business partners * Collaborate with Underwriting and Finance teams to recommend updates and process optimizations to increase quality and efficiency of billing function * Special projects as needed Qualifications * High school education or equivalent and one to two years insurance experience preferred * 1-3+ years of billing and financial transaction processing experience required * Insurance industry experience preferred * Proficiency in Microsoft Word and Excel and typing of a minimum of 50 words per minute are required * Ability to understand priorities and meet deadlines * Strong customer service proficiency, requiring high levels of collaboration and partnership * Exceptional verbal and written communication skills, your communication style is flexible to the situation, you communicate clearly, concisely, and with a purpose * Well organized and able to work independently * Strong attention to detail Additional Company Details * Travel is not required for this position. • While performing the duties of this job, the employee is typically required to sit and talk or listen. The employee is infrequently required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. • The employee must occasionally lift and/or move up to 10 pounds. • Specific vision abilities required by this job typically include close vision, occasional use of depth perception, infrequent need for distance vision, color vision, and ability to adjust focus. • The noise level in the work environment is usually moderate. • Most functions of this position are completed while sitting at one's desk and working on a computer. Sponsorship Details Sponsorship not Offered for this Role Responsibilities Under moderate supervision, reconcile insured's accounts and discrepancies and assist team in resolving matters pertinent to the processing and recovery of insured's balances. This position will be assessed based on customer focus, productivity, accuracy and thoroughness, and ability to learn and apply new skills. - Serve as first point of contact and resolution, via phone and email, for customer billing questions - Day to day processing of billing reports and financial handling, including but not limited to applying lockbox payments, manual payment application, generating refunds, reviewing and applying suspended cash, transferring funds, and investigating failed payment transactions, etc. - Foundational support of billing needs and inquiries from internal business partners - Collaborate with Underwriting and Finance teams to recommend updates and process optimizations to increase quality and efficiency of billing function - Special projects as needed

We are looking for an experienced trader to join Vanguard's Active Investment Grade (IG) Credit Trading and Portfolio Management Team. This is a risk-taking role with significant opportunity and expectations to make valuable contributions to Vanguard's actively managed fixed income funds through collaboration with Portfolio managers, Traders, and Analysts. If you have a strong passion for investing and prior experience in trading or trading-related roles, we want to hear from you! Responsibilities: Negotiate and execute IG corporate bond trades for Vanguard's actively managed fixed income funds while striving for best execution. This is a risk-taking position. Trader can act within a level of discretion set by portfolio managers. Monitor fundamentals and technical valuations to help identify investment opportunities. Recommend trades and strategies to capitalize on ideas. Execute trades, manage risks, and track performance. Proactively interact with credit research analysts while evaluating investment ideas and opportunities. Build and maintain strategic relationships with security dealers, and leverage relationships to improve the operational efficiency and trading execution. Participates in special projects and performs other duties as assigned. Qualifications: At least 3-5 years of trading experience in corporate bonds and/or credit derivatives required. Passion for investing and a consistent track record of value creation through idea generation and innovation. Consistent record of working in a team-based environment. Undergraduate degree in finance or economics or equivalent combination of training and experience required. CFA designation is preferred. Previous computer programming experience or familiarity with programming languages (ie Python) is preferred. ***This is a work from office role Monday-Friday*** Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Company Details Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers. Berkley Aspire writes from small, minimum premium, policies to accounts over six figures. We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states. Benefit Highlights• Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro.• Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan - investing in your future has never been so rewarding.• We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time - because giving back to the community is important to us at Aspire!• Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities - because we believe in growing together.• We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts - it's like a VIP pass to fun. ********************* Responsibilities The E&S Regional Underwriter - Strategic Accounts supports new business production within an assigned regional underwriting territory. This role may be located in our Scottsdale, AZ, Glen Allen, VA, Irving, TX or West Chester, OH offices or surrounding states. The E&S Regional Underwriter - Strategic Accounts plays a key role in driving profitable growth by underwriting new business, identifying new opportunities, and managing agency relationships. This role will also underwrite new business submissions alongside the Business Development Underwriter and Small Business Underwriter. Responsibilities: * Agency Engagement: Maintain strong agency relationships through regular outreach, education, and strategic collaboration. * Underwriting Excellence: Evaluate and underwrite new business within authority, maintaining a 30%+ quote-to-bind ratio and 50% or better loss ratio. * Performance Goals: Meet or exceed targets for new business production. * Service Standards:Deliver timely, accurate quotes ensuring expeditious response times and consistent service excellence. * Risk Management: Use underwriting tools to assess risk, pricing, and coverage; review inspections and endorsements to ensure premium adequacy. Tools & Skills: * Experience: 10+ years in E&S underwriting; strong background in commercial P&C insurance and customer service. * Agency Relations: Skilled in working with independent agents and managing agency partnerships. * Technical Proficiency: Comfortable with Windows-based tools (Word, Excel, Outlook) and online underwriting platforms. * Communication: Strong