W. R. Berkley jobs in Wilmington, DE - 281 jobs

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 Enterprise Architecture is seeking a part-time EA Intern/Co-op to help us with our architectural review process, including business interaction, research, problem solving, design, recommendations, and decisioning. This role will also work with Architects on the team to define, document, and test target architectures and patterns. This is a key role in helping the Enterprise Architecture team meet its SLAs and key commitments to the organization. The Co-op will also be helping with internal development efforts to support small applications that Enterprise Architecture owns. These applications help others in the company consume Enterprise Architecture and other governance services as well as provide the system of record for key architecture data. Get a chance to be exposed to and solve bigger problems than in a typical development intern or Co-op role, while at the same time to develop and enhance applications. Get to interact with all levels of management and senior leaders and gain insight into business and technology in the insurance industry. Key functions include but are not limited to: * Building Permit Coordination/Design/Follow-up: Review and work with requestors on Building Permit request form completeness and accuracy, provide design consulting help for more non-technical requestors, and follow up with requestors and vendors that have open tasks within the process. * Build Target Architectures and Patterns: Perform tool and solution research, participate in SME interviews, assist. Architects in building target-state architectures and patterns, ensure documentation is complete and accessible; could also assist in presenting target architectures and/or patterns to larger Architecture community. * AI Pattern Development: Perform POC and pattern development for different AI use cases (e.g., code upgrades, code generation, simple RAG models, etc.). * Contribute to Capability Model: Perform tool and solution research within specific capabilities to determine top choices; work with Endpoint and Platform teams to finalize decisions and roadmaps; work with Procurement an Asset Management teams to adjust approved software list and to update lifecycle information on titles to sunset. * Track activity in an Agile manner using Jira and Agile ceremonies. * Metrics: Assemble data and report on key Enterprise Architecture OKRs. * Communication: Maintain excellent communication skills, particularly across functional technical areas * Demonstrated ability to communicate with technical and non-technical individuals and teams. * Muti-tasking/Prioritization: Effectively manage multiple priorities in a fast paced and dynamic professional environment. Qualifications * Pursuing a degree in Computer Engineering, Computer Science, Management Information Systems or a similar field * Interest in a non-development, non-security, non-administrative internship/Co-op assignment. * Completed 2-3 years in major course of study. * Strong technical aptitude, critical thinking and quantitative skills with ability to navigate MS Office applications, including Excel, PowerPoint, Word and Outlook. Excel pivot table capability is a must. * Ability to learn new technologies and applications quickly; demonstrated track record of self-driven learning. * Excellent communication, time management, organization, and planning skills. * Basic knowledge of or experience with SQL * Works well in a team environment and productive without constant supervision. * Strong problem-solving skills. * Solid documentation skills. * Aggressive curiosity. * Attention to detail * Preferred: * Prior help desk, teaching assistant, or computer lab experience. * Familiarity with CI/CD Tools: Git, GitHub, Git Bash, GitHub Actions, Ansible, and/or Terraform. Additional Company Details The Company is an equal employment opportunity employer. Sponsorship Details Sponsorship not Offered for this Role Responsibilities Enterprise Architecture is seeking a part-time EA Intern/Co-op to help us with our architectural review process, including business interaction, research, problem solving, design, recommendations, and decisioning. This role will also work with Architects on the team to define, document, and test target architectures and patterns. This is a key role in helping the Enterprise Architecture team meet its SLAs and key commitments to the organization. The Co-op will also be helping with internal development efforts to support small applications that Enterprise Architecture owns. These applications help others in the company consume Enterprise Architecture and other governance services as well as provide the system of record for key architecture data. Get a chance to be exposed to and solve bigger problems than in a typical development intern or Co-op role, while at the same time to develop and enhance applications. Get to interact with all levels of management and senior leaders and gain insight into business and technology in the insurance industry. Key functions include but are not limited to: - Building Permit Coordination/Design/Follow-up: Review and work with requestors on Building Permit request form completeness and accuracy, provide design consulting help for more non-technical requestors, and follow up with requestors and vendors that have open tasks within the process. - Build Target Architectures and Patterns: Perform tool and solution research, participate in SME interviews, assist. Architects in building target-state architectures and patterns, ensure documentation is complete and accessible; could also assist in presenting target architectures and/or patterns to larger Architecture community. - AI Pattern Development: Perform POC and pattern development for different AI use cases (e.g., code upgrades, code generation, simple RAG models, etc.). - Contribute to Capability Model: Perform tool and solution research within specific capabilities to determine top choices; work with Endpoint and Platform teams to finalize decisions and roadmaps; work with Procurement an Asset Management teams to adjust approved software list and to update lifecycle information on titles to sunset. - Track activity in an Agile manner using Jira and Agile ceremonies. - Metrics: Assemble data and report on key Enterprise Architecture OKRs. - Communication: Maintain excellent communication skills, particularly across functional technical areas - Demonstrated ability to communicate with technical and non-technical individuals and teams. - Muti-tasking/Prioritization: Effectively manage multiple priorities in a fast paced and dynamic professional environment.

