W. R. Berkley jobs in Scottsdale, AZ

Company Details At Verus Specialty Insurance, a proud member of the esteemed W.R. Berkley Corporation (NYSE: WRB), we stand as a leading Excess and Surplus Lines provider delivering comprehensive solutions across the United States. Backed by the formidable strength of a Fortune 500 titan and operating with the agility of a nimble startup, we blend the best of both worlds to foster innovation and excellence in everything we do. Our nationwide operations are supported by a robust network of select wholesale producers, ensuring that our reach and capabilities are always close at hand. We are driven by a forward-thinking leadership that champions a dynamic culture where questioning the norm is not just welcomed but expected. This ethos empowers our team to consistently surpass customer expectations and drive the industry forward. At Verus, we are more than just a company; we are a community that thrives on collaboration, growth, and taking ownership of our actions. We are constantly on the lookout for exceptional talent who are eager to contribute, innovate, and grow with us. If you are passionate about making a mark in the insurance industry and align with our vision, we eagerly await your application. Join us and be a part of a team where your contributions are valued, and your potential fully realized! The Company is an equal employment opportunity employer. ************************* Responsibilities The Underwriting Support Technician supports the underwriting function by inputting information quickly and accurately from a variety of sources including incoming applications into Verus core systems and setting them up in the workflow, providing excellent customer service. * Accurately key incoming applications into Verus Core systems, review them for completeness, and move them to the workflow. * Provide timely, courteous and efficient service to all internal and external clients. * Assistance with various underwriting support functions, including Premium Audit and Inspection Report ordering and scheduling. * Contribute to innovation and enhancement goals as we seek to learn, grow and succeed. * Processing of Legal Notices. * Renewal Setup for all product lines. * Partner to support our program business. * Other duties as assigned. Qualifications * High school diploma or equivalent. * Strong oral/written communication skills with a positive attitude. * Detail-oriented with initiative and ability to work in a fast-paced team environment. * A focus on delivering exceptional customer service. * Proficient in the use of computer software programs, including Word, Excel, and Outlook. * Resourceful, analytical, with the ability to execute tasks through to resolution. #LI-FL1 #LI-HYBRID Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Underwriting Support Technician supports the underwriting function by inputting information quickly and accurately from a variety of sources including incoming applications into Verus core systems and setting them up in the workflow, providing excellent customer service. - Accurately key incoming applications into Verus Core systems, review them for completeness, and move them to the workflow. - Provide timely, courteous and efficient service to all internal and external clients. - Assistance with various underwriting support functions, including Premium Audit and Inspection Report ordering and scheduling. - Contribute to innovation and enhancement goals as we seek to learn, grow and succeed. - Processing of Legal Notices. - Renewal Setup for all product lines. - Partner to support our program business. - Other duties as assigned.

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

Company:Marsh McLennan AgencyDescription: 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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $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.

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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Company:Marsh McLennan AgencyDescription: As our Clinical Consultant at Marsh & McLennan Agency, you will be collaborating with the Chief Medical Officer and Vice President of Clinical Consulting to develop and execute on strategies to help mid-market clients control health care costs, improve health outcomes and promote employee engagement through analytic-based state of the art innovations. Whether it's delivering health analytics reports and clinical consulting with clients or serving as the principal clinical market resource for clients engagements, you're focused on the details and getting people the right information. Principal Duties and Responsibilities Responsible for delivering health analytics reports and clinical consulting with clients In collaboration with the Chief Medical Officer and Vice President of Clinical Consulting, develop and execute on strategies to help mid-market clients control health care costs, improve health outcomes and promote employee engagement through analytic-based state of the art innovations and reporting Interface with other colleagues in a team environment to create clinical strategies and execute those strategies to assist our clients in achieving measurable outcomes. Serve as the principal clinical market resource for client engagements, and assist in managing clinical relationships with payors, providers and employers Evaluate population health management solutions, such as pharmacy benefits management, telemedicine, mobile health technology, health specific vendors, high performance networks, patient-centered medical homes/ACOs and workplace health and safety services Knowledge, Skills and Abilities Required: 5 -10 years of experience delivering clinical consultant services to clients, preferably in a health care consulting or brokerage environment RN, BSN with documented clinical experience 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 Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint Preferred: MBA, MPH or MHA #MMAWest #LI-DNI

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA team including: * Supporting the FA team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team * Supporting the FA teams' marketing strategy (e.g., website maintenance) * Assist FA teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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 Project Management Office (PMO) team at Mercer. This role can be based in Phoenix, Nashville, or Louisville and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Government Consultant Project Manager, you will manage complex projects and collaborate across levels and specialty groups (sectors) to ensure that the project is completed with a high level of client satisfaction, as well as on time and within budget and scope. Mercer's Government Human Services Consulting (GHSC) practice focuses on the unique and challenging needs of the public health care sector, providing a wide array of consulting services to local, state, and federal government agencies across the country. GHSC helps clients achieve better outcomes, develop and deploy defensible strategies, and reshape the delivery of health care. We will count on you to: * Manage complex, broad, and/or multi-year projects from end-to-end to deliver business outcomes, ensuring that the project is completed on time, within budget and to a high level of client satisfaction * Work closely within high visibility projects and regularly interface with internal senior management; identify subject matter experts on the project(s) at hand * Build and maintain effective relationships with senior business leadership * Become a trusted advisor and help facilitate timely decision making and trade-offs throughout all relevant project stages * Negotiate resource requirements with responsible management when faced with conflicts in priorities What you need to have: * BA/BS degree * 2-3 years of project management experience * Proven ability to drive moderately complex projects to completion * Strong stakeholder management and communications skills * Ability to prioritize and handle multiple tasks in a demanding work environment. * Ability to work independently and on a team; ability to partner and lead teams to deliver project objectives * Strong command of Microsoft Word, Excel, PowerPoint, and familiarity with Smartsheet What makes you stand out? * Project Management Professional (PMP) certification * Experience managing Medicaid or Managed Care projects * State Medicaid experience Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Department Profile Morgan Stanley Wealth Management provides a range of wealth management products and services for individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. This position will be a member of the Strategy & Program Execution Team within Emerging Wealth Solutions (EWS). The primary goal of EWS is to provide guidance to our mass affluent clients (Morgan Stanley Virtual Advisor), make it easy for our self-directed clients to manage their finances and achieve their goals (E*TRADE), and to provide support and service for our stock plan participants (Workplace Solutions Group). Primary Responsibilities This role will support Morgan Stanley Virtual Advisor. Primary responsibilities will focus on program management, reporting & analysis, and implementation/execution. The individual will provide program management support for select strategic initiatives, specifically focusing on the optimization and target operating model. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope and management reporting. The individual will collaborate with partners in the business, technology and risk/control functions. Key responsibilities will include but will not be limited to the following: * Conduct detailed business analysis to identify best practices, improve processing, mitigate risk, define current state and future state opportunities * Define business requirements and convey business needs to our business and technology stakeholders * Provide mechanisms to capture and monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project * Create management reporting and updates regarding status of integration projects and efforts. * Provide transparency to stakeholders into progress towards project goals * Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control Skills Required: * Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management * Highly skilled in Microsoft Excel, PowerPoint, Word, Project, Visio and SharePoint * Proficiency with SalesForce, 3D, Power BI and foundational knowledge of Dataiku * Proven ability to manage delivery/execution of a wide range of tasks and initiatives * Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders * Ability to lead and influence cross-functional teams where there is no direct reporting chain * Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately * Independent self-starter who can manage multiple activities to aggressive deadlines * Eagerness to learn the business and understand detailed requirements * Experience working with cross functional teams, including Operations, Technology, Legal, Risk and Compliance. * Experience in Operations and knowledge of call centers/IVR/telephony a plus Qualifications: * BS/BA degree required. Advanced degrees a plus. * A minimum of 5-7 years of professional experience with process improvement, business analysis, product management and/or project management * Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting The position will be based in Gilbert, AZ / Tampa, FL / New York, NY / 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. New Jersey: Salary range for the position: $58,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. New York: Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Priority Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: * Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience. * Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals * Must be able to remain composed, professional and maintain control in high-pressure or volatile environments * Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients * Can identify, recruit, develop and retain key talent * Utilize independent decision-making skills to handle and resolve issues * Set and manage team standards around attendance, performance metrics, and service quality * Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment Minimum Qualifications: * Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification * Minimum Years of Experience: 2+ years Preferred Skills: * Education: Bachelor's Degree preferred * Evidence of strong leadership capabilities and previous supervisory experience * Ability to attract and nurture talented individuals into a successful relationship management organization * Proven track record in handling and resolving complex client issues * Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters * Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs * Ability to work independently * Outstanding oral and written communication skills * Excellent organizational skills, with the ability to handle multiple tasks * 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).

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.

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).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $6.5 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS) is an institutional branch that provides world-class service to Morgan Stanley's institutional and family office clients. IIS supports clients in partnership with Financial Advisors, our Outsourced Chief Investment Office (OCIO) and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting. The Institutional Risk Officer is a senior position in IIS responsible for a wide variety of supervisory, compliance, and risk functions. The Institutional Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management and Fund Services policies, and other regulations. The Institutional Risk Officer keeps the Senior Institutional Risk Officer informed of significant matters. Role Responsibilities Surveillance and Supervision * Primary responsibility for all risk, supervisory, and compliance functions for one or more groups of Support personnel and multiple MFO clients * Facilitates any supervisory inquiry or process that requires escalation * Focuses on business ethics and regulatory and compliance practices * Provides coaching and guidance on policies and procedures across IIS in order to promote risk awareness and a compliant environment * Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely * Specifically supervise all money movement and trade execution activities within the IIS branch inclusive of transactions executed on the Fund Services and outside Custodial platforms * Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner Risk Management/Compliance/Legal * Monitors and implements procedures to manage all facets of risk, including data security * Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations * Liaises with the Legal and Compliance Division with customer complaints and litigation * Ensures appropriate supervisory coverage is maintained at all times * Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensuring the Branch has procedures in place * Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated * Works with Senior Institutional Risk Officer to monitor people risk, and ensures appropriate action is taken * In partnership with the Portfolio Manager, responsible for proactive client contact in determining suitability and managing risk * Primary source for intelligence on risk in regard to clients and personnel Education and/or Experience * Bachelor's degree required or equivalent education or experience * 5-10 years of experience in the financial, consulting, or banking industry * Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) * Series 24 a plus Knowledge/Skills * Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex problems and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies * Evidence of strong leadership capabilities or previous supervisory experience * Ability to organize and prioritize workflow and assignments in a deadline oriented environment * Ability to lead discussions including with senior managers, legal, and compliance partners * Excellent judgment and the ability to be discreet in all matters * Strong work ethic 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 ****************************************** Berkley Technology Services (BTS) is the dynamic technology solution for W. R. Berkley Corporation, a Fortune 500 Commercial Lines Insurance Company. With key locations in Urbandale, IA and Wilmington, DE, BTS provides innovative and customer-focused IT solutions to the majority of WRBC's 60+ operating units across the globe. BTS's wide reach ensures that ideas and opinions are considered at every level of the organization to guarantee we find the best solutions possible. Driven by a commitment to collaboration, BTS acts as consultants to our customers and Operating Units by providing comprehensive solutions that not only address the challenge at hand, but proactively plan for the "What's Next" in our industry and beyond. With a culture centered on innovation and entrepreneurial spirit, BTS stands as a community of technology leaders with eyes toward the future -- leaders who truly care about growing not only their team members, but themselves, and take pride in their employees who shine. BTS offers endless ways to get involved and have the chance to grow your career into a wide range of roles you'd never known existed. Come join us as we push forward into the future of industry leading technological solutions. Berkley Technology Services: Right Team, Right Technology, Simple and Secure. Responsibilities We are seeking a dynamic Senior Engineer II - Identity and Access Management (IAM) with a strong background in IAM technologies, including Microsoft EntraID, Okta Auth0, Certificate Lifecycle Management (CLM), and Active Directory. The ideal candidate will actively engage in the planning, architecture, and execution of IAM systems, serving as a pivotal liaison between the organization and key vendors. This role demands a proactive approach to problem resolution, the ability to lead projects, and a commitment to collaborating with project managers and technical teams to deliver customer-centric solutions, including the presentation of design and deployment strategies. This role requires a proactive stance on system provisioning, maintenance, security, and compliance, ensuring alignment with company goals and regulatory standards. Key to the role is the development of policies and procedures that support system integrity, security, and availability, with a focus on identity verification and access control. Strong analytical skills, excellent communication abilities, and professional experience are crucial for success in this position. * Microsoft EntraID, including managing user identities and access to resources in the cloud, implementing and managing Conditional Access policies, automating user provisioning and de-provisioning, integrating with Microsoft 365, Azure, and other SaaS applications, utilizing EntraID for single sign-on (SSO) and multi-factor authentication (MFA), and monitoring and analyzing sign-in logs for security and compliance * Okta and Auth0 experience: Managing user identities and access, implementing access policies, automating user provisioning, integrating with applications, utilizing SSO and MFA, and implementing adaptive authentication for enhanced security and compliance. * In-depth knowledge of Active Directory Domain Services * Certificate Lifecycle Management, including Microsoft PKI management * Networking services including InfoBlox for DHCP and DNS management * In-depth experience with Federation, SSO & MFA technologies * Scripting (PowerShell) / Automation of IAM Practices * Monitoring and analyzing sign-in logs for security and compliance * Understanding and ability to communicate the access control mechanisms for REST APIs * Manage end-user accounts, permissions, access rights, and storage allocations in accordance with best practices regarding privacy, security, and regulatory compliance * Serve as liaison to vendors to facilitate problem resolution * Participate in IAM strategy and roadmap for enterprise stakeholders * Serve as an Engineer on engagements and work directly with Project Management, Account Management, and Customer teams * Develop the planning, and assist in the implementation of policies and procedures to ensure system provisioning and maintenance is consistent with company goals, industry best practices, and regulatory requirements * Conduct research on emerging products, services, protocols, and standards in support of systems software procurement and development efforts * Participate and adhere to defined incident, problem, and change management best practices * Proficient communication skills particularly across functional technical areas * Mentor and cross-train other team members in key skill sets * ITIL Standards: Participate and adhere to defined ITIL standards for incident, request, and change management. * Documentation: Document problems and resolutions for future reference, as well as platform configurations and standards. * Communication: Maintain excellent communication skills, particularly across functional technical areas. * On Call Rotation (PIC) is required Qualifications * Proficiency in Microsoft EntraID suite * Experience with Okta and Auth0 * Proficiency in Certificate Lifecycle Management - Microsoft PKI * Proficiency in Active Directory Domain Services * Proficiency in Networking services including InfoBlox for DHCP, DNS and IPAM management * Strong understanding of SSO, SAML, OAuth/OIDC, Conditional Access, MFA, RBAC, and fine-grained authorization * Proficiency in scripting with PowerShell and Graph API * Proficient problem-solving skills * Ability to learn new technologies and applications quickly * Excellent communication, time management, organization, and planning skills * Strong communication skills, both written and verbal * Bachelors Degree in Computer Science, Information Technology, Information Systems, or a related discipline. Equivalent experience and/or alternative qualifications will be considered. * Relevant certifications such as Microsoft Certified: Identity and Access Administrator Associate (SC-300), CISSP, highly preferred. The Company is an equal employment opportunity employer. Additional Company Details The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $104,500 - $112,750 • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. Sponsorship Details Sponsorship not Offered for this Role Responsibilities We are seeking a dynamic Senior Engineer II - Identity and Access Management (IAM) with a strong background in IAM technologies, including Microsoft EntraID, Okta Auth0, Certificate Lifecycle Management (CLM), and Active Directory. The ideal candidate will actively engage in the planning, architecture, and execution of IAM systems, serving as a pivotal liaison between the organization and key vendors. This role demands a proactive approach to problem resolution, the ability to lead projects, and a commitment to collaborating with project managers and technical teams to deliver customer-centric solutions, including the presentation of design and deployment strategies. This role requires a proactive stance on system provisioning, maintenance, security, and compliance, ensuring alignment with company goals and regulatory standards. Key to the role is the development of policies and procedures that support system integrity, security, and availability, with a focus on identity verification and access control. Strong analytical skills, excellent communication abilities, and professional experience are crucial for success in this position. - Microsoft EntraID, including managing user identities and access to resources in the cloud, implementing and managing Conditional Access policies, automating user provisioning and de-provisioning, integrating with Microsoft 365, Azure, and other SaaS applications, utilizing EntraID for single sign-on (SSO) and multi-factor authentication (MFA), and monitoring and analyzing sign-in logs for security and compliance - Okta and Auth0 experience: Managing user identities and access, implementing access policies, automating user provisioning, integrating with applications, utilizing SSO and MFA, and implementing adaptive authentication for enhanced security and compliance. - In-depth knowledge of Active Directory Domain Services - Certificate Lifecycle Management, including Microsoft PKI management - Networking services including InfoBlox for DHCP and DNS management - In-depth experience with Federation, SSO & MFA technologies - Scripting (PowerShell) / Automation of IAM Practices - Monitoring and analyzing sign-in logs for security and compliance - Understanding and ability to communicate the access control mechanisms for REST APIs - Manage end-user accounts, permissions, access rights, and storage allocations in accordance with best practices regarding privacy, security, and regulatory compliance - Serve as liaison to vendors to facilitate problem resolution - Participate in IAM strategy and roadmap for enterprise stakeholders - Serve as an Engineer on engagements and work directly with Project Management, Account Management, and Customer teams - Develop the planning, and assist in the implementation of policies and procedures to ensure system provisioning and maintenance is consistent with company goals, industry best practices, and regulatory requirements - Conduct research on emerging products, services, protocols, and standards in support of systems software procurement and development efforts - Participate and adhere to defined incident, problem, and change management best practices - Proficient communication skills particularly across functional technical areas - Mentor and cross-train other team members in key skill sets - ITIL Standards: Participate and adhere to defined ITIL standards for incident, request, and change management. - Documentation: Document problems and resolutions for future reference, as well as platform configurations and standards. - Communication: Maintain excellent communication skills, particularly across functional technical areas. - On Call Rotation (PIC) is required

Benefits: Health Insurance Rimbursement Bonus based on performance Company parties Competitive salary Employee discounts Flexible schedule Free uniforms Opportunity for advancement Paid time off Training & development Tuition assistance Free food & snacks Signing bonus Asst Services Manager Hand & Stone (Anthem, AZ) seeks an energetic, reliable Asst Services Manager with Hand & Stone experience to assist in managing daily operations, lead/mentor service (massage therapists, estheticians) & customer care teams (Sales Associates), and ensure exceptional quality. Drive sales, customer service, and team leadership across all service lines. Responsibilities: Assist Spa Director, oversee all departments (Sales, Massage, Esthetics), achieve sales goals, train/coach service providers & sales, monitor inventory, ensure excellent service (including advanced treatments & customized plans), handle admin (inventory, sales reports), promote services, build client relationships, maintain spa environment, participate in training, assist with events, meet with management, email service teams, conduct quarterly evaluations, flexible schedule (30-35 hrs/wk, incl. 1 weekend day & evening). Qualifications: 1-2 yrs Hand & Stone sales/customer service, service provider (massage/esthetics), strong sales record, knowledge of all services/products, excellent communication/organization, self-motivated leader, liability insurance (if applicable), independent/team player, flexible schedule. Zenoti experience preferred. Compensation/Benefits: Competitive base + commission, bonuses, sick pay, discounts, referral bonuses, contests, growth. Compensation: $39,000.00 - $50,000.00 per year At Hand and Stone, Opportunity Knocks. Over 500 locations open across the U.S. We have opportunities for Massage Therapists, Estheticians, Spa Managers and Spa Associates at all stages of their careers. Full Time, Part Time…we can provide the perfect fit with FLEXIBLE schedules. Hand & Stone's focus is on creating an experience that exceeds our guests' expectations. We treat every guest & employee with respect. We know if you have happy employees, you will have happy clients. Become part of the team and you'll see that for yourself. I acknowledge that I am applying for employment with an independently owned and operated Hand and Stone franchisee, a separate company and employer from Hand and Stone Franchise Corp. and any of its affiliates or subsidiaries. I understand that each independent franchisee is solely responsible for all decisions relating to employees including and without limitation hiring and termination, benefits, compensation, day to day activities, and terms or conditions of employment. Hand and Stone Franchise Corp. does not accept, review or store my application. Any questions about my application or the hiring process must be directed to the locally owned and operated Hand and Stone franchisee.

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).

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and Asset Management. MSWM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist" or "VPBS") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors and their clients. Position Responsibilities: * Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to the subject matter expert * Act independently in making financial recommendations on banking and lending products to the FAs * Provide the best banking and lending financial advice to clients in conjunction with FAs * Partner with assigned Private Banker providing direct and backup support as necessary * Establish a reputation of execution and excellence to gain confidence of FAs and Private Bankers to fully develop the banking opportunities with their clients * Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs * Adhere to established distribution process to realize established revenue, product and FA / client satisfaction goals, consistent with providing sound financial banking and lending advice * Develop and maintain adequate marketing pipeline to meet revenue targets. Maintain pipeline reports on an ongoing basis. * Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information required to make credit decisions. * Collaborate with Region Manager on initiatives supporting the region * Ensure a coordinated business development and service process with product partners. Manage FA expectations throughout relationship and service. cycle * Provide product feedback to product managers to generate FA productivity improvements and product enhancements * Communicate new product and policy enhancements to FAs and branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Experience: * Minimum of 5 years' experience with an investment, commercial or private bank * 4 years of client service, business development and/or Sales Desk experience * Experience in understanding the financial needs of all types of clients * Bachelor's degree preferred, or relevant work experience Skills/Abilities: * Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Excellent verbal and written communication skills * Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results * Ability to understand the financial needs of the retail brokerage clientele * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Software proficiency (e.g., Word, Excel, PowerPoint) * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Strong interpersonal collaboration and team skills including working with cross- functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. Primary Responsibilities: * Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit * Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets * Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes * Process, review and resolve any exception items to ensure accurate reporting of client investments * Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients * Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy * Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback * Understand and effectively utilize the group's systems, infrastructure, platforms and business processes * Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members * Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians Knowledge and Skills Required: * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments * Detailed understanding of performance calculations, including measurement and attribution * Detailed understanding of alternative investments and their corresponding transactions, including private equity, hedge funds, and direct investments * Must be detail-oriented, with an ability to multi-task and manage competing priorities * Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations * Strong organizational and project management skills * Ability to work independently and effectively on a team, with demonstrated leadership abilities * Technical background with strong analytical and quantitative skills * Exemplary verbal and written communication skills Qualifications * 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other investment reporting platforms a plus * Experience working with complex datasets and relational databases. Experience with Dataiku a plus, but not required * Technical background with strong analytical and quantitative skills; proficient in SQL, Python or Excel VBA a plus * Undergraduate degree in accounting, finance, economics, data, or related field * FINRA Series 7 and 66 is a plus, though not required * Industry designations including CIPM, CFA or significant progress preferred, but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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