written and verbal communication skills with a customer-first mindset. * Mindset: Entrepreneurial, adaptable, and collaborative with the ability to work independently or as part of a team. * Travel: Occasional travel may be required. May perform other functions as assigned. Qualifications * Bachelor's degree preferred. * 10 plus years related insurance experience, or equivalent combination of education and experience. * Minimum ten years of experience in E&S underwriting. * Must have a strong customer service background in a professional environment. * Entrepreneurial qualities, such as trying innovative solutions, resiliency to change and recognizing what is most important to get done. * Fosters teamwork. Provides welcoming, open, honest, respectful, and constructive feedback. * Ability to work independently and in a team environment. * Ability to communicate effectively. * Demonstrate strong written and verbal communication skills. Berkley Core Competencies Accountability Communication Customer Focus and Teamwork Flexibility Innovation and Initiative Additional Requirements * Travel may be required on occasion. • While performing the duties of this job, the employee is typically required to sit and talk or listen. The employee is infrequently required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. • The employee must occasionally lift and/or move up to 10 pounds. • Specific vision abilities required by this job typically include close vision, occasional use of depth perception, infrequent need for distance vision, color vision, and ability to adjust focus. • The noise level in the work environment is usually moderate. • Most functions of this position are completed while sitting at one's desk and working on a computer. Sponsorship Details Sponsorship Offered for this Role Responsibilities The E&S Regional Underwriter - Strategic Accounts supports new business production within an assigned regional underwriting territory. This role may be located in our Scottsdale, AZ, Glen Allen, VA, Irving, TX or West Chester, OH offices or surrounding states. The E&S Regional Underwriter - Strategic Accounts plays a key role in driving profitable growth by underwriting new business, identifying new opportunities, and managing agency relationships. This role will also underwrite new business submissions alongside the Business Development Underwriter and Small Business Underwriter. Responsibilities: - Agency Engagement: Maintain strong agency relationships through regular outreach, education, and strategic collaboration. - Underwriting Excellence: Evaluate and underwrite new business within authority, maintaining a 30%+ quote-to-bind ratio and 50% or better loss ratio. - Performance Goals: Meet or exceed targets for new business production. - Service Standards:Deliver timely, accurate quotes ensuring expeditious response times and consistent service excellence. - Risk Management: Use underwriting tools to assess risk, pricing, and coverage; review inspections and endorsements to ensure premium adequacy. Tools & Skills: - Experience: 10+ years in E&S underwriting; strong background in commercial P&C insurance and customer service. - Agency Relations: Skilled in working with independent agents and managing agency partnerships. - Technical Proficiency: Comfortable with Windows-based tools (Word, Excel, Outlook) and online underwriting platforms. - Communication: Strong written and verbal communication skills with a customer-first mindset. - Mindset: Entrepreneurial, adaptable, and collaborative with the ability to work independently or as part of a team. - Travel: Occasional travel may be required. May perform other functions as assigned.

Company Details Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers. Berkley Aspire writes from small, minimum premium, policies to accounts over six figures. We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states. Benefit Highlights• Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro.• Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan - investing in your future has never been so rewarding.• We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time - because giving back to the community is important to us at Aspire!• Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities - because we believe in growing together.• We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts - it's like a VIP pass to fun. ********************* Responsibilities The Underwriting Manager will be based in our Scottsdale, AZ location. Candidates in other western states may be considered.. This individual will lead a middle market production underwriting team. They will provide oversight and direction to their assigned team to ensure production goals are met, underwriting guidelines are adhered to, and profit and loss goals are achieved. As a leader on the Underwriting team they will coach and mentor their team in surplus lines underwriting theory, sales acumen, and retail agency management with a goal of seeking out and securing opportunities to quote and bind profitable surplus lines business. In this role you will: * Demonstrate a deep understanding of the middle market excess and surplus lines industry * Responsible for all production and underwriting (profit/loss) results for the middle market production underwriting team * Ability to Underwrite (larger, more complex) risks for Excess & Surplus lines class(es) of business according to Aspire's underwriting principles and in line with authority limits * Act as a referral point for underwriters on more complex risks and lead associate through adequate pricing and appropriate terms on a risk-by-risk basis * Lead and coach the production underwriting team through an advanced understanding of underwriting guidelines, state regulations, facultative reinsurance placement and OFAC regulations * Conduct performance management duties including KPI analytics * Participate on projects and initiatives as assigned by leadershipR * eview claims activity, loss control survey, and inspection reports for compliance with existing policies, handling exceptions as required and recommending improvements * Provide support to assigned team to ensure accurate and timely servicing of accounts * Collaborate with across silos with a desire to creatively solve problems making Aspire a stronger company * Partner with the Marketing, Sales and Distribution team to develop, implement and execute a state, territory and region level strategy. * Lead delivery of appropriate customer service levels * Determine and lead delivery of training and development based on individual and unit needs - Coaches, develops and provides feedback to associates * In partnership with the Marketing, Sales and Distribution team, assist the production underwriting team with development and execution of sound action plans to drive business from key agents * Monitor, track