MassMutual Jobs In Pittsburgh, PA

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

How will you help grow the Practice? You will… · Prepare and submit investment and insurance paperwork as well as assist with new account openings, transfers of accounts, and transactions · Assist with the continuous development and implementation of my client service model · Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in a CRM · Respond to routine client service issues and requests · Champion, train and implement technology · Provide administrative support, which includes scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials Who do you need to be? · An independent worker able to recognize what needs to be done and proceed without constant direction or supervision · Systems focused, pragmatic, and able to create order in a way that is both structured and flexible · Organized, problem solver, and proactive are words people use to describe you · Attention to detail · Commitment to measuring results · This position requires the ability to prioritize your workflow Experience Needed · Demonstrated organizational, and time management skills under pressure · Microsoft Office Skills - Word, Outlook, PowerPoint, and Excel · Highly accurate typing, data entry, spelling, and proofreading skills -Industry experience preferred · FINRA Series 7 and 66/63 preferred, but not required

Sales Trainee, Group Benefits - SG09DN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Employee Benefits Sales Development Program The Hartford is searching for candidates to join their Employee Benefits Sales Development Program. Successful candidate will participate in a 6 month sales and product training curriculum. Once completed the candidate will sell Employee Benefits products to clients through broker/consultant relationships. What's in for you? Comprehensive 6 month sales training and development program geared towards The Hartford's Employee Benefits products. Participate in a learning curriculum focused on role based and foundational skills that can be applied to any level of the organization. Frequent Coaching, mentoring and feedback Training graduates will own and grow a geographic territory with the opportunity to spend significant time with your clients with highly rewarding financial potential Ability to strategically plan the growth and maintenance of a book of business through aggressive product sales, upsells, and renewals, within accounts/territory. Partake in case implementations We are excited to offer a comprehensive training program for aspiring sales professionals. During the training period from May until August, trainees will receive a competitive salary of $50,000. Upon successful completion of the training, the base salary will increase to $60,000, complemented by a competitive commission structure. What are the qualifications of the position? Recent graduate with a Bachelor's degree in desired majors including, but not limited to, Risk Management & Insurance, Business, Economics, Finance, Sales, and Marketing Demonstrated leadership potential through classroom and extracurricular activities Strong communication, presentation, interpersonal, analytical and research skills Ability to collaborate, influence and negotiate Record of high achievement, self-motivation, ability to multi-task and solid work ethic Demonstrated high integrity, ability to follow through on commitments, and understanding of how to build relationships & trust among diverse groups. Ability to analyze complex problems and to make sound recommendations in a fast-paced sales environment Knowledge of insurance business, organization and products desired but not required Knowledge of Employee Benefits products/benefits and language desired but not required Ability to pass Motor Vehicle Review and obtain Resident's Life/Health License Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $48,000 - $72,000 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Salary range for the position: $66,000 - $94,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

When you join New York Life, you're joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. Business Unit Overview: Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Join our dynamic management team at our Pittsburgh-Johnstown General Office (GO) as a Service Leader, where you'll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team, you'll oversee and manage the daily operations, ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role, you'll be the primary point of contact for GO Agency Managers, recruiters, and agents, guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. You'll provide visionary leadership, training, and development to foster a culture of best-in-class service delivery. But that's not all - you'll also be a proactive change-maker, constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If you're passionate about leading an office to new heights and making a tangible impact, this is the role for you! What You'll Do: * Handle Service Escalations: Be the hero who ensures our customers' needs are met with precision and care, resolving any issues that arise with efficiency and empathy. * Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs, helping our team achieve their goals and exceed expectations. * Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration. * Navigate Change: Lead the way through transitions in service and operational systems and processes, providing training on new capabilities and ensuring a smooth adaptation for the Agency. * Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts, maintaining a keen eye for detail. * Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests, troubleshooting onsite technology and network issues, and ensuring a well-maintained and functional environment. What You'll Bring: * Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire. * Bachelor's degree or equivalent business experience * Ability to balance learning with onsite management and support for the local GO * Strong customer focus through the ability to understand and anticipate the needs of customers, providing solutions that enhance their experience. The involves being proactive in identifying customer issues, ensuring their satisfaction. * Technical proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint * Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies. * Ability to lead operations through influence, coordination, and strategic oversight rather than direct managerial authority. This involves guiding, mentoring and driving initiatives that affect the broader organization. * Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively. * Training and development experience Pay Transparency Salary Range: $70,000-$90,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA Associated Person pre-hire fingerprinting. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 91584