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).

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

Lead Vanguard's Global Corporate Insurance function, serving as the enterprise subject matter expert for insurance across all subsidiaries and jurisdictions. Responsible for managing, implementing and renewing insurance programs for insurable risks and communicating and coordinating such programs with internal stakeholders. Responsible for selecting and managing external insurance vendors, specifically brokers and insurers. Responsibilities Drive Strategy: Develop and direct short- and long-term risk management initiatives aligned with business size, scale, and maturity, while delivering operational efficiencies. Influence & Educate: Persuade and guide stakeholders across the organization, fostering collaboration in a highly matrixed environment. Innovate Solutions: Solve complex problems with creative thinking and strong controls, providing expert consultation on risk and insurance matters. Claims Oversight: Maximize recoveries through effective claims management and coordination with internal and external partners. Vendor Management: Responsible for the management of - and relationship with - insurance brokers and insurer partners to ensure optimal program performance. Compliance & Reporting: Oversee delivery of all insurance disclosures for internal and external audiences. Leadership: Hire, develop, and lead a high-performing team, setting clear performance standards and driving professional growth. Special Projects: Contribute to enterprise initiatives and other duties as assigned. Qualifications Minimum of ten years related work experience, with at least five years proven expertise in corporate insurance and risk management at a global scale. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Strong leadership and influencing skills in a collaborative, partner-driven environment. Ability to navigate complexity with strategic thinking and operational discipline. 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.

Champion the advisor voice and key user needs to transform and grow digital engagement We're seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguard's Financial Advisor Services (FAS) division, and collaborate closely with UX, Digital Product Management, Data Science, and Sales. In this high-impact role, you will be the voice of the customer, championing the needs of FAS' advisor clients as well as our own internal Sales Executives and Offer Specialists. As D&A pursues FAS' 2030 priorities, you will be a key player in helping teams support integrated and personalized journeys across Sales and Digital, articulating how artificial intelligence changes the way our users interact with investment data, end-client insights, and analysis tools, and unlocking net new ways of reaching clients where they are. In this role you will: Manage a talented, established team of researchers, ranging from junior to senior levels Act as a strategic partner to UX and Digital Product, ensuring user-centric insights are a key factor that shape and inform product roadmaps Manage a dedicated research budget and oversee the optimization of 3rd party partnerships that enable the team to effectively field studies Lead innovation in research methods by leveraging new technologies like artificial intelligence to inform decision-making Key Responsibilities Team Leadership & Development Foster a culture of curiosity, rigor, and impact Manage resource allocation across strategic initiatives Deeply understand each researcher's aligned area of the business Upskill researchers to excel in a changing technological and business environment Strategy & Cross-Functional Collaboration Partner with stakeholders to ensure research appropriately shapes and informs roadmaps Influence strategic decisions by effectively communicating research insights to peers and executives Manage stakeholder expectations around research timelines, feasibility, and trade-offs Budget & Operations Manage annual research budget, including tools and vendor relationships Evaluate new vendors for research capabilities as needed Ensure compliance with legal, regulatory, and data privacy requirements across all research activities and processes What it takes Undergraduate degree or an equivalent combination of research training and experience. Graduate degree preferred (i.e. MBA or Masters and/or PhD in Human Computer Interaction, Human Factors, Cognitive Psychology, Sociology, Communications, Information Science, Marketing Research) 5+ years people leadership experience 5+ years progressively responsible and related work experience, managing a variety of projects from beginning to end. Accustomed to consulting with and influencing senior leaders, peers, and direct reports. Strong leadership and motivation skills to effectively manage the completion of responsibilities and objectives across a wide range of contexts and individual working styles 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 seeking an experienced speechwriter to support Vanguard's chief executive officer in articulating a compelling vision, inspiring internal and external audiences, and advancing the company's reputation and leadership voice. The successful candidate will be an expert storyteller and researcher and will have experience working with C-suite leaders in the financial services industry. The executive writer will be able to translate complex ideas into clear, persuasive, authentic, and memorable narratives tailored to a variety of audiences and formats. Responsibilities: Partner with the head of the Executive Office and the head of Executive Communications to maintain and evolve a distinctive executive voice with consistent messaging, tailored for channel and audience. Research, draft, and edit speeches, remarks, talking points, op-eds, and other materials for the CEO. Craft nuanced, persuasive communications that reflect the CEO's tone, priorities, and expert business insights. Build a library of reusable narratives, anecdotes, and data points that reinforce the CEO's leadership themes. Ensure all communications meet legal, regulatory, and reputational standards. Partners with Legal, Compliance, and Risk teams to proactively manage sensitive topics. Coach and mentor communications team members on executive-level storytelling, and stakeholder influence. Participate in special projects and perform other duties as assigned. Qualifications: Minimum 10 years of experience in executive communications, public affairs, journalism, or strategic messaging. Prior experience in an executive speechwriting role. Exceptional writing and editing skills, with the ability to capture and executive voices. Ability to develop a variety of compelling content under tight deadlines. Excellent judgment and experience providing communications advice and counsel to senior executive leaders. Experience navigating matrixed organizations. Undergraduate degree or equivalent combination of training and experience. Graduate 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.

Company:Oliver WymanDescription:Oliver Wyman - Actuarial Manager - Health Practice Oliver Wyman is a global leader in management consulting and actuarial consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 5,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh McLennan [NYSE: MMC]. Twitter @OliverWyman. Visit our website for more details about Oliver Wyman: ******************* What We do Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness and clear communication. The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). The Health Practice of Oliver Wyman strives to be the consulting firm of choice for clients and employees, and to be recognized as the premier health actuarial consultancy by fostering the power of ideas to lead our industry, consistently helping clients achieve their strategic objectives, and gaining trusted advisor status. The practice seeks to inspire a team-oriented culture which fosters free flowing ideas, values diversity, and allows for challenges to the status quo. Its colleagues are proud to perform exciting, diverse, and leading-edge work. Our vision is to discover what lies beyond the obvious, achieve breakthroughs for our clients, and persist as an industry leader. Our mission is to be the leader in the integration of actuarial science, data science, and information technology to solve our clients' most demanding challenges. We combine traditional actuarial principles with non-traditional solutions and communicate honestly and independently. We believe that diverse perspectives and approaches are business imperatives, and these can only stem from a diverse group of people. Investing in our people and local communities while delivering unequaled value to our clients is core to our mission at Oliver Wyman. Job Description As a Manager, you will work alongside and learn from Oliver Wyman's industry leaders and other consultants while contributing to a broad range of client projects. You will eventually have interaction with Oliver Wyman's clients, which include top tier insurance companies, healthcare systems, regulatory agencies, large employers with captive programs and private equity firms. You will be part of a motivated and highly knowledgeable team. The Health Practice of Oliver Wyman is rapidly growing and seeking individuals who are highly motivated to expand our team. The practice seeks to inspire a collaborative, team-based culture which fosters free flowing ideas, values diversity and allows for challenges to the status quo. Its colleagues are proud to perform exciting, diverse, and leading-edge work. Potential projects may include: Health insurance product development, modeling, and analysis support specific to the ACA small group and individual markets, and large group markets Assisting with setting pricing assumptions, trends, and pricing methodologies Medical and pharmacy claims analysis, including benchmarking to applicable industry experience Market simulation analyses of proposed federal and state legislation Support of regulatory changes and implementation Evaluation of provider contracts and the impact of changes on rates Analysis of value-based care and other risk-taking arrangements Evaluation of care management programs Qualifications and desired skills Bachelor's or Master's degree, preferably in Actuarial Science, Mathematics, Statistics, Finance or a related field Minimum of two actuarial exams passed, additional exam progress towards ACAS/FCAS is preferred 4+ years of actuarial experience in the actuarial field, preferably in the commercial market or provider market Exceptional organizational skills, with an ability to prioritize and handle multiple tasks in a fast-paced work environment Experience delegating components of projects Project management skills Track record of and desire for rapid learning, high performance, and professional growth Excellent written and verbal communication skills, with the ability to build strong relationships with clients, colleagues, and industry stakeholders Excellent time management skills Understanding of the value of collaboration and the ability to work effectively in a team setting Deep critical-thinking skills and problem-solving ability Highly motivated individual and willingness to work in a dynamic environment Strong skills with MS Excel, MS PowerPoint, SAS, SQL, R, Python, VBA or other programming languages R, SAS, SQL, or VBA experience a plus Why Work for Us The Actuarial Practice of Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts and veterans of military service at Oliver Wyman. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. For more information, please visit our website at *******************/actuaries. More About Oliver Wyman Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit *******************. Follow Oliver Wyman on X @OliverWyman. The Oliver Wyman Group is a wholly owned subsidiary of Marsh McLennan Companies [NYSE: MMC]. Twitter @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender expression. If you have a need that requires accommodation, please let us know by contacting ************. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit *******************. Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $107,000 - $160,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company Details Company URL: ****************************************** Berkley Technology Services (BTS) is a dynamic company committed to providing world class IT services. We offer a unique culture, enabling our team members to be on the cutting edge of technology while delivering high quality solutions. We are looking for outstanding individuals who will bring unique perspectives, insight and innovation to our teams. BTS, a member company of W. R. Berkley Corporation, has facilities located in Des Moines, Iowa and Wilmington, Delaware. Our functions include working with various third parties to develop, integrate, and support insurance systems of WRBC's operating units. BTS strives to provide these functions in a holistic manner including helpdesk support, system connectivity, and operational support. Additional responsibilities include coordinating communications regarding best practices in the use of our supported systems and researching new technology. At BTS, there are opportunities associated with being a part of an established and empowering corporation while maintaining a positive personal working environment. Additionally, we provide a competitive compensation and benefits package including a casual dress code. BTS is constantly growing and expanding to meet the changing demands of one of the most successful insurance organizations in the world. Visit us at berkley-bts.com to learn more information. Berkley Technology Services: Right Team, Right Technology, Simple and Secure. The Company is an equal employment opportunity employer. Responsibilities The Information Security Software Engineer will be responsible for designing, implementing, and maintaining the organization's information security systems, programs and security as code. They will work closely with architects, developers and business units to ensure the protection of sensitive data and minimize the risk of cyber-attacks. * Design and implement robust, scalable, and secure APIs Integrations. * Collaborate with cross-functional teams to define API requirements and ensure seamless integration. * Maintain and enhance existing APIs to improve performance and functionality. * Build workflows and pipelines. * Troubleshoot and resolve API-related issues in a timely manner. * Stay up-to-date with the latest industry trends and best practices in API development. Qualifications * Bachelors Degree in Computer Science, Information Technology, Information Systems, or a related discipline. Equivalent experience and/or alternative qualifications will be considered. * At least 5 years of coding experience in both Python and Java. * Proven experience in API development using languages such as Python, Java, Power Query, and Power Shell. * Strong understanding of API design principles. * Experience with API testing and documentation tools (e.g., Postman, Swagger). * Familiarity with authentication and authorization mechanisms (e.g., OAuth, JWT). * Develop and implement custom solutions. #LI-Hybrid The company offers a competitive compensation plan and robust benefits package for full time regular employees including:• Base Salary Range: $88k - $154k • Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. The Company is an equal employment opportunity employer. Additional Company Details We do not accept unsolicited resumes from third party recruiting agencies or firms. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Information Security Software Engineer will be responsible for designing, implementing, and maintaining the organization's information security systems, programs and security as code. They will work closely with architects, developers and business units to ensure the protection of sensitive data and minimize the risk of cyber-attacks. - Design and implement robust, scalable, and secure APIs Integrations. - Collaborate with cross-functional teams to define API requirements and ensure seamless integration. - Maintain and enhance existing APIs to improve performance and functionality. - Build workflows and pipelines. - Troubleshoot and resolve API-related issues in a timely manner. - Stay up-to-date with the latest industry trends and best practices in API development.

The Events team within Personal Investor & AWM Marketing is seeking an experienced events specialist to execute marketing strategies in support of broader business objectives. The Specialist will play an active role in our invitation strategy and provide creative insights to support and refine our distribution plan. In addition, the Events Marketing Specialist will be a key contributor throughout the planning and execution of webcasts and in-person events, delivering meaningful, insight-driven experiences for clients and prospects. This position will be instrumental in bringing marketing strategies to life and ensuring that Vanguard's events are client-centric, compliant, and aligned with business priorities. As a key partner to marketing and business stakeholders, the Events Marketing Specialist provides creative input and supports content development for live and digital events. The ideal candidate combines storytelling skills with operational expertise, ensuring every event reflects Vanguard's brand integrity, regulatory standards, and commitment to client engagement. This position reports to the Head of Events & Seismic. Responsibilities: Partner with Personal Investor & AWM business teams to execute webcast and event strategies from start to finish, including distribution and channel optimization, creative development, and content alignment. Develop cohesive communications plans for events that support business objectives and enhance client experience. Manage planning workflows in Adobe Workfront, ensuring timely input of project details and creative requests. Collaborate with creative teams to produce clear, engaging, and compliant client-facing content. Track and analyze event performance metrics, leveraging insights to recommend improvements and inform future strategies. Coordinate logistics with Media Services and Corporate Event Planning teams to deliver seamless experiences for executives and business partners. Support special projects and flex into additional communications strategy work as needed. What It Takes Growth Mindset: Ability to adapt to changing priorities and thrive in dynamic environments. Collaboration: Strong interpersonal skills and proven ability to work effectively with cross-functional teams. Technical Expertise: Experience with webcast platforms and event technology (e.g. Kaltura, Wistia) preferred. Experience: Minimum of five years of relevant work experience. Education: Bachelor's degree or equivalent combination of education, training, and experience. Nice to Have Proficiency with project management tools (e.g., Workfront). Familiarity with CRM systems and data management practices. Experience designing surveys and leveraging data to inform strategic decisions and recommendations. 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.

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.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We may adapt when the market changes, but we never waver in our core belief that financial advice and lower costs result in greater value for investors. We've gained a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies) with a consultative approach that employs industry-leading investment products, tools, and resources to ensure consistent, long-term business performance. We are currently seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the industry. We are seeking someone with… Sales aptitude with the willingness and ability to engage advisors in a variety of situations Drive and positive attitude, with a desire to learn and grow Curiosity and willingness to learn about people, their advisor practices, processes, and decision making Excellent interpersonal communication skills when communicating with advisors over the phone, on web meetings, or via email Strong ability to collaborate with sales teams and leadership to drive the sales process forward Business owner's mindset and ability to think creatively about how to run a territory and manage top clients Demonstrated use of good judgment and thoughtful decision making Ability to navigate ambiguity and deliver on commitments in a fast-paced environment Experiences you'll gain… Develop and refine your sales, relationship management, and stakeholder management skills Deepen your investment product and industry acumen expertise Improve your persuasion and influencing skills through client meetings, presentations, and public speaking engagements Leverage your creative problem solving, strategic thinking, and data analysis skills to create value for our business partners and advisor clients throughout the sales process Joining a high-performing team with a collaborative and competitive culture. Duties and Responsibilities Handles inbound calls from financial advisors related to general market knowledge, Vanguard product information, and competitor products. Profiles prospective clients, speaks to suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate. Plays key role in supporting the Internal and External sales executives and FAS management team. Assists Internal and External sales executives by performing sales support-related activities, including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns. Allows Internal and External sales executives to maximize their time to proactively contact clients and prospects. Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests. Coordinates all resources within Vanguard to research, assemble, process and deliver requested information. Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both FAS personnel and external clients. Engages in outbound call campaigns to uncovered financial advisors provided via transaction data, registration lists, or other lead sources. Participates in special projects and other assigned duties as needed. Qualifications Undergraduate degree or equivalent combination of experience and training. Minimum two years' experience in financial services industry. Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days. Ability to work independently with little direct supervision. Excellent verbal and written communications skills. Excellent organizational skills and ability to handle multiple projects simultaneously. Ability to interact with all levels of internal and external personnel. Excellent interpersonal skills. Proficient in computer skills, specifically Microsoft applications, contact management databases, and NICE telephonic systems. 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 Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 60 investment professionals based in suburban Philadelphia, New York, London, and Hong Kong and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies, including social impact, climate solutions, and racial & gender equity. Overall, the Team has invested over $27bn across over 1,200 opportunities, as of December 31, 2024. DESCRIPTION: The Team is seeking candidates, preferably with previous experience at investment banks, consulting firms, private equity firms, or private equity fund of funds for a Senior Associate position on our Private Equity Solutions team, focused on fund investments (primaries), direct investments (co-investing), and LP secondaries investments. Investment professionals at the Senior Associate level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations. The position is available in suburban Philadelphia and travel is entailed on up to 40% of assignments. RESPONSIBILITIES: * Manage investment sourcing, opportunity diligence and evaluation, and portfolio monitoring by reviewing inbound investment materials, meeting with private equity fund managers, and assessing performance of specific companies and funds * Structure and lead research on a wide range of geographies, industries, companies, and macroeconomic trends * Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g., comparable company valuation analyses, LBO models, investment return projections with sensitivity analyses, track record analyses) * Lead strategic initiatives with cross-functional teams related to technology, data/systems, marketing, business development, sourcing, and business planning QUALIFICATIONS: * An undergraduate degree from a leading university. MBA from a leading business school a plus * 3-5 years of experience in private equity, investment banking, equity research, and/or management consulting. Primaries, co-investment, and/or secondaries experience is a plus * Highly motivated self-starter with a team orientation * Strong verbal and written communication skills * Extensive quantitative modeling experience with an excellent understanding of financial concepts and valuation * Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy * A high level of intellectual curiosity in developing knowledge of private equity and capital markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking a Senior Global Payroll Specialist to manage and audit payroll operations across multiple regions, including India, Mexico, Canada, UK, EU, Australia and the U.S. This role ensures compliance, accuracy, and efficiency in payroll processing while supporting system enhancements and resolving complex issues. Key Responsibilities Audit and reconcile payroll data for accuracy and compliance. Administer base and non-base pay components (overtime, bonuses, commissions). Calculate gross-to-net pay and manage statutory deductions. Resolve complex payroll and compensation inquiries. Test and implement payroll system enhancements (ADP, Workday, SAP, Oracle). Maintain payroll records and ensure timely delivery of payments. Collaborate on special projects and process improvements. Qualifications and Skills Minimum 2 years of experience in payroll administration, payroll operations, or compensation processing. Bachelor's degree in Accounting, Finance, Human Resources, Business Administration, or a related field. Global and U.S. payroll preferred Experience with payroll systems (ADP Streamline / Celergo / Payforce / iHCMII, Workday, SAP, Oracle). Strong knowledge of compliance, tax codes, and statutory requirements. FPC , CPP or other Global certifications 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.

Company:MercerDescription: We are seeking a talented individual to join our Global Real Assets team at Mercer. This role will be based in one of our North America offices in the Central or Eastern Time Zones. This is a hybrid role that has a requirement of working at least three days a week in the office. The Head of North American Infrastructure will be a member of the Global Real Assets leadership team, sit on the global infrastructure investment committee, and join our client infrastructure portfolio construction groups. This role is pivotal in managing and growing Mercer's infrastructure investment strategies and client relationships across North America. We will count on you to: Serve as the key point person for current and future investment strategies focused on North America, including managing a large co-investment mandate with a US public pension and overseeing Mercer's flagship PIP US Infrastructure strategy, including the upcoming launch of Vintage 9 Oversee accountable coverage of major Infrastructure Investment managers in North America and globally, representing Mercer on several LPAC seats Lead the Infrastructure Fund Research and Ratings process in North America Source, diligence, and monitor approximately 5-10 co-investments annually in partnership with asset management partners and Mercer's Global and North American Infra investment teams Collaborate with Mercer's secondaries team to source and diligence 5-10 secondaries annually Lead a team of 3-5 people across Canada and the USA, working closely with global Infra and Real Assets teams Drive business development by working closely with Mercer's client, commercial, and OCIO teams to expand client and segment relationships What you need to have: Extensive experience in infrastructure investment management, including portfolio management and co-investment strategies Strong leadership skills with experience managing teams across multiple locations Proven ability to engage with top-tier infrastructure investment managers and represent the firm on LPACs Deep knowledge of infrastructure fund research, ratings, and due diligence processes What makes you stand out: Experience managing large co-investment mandates with public pension funds or similar institutional investors Demonstrated success in business development and client relationship expansion within infrastructure investments Ability to work effectively in a global team environment and lead cross-border initiatives Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. The applicable base salary range for this role is $275,000 to $325,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Mercer, 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.

Are you ready to shape the future of fixed income investing at a global scale? Vanguard is seeking a visionary leader to serve as Co-Head of US Active Fixed Income Investment Risk, a pivotal senior leadership role responsible for setting the strategic direction and governance of risk across our active taxable fixed income platform, with influence on over $1T in AUM across 30+ mandates globally. In this role, you will lead the development and execution of a comprehensive investment risk framework-bringing clarity, discipline, and innovation to how we assess and manage risk across diverse fixed income strategies. You'll partner closely with portfolio managers and senior leaders to elevate decision quality, safeguard client outcomes, and drive superior risk-adjusted performance. This is more than a risk oversight role-it's an opportunity to influence the investment process, shape the research agenda, and apply cutting-edge analytics to solve complex challenges. You'll lead with insight and integrity, ensuring our risk posture aligns with fund objectives and investor expectations in a dynamic global environment. Responsibilities Directs investment risk strategy to ensure an effective and efficient risk management infrastructure. Manages, measures, monitors, and reports aggregate global fixed income investments risk exposures. Provides thought leadership and takes a leadership role in shaping the research agenda and infrastructure. Designs and implements best practices for fixed income investment and business activities to control various risks. Provides guidance on fixed income investment risk management policies and procedures, limits, and guidelines. Uses a variety of analytical resources to develop and enhance existing risk-return analysis, including performance attribution, multifactor risk models, scenario analysis, and stress testing. Partners with portfolio management teams to influence and add value to the investment process and enhance risk adjusted returns by applying analytical insight, judgment and experience to evaluate risk and performance of funds. Frequently conducts ad-hoc analysis to support PM/Traders understanding of portfolio and market risks. Facilitates strong oversight and governance of fund outcomes through frequent interactions with senior management, including the fixed income Senior Investment Committee, Fixed Income Leadership Team, Chief Risk Officer, and Chief Investment Officer. Leads a high-performing team in the development of specialized fixed income investment risk management, performance analysis and other analytical skills that raise the capabilities of the investment risk team. Also plays a key role in the development, implementation, and interpretation of risk and performance attribution analytics based on risk models. Sponsors and undertakes research to improve the risk and return analysis. Works closely with portfolio management teams, IT teams, and vendors to identify opportunities, define project briefs, drive effective prioritization and follow through with disciplined execution. Using professional judgment and industry experience, guides and collaborates with global counterparts to take Investment Management Group (IMG) policies and procedures to a global standard. Serves as an expert resource to members of the IMG. Develops and maintains knowledge of financial markets, securities and investment themes in order to bring an informed perspective to portfolio analysis. Represents the Investment Risk team to internal and external clients and at industry forums. Contributes to IMG, Risk Division, and Vanguard-wide management initiatives and strategies. Leads and/or participates in special projects and performs other duties as assigned. Qualifications Minimum of ten years related work experience. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Professional certification (CFA, FRM) preferred. Experience in investment risk management, with deep expertise in fixed income markets (credit, rates, securitized products). Experience with risk modeling and analytical techniques. Experience with Aladdin preferred. Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills. Proven track record of designing and leading risk frameworks for large, complex portfolios. Experience influencing portfolio construction and partnering with PMs and traders to enhance risk-adjusted returns. Exceptional communication skills-able to translate complex analytics into actionable insights for senior stakeholders. Strategic thinker with a global mindset and ability to drive innovation in risk management practices. 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.

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.8 trillion in assets under management or supervision as of September 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. The Hedge Fund Solutions Investment Team serves to bridge a client's investment objectives with the optimal implementation choices or 'delivery mechanism' for underlying investments and exposures ranging from active hedge fund strategies to risk premia investing, alternative lending, asset-backed lending, secondaries and co-investments. With the benefit of an open architecture platform - and making optimal use of data, tools and technology - the team seeks to source, structure, execute and oversee superior investments across each of these categories. Training Program The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks working within a specific IM team. Across all IM teams, the curriculum is designed to equip Summer Analysts with the fundamental skills they need to be successful in IM. During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst. During the 10-week program, the Summer Analyst will work closely with the Investment Team, working on specific projects and participating in all stages of the investment process. This will include investment coverage activities, as well as those associated with sourcing, analysis and evaluation of new ideas in addition to monitoring existing investments. The analyst role spans idea generation, data intake and analysis and data aggregation and management, and includes working with large data sets in Microsoft Excel, internal software systems, Python, SQL, and/or R to assess investment/strategy merits and monitor relevant portfolio metrics. Summer Analysts will have the opportunity to assist with active risk, exposure and P/L oversight and evaluation throughout the program. Roles and Responsibilities * Support all aspects of the investment process and coverage * Collaborate with other functional areas in coordinating the various operational aspects of investing * Participate in extensive strategy and investment reviews and in preparation of associated presentations for the Investment Committee Qualifications and Skills * Pursuing a Bachelor's degree and will graduate between December 2027 and June 2028 * Outstanding analytical and quantitative skills * Excellent communication skills, both verbal and written * Team player with ability to collaborate with colleagues across Hedge Fund Solutions and the broader organization * Some coding experience preferred (R, Python, SQL) * Self-starter with the ability to work independently * Driven, highly motivated and results-focused * Strong organizational skills with the ability to manage time efficiently and effectively * Detail oriented and have the ability to work efficiently within tight time constraints * Enthusiasm for financial markets, macroeconomics, alternatives investing, FinTech Application Process and Deadline In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by Friday, February 28, 2025 at 11:55 PM EST and HireVues completed by Sunday, March 2, 2025 at 11:55 PM EST in order to be considered. Expected base pay rates for the role will be $52.89 per hour 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. Job Level Summer Analyst Program Summer Analyst

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).

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