and analyze the effectiveness of agency partnerships to support course corrections and decision making. May perform other functions as assigned. #LI-Remote Qualifications * BS/BA college degree preferred with a focus in the areas of business administration, finance or marketing. * Successful completion of insurance related coursework is a plus * 8+ years of P&C insurance industry experience * Surplus lines experience preferred * Required Residential P&C and Surplus Line License or able to obtain within 90 days of employment * Established retail agent relationships a plus * Strong business and financial acumen * Ability to effectively influence internal and external stakeholders * Ability to collaborate with cross-functional teams * Demonstrated ability to build effective relationships * Demonstrated ability to manage multiple projects simultaneously * Advanced knowledge of insurance principles, rates, rules, forms, procedures, regulations, coverages and business processes * Ability to analyze complex administrative or business problems, evaluate alternatives, and make appropriate recommendations Additional Company Details 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: 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. This role will be eligible to participate in the annual discretionary bonus program. 25% travel expected in this role. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Underwriting Manager will be based in our Scottsdale, AZ location. Candidates in other western states may be considered.. This individual will lead a middle market production underwriting team. They will provide oversight and direction to their assigned team to ensure production goals are met, underwriting guidelines are adhered to, and profit and loss goals are achieved. As a leader on the Underwriting team they will coach and mentor their team in surplus lines underwriting theory, sales acumen, and retail agency management with a goal of seeking out and securing opportunities to quote and bind profitable surplus lines business. In this role you will: - Demonstrate a deep understanding of the middle market excess and surplus lines industry - Responsible for all production and underwriting (profit/loss) results for the middle market production underwriting team - Ability to Underwrite (larger, more complex) risks for Excess & Surplus lines class(es) of business according to Aspire's underwriting principles and in line with authority limits - Act as a referral point for underwriters on more complex risks and lead associate through adequate pricing and appropriate terms on a risk-by-risk basis - Lead and coach the production underwriting team through an advanced understanding of underwriting guidelines, state regulations, facultative reinsurance placement and OFAC regulations - Conduct performance management duties including KPI analytics - Participate on projects and initiatives as assigned by leadershipR - eview claims activity, loss control survey, and inspection reports for compliance with existing policies, handling exceptions as required and recommending improvements - Provide support to assigned team to ensure accurate and timely servicing of accounts - Collaborate with across silos with a desire to creatively solve problems making Aspire a stronger company - Partner with the Marketing, Sales and Distribution team to develop, implement and execute a state, territory and region level strategy. - Lead delivery of appropriate customer service levels - Determine and lead delivery of training and development based on individual and unit needs - Coaches, develops and provides feedback to associates - In partnership with the Marketing, Sales and Distribution team, assist the production underwriting team with development and execution of sound action plans to drive business from key agents - Monitor, track and analyze the effectiveness of agency partnerships to support course corrections and decision making. May perform other functions as assigned. #LI-Remote

About this job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with: Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.” Customer-facing and/or in-bound phone experience. A learner's mindset and an appetite for financial acumen. Undergraduate degree or equivalent combination of experience, preferred. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with “crew” in mind. We will provide you with: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we're changing the way the world invests. Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement. Role Responsibilities: * Actively develop the team to deliver a high-quality client experience * Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals * Educate the team on changes in policies and procedures * Stay current with new products and services * Handle and resolve client escalations independently * Assist Priority RMs with daily tasks and pipeline management Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration * Minimum Years of Experience: 1+ years Preferred Skills: * Series 9/10 licenses & Trader Certification preferred * Possesses strong business development and marketing skills, with a drive to consistently achieve top results * Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools * Highly collaborative in a team-oriented environment * Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment * Proven track record in handling and resolving complex client issues * Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters * Demonstrates self-confidence and the ability to maintain composure in difficult situations * Ability to work independently * Proficient in MS Word, Excel, PowerPoint, and Salesforce WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Details At Nautilus Insurance Group, we're committed to developing talent and shaping the future of the insurance industry. For more than 35 years, Nautilus Insurance Group has been an elite Excess and Surplus Lines market offering commercial property and casualty insurance solutions to appointed wholesale surplus lines producers countrywide. Nautilus is a member of W. R. Berkley Corporation, whose member insurance companies are rated A+ (Superior), Financial Size Category XV by A.M. Best Company. In July 2023, we were voted one of Arizona's Top Companies to Work for in Arizona by Arizona Capitol Times, Best Companies Group, and BestCompaniesAZ. Benefit Highlights: * Paid Parental Leave! At Nautilus, we offer Childbirth Recovery Leave as well as Primary Caregiver Leave, for up to a maximum of 12 weeks of paid leave. * Nautilus offers Medical, Dental, and Vision coverage options, along with Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) choices * We help our employees feel secure by providing a 401(k) program, profit sharing, stock purchase plan, life insurance, and travel accident insurance options. * One of our core values is "Committed to Serve" and these aren't idle words. We provide every employee one paid day off per year to volunteer at a local charity. That's serving with a smile! * We take risk management excellence and your professional growth seriously by offering Tuition Assistance and Industry-Related Education and Exam programs. * Can you hear us now? Employees are eligible for special cell phone service discounts with Verizon and AT&T. We've got a plum position for you! We participate in the Plum Benefits program offering employees cost-free access to thousands of exclusive travel and entertainment discounts. * Flexible work arrangements * On site newly renovated fitness center - free to use for employees. Yoga and other classes available for a nominal fee. Responsibilities Nautilus Insurance is looking for a Premium Audit Associate. In this role, you will provide administrative support on the communication and handling of premium audit and general accounting duties. The Premium Audit Associate also maintains records, prepares reports, verifies information and resolves audit and accounting common problems to support the Premium Accounting Department. Additionally, the PAA interacts and communicates with underwriting, agents, vendors and insureds to provide excellent customer service. This role is located in our Scottsdale office on a hybrid schedule. * Primary contact by phone and electronically to assist and provide excellent customer service relating to general audit questions and status requests from insureds, agents, underwriters and vendors. * Review and analyze incoming audit documents for completeness, log and upload to internal audit staff. * Determine if and how audit should be ordered. * Researches and analyzes the policy files and internet on letters returned with an invalid address and updates internal systems with appropriate contact information. * Responsible for daily check processing and deposits. * Provides support to all interdepartmental personnel as requested or assigned. * Interacts with team-members to encourage and foster a positive work environment. * Completes special projects assigned by management and perform other duties as may be assigned. Qualifications * High School diploma or GED equivalent required. * Completion of general insurance courses or general accounting courses preferred. * Must have a strong customer service background, working in a fast-paced professional environment. * Must have knowledge and basic proficiency of computer programs in a Windows environment, including Word, Excel and E-mail. * Sound judgment and decision-making skills. * Ability to apply common sense understanding to carry out the instructions furnished in written, oral or diagram form. * Ability to define problems, collect data, establish facts and draw valid conclusions. * Ability to organize and prioritize tasks in connection with department goals. * Ability to multitask and maintain acceptable production goals. * Ability to work with minimal supervision. * Ability to handle confidential information. * Ability to work outside of a normal workday with occasional weekend duty required for special projects. Additional Company Details The Company is an equal employment opportunity employer. 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. 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. Responsibilities Nautilus Insurance is looking for a Premium Audit Associate. In this role, you will provide administrative support on the communication and handling of premium audit and general accounting duties. The Premium Audit Associate also maintains records, prepares reports, verifies information and resolves audit and accounting common problems to support the Premium Accounting Department. Additionally, the PAA interacts and communicates with underwriting, agents, vendors and insureds to provide excellent customer service. This role is located in our Scottsdale office on a hybrid schedule. - Primary contact by phone and electronically to assist and provide excellent customer service relating to general audit questions and status requests from insureds, agents, underwriters and vendors. - Review and analyze incoming audit documents for completeness, log and upload to internal audit staff. - Determine if and how audit should be ordered. - Researches and analyzes the policy files and internet on letters returned with an invalid address and updates internal systems with appropriate contact information. - Responsible for daily check processing and deposits. - Provides support to all interdepartmental personnel as requested or assigned. - Interacts with team-members to encourage and foster a positive work environment. - Completes special projects assigned by management and perform other duties as may be assigned.

Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The primary focus of the role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: Accountable for the Branch's sales performance and financial performance as well as other assigned branches. Proactive involvement in lateral and trainee recruiting and development. Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) Other licenses as required for role or by management Skills Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Branch level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Direct: Market Executive Direct Reports: Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. *All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. 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 Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program. DUTIES and RESPONSIBILITIES: * Leverage the firms Portfolio Management ("PM") program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group ("PMG"), a sub-division of the Consulting Group ("CG") * Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives * Lead meetings to discuss investment strategy options and performance * Manage client interaction by participating and driving client prospecting and meetings * Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy * Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. * Critically examines and rebalances current portfolio holdings when necessary * Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation * This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) Education and/or Experience * College degree or professional certification required * 10 or more years of relevant work experience preferred * Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy * Additional product licenses may be required * Minimum of 5 years FINRA Registration preferred Knowledge/Skills * Financial industry and product knowledge * Effective written and verbal communication skills * Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: * Market Executive and dotted line to the Assistant Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).