** The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up. In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns. The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS. **Primary Functions of the Position:** + Assists the Deposit Operations team lead on daily tasks + Performs client implementation set-up, maintenance requests, teller work, and quality review + Manages Escrow clients as it relates to sub accounting + Assists with new employee training + Ensures all service levels are met + Responsible for ongoing client support + Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position **Education and Experience Requirements:** + High School Diploma or equivalent; post-secondary education preferred + Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role **Essential Skills and Abilities:** + Demonstrates knowledge of all Deposit products, systems, and related processes + Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS + Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests + Ability to communicate effectively in writing and over the phone + Ability to work in a fast-paced, high-intensity work environment + Job may require additional hours of work during peak periods to meet service levels **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** General Experience - 7 to 12 months **Certifications** **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans. -Ensure that the core loan system matches the executed legal documents, whether via input or review -Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports -Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues -Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans -Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables Education and Experience Requirements: -High School Diploma or equivalent; post-secondary degree preferred -2-4 years of experience, including previous bank operations or financial services experience -Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus Essential Skills and Abilities: -Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents -Strong attention to detail -Ability to communicate effectively in person, through email, and over the phone -Proficiency in basic math skills and general knowledge of office software is required -Ability to work in a fast-paced, high-intensity work environment -Job may require additional hours of work during peak periods to meet service levels **Education** Bachelor's: Accounting, Bachelor's: Business Administration **Work Experience** General Experience - 13 months to 3 years **Certifications** **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals 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). 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. 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 Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank's securities-based lending products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals. **Primary Functions of the Position:** + Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors) + Coordinate / schedule meetings and/or calls with financial advisors / staff to provide relationship management support services and assist with initial loan application completion + Meet all KPIs outlined for the team, which promote the overall growth of the territory + Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits + Present all TriState's product offerings to our clients, to help them understand how we complement their business + Develop, implement, and maintain a drip marketing strategy to stay "Top of Mind" for lending opportunities in the region + Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field **Education and Experience Requirements:** + Bachelor's Degree in a Finance-related discipline + 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals + Experience with a CRM platform such as Salesforce + Experience working in a relationship driven line of business + Experience working with high net worth clients and top-producing advisors / agents is a plus **Essential Skills and Abilities:** + Excellent communication and interpersonal skills + General knowledge of insurance, banking, lending, and financial marketplace a plus + Strong prospecting and customer services skills + Ability to use independent judgement and critical thinking + Proficient in MS Office, specifically Excel and Word + Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives + Creativity: Develops innovative ways to demonstrate to our client's best practices in implementing Tristate strategies and help them identify investment opportunities + Competitiveness: Motivated by being in a professionally competitive atmosphere + Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals + Ethical: Unwavering commitment to doing what is right for the client and for the company **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** General Experience - 3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

** The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions of the Position:** + Underwrites requests for credit extensions to new and existing clients + Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities + Prepares the following for presentation to Senior Loan Committee by the relationship managers: + Credit Approval Requests (CAR) + Modifications + Covenant Waivers / Amendments + Periodic Reviews + Manages / monitors assigned portfolio for: + Borrower Credit Trend + Accurate and Timely Risk Rating + Required Financial Reporting + Covenant Compliance + Borrowing Base Availability + Payment Delinquencies + Overdrafts + Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur + Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents + Prepares periodic financial reviews where required + Ensures the timely spreading of interim and annual financial statements provided by clients + Accompanies the relationship manager on prospect / client calls when appropriate **Education and Experience Requirements:** + Bachelor's Degree in Accounting, Finance, or related field; MBA preferred + Minimum 5 years of credit analysis and underwriting experience + Completion of bank commercial credit training program **Essential Skills and Abilities:** + Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process + Knowledge of underwriting treasury management products preferred + Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections + Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction + Strong written and verbal communication skills + Strong presentation skills + Ability to work independently and within a team + Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** General Experience - 3 to 6 years **Certifications** Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

Senior Staff Software Engineer - IE07HE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This position is for a Senior Staff Software Engineer in Personal Lines IT organization. The Personal Lines development team is passionate for technology and strives to build well architected and innovative solutions for the business. Personal Lines has adopted Scrum & development methodology and core agile engineering practices such as continuous integration and test-driven development. This position will have the overall end-to-end technical accountabilities for a sub value stream. The role requires frequent leadership functions that demands strong planning, estimating, collaboration, and application design / development and communication skills. You will lead design teams and development of technology solutions to address Personal Lines business needs. You will help develop the next generation of systems for various value stream. RESPONSIBILITIES: * Hands-on technical lead for one or more Scrum teams, accountable for technical deliverables on invest and maintenance projects through the software development life cycle, including validating the completeness of estimates, quality, and accuracy of technical designs, build and implementation. * Proactively address technical issues and risks that could impact project schedule and/or integrity of the application environment. * Work closely with stakeholders to design and document solutions that align with the business needs and also consistent with the architectural vision. * Mentor and train project team members (including Sourcing Partners) to enforce development guidelines and best practices. * Coordinate between multiple disciplines (Architects, Business Analysts, Project Managers, and Customers) and developers to design, develop, implement, and support complex business solutions. * Perform detailed technical reviews including code review to ensure the quality of the deliverables is high. * Must have a strong working experience as Designer/Developer of REST API, SOAP Web services, both as consumer & provider. * Experience creating APIs with XML/JSON data structure is a must * Experience defining and negotiating XML/JSON based contracts with various Stake holders * Solid experience with mapping XML/JSON data structure to various data sources/formats including ACORD * Hands on experience with developing XSLT style sheets-based transformations. * Perform hands-on development work as needed using .NET, ASP.NET, C#, HTML, XML, Java, JavaScript, Angular, JSON and SQL * Prior Experience with DuckCreek Suite of Products Policy, Billing, Insights implemented on "DuckCreek on Demand Cloud" and integrations experience with 'OnPrem' applications strongly Preferred. * Thorough understanding and experience using relational databases preferably SQL Server and/or Oracle Leadership functions: * leads IT Design and Development teams to implement solutions. * Ensures technical and business requirements for applications are in compliance with Enterprise Reference Architecture. * Ability to support multiple work streams and constantly prioritize work for self, as well as for the team. * Identifies and resolves gaps in skills, processes, and resources. * Sets deadlines, assigns responsibilities, mentors, and monitors progress of the team. * Works with stakeholders and technical areas to identify nonfunctional requirements. * Develops guidelines for capturing technical and business requirements. * Identify and resolves gaps in skills, processes, and resources. * Lead IT Development team to implement enterprise solutions. Minimum Requirements: * Advanced degree in Computer Science or related discipline with a minimum of 10-12 years of work experience in Application development * 7+ years of experience in driving Application designing including, converting business needs into solutions, Lead solution option analysis by providing/evaluating multiple options and creating roadmaps for solution delivery. * Working experience with Cloud (AWS Preferred) hosted application and integrating with non AWS based applications. * Working experience with DuckCreek Products Policy, Billing and Data Insights. * Experience with continuous integration and DevOps methodologies, preferred tools such as GitHub, Jenkins, Rally, SonarQube etc., * Experience with Agile development frameworks like 'Scaled Agile', Scrum, Kanban. * Experience in designing & developing high performing application that has high concurrency supporting over 2000+ concurrent users. * Experience using Microsoft SSIS & SSRS tools strongly preferred. * Experience in front end web technologies and frameworks: HTML5, JavaScript, CSS, Ajax, Angular/React ASP.NET, C#. * Experience using XML, JSON, XSLT, XSD and awareness of ACORD Standards. * Knowledge of P&C (Property & Casualty) Insurance is a plus. * Knowledge of implementing solutions through Gen AI (Artificial Intelligence) is a plus. This role will have a Hybrid work arrangement, with the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $126,160 - $189,240 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What characteristics would make you a successful BOA? * Ability to deepen and broaden client relationships * Ability to identify opportunities to create efficiency * Strong ability to work independently * Ability to manage multiple priorities in a deadline driven environment * Proficient in current and new office technology * Willingness to learn how financial services/markets work At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Under administrative supervision, uses extensive knowledge and skills obtained through education, experience, specialized training, and/or certification in securities industry compliance to design, implement and supervise a comprehensive compliance and surveillance program for TriState Capital Bank. Ensures compliance with all regulatory requirements. Works within TriState Capital Bank to lead large or multiple projects with significant scope and impact. Works independently and supervises others to perform difficult assignments that are broad in nature, and