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JOB REQUISITION Chicago- Risk & Compliance- Lender Due Diligence (Financial Services) Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Where We Need You Protiviti is looking for a Risk & Compliance Manager to join our growing Lender Due Diligence team. Protiviti’s Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies . What You Can Expect As a Manager, you’ll partner with our clients to identify and manage risk. You'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through using the latest tools and methods. You’ll develop lasting relationships with client personnel and further these relationships through quality product delivery. You’ll foster a network within the business community and serve as an ambassador of Protiviti in the market. You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you’ll partner with highly regulated clients and deepen your expertise in financial services regulations . What Will Help You Be Successful You enjoy help our clients to address key credit risks and concerns by performing reviews of the “target” company (our client’s customer) and the assets that are part of a lending transaction (collectively, the “deal”). You are motivated to learn and interested in all things related to Lender Due Diligence/reviews , including the latest trends and developments. You are passionate about building relationships with clients and providing exceptional experiences. You have an inherent interest in project management and team leadership. You promote a positive team culture that fosters open communication among all engagement team members. You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities. You have interest in contributing to the preparation of client proposals and strategies to win new business. You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. You have interest in working with a diverse portfolio of clients across the Financial Services industr y . Do Your Talents Include the Following? Demonstrated experience with: Strong auditing experience in the areas of credit risk and the related processes, controls, and reporting for different asset classes. Prior lender due diligence experience, especially for securitization conduit and/or warehouse facilities, is a plus. Prior securitization/structured finance experience in any of the various asset classes (ABS, RMBS, CMBS, CLO) with ABS or CLO experience being the most preferred. General financial accounting background and experience. K nowledge of receivables (loans, trade, etc.) accounting and transaction processing . P erform ing an agreed-upon set of procedures which may include the evaluation of collateral , the target company’s processes, reporting capabilities and quality of data associated with those assets. Evaluating, summarizing, organizing, and interpreting data. Ability to work successfully in a fast-paced, client service focused, consultative work environment and contribute to the engagement team’s success. Establishing and cultivating business relationships and a professional network, including with senior executives. Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele. Ability to translate and communicate Lender Due Diligence issues to client personnel, including executives. Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate. Your Educational and Professional Qualifications Bachelor’s degree in a relevant discipline . 5 + years working in working in internal audit, consulting, assurance services, or related field, either in professional services or industry. Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. Professional Certification such as CPA, CIA, FR M, or similar strongly preferred . Our Hybrid Workplace Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments . #LI-Hybrid Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska. Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job. $114,000.00 - $182,000.00 Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job. 12% The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job. $127,680.00 - $203,840.00 Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2025-01/2025_u.s._benefit_highlights.pdf . Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION IL PRO CHICAGO

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role POSITION The Risk Strategy team, part of our Investment Excellence department, helps investors and managers of investors make better decisions through clarity, rigor, and partnership. Risk Strategists are independent experts who combine quantitative analysis, judgment, and curiosity to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent. Strategists work closely with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection—creating feedback loops that sharpen judgment and build enduring investment skill. By providing an objective lens on portfolios and framing exposures within the market context, they help investors focus on the few insights that matter most. Strategists also work closely with investment platform management, providing insight into investor portfolio construction and risk-taking. This work is a key part of the firm’s investment oversight process and requires in-depth understanding of client expectations, investor philosophies, and portfolio and risk analysis. As risk coaches and force multipliers, Risk Strategists elevate others by making complex data accessible and actionable in pursuit of our dual mandate: to help investors deliver on client expectations and to help managers develop investment talent. They should be sufficiently confident in their analyses to challenge the thinking of investment teams and present areas of concern or focus to additional Wellington stakeholders for further review. They also help shape Wellington’s risk culture, mentor colleagues, and contribute to our ongoing dialogue about thoughtful, disciplined risk-taking. This role embodies our cultural mantra: Client, Firm, Self—anchored in intellectual rigor, humility, and partnership. RESPONSIBILITIES Apply quantitative analysis, judgment, and curiosity to help investors align risk with conviction and make better decisions.Proactively identify and communicate changes in portfolio risk dynamics, concentrations, and unintended exposures. Orchestrate and analyze data, translating complex information into clear, actionable insights that inform portfolio decisions and strengthen investment skill.Ensure reports, dashboards, or other tools of the Risk Management process are scalable, robust, and properly executed. This includes reviewing for accuracy, with outliers or areas of concern highlighted to investors Partner with investors and managers to integrate analytics into coaching and development, fostering reflection and continuous learning.Contribute to Wellington’s risk culture by mentoring colleagues and promoting disciplined, thoughtful risk-taking. QUALIFICATIONS 7+ years of experience in portfolio analysis, risk management, or quantitative investment analyticsProven ability to partner effectively with investors and senior stakeholders, bringing clarity and insight to complex discussions Strong equity market knowledge, preferably with experience in hedge fund analytics. Familiarity with other asset classes such as fixed income and commodities is a plus. Proven derivatives risk expertise across equities, rates, FX, credit, and commodities.Strong understanding of portfolio construction, equity markets, and risk analytics Proficiency in Python, SQL, and market data tools (e.g., FactSet, Bloomberg)Demonstrated ability to analyze and synthesize complex data into clear, actionable recommendations Excellent communication and storytelling skills—able to translate technical concepts into meaningful insightsA proactive, collaborative mindset with the ability to influence without authority and coach others toward better decision-making Advanced degree and/or professional designation (CFA, CAIA, or FRM) preferred LOCATION The Investment Risk Strategist, Equity Hedge Funds will be based in Wellington’s Global Headquarters in Boston, MA. JOB TITLE Investment Risk Strategist, Equity Hedge Funds JOB FAMILY Investment Risk Services LOCATION 280 Congress Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families , and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Job Description Summary Manage a team of operational risk specialists and analysts to develop, implement, communicate and measure the effectiveness of operational risk policies, procedures, and standards for a particular business unit or function. Work closely with line and operations staff; review and act upon risk information; incentivize risk management behaviors and network with other risk management professionals to create a strong risk management culture. Job Description Summary of the Position: The First LOD Risk Manager will report to the SVP Bank Operations and will have responsibility for ensuring effective operational controls and providing support and guidance to Operations groups including Private & Commercial Bank Lending Operations, Treasury Management Operations and Payment Operations teams (Wire, ACH, Deposits). This individual will support the team in identification of day-to-day business risks through regular review of documented processes and correlating controls, ensure the complete closure and remediation of Operational Incidents and Issues and develop and execute testing of key controls. The incumbent will be required to build and maintain strong partnerships with second and third line of defense to support audit, testing and RCSA implementation and ongoing reviews. The ideal candidate will have strong problem-solving skills and the ability to influence a broad group of stakeholders across the organization and a keen ability to ability to evaluate and enhance processes and internal controls. Primary Functions of the Position: Establish first line of defense monitoring and oversight Support of risk assessments and 3 rd LOD control testing Promote culture of effective risk management and compliance within Operations by supporting development and monitoring of key risk indicator (KRI) metrics Design, implement and influence internal governance processes, controls and related key risk indicators (KRIs) Management of Operational incident tracking including identification of root cause, risk of reoccurrence and associated operational and financial impacts Oversight of Issue Management, including tracking, reporting, and remediation Assists the Head of Operations and front-line operational management in developing and implementing measurement processes for operational key risk and control indicators Provide monthly oversight and governance of Documentation exceptions and other process quality metrics Experience with assessment and analysis of technology control environments and process automation Oversight of procedure inventory including build out of annual review & attestation procedures Provide support for the team and responding to ad-hoc requests from other business partners Management of special projects Education and Experience Requirements: 5-10 years of management experience in Banking Operations or Risk Management Bachelor’s degree Essential Skills and Abilities: Ability to use tools, data, and best practices to identify, assess, and manage operational risk exposures Ability to work well under pressure, adapt to changing circumstances, make decisions quickly, and manage multiple priorities Strong understanding of a Banking Operations Environment including; Commercial Lending, Treasury Management and/or Payment Operations Education Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics Work Experience Manager Experience - 6 to 10 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 sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake 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.

Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Account Manager responsibilities as well as: Assists in establishing and maintaining appropriate carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation. Must possess at least five years’ experience and demonstrated proficiency in Account Management. License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. OTHER: Fast paced multi-tasking environment Some travel may be required. Hybrid position in Houston, TX. IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JR1 #LI-Hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Our Risk Advisory Services Technology Risk Consulting (TRC) professionals serve complex global clients, helping transform their IT risk management and assurance capabilities to align with their organization’s key risks and strategic priorities. We work with large and middle-market clients across a wide variety of industries, developing strong relationships built on a deep understanding of their businesses, challenges, risks, and IT requirements. Our professionals also play a critical role in testing SOX internal audit financial controls, supporting compliance efforts by evaluating the design and operating effectiveness of both IT and business process controls in alignment with regulatory requirements. Responsibilities: Consult with client leadership on the design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies. Create internal control documentation for the engagement, including narratives, process, and data flows. Consult with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and information technology opportunities. Manage SOC attestation and other third-party opinion services. Support external financial statement and SOX compliance engagements for application and information technology general computer controls, assisting financial audit and Sarbanes-Oxley compliance teams in the identification of control objectives and the design of control procedures to address those objectives. Evaluate and enhance IT security policies, procedures, and controls of clients’ business applications, networks, operating systems, and other components of their technology infrastructure. Supervise the review, documentation, evaluation, and testing of application controls, particularly automated controls on a wide range of ERP systems and software applications across various client business processes. Identify internal IT controls, assess their design and operational effectiveness, determine risk exposures, and develop remediation plans. Determine the technical and business impact of identified security and control issues and provide remediation guidance to clients. Communicate findings and recommendations to client personnel. Drive business growth by actively participating in business development and client sales opportunities, contributing to the expansion of RSM’s market presence. Required Qualifications: Must be based in or willing to work from the Los Angeles office. Comfortable with a hybrid schedule, including 2-3 days per week in the office or at client sites. Demonstrated ability to serve as a culture builder and team leader, fostering collaboration and a positive team environment. Bachelor’s degree or equivalent. Four or more years of experience in business process controls and IT risk management, internal audit, IT security, or other IT compliance-related work. Experience leading engagements and managing staff; experience managing project financials and managing projects to completion within agreed-upon budgets. Experience mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations. Strong understanding of information technology controls and security. Ability to interpret and convey technical information to all levels of technical aptitude, including senior management. This includes written and oral communications. Ability to articulate, write, and present information in a clear and understandable manner. Strong time management and organizational skills with the ability to manage multiple priorities successfully within a deadline-driven environment. Preferred Qualifications: Experience in a widely used financial application (SAP, Oracle, JD Edwards, PeopleSoft, etc.). Strong understanding of relevant regulations and industry standards (e.g., FFIEC, SOX, COSO, COBIT, ITIL, ISO27001, PCI, HIPAA, and GLBA) and best practices and methodologies to address these requirements. Ability to apply these requirements to organizational internal control frameworks. Professional certifications including Certified Public Accountant (CPA), Certified Information Systems Auditor® (CISA®), Certified Information Systems Security Professional® (CISSP®), Certified Information Security Manager® (CISM®), and/or Certified Information Privacy Professional (CIPP). At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About the Team At OpenAI, our User Safety & Risk Operations team safeguards our users, platform, and ecosystem from abuse, fraud, and emerging threats. We operate at the intersection of product risk, operational scale, and real-time safety response—supporting users ranging from individuals to global enterprises across ChatGPT, API, platform integrations, and more. The Ops Enablement & Analytics team is the operational backbone for the organization - a horizontal team providing data, automation, tooling, and vendor management support. The team’s work ensures the organization can operate with precision, scale effectively, and respond rapidly as usage grows and risk vectors evolve. About the Role We’re looking for a systems-oriented operations leader to build and scale the Ops Enablement & Analytics function. This role requires someone who is equally comfortable setting long-term operational strategy and executing tactically in a fast-paced environment. You will manage a hybrid team across analytics, workflow and automation design, program management, and operational tooling. You’ll be responsible for designing and evolving the core infrastructure that supports all safety operations—workflows, data, triage systems, routing, automation, quality programs, vendor enablement, and capacity models—while partnering deeply with Product, Engineering, Policy, Research, and other teams in User Operations. You will help define how USRO scales globally and mature operational rigor across all safety verticals. Please note: These roles may involve handling sensitive content , including material that may be highly confidential, sexual, violent, or otherwise disturbing. These roles are based in San Francisco, CA . We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees In this role, you will: Build and lead the Ops Enablement & Analytics team, including hiring, coaching, and career development. Design and scale core operational workflows, routing systems, triage logic, escalation paths, and queue architectures across all safety verticals. Partner with Product and Engineering to evolve internal operational tooling—including labeling workflows, detection and routing pipelines, classifier feedback loops, and case management interfaces. Lead automation-first operations by identifying opportunities to reduce manual work, increase precision, and improve reviewer and vendor efficiency. Develop and maintain operational dashboards, KPI frameworks, forecasting tools, and performance reports for all USRO teams. Analyze trends, bottlenecks, classifier signal strength, and operational risks; communicate insights clearly to cross-functional stake Build and maintain SOPs, reviewer guidelines, QA frameworks, training materials, golden sets, and structured processes for both internal teams and vendors. Partner with Vendor Operations to manage forecasting and capacity planning, and to ensure external teams are meeting quality, throughput, and SLA targets Translate ambiguous or evolving product/policy requirements into clear, scalable operational processes. Drive operational maturity across USRO by introducing structure, documentation, measurement, and continuous improvement frameworks. Collaborate with Policy, Product, Legal, Research, and Engineering teams to ensure operational signals feed into product improvements, policy updates, and detection strategy. Anticipate future operational needs and design systems that scale with global growth and increasing risk complexity. You might thrive in this role if you: Have 8+ years of experience in Trust & Safety Operations, Risk Operations, Support/Strategy & Operations, analytics, or similar domains, including 5+ years of people management. Have designed and scaled operations systems—workflows, automations, tooling, vendor programs, data models—in fast-paced or high-growth environments. Bring strong analytical + technical fluency (SQL, Python, data modeling, ML/classifier development). Think in systems: you enjoy designing scalable structures and simplifying complex problems. Communicate with clarity and structure, and can influence cross-functional stakeholders. Thrive in ambiguous, high-stakes environments and balance strategy with hands-on execution. Maintain a humble, collaborative, and action-oriented approach. Operate with a data-driven mindset and love building foundational capabilities from the ground up. About OpenAI OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic. For additional information, please see OpenAI’s Affirmative Action and Equal Employment Opportunity Policy Statement . Background checks for applicants will be administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered for employment consistent with those laws, including the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, for US-based candidates. For unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In addition, job duties require access to secure and protected information technology systems and related data security obligations. To notify OpenAI that you believe this job posting is non-compliant, please submit a report through this form . No response will be provided to inquiries unrelated to job posting compliance. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this link . OpenAI Global Applicant Privacy Policy At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.

We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office- Santa Barbara Position Overview: This position requires routine on-site work at Sutter Sansum Clinic and regular travel to throughout the Central Coast of California. There is some flexibility for work from home as approved by the HCR Director. Candidate must reside within 60 minutes of Sansum Clinic in Santa Barbara, CA. Lead the affiliate risk and risk mitigation operational functions in assigned affiliate(s). Collaborates with affiliate leadership to improve the patient experience and patient safety by identifying and controlling risks, reducing and eliminating the possibility of losses associated with healthcare delivery and related core business activities. Collaborate with affiliate and system leadership in developing and executing pro-active patient safety focused risk management, risk mitigation, and loss prevention programs. Develop a collaborative relationship with other members of the Office of the General Counsel (OGC) and Compliance in order to ensure risk, legal and regulatory concerns are addressed properly. Job Description : The person hired for this role will support Sansum Clinics in the Santa Barbara and surrounding areas. Candidate must be able to do local travel to other sites in the surrounding areas. EDUCATION Equivalent experience will be accepted in lieu of the required degree or diploma. Bachelor's in Business, Healthcare Administration, Risk Management, Nursing or related field CERTIFICATION & LICENSURE CPHRM - Certified Professional in Healthcare Risk Management within 18 months PREFERRED EXPERIENCE AS TYPICALLY ACQUIRED IN: 8 years recent relevant experience SKILLS AND KNOWLEDGE Knowledge of healthcare-related state and federal law and regulations including accreditation and professional standards Thorough knowledge of methods used to identify and develop solutions to loss and risk control problems Broad knowledge of healthcare risk identification and control methods, loss reduction and prevention activities, and claims management Understanding of and experience with Lean or other process improvement philosophies and methodologies desired Practical knowledge of healthcare quality review/improvement and accreditation processes Broad knowledge of risk management best practices and methods used to limit exposure liability and risk Proven ability to effectively and independently utilize consultative skills and maintain excellent interpersonal relationships Demonstrate capability to communicate verbally and in writing in a clear and concise manner with leaders, staff and physicians in affiliate and across Sutter Health Proven ability to communicate and mobilize staff in order to implement risk management strategies Strong RCA, FMEA , problem solving skills and ability to reprioritize workload as needed to assure completion of work Demonstrated ability to identify risks, review past incidents, and liability claims and make recommendations to minimize risk Basic computer literacy, including knowledge of word processing, email, and use of the internet Job Shift: Days Schedule: Full Time Days of the Week: Monday- Friday Weekend Requirements: As Needed, Saturday, Sunday Benefits: Yes Unions: No Position Status: Exempt Weekly Hours: 40 Employee Status: Regular Sutter Health is an equal opportunity employer EOE/M/F/Disability/Veterans. Pay Range is $60.70 to $91.05 / hour The compensation range may vary based on the geographic location where the position is filled. Total compensation considers multiple factors, including, but not limited to a candidate’s experience, education, skills, licensure, certifications, departmental equity, training, and organizational needs. Base pay is only one component of Sutter Health’s comprehensive total rewards program. Eligible positions also include a comprehensive benefits package.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region. DUTIES AND RESPONSIBILITIES: Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s) Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc. Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.) Assist Markets during periods of high-volume supervisory alerts Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley’s senior or vulnerable clients Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO) Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts Liaises with the Legal and Compliance Division to respond to customer complaints and litigation Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated National Risk Officers may travel to different Markets within the Region to provide support, as needed Bachelor’s degree or equivalent work experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred Effective written and verbal communication skills Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Ability to organize and prioritize tasks and assignments in a deadline-oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong quantitative and analytical skills High motivation and energy with ability to develop strong working relationships A calm demeanor and ability to work on multiple tasks at one time Self-starter with a strong attention to detail Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment Excellent problem-solving and business judgment Strong organizational, planning and time management skills Ability and willingness to voice ideas, in addition to following instructions Proficiency in MS Office, PowerPoint, Excel WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $120,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region. DUTIES AND RESPONSIBILITIES: Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s) Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc. Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.) Assist Markets during periods of high-volume supervisory alerts Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley’s senior or vulnerable clients Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO) Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts Liaises with the Legal and Compliance Division to respond to customer complaints and litigation Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated National Risk Officers may travel to different Markets within the Region to provide support, as needed Bachelor’s degree or equivalent work experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred Effective written and verbal communication skills Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Ability to organize and prioritize tasks and assignments in a deadline-oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong quantitative and analytical skills High motivation and energy with ability to develop strong working relationships A calm demeanor and ability to work on multiple tasks at one time Self-starter with a strong attention to detail Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment Excellent problem-solving and business judgment Strong organizational, planning and time management skills Ability and willingness to voice ideas, in addition to following instructions Proficiency in MS Office, PowerPoint, Excel Open to applicants in FL, GA, TN, KY, WV, VA, DE, AL, AR, NC, SC. This is not a remote opportunity. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About the Role We are looking for a risk analyst who is data-driven and has strong analytical & technical skills. In this role, you will work in the fraud risk team and will play a key role in evaluating , monitoring portfolio and mitigating losses (fraud and synthetic ID losses). You’ll work closely with risk, data engineering, analytics, and finance teams, and interact with business stakeholders across many departments. Goals will be based around empathizing with our members’ pain points, working to improve their Chime experience, and ensuring that bad actors are unable to exploit our members or monetize our platform. The ongoing pursuit of creating a fraud free, frictionless experience for our members is never ending, but is forever rewarding and exciting. The base salary offered for this role and level of experience will begin at $112,140.00 and up to $155,800.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to Work closely with the team on evaluating and monitoring key risk metrics related to funding fraud losses and member experience for example returns rate, recovery rate, acceptance rate, write-offs, etc. Deep dive into past and ongoing trends and provide data driven insights to create solutions to problems as well as dashboards for constant monitoring Create strategies to mitigate losses and partner with xfn teams (product, engg, ops) to implement them Create dashboards and monitor performance across relevant dimensions and create alerts to highlight any anomalies or unusual trends Work closely with Data Science and Machine Learning teams to segment customers based on risk and help automate the processes to build scalable solutions To thrive in this role, you have 2-5 years of analytical experience Experience working with large datasets Excellent SQL programming skills, advanced Microsoft Excel skills, and preferably experience in Python, R, SAS, or similar language Experience in creating portfolio performance monitoring dashboards using Tableau, Looker, Hex, or a similar business intelligence tool Understanding of funding products and flows (MCD, ACH, IIT, etc.), industry risk trends, and risk strategy development. Exceptional detail orientation and organizational skills, you are eager to solve challenging analytical problems for the business Bachelor's or Master's degree in a quantitatively rigorous discipline like engineering, statistics, math, or economics is preferred A passion for Chime’s mission #LI-EI1 #LI-Hybrid A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime—a financial technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't—who will? *Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates. 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute 💰 Competitive salary based on experience ✨ 401k match plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers—think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress Perks also available to Chime Interns. We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: benefits@chime.com . To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Responsibilities: Develop an understanding of the RSM Technology Risk Consulting approach, methodology and tools Develop an understanding of the Industry leading frameworks and methodologies for Sarbanes-Oxley, COBIT, NIST and ITIL Demonstrate understanding of business processes, internal control risk management, IT controls, and related regulatory and compliance standards Perform technology risk assessments and reviewing, documenting, evaluating control’s design and operating effectiveness, IT internal audit consulting activities (internal audits over ERP systems, IT security, and other IT systems) Perform external audit assurance activities, and perform service organization control services activities related to SSAE18 SOC 1 and SOC 2 reporting services Performing risk analysis by reviewing the information security policy documents against industry standards/ regulatory requirements and drafting risk reports, which summarize the information security assessment including any risks to the organization Perform first level review of associates work for accuracy, completeness, and well-reasoned conclusions Review and complete status documents for client delivery Use problem solving and critical thinking skills to quickly identify internal control deficiencies, evaluate their risk implications, and draw the appropriate conclusions to best advise our clients Exercise professional skepticism, judgment and adhere to the code of ethics while on engagements Ensure that documentation is compliant with quality standards of the firm Work collaboratively as a part of the team and communicate effectively with RSM consulting professionals, supervisors, and senior management on a daily basis Manage multiple concurrent engagements and ensure service excellence through prompt responses to internal and external clients Provide timely , high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables Ensure professional development through ongoing education Required Qualifications: Bachelor’s Degree with minimum of 2 years of relevant experience in Information Technology/Security Controls, SSAE 18, SOC reports, IT Audits, IT General Controls, IT Application Controls and ERP Audits. Candidate should have intermediate knowledge of financials, operations and technology and its related risks Candidate should have good knowledge for SOC 1, SOC 2, ICFR, IT General Controls, IT Application Controls, Information security and risk management frameworks/ standards (ISO 27001, NIST, COBIT, ITIL, PCI.) Preferred Qualifications: Qualified to pursue a job-relevant certification (CISA, CISM, CRISC, CISSP) Strong Data Analytical skills including advanced Excel skills (VLOOKUP's, pivot tables, and basic formulas), Word and PowerPoint MS Visio skills to develop process and data flow diagrams Strong multi-tasking and project management skills Excellent verbal and written communication At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $77,700 - $146,900 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $99,100.00 - $163,400.00 Target Openings 1 What Is the Opportunity? Develops and oversees delivery of Risk Control services to assigned accounts country-wide. Has the ability to market and sell Risk Control services in new business presentations and to existing clients. Manages account budgets while responding to customer needs. Understands exposures and controls by class of business and can effectivley communicate information to underwriting. This role reports to the Risk Control Director National Accounts. What Will You Do? Maintain a consistent field presence, spending approximately 20% – 50% of the time onsite with customers. Traveling to customers may entail long-distance, overnight travel, and/or multi-night trips depending on the needs of the business and alignment with territory and/or geography. Consult with clients on strategies for identifying hazards, evaluating existing controls and coordinating the delivery of Risk Control services that will assist them in their efforts to reduce or prevent losses. Analyze losses to identify trends and ensure the comprehensive plan addresses the loss leaders while being delivered using the appropriate resources. Negotiate and manage client expectations to achieve appropriate balance between service and cost. Influence clients to ensure commitment to service plan and implementation of recommendations. Builds and maintains productive relationships with underwriting, brokers, claim and the Risk Control service teams assigned to the account. Complete all-line risk assessment evaluations for moderately complex accounts: manufacturers such as food processors and metal goods producers, restaurants, educational institutions, medium-sized distributors, auto dealers, and moderately sized fleets. Stay current with technical subject matters, regulatory environment, and emerging issues. Write technically detailed reports that communicate a clear assessment of risk and effectively articulate recommendations. Create a valued customer experience through each assessment and service encounter. Perform other duties as assigned. What Will Our Ideal Candidate Have? Bachelor's degree in related field. Insurance industry knowledge. Strong communication and interpersonal skills. Technical aptitude, detail oriented. Superior communication skills written, verbal and listening. Ability to quickly establish credibility and rapport with a client. Experience working in a collaborative environment. Critical thinking skills. Influencing skills that effectively drive business needs. Negotiating change to achieve optimal outcomes. Recognized relevant certifications (such as ASP, CSP, ARM). What is a Must Have? Five years of experience in safety, risk control/management, or a related field, such as occupational/environmental health and safety, science, engineering, construction, manufacturing, or relevant military experience. Valid driver's license. Must have or be able to attain appropriate certification to meet state-specific requirements, where applicable. What Is in It for You? Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Establish a program for safety training for facility staff members and inmates in the facility. Provide appropriate training and evaluation in all aspects of safety/loss control as needed. Implement and manage an ongoing and loss control program that includes inspections, fire drills, and other duties to ensure the facility meets the requirements of LaSalle Corrections directives. Serve as chairman of the facility safety committee, ensuring all activities of the committee follow LaSalle Corrections directives. Identify and analyze exposures to loss and suggest appropriate corrective actions. Coordinate and conduct required inspection and testing of all safety equipment. Develop a program to ensure compliance with local, state, and federal safety regulations; maintain a system for review and compliance with safety and fire prevention standards and training. Provide adequate fire protection services; perform fire inspections and testing of equipment at least quarterly. Arrange an annual inspection by local or state fire officials or another qualified person(s). Ensure availability of fire hoses or extinguishers at appropriate locations throughout the facility. Promote the development of positive social skills through modeling appropriate behaviors and intