W. R. Berkley jobs in Wilmington, DE

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 The Director, Identity & Access Management is responsible for leading the architecture, design, development, and ongoing support of Berkley's identity environments. The position will interact directly with the other shared services teams, applications teams, and business units to meet project goals. The position is also responsible for managing the staff responsible for all aspects of Identity, design, and implementation. The position will collaborate with the IT Security team on initiatives to drive compliance and security for Berkley's environment. * Responsible for the implementation and operations of Identity and Access Management solutions.• Ensure the gathering and documenting of functional requirements, technical designs, and manages cross functional IT team to implement IAM product integrations as well as configuration within the IAM software platform(s).• Responsible for managing identity and access management operational processes and interaction with technical and business resources. * Responsible for implementing, integrating, and providing support for computer systems in a multi-tiered and multi-platform environment.• Assists in system configuration management, vendor management, problem mitigation, change management, and critical situation management to mission-critical systems.• Communicates with the appropriate architecture groups to ensure that a unified direction is in place and being followed.• Determines appropriate systems for environment based on organization's architectural needs.• Investigates new developments and makes recommendations on additions or replacements.• Oversees multiple system projects which include the implementation of computer systems, the creation of frameworks, and other development.• Staff management responsibilities including sourcing talent, motivation, performance management, communications, goals alignment, and skills development. • Responsible for Budget and Operating finances. Create and justify capital and operating expense items for budget purposes and track purchases.• Responsible for Team Project and Resource Management• Provide mentoring and coaching to peers and subordinate team members.• Collaborate with technical staff, including project managers.• Has performance management responsibility for the team; set team direction and goals; coach and counsel staff to accomplish goals. • Provides project management and technical consulting on authentication and identity management projects and initiatives. • Provides reporting on project and initiative progress of the IAM team.• Manages license compliance, budgets and purchasing/legal review process related to IAM products and tools. • Defines and implements policies for Identity and Access Management in an enterprise setting in close collaboration with the Information Security and Risk Management team. • Leads the architecture, design, deployment, and support of IAM Services, including Privileged Access Management and Identity Management tools.• Maintains and improves multi-factor authentication solutions.• Defines policies for the delegated administration of group policies and object management in AD and EntraID.• Other duties as assigned.• Is subject to on-call 24 hours, 7 days a week. Qualifications * Ability to take business problems, existing processes and technology and translate these into service and process requirements.• Minimum of 8 years' experience with management approaches, tools, and techniques for gaining the cooperation and support of others.• Minimum of 5 years' experience with utilizing, configuring, and installing software for connecting distributed-software and services across heterogeneous platforms.• Minimum of 10 years' experience within a total Information Technology (IT) environment.• Minimum of 3 years leadership/supervisory experience.• Minimum of 6 years in IT Lead/Senior Technical role or similar. • Extensive knowledge and direct experience with SAML, OAuth, OIDC, LDAP, Auth0 and EntraID.• ADFS experience is a plus.• Minimum of 8 years technical experience with a focus on Active Directory or other Identity services. • Experience running enterprise scale IAM projects and tools. • Industry experience in P&C is a plus.• Experience with Agile principles is a plus. * Bachelors Degree in Computer Science, Information Technology, Information Systems, or a related discipline. Equivalent experience and/or alternative qualifications will be considered. * Microsoft (Azure & Identity) and/or AWS certification is a plus BTS Leadership Values:• Agile• Customer Centric• Ownership Mindset• Sense of Urgency• Servant Leadership• 1BTS Leadership Behavioral Attributes:• Flexibility• Customer Service Oriented • Operational Effectiveness• Personal Ownership• Quick Decision Making• Team Builder• Transformational Leadership The Company is an equal employment opportunity employer. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Director, Identity & Access Management is responsible for leading the architecture, design, development, and ongoing support of Berkley's identity environments. The position will interact directly with the other shared services teams, applications teams, and business units to meet project goals. The position is also responsible for managing the staff responsible for all aspects of Identity, design, and implementation. The position will collaborate with the IT Security team on initiatives to drive compliance and security for Berkley's environment. • Responsible for the implementation and operations of Identity and Access Management solutions. • Ensure the gathering and documenting of functional requirements, technical designs, and manages cross functional IT team to implement IAM product integrations as well as configuration within the IAM software platform(s). • Responsible for managing identity and access management operational processes and interaction with technical and business resources. • Responsible for implementing, integrating, and providing support for computer systems in a multi-tiered and multi-platform environment. • Assists in system configuration management, vendor management, problem mitigation, change management, and critical situation management to mission-critical systems. • Communicates with the appropriate architecture groups to ensure that a unified direction is in place and being followed. • Determines appropriate systems for environment based on organization's architectural needs. • Investigates new developments and makes recommendations on additions or replacements. • Oversees multiple system projects which include the implementation of computer systems, the creation of frameworks, and other development. • Staff management responsibilities including sourcing talent, motivation, performance management, communications, goals alignment, and skills development. • Responsible for Budget and Operating finances. Create and justify capital and operating expense items for budget purposes and track purchases. • Responsible for Team Project and Resource Management • Provide mentoring and coaching to peers and subordinate team members. • Collaborate with technical staff, including project managers. • Has performance management responsibility for the team; set team direction and goals; coach and counsel staff to accomplish goals. • Provides project management and technical consulting on authentication and identity management projects and initiatives. • Provides reporting on project and initiative progress of the IAM team. • Manages license compliance, budgets and purchasing/legal review process related to IAM products and tools. • Defines and implements policies for Identity and Access Management in an enterprise setting in close collaboration with the Information Security and Risk Management team. • Leads the architecture, design, deployment, and support of IAM Services, including Privileged Access Management and Identity Management tools. • Maintains and improves multi-factor authentication solutions. • Defines policies for the delegated administration of group policies and object management in AD and EntraID. • Other duties as assigned. • Is subject to on-call 24 hours, 7 days a week.

Company:MercerDescription: We are seeking a talented individual to join our Career Change Management & Communications team at Mercer. This role will be based in Philadelphia (PA) or Atlanta (GA) and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Change Management & Communications Consultant, you will support clients across industries in change management and employee-facing communications, developing and delivering strategies and materials that articulate client objectives, advance the employee value proposition (EVP), drive behavior change, and increase engagement. You will also manage client projects - working with both senior and junior team members - maintaining strong internal and external communications, developing timelines, and ensuring timely, high-quality delivery. We will count on you to: Effectively synthesize information or data to craft clear and concise narratives that support project objectives Draft, review and/or edit customized communication materials for targeted audiences, including writing for digital communication platforms Implement change management and communication strategies and work plans by creating project deliverables, and by applying and implementing applicable knowledge obtained through experience and research Interact with clients on a regular basis via email, phone or by attending client meetings to effectively present information Coordinate appropriate reviews (compliance, technical, editorial, client, vendor, etc.) and resolve complex and unique issues raised during the review process to ensure accuracy and effectiveness of the materials, escalating difficult issues to senior consultants as appropriate What you need to have: Bachelor's degree in Communications, Journalism, English, Writing, Marketing, or a related Liberal Arts major At least 3 years' experience writing content using both creativity and factual accuracy Excellent interpersonal, verbal and written communication skills - with the ability to tailor approach by audience Ability to solve problems in a team-oriented business environment Flexibility, adaptability and the ability to manage multiple projects and work under tight deadlines Superior organizational skills and strong attention to detail Working knowledge of MS Office applications What makes you stand out? Experience in a client-facing role for a professional services or consulting firm, or experience in corporate communications Change management experience Experience with digital content and media 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.

Arthur Hall Insurance, a division of Marsh McLennan Agency's East Region, is seeking an experienced Commercial Lines professional to join our team! The Commercial Lines Account Representative will provide prompt, accurate, courteous service to customers, producers and company personnel. Provide, with positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts. RESPONSIBILITIES * Data Entry and Administrative support for Commercial Lines Account Managers & Producers as assigned. * Check‐in endorsements and prepare letter for Account Manager/Producer * Check‐in audits and prepare letter for Account Manager/Producer * Check in renewal policies and prepare letter for Account Manager/Producer * Process company downloads and attach to files as required. * Prepare Certificates of Insurance, Evidence of Insurance and Auto ID cards. * Prepare Summary of Insurance and Renewal Proposals. * Prepare cancellation letters when required * Set up and prepare new account files per agency procedures * Prioritize work load and/or request for assistance as required * Documents all conversations with insureds and/or carriers within the agency's management system * Immediately report all malfunctions of system software to the systems manager * Participate in seminars and classes for skill and knowledge development. * Assume other job responsibilities as assigned by Department Manager QUALIFICATIONS, EDUCATION, AND LICENSING * Must secure an insurance license within 90 days of employment. * College degree preferred but willing to consider other related experience * Knowledge of Commercial Insurance and products is preferred, but not required. * Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook. * Excellent listening skills and attention to detail are important. * Ability to thrive in a fast-paced office environment, working both collaboratively and independently, to meet deadlines on multiple projects simultaneously. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Position Type/Expected Hours of Work This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m. Travel Limited local travel may be required for this position. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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, 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 and it affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAE #LI-Hybrid

Responsibilities: Ability to balance 'AI Ready Data' and Regulatory Compliance priorities while managing complex, enterprise wide, global data governance projects and initiatives. Effectively partner with Technical Product Owners, peers, and key stakeholders to define roadmaps for technical capabilities that enable data domains to comply with Enterprise Data Governance requirements (e.g. metadata, lineage, data quality). Supports the integration of data governance capabilities across the firm. Develops effective partnerships with stakeholders to ensure ongoing communication, process, and technology integration. Serves as a key liaison amongst Enterprise Trusted Data Office, Enterprise AI & Data Platforms, Global Information Technology and other key internal stakeholders (e.g. Privacy, Security, Risk Management) areas throughout the enterprise. Participate in design, development and deployment of a data quality framework and controls required to measure, report and monitor the quality of data consistently to ensure it is fit for purpose. Provides expertise on data governance and supports the execution of data governance strategy across the enterprise. Analyzes, identifies, and recommends controls within area of data governance expertise and/or data domain alignment. Identifies opportunities for modernization with an 'AI Ready Data' mindset. Design and develop scalable evergreen solutions to advance data governance across the firm. Develops metrics to measure effectiveness of data governance framework and capabilities meant to enable compliance with policy & standard requirements. Actively participate in the design, development and deployment of data domain operating structure, capabilities and activities resulting in compliance with Enterprise Data Governance policy and standard(s). Accountable for driving adoption of the Enterprise Data Governance framework and compliance with policy & standard requirements. Actively participate in working sessions to map data domains/subdomains with subject matter expertise provided by data owners, business data stewards, technical data stewards and architects. Develops effective partnerships with stakeholders to ensure ongoing communication, process, and Support leaders within business areas and data domain stewardship roles in defining, planning, coordinating, and implementing data domain level data governance roadmap and program deliverables. Partner with data domains to monitor metrics measuring overall progress and effectiveness of data governance at the domain level. Updates and maintains data governance training, playbooks and templates to ensure data domains have appropriate guidance from Enterprise Data Governance to comply with policy and standard requirements Participates in special projects and performs other duties as assigned. Qualifications: Minimum of five years related work experience. Collibra or other data governance tool experience (e.g. Informatica, Ab Initio, Alation, Boomi). Proven success designing, developing and driving adoption of an enterprise data governance framework; has been involved in at least 1 end to end data governance framework implementation. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Proven ability to design, develop and deploy enterprise data quality framework and controls required to measure, report and monitor quality of data consistently to ensure it is fit for purpose. Metadata and master data management subject matter expertise. Experience leading initiatives to achieve AI Ready Data. Collibra or other data governance tool experience (e.g. Informatica, Ab Initio, Alation, Boomi). Experience enabling compliance with GDPR, CCPA, CPRA. Experience identifying, managing and monitoring data risk. Experience managing risk associated with data use and sharing. Exposure to cybersecurity and technology control design, development, and assessment with a focus on data protection. Proven ability to effectively communicate with senior leaders and executives. Preferences: DAMA International Certified Data Management Professional (CDMP certification). IAPP AI Governance Professional (AIGP certification). NIST AI RMF ISO27001:2022 BCBS 239 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.

We are looking for a strong Analyst/Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a Multi-Assets investment management team which offers custom and risk aware multi-asset solutions for institutional and high net worth clients. The team is part of the broader Global Solution and Multi-Asset universe under MSIM. The Investment team manages $34Bn in assets and has team members in New York, London, Hong Kong, Singapore, India and West Conshohocken. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. About Morgan Stanley Investment Management Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 Trillion in assets under management or supervision as of September 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Key Responsibilities PSGMO Investment Team Support Analyst/Associate is responsible for the following - * Work with portfolio managers/investment team to support trades order generation, which include trading of mutual funds, equities, equity index futures, fixed income securities, fixed income derivatives , FX forwards and private placement funds * Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund admin, transfer agent). * Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise. * Complete investment subscription and redemption documents accurately and efficiently. * Support new business on-boarding or termination - this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client. * Enter trades via multiple trades order management systems for public and private investments. * Review daily cash flows into funds and implement trades to bring exposures in line. * Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team. * Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians. * Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems. * Collaborate with other Middle Office team members, Operations Team Members, GMA, and other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise. * Ensure that applicable policy and desktop procedures are updated regularly, implemented effectively, and reflect best practices standards. * Opportunity to work on special projects in support of senior manager of PSGMO team. * Business management responsibilities in support of senior manager of PSGMO Experience and Skills: * In depth knowledge of the global investment management industry. * Understanding of multi-assets (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards) preferred. * The ability to work independently with minimal supervision and flexibility to contribute during peak trading time. * Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences. * Possess attention to detail within the larger context of a complex investment ecosystem. Qualifications / Technical Expertise: * Business majors in Finance, Accounting or Business management * 3+ years of Finance industry experiences * Knowledge of investments attributes of alternatives (i.e., hedge & private equity funds) and public assets (equities, fixed income & derivative) is a plus Demonstrate ability to work effectively in a team-oriented environment Attention to detail to ensure quality, completeness, and accuracy of work * Ability to communicate well, both orally and in writing. * Self-motivated with strong organizational skills with the ability to learn quickly with minimal supervision * Ability to learn various operating / trading systems * High aptitude of solution base mindset, ability problem solves with existing operating framework and future state of target operating model WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Details Company URL: ****************************************** Berkley Technology Services (BTS) is the dynamic technology solution for W. R. Berkley Corporation, a Fortune 500 Commercial Lines Insurance Company. With key locations in Urbandale, IA and Wilmington, DE, BTS provides innovative and customer-focused IT solutions to the majority of WRBC's 60+ operating units across the globe. BTS's wide reach ensures that ideas and opinions are considered at every level of the organization to guarantee we find the best solutions possible. Driven by a commitment to collaboration, BTS acts as consultants to our customers and Operating Units by providing comprehensive solutions that not only address the challenge at hand, but proactively plan for the "What's Next" in our industry and beyond. With a culture centered on innovation and entrepreneurial spirit, BTS stands as a community of technology leaders with eyes toward the future -- leaders who truly care about growing not only their team members, but themselves, and take pride in their employees who shine. BTS offers endless ways to get involved and have the chance to grow your career into a wide range of roles you'd never known existed. Come join us as we push forward into the future of industry-leading technological solutions. Berkley Technology Services: Right Team, Right Technology, Simple and Secure. Responsibilities The AI Platform, Principal Engineer is responsible for designing, building, and maintaining robust AI platforms that support advanced machine learning and artificial intelligence applications. This role works closely with data scientists, software engineers, and product managers to develop scalable solutions that enhance the efficiency, reliability, and performance of our AI systems. * Design and develop scalable AI platforms to support various machine learning and deep learning models. * Collaborate with data scientists to understand model requirements and optimize infrastructure accordingly. * Implement and maintain data pipelines, model deployment strategies, and monitoring systems. * Ensure high availability and reliability of AI services through effective troubleshooting and performance tuning. * Develop and maintain systems primarily using Python, R, or Java, focusing on building REST APIs and small/secure web front ends. * Design and implement database schemas and queries for relational, NoSQL and Graph databases * Integrate with third-party services, including Kafka, Entra ID, * Collaborate with the frontend team to integrate frontend and backend systems seamlessly * Ensure the scalability, reliability, and security of backend systems * Troubleshoot and debug issues as they arise * Write optimized code and provide innovative solutions to complex problems * Stay updated with industry trends and emerging technologies * Stay current with the latest advancements in AI and machine learning technologies and incorporate them into the platform. * Automate repetitive tasks and improve platform efficiency through scripting and configuration management tools. * Provide technical guidance and support to other teams regarding AI platform usage and best practices. * Document platform architecture, workflows, and procedures for future reference and scalability. Qualifications * 10+ years progressive engineering experience developing/engineering solutions and leading multiple large-scale data-domain or cross-domain engineering initiatives. * Proven experience in building and maintaining AI or machine learning platforms. * Strong knowledge of programming languages such as Python, R, and/or Java. * Experience with cloud platforms (AWS, Azure) and containerization technologies (Docker, Kubernetes). * Experience in optimizing code and Infrastructure for large data set manipulation * Excellent knowledge of MySQL, SQL Server, PostgreSQL, MongoDB, and/or CosmosDB * Excellent knowledge of modern Vector and Graph databases * Excellent knowledge of Redis cache or other similar solutions * Experience with version control systems like Git and GitLab and Agile development methodologies * Excellent understanding NLP, and AI/ML design and implementation concepts * Excellent understanding of REST APIs, API Gateways and SPAs * Excellent problem-solving skills and ability to work in a fast-paced environment. * Strong communication and collaboration skills. * Excellent knowledge of data storage solutions and database management systems. * Proficiency in object-relational mapping (ORM), advanced algorithms, data structures, object-oriented and functional design principles, and best-practice patterns. * Experience with machine learning frameworks and libraries such as TensorFlow, PyTorch, Scikit-learn * Multiple years working with structured and unstructured data within a cloud-based data environment (Redshift, Data Bricks, Hadoop, Snowflake, Spark, unmanaged Kafka, etc.). * Experience with Master Data Management (MDM) systems and processes. * Experience with Data Loss Prevention (DLP), encryption/redaction strategies, etc. for protecting PII/sensitive data. * Good understanding of Processor architecture and ability to work with providers to map use cases to appropriate platforms * Bachelors Degree in Computer Science, Information Technology, Information Systems, or a related discipline. Equivalent experience and/or alternative qualifications will be considered. * 10%-20% of Travel Required. Preferred Qualifications * Advanced degree in computer science, data science, AI, or related field. * Experience with big data technologies (Hadoop, Spark). * Experience with reinforcement learning, generative AI, or autonomous systems. * Knowledge of MLOps practices and tools. * Knowledge of insurance-specific AI applications. * Hands-on experience working with AI/ML as a Data Scientist. * Experience in deploying machine learning models in production environments. * Understanding of distributed systems and microservices architecture. The Company is an equal employment opportunity employer. Responsibilities The AI Platform, Principal Engineer is responsible for designing, building, and maintaining robust AI platforms that support advanced machine learning and artificial intelligence applications. This role works closely with data scientists, software engineers, and product managers to develop scalable solutions that enhance the efficiency, reliability, and performance of our AI systems. - Design and develop scalable AI platforms to support various machine learning and deep learning models. - Collaborate with data scientists to understand model requirements and optimize infrastructure accordingly. - Implement and maintain data pipelines, model deployment strategies, and monitoring systems. - Ensure high availability and reliability of AI services through effective troubleshooting and performance tuning. - Develop and maintain systems primarily using Python, R, or Java, focusing on building REST APIs and small/secure web front ends. - Design and implement database schemas and queries for relational, NoSQL and Graph databases - Integrate with third-party services, including Kafka, Entra ID, - Collaborate with the frontend team to integrate frontend and backend systems seamlessly - Ensure the scalability, reliability, and security of backend systems - Troubleshoot and debug issues as they arise - Write optimized code and provide innovative solutions to complex problems - Stay updated with industry trends and emerging technologies - Stay current with the latest advancements in AI and machine learning technologies and incorporate them into the platform. - Automate repetitive tasks and improve platform efficiency through scripting and configuration management tools. - Provide technical guidance and support to other teams regarding AI platform usage and best practices. - Document platform architecture, workflows, and procedures for future reference and scalability.

The Senior Director, Head of Risk Methodology & Technology will provide strategic leadership across a dynamic risk landscape. This role drives initiatives to elevate risk management practices while shaping and sustaining a comprehensive framework that protects and enables Vanguard's strategy. Partnering closely with Vanguard's Chief Risk Officers and key stakeholders, the individual will identify and respond to enterprise top risks, ensuring the implementation of essential policies and procedures with robust operational and compliance oversight. Additionally, the position oversees the strategy and planning for Vanguard's Governance, Risk & Compliance (GRC) platform (Archer) and its associated products. Responsibilities Coach, guide, develop and inspire a team of highly engaged crew, fostering a culture of collaboration, innovation, high performance, and continuous improvement. Provide guidance and training as necessary to develop crew. Set performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Provide strategic leadership in defining and implementing a risk management framework to be executed by a team of Line 2 risk professionals. Direct Enterprise Risk Management (ERM) activities, that may include monitoring, reporting, and quality assurance. Oversee corporate policy governance and adherence to risk-specific policies. Partner with senior business leaders and stakeholders to educate as well as provide risk advice on enterprise initiatives. Oversee department preparation and coordination efforts leading up to board and senior staff enterprise risk discussions. Lead the development of risk policies and procedures. Partner closely with leaders across the enterprise as well as colleagues in other risk and control and lines of defense functions across Vanguard to ensure the consistent implementation of risk standards and practices. Set standards and metrics for operational efficiency. Develop and deliver required reporting on enterprise risk metrics to business leaders and Vanguard's Chief Risk Officer. Lead strategic risk support related to business initiatives and new product launches. Maintain an expert knowledge and awareness of the investment industry. Stays abreast of current market, regulatory and industry relevant news while building agility into risk management activities to drive responsiveness. Serve as an expert and key resource related to risk issues, utilizing deep expertise to lead a team and develop a response to complex risk-related issues. Own the Governance, Risk and Compliance (GRC) technology platform (Archer) and is responsible for strategic oversight and prioritization of technology needs and enhancements. Manage the cross-divisional relationship between Global Risk & Security (GR&S) and IT to ensure alignment on system capabilities, delivery timelines, and enterprise risk enablement. Participate in special projects and performs other duties as assigned. Qualifications Minimum of 10 years related work experience in a risk-related function within financial services. Undergraduate degree or equivalent combination of training and experience. Advanced degree or certification preferred. Strong background in control methodology and risk management frameworks (i.e., COSO) in financial services. Leadership experience with a multidisciplinary team preferred. Experience designing and implementing risk management frameworks across disparate business lines. Strong executive presence and ability to influence across all levels of management. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: * Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice. * Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle. * Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and value propositions to facilitate understanding and informed decision-making. * Proactively identify and pursue new captive business opportunities within our existing book of business to support cross-sell initiatives. * Assist in developing compelling proposals, reports, and strategic recommendations that align with prospective captive client needs and business objectives. * Identify new, strategic marketing opportunities and act as a liaison between Graham Company's Marketing and Production teams to develop targeted campaigns. * Support new client onboarding, project execution, and ongoing relationship management by collaborating with service teams to ensure a seamless client experience. * Build and nurture strong, long-term client relationships to foster loyalty, generate referrals, and support overall business growth. * Establish rapport with potential clients and effectively communicate Graham Company's captive value proposition. * Leverage prior captive insurance experience and stay informed on industry trends, regulatory developments, and best practices to provide industry insights, market intelligence, and strategic advice that enhance our positioning as a trusted advisor. JOB SPECIFICATIONS: * Three (3) or more years of experience in captive insurance. * Experience with single parent or cell captives strong preferred. * Sales, business development, or client-service experience in the insurance industry required. * Strong presentation, communication, and interpersonal skills. * Demonstrated ability to identify opportunities, build relationships, and close new business. * Strategic thinker with a proactive approach to market engagement. * Professional demeanor. * Proficient in Graham standard computer applications. * Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time. * Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee's ability to safely perform their job. The applicable base salary range for this role is $106,700 to $170,500 The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, 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 and it affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAE #LI-Hybrid

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

We have an exciting opportunity for an experience Senior Lead Health and Benefits Consultant to manage and advise client accounts for employers of all sizes with their medical, dental, life and disability benefit plans and programs and negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers. The level of support provided depends on size of client as well as complexity and revenue of the account - at this level the senior consultant is the client lead and is often the Mercer relationship manager. This is a hybrid role requiring a minimum of 3 days per week in the office. We will count on you to: * Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, and business placement. * Develop sophisticated benefits design and renewal strategies, creating tools and solutions to address complex client issues. * Determine the full scope of services for clients, setting roles and responsibilities within the client team. * Communicate Mercer's industry insights and latest trends effectively to clients. * Drive revenue and profitability for client accounts and projects, monitor project success, and ensure client satisfaction. * Generate new business by expanding existing client relationships and leading prospecting efforts with new clients. * Lead and participate in new business opportunities with sales channel partners, setting strategic direction and creating demand for new products/services. What you need to have: * BA/BS degree. * 12+ years of experience in designing, recommending, and implementing innovative solutions for complex health care benefits challenges. * Renowned expertise and a strong industry reputation in the health & benefits field. What makes you stand out: * Strong sales and marketing skills with the ability to successfully promote organizational strengths. * Superior analytical, mathematical, strategic planning, communication, and listening skills. * Proven management experience leading large, complex projects. What's In It for You? Join a global leader in human resources consulting, where you will enjoy top-notch benefits, a diverse and inclusive culture, and opportunities for professional growth. At Mercer, we empower our colleagues to thrive and make a difference in the moments that matter. Apply Now! #MERHBUS 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 $151,000 to $302,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Are you ready to shape the future of private market investing at Vanguard? As a Senior Private Investment Product Strategy and Development Specialist, you'll be at the forefront of a strategic expansion into private markets supporting product planning and development to shape our future investment offer. This is a unique opportunity to bring your deep expertise in private markets and investment strategy to a team that's building something new, impactful, and aligned with Vanguard's mission to give investors the best chance for success. Responsibilities: Manages various projects related to fund initiatives to strengthen Vanguard's Private Market Investment product offer. Conducts deep analysis of strategic, competitive, client and market issues related to Vanguard's product line-up. Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations about new products, changes to existing products, or input into strategic projects. Partners with senior leaders, key stakeholders, and subject matter experts to evaluate existing and new products. Recommends additions and changes to Vanguard's Private Investment product line-up. Offers guidance and advice related to Vanguard's investment philosophy, product development process, and internal governance framework. Analyzes data of high complexity using investment and business knowledge to derive Private Investment product development and product insights. Verifies the quality, accuracy, and reasonableness of the data. Engages directly with clients and prospects to gain additional insights and perspective. Responds to fund and market questions. Creates presentations summarizing analyses, findings, and recommendations for new and existing Private Investment products for discussion at internal forums. Conducts product based competitor research, analysis and monitoring to better understand our competitors' product offerings to drive positioning of Vanguard's products. Develops and maintains broad and deep knowledge of the asset management industry, market and product, and competitive dynamics. Leverages knowledge to derive and communicate product-related insights at internal forums. Provides thought leadership through identifying strategic topics and presents compelling ideas for research evaluation. Participates in special projects and performs other duties as assigned. Qualifications: Eight years related work experience, including five years experience in private markets product management and investment analysis/strategy. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Deep knowledge of evergreen private markets vehicles such as interval funds, tender offer funds, and BDCs required. CFA preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life's most complex financial questions. Position Summary The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics - including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation - elevating client engagement and enhancing outcomes. Key Responsibilities Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro , and Morgan Stanley's proprietary planning platform and modeling tools. Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies Retirement income distribution planning Executive compensation and equity planning Charitable and philanthropic strategies Risk management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery What Makes This Role Unique Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management - driving long-term firm growth Qualifications Bachelor's degree required Certified Financial Planner CFP designation required 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Strong knowledge in tax and estate strategies, and insurance planning Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro , or equivalent.) Series 7 and 66 preferred or must be obtained as condition of employment 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 is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Responsibilities and Skills Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Must have the ability to travel to meet with the Financial Advisors and clients. More specifically: Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. Simplify complex legal topics, analyses and/or structures into comprehensible terms Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures. Review, summarize and critique existing and/or proposed new estate planning documents. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. Work with team analysts to model estate planning strategies. Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans. Understand investment structures and how they may be appropriate for various estate planning entities. Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products. Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading. Develop new marketing and educational content. Conduct internal training sessions. Requirements Bachelor's degree required. J.D. required Significant prior trusts and estates experience with a law or accounting firm Broad and deep knowledge of estate planning and tax planning strategies Strong income tax background as related to estate planning strategies Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). Must have the ability to travel to meet with the Financial Advisors and clients. 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 150,000 and 250,000 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).

Leads and manages project management team who supports departmental strategic projects and initiatives Core Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Oversees and manages key projects and initiatives impacting Enterprise Supply management Partners closely with Finance Technology and IT to prioritize and manage the technology portfolio and ensure delivery of key technologies Evaluates cross-initiative impacts and mitigates to the best of capabilities Ensures proper change management to help drive adoption and keep key parties informed Maintains an in-depth understanding of internal and industry knowledge by keeping current on industry and regulatory events. Maintains strong relationships with key senior stakeholders to ensure the best client experience. Participates in special projects and performs other duties as assigned. Qualifications Minimum of five years related work experience, with at least three years procurement experience. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Core Responsibilities 1. Develops complex queries and performs extensive programming to access, transform, and prepare data for statistical modeling. 2. Leads and executes deep dive diagnostic, predictive, and prescriptive analytics to support data-driven business decision making. Mentors and develops junior data scientists and analysts. 3. Identifies and diagnoses data inconsistencies and errors, documents data assumptions, and forages to fill data gaps. 4. Engages with internal stakeholders to understand and probe business processes in order to develop hypotheses. Brings structure to requests and translates requirements into an analytic approach. 5. Guides test design, research design, and model validation. Provides statistical consultation services. Serves as the analytics expert on cross functional teams for large strategic initiatives and contributes to the growth of the Vanguard analytic community. 6. Prepares and delivers insight presentations and action recommendations. Communicates complex analytical findings and implications to business leaders. 7. Participates in special projects and performs other duties as assigned. Qualifications Minimum of five years related work experience in analytical roles. Experience with data wrangling required - Programming skills to access, transform and prepare large scale data for statistical modeling. Experience utilizing statistical and machine learning methods required. Undergraduate degree in Analytics, Applied Mathematics, Economics, Statistics or related analytical field of study or equivalent combination of training and experience. Graduate degree preferred. Special Factors Sponsorship Vanguard is 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.

Vanguard's Internal Audit and SOX department has an exciting opportunity for a Senior Internal Auditor to join our Business & Corporate Audit Services (BCAS) team! In the Senior Internal Auditor role, you will complete risk-based audits to evaluate management's internal controls and influence senior management to take action to improve the control environment. You will collaborate with partner groups across divisions and be instrumental in implementing the audit coverage strategy for key risk topics. Responsibilities: Perform complex work for risk-based audits and consulting engagements (including research, evaluation and analysis, testing and reporting) on topics related to risk, governance, process, technology, controls, and operating practices of assigned engagements. Connect with various levels of management (department and client) to discuss progress and results including opportunities to strengthen processes/controls and related remediation efforts. Participate in client discussions including assessment of risk and effectiveness of controls based on relevant knowledge and experience. Encourage healthy debate and collaboration among the audit team and establish relationships with business process owners and management. Prepare and deliver high-quality internal work papers and client facing deliverables such as process/control narratives, flowcharts, testing documentation, conclusions, recommendations and audit report findings. Apply relevant industry acumen including best practices, established standards, regulatory and global impact considerations to provide recommendations to business management. Act as a mentor to less experienced auditors by coaching on internal audit processes and methodology as well as business lines and supporting technology. Participate in special projects and department initiatives, as needed. Qualification: Undergraduate degree in a business-related field of concentration or equivalent combination of training and experience. Professional certification or advanced degree (e.g., MBA, CPA, CIA) is a plus. Minimum of three years proven experience required. Experience in audit, risk or controls (i.e. operational audits, financial statement audits, internal audits, advisory/consulting, controls/compliance/legal) preferred. Proven ability to function in fast paced, ambiguous environment working with multiple and diverse responsibilities. Data analytics literacy, with the ability to apply analytical techniques to extract actionable insights and drive informed decision-making. Strong written and verbal communication and a willingness to assist in areas outside of direct assignments when necessary. This position is hybrid and will require you to be local to our Chesterbrook, PA office. 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.

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.