that require originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Completes complex assignments with substantial latitude for autonomous actions or decisions. Provides comprehensive solutions to complex problems. Maintains extensive contact with internal customers and regulatory agencies to identify, research, analyze and resolve complex issues. **Essential Duties and Responsibilities** + Manages department, associates, and division of responsibilities within TriState Capital Bank Compliance department. + Provides compliance support for TriState Capital Bank entity. Subject matter point of contact for the TriState Capital Bank Private Bank division. + Identifies and manages regulatory risks associated with TriState Capital Bank. + Develops, reviews, and adjusts the departments and business unit policies and procedures to adapt to changing regulatory and business environments. + Uses data and performance indicators to establish control mechanisms and other improvement initiatives, and ensures quality standards are consistently attained or exceeded. + Serves as a member of the leadership team in developing short- and long-term goals and initiatives to achieve strategic vision for the TSCB compliance department. + Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff. + Plans, assigns, monitors, reviews, evaluates, and leads the work of subordinate supervisors. + Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs. + Prepares and reviews compliance reports for the TriState Capital Bank Risk Committee and other management and Board level committees. + Oversees periodic compliance reviews and maintenance of documentation to support the completion of the review and corrective measures taken. + Works with business management to develop, communicate and implement strategies, procedures and technology systems designed to enhance the firm's compliance with applicable rules and regulations. + Researches existing rules and monitors regulatory developments and communicates changes to affiliates and home office staff. + Develops, implements, sustains, monitors and when necessary, revises compliance programs that reflect "best practices" and ensures the firm is adhering to all legal and regulatory requirements. + Identifies trends and implements corrective action, as necessary. + Partners with senior business executives, legal, risk management, and compliance to appropriately mitigate and manage regulatory and litigation risk. + Works with business partners and managers to ensure policies and procedures are in compliance with required regulations and assists in bringing non-complying areas into compliance. + Supports a culture of risk management and compliance throughout all levels within the firm. + Plans, assigns, monitors, reviews, evaluations and leads the work of others. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Advanced Knowledge of:** + Federal Reserve Bank Regulations governing Financial Holding Companies and Bank Holding Companies and State Chartered Member Banks. + Consumer Protection Bureau regulations governing banks. + Familiarity and understanding of Securities Based Lending, Commercial Lending, Commercial Real Estate, Treasury Management, and Deposit Products + State of PA Banking Statutes and Regulations. + Compliance and legal procedures in the financial services industry. + Concepts, practices, and procedures of the financial services industry. + Regulatory filings and regulatory reporting requirements. + Financial services and products. + Concepts, practices, and procedures of securities industry compliance. + Investment concepts, practices and procedures used in the securities industry. **Advanced Skill in:** + Administering regulatory notifications and filings. + Planning and scheduling work to meet regulatory organizational and regulatory requirements. + Investigating compliances issues and irregularities. + Making rule-based and analytical decisions. + Identifying and applying appropriate compliance monitoring procedures and tests. + Written and verbal communications skills sufficient to professionally address a wide and varied audience both internally and externally. + Preparing oral and/or written reports. + Project management skills and experience sufficient to successfully complete long and short-term projects. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to:** + Work under pressure on multiple tasks concurrently, manage those delegated; and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Attend to detail while maintaining a big picture orientation. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. + Establish and communicate clear directions and priorities. + Gather information, identify linkages and trends, and apply findings to operations. + Maintain currency in laws, rules and regulations related to compliance in assigned functional area (s). + Plan, assign, monitor, review, evaluate and lead the work of others, coach, and mentor others. + Manage all levels of associates, including technical, professional, clerical, administrative and supervisory associates. + Work independently as well as collaboratively within a team environment to resolve problem. **Education** Bachelor's **Work Experience** General Experience - 10 to 15 years **Certifications** Other License Not Listed - Other **Travel** Less than 25% **Workstyle** Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT \#LI-AF1

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes , consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Services Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer: Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you: You have the power to determine your income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards and Accolades: We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard and Poor's) We're proud of the training we offer: Chief Learning Officer: 2023 CLO Learning Elite Gold award We're proud to be recognized by organizations that also value diversity: Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America's Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We're proud of the help we've provided and continue to provide our clients. 5.3 million lives are protected. This includes all owners of individual life insurance and annuity policies. $937 million lifetime annuity income paid. This includes all payouts on individual income annuity products. $5 billion in living benefits awarded. This includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion life insurance protection in force. This includes term, whole, and universal life.

** The Private Banking Product Manager is responsible for supporting the full lifecycle of product management across the Private Bank's lending and digital product portfolio. In this role, the individual will assist with all aspects of product research, assessment, design, development, and implementation. In addition, will work closely with the SVP, Private Banking Head of Product and Key Account Services to evaluate new market and product opportunities that provide TriState Capital Bank with desired revenue streams with industry-leading products within a sound risk and compliance framework. **Primary Functions of the Position:** - Construct product reviews for new and existing product lines according to the Product Department's review calendar - Present product reviews at both New Products Committee (NPC) and non-NPC reviews - Responsible for tracking and implementing next steps and follow up items from all product reviews - Support the Product Department's full product & digital strategy and roadmap, set and evaluate key performance indicators for product portfolio, make recommendations regarding product life cycles, additional features, and technology design - Responsible for the oversight and execution delivery of assigned Product Deployment projects - Manages digital product(s) idea generation, backlog, sprint planning and releases. - Responsible for coordinating with other departments to bring new products, features and/or enhancements to market with education and training; Acts as a project manager with managing and collaborating with teams in Technology, Operations, Sales, Service, Fulfillment, Finance, Risk, Compliance and Legal - Balances resources, capacities, constraints, and opportunities among functional areas within the company to achieve the best and most effective execution/result for all stakeholders - Ensures that each new product and/or modification meets all compliance/risk management requirements - Manages existing product portfolio to ensure the Bank continues to deliver on expectations throughout the customer lifecycle by continuing to deliver value to the client and not creating additional workflow burdens internally - Responsible for overall Net Promoter Score (NPS) function within Private Bank: Continually monitors NPS data and other internal feedback to identify product opportunities, challenges and trends - Responsible for Voice of Consumer (VoC) needs and overall client experience (CX) for both internal and external stakeholders - Serves as a VoC on decisions that could impact the overall CX/UX on the Bank's digital platforms and within our lending product suite - Will serve as a Subject Matter Expert (SME) for all lending products and their integration with other services and workflows **Education and Experience Requirements:** - Bachelor's Degree in relevant area of study required - Minimum of 5 - 7 years of work experience in banking - Minimum of 2 years of work experience in product development, product management or client experience - Experience building and implementing new banking products solutions and software - Experience with banking regulations and compliance frameworks is a plus - Experience working in an agile product development environment is a plus **Essential Skills and Abilities:** - Strong leadership skills and demonstrated ability to work effectively across the organization in a collaborative manner - Excellent written and verbal communication and presentation skills; clear, concise and error free - Excellent organization and planning skills that can support multiple ongoing projects and deadlines. Strong business and financial analytical skills to conduct profitability and feasibility analyses on new and existing products **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing **Work Experience** General Experience - 10 to 15 years **Certifications** **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

Sales Trainee, Group Benefits - SG09DN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Employee Benefits Sales Development Program The Hartford is searching for candidates to join their Employee Benefits Sales Development Program. Successful candidate will participate in a 6 month sales and product training curriculum. Once completed the candidate will sell Employee Benefits products to clients through broker/consultant relationships. What's in for you? + Comprehensive 6 month sales training and development program geared towards The Hartford's Employee Benefits products. + Participate in a learning curriculum focused on role based and foundational skills that can be applied to any level of the organization. + Frequent Coaching, mentoring and feedback + Training graduates will own and grow a geographic territory with the opportunity to spend significant time with your clients with highly rewarding financial potential + Ability to strategically plan the growth and maintenance of a book of business through aggressive product sales, upsells, and renewals, within accounts/territory. + Partake in case implementations + We are excited to offer a comprehensive training program for aspiring sales professionals. During the training period from May until August, trainees will receive a competitive salary of $50,000. Upon successful completion of the training, the base salary will increase to $60,000, complemented by a competitive commission structure. What are the qualifications of the position? + Recent graduate with a Bachelor's degree in desired majors including, but not limited to, Risk Management & Insurance, Business, Economics, Finance, Sales, and Marketing + Demonstrated leadership potential through classroom and extracurricular activities + Strong communication, presentation, interpersonal, analytical and research skills + Ability to collaborate, influence and negotiate + Record of high achievement, self-motivation, ability to multi-task and solid work ethic + Demonstrated high integrity, ability to follow through on commitments, and understanding of how to build relationships & trust among diverse groups. + Ability to analyze complex problems and to make sound recommendations in a fast-paced sales environment + Knowledge of insurance business, organization and products desired but not required + Knowledge of Employee Benefits products/benefits and language desired but not required + Ability to pass Motor Vehicle Review and obtain Resident's Life/Health License Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $48,000 - $72,000 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (********************************************* Human achievement is at the heart of what we do. We believe that with the right encouragement and support, people are capable of achieving amazing things. We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy. Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks. We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do. About Us (************************************* Culture & Employee Insights (***************************************************** Diversity, Equity and Inclusion (********************************************************* Benefits (********************************************* Legal Notice (***************************************** Accessibility StatementProducer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information)

Under administrative supervision, uses extensive knowledge and skills obtained through education, experience, specialized training, and/or certification in securities industry compliance to design, implement and supervise a comprehensive compliance and surveillance program for TriState Capital Bank. Ensures compliance with all regulatory requirements. Works within TriState Capital Bank to lead large or multiple projects with significant scope and impact. Works independently and supervises others to perform difficult assignments that are broad in nature, and that require originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Completes complex assignments with substantial latitude for autonomous actions or decisions. Provides comprehensive solutions to complex problems. Maintains extensive contact with internal customers and regulatory agencies to identify, research, analyze and resolve complex issues. **Essential Duties and Responsibilities** + Manages department, associates, and division of responsibilities within TriState Capital Bank Compliance department. + Provides compliance support for TriState Capital Bank entity. Subject matter point of contact for the TriState Capital Bank Private Bank division. + Identifies and manages regulatory risks associated with TriState Capital Bank. + Develops, reviews, and adjusts the departments and business unit policies and procedures to adapt to changing regulatory and business environments. + Uses data and performance indicators to establish control mechanisms and other improvement initiatives, and ensures quality standards are consistently attained or exceeded. + Serves as a member of the leadership team in developing short- and long-term goals and initiatives to achieve strategic vision for the TSCB compliance department. + Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff. + Plans, assigns, monitors, reviews, evaluates, and leads the work of subordinate supervisors. + Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs. + Prepares and reviews compliance reports for the TriState Capital Bank Risk Committee and other management and Board level committees. + Oversees periodic compliance reviews and maintenance of documentation to support the completion of the review and corrective measures taken. + Works with business management to develop, communicate and implement strategies, procedures and technology systems designed to enhance the firm's compliance with applicable rules and regulations. + Researches existing rules and monitors regulatory developments and communicates changes to affiliates and home office staff. + Develops, implements, sustains, monitors and when necessary, revises compliance programs that reflect "best practices" and ensures the firm is adhering to all legal and regulatory requirements. + Identifies trends and implements corrective action, as necessary. + Partners with senior business executives, legal, risk management, and compliance to appropriately mitigate and manage regulatory and litigation risk. + Works with business partners and managers to ensure policies and procedures are in compliance with required regulations and assists in bringing non-complying areas into compliance. + Supports a culture of risk management and compliance throughout all levels within the firm. + Plans, assigns, monitors, reviews, evaluations and leads the work of others. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Advanced Knowledge of:** + Federal Reserve Bank Regulations governing Financial Holding Companies and Bank Holding Companies and State Chartered Member Banks. + Consumer Protection Bureau regulations governing banks. + Familiarity and understanding of Securities Based Lending, Commercial Lending, Commercial Real Estate, Treasury Management, and Deposit Products + State of PA Banking Statutes and Regulations. + Compliance and legal procedures in the financial services industry. + Concepts, practices, and procedures of the financial services industry. + Regulatory filings and regulatory reporting requirements. + Financial services and products. + Concepts, practices, and procedures of securities industry compliance. + Investment concepts, practices and procedures used in the securities industry. **Advanced Skill in:** + Administering regulatory notifications and filings. + Planning and scheduling work to meet regulatory organizational and regulatory requirements. + Investigating compliances issues and irregularities. + Making rule-based and analytical decisions. + Identifying and applying appropriate compliance monitoring procedures and tests. + Written and verbal communications skills sufficient to professionally address a wide and varied audience both internally and externally. + Preparing oral and/or written reports. + Project management skills and experience sufficient to successfully complete long and short-term projects. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to:** + Work under pressure on multiple tasks concurrently, manage those delegated; and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Attend to detail while maintaining a big picture orientation. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. + Establish and communicate clear directions and priorities. + Gather information, identify linkages and trends, and apply findings to operations. + Maintain currency in laws, rules and regulations related to compliance in assigned functional area (s). + Plan, assign, monitor, review, evaluate and lead the work of others, coach, and mentor others. + Manage all levels of associates, including technical, professional, clerical, administrative and supervisory associates. + Work independently as well as collaboratively within a team environment to resolve problem. **Education** Bachelor's, Master's **Work Experience** General Experience - 10 to 15 years **Certifications** Other License Not Listed - Other **Travel** Less than 25% **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT \#LI-AF1

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Staff Software Engineer - IE07IE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is searching for a Staff Software Engineer within the Personal Lines organization that will have end-to-end technical accountabilities in application development for personal lines portfolio in a highly distributed, integrated, multi-platform environment. This team is passionate for technology and strives to build well architected and innovative solutions for the business as well as Fundamentally treats IT Operations as Software Engineering and adopted Scrum development methodology and core agile engineering practices such as continuous integration and test-driven development. Responsibilities: * Technical Leadership: Provide technical leadership, enforcing the vision of the application architecture and integrity of the application environment in alliance with architects and other tech leads. * Hands-On Coding: Lead teams while also performing hands-on coding to stay connected with the technical aspects of the projects. * Code Quality: Conducting code reviews to maintain high standards in coding and reliability. * Mentorship: Guiding junior engineers to enhance team capabilities and foster growth, * Communicate Effectively: Proactively communicate risks, issues, and mitigations to stakeholders. * Embrace Future Technologies: Lead innovation efforts, leveraging modern technologies to solve customer problems. Knowledge of implementing solutions through Gen AI (Artificial Intelligence) is a plus. Qualifications: * Experience: 5+ years in application software development. * Technical Skills: Strong understanding of Object-Oriented design, Java or .NET frameworks, front-end technologies (HTML, CSS, JavaScript, AJAX, JSON, Angular/React, XML, XSLT, SQL), and cloud platforms (preferably AWS). Must have a strong working experience as Designer/Developer of REST/SOAP API services, both as consumer & provider. * DevOps Knowledge: Experience with continuous integration and DevOps tools (GitHub, Jenkins, Rally, SonarQube). * Tech Savvy: Passionate about staying current with technology trends, experimenting with modern technologies, and participating in internal tech communities. * Agile Practitioner: Experience with agile or scrum methodologies. * Soft Skills: Excellent analytical, problem-solving, interpersonal, verbal, and written communication skills. * Industry Knowledge: Knowledge of P&C Insurance and low coding platforms (Duck Creek,) is a plus. * Education: Bachelor's degree in computer science or related field preferred. This role will have a Hybrid work arrangement, with the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $114,720 - $172,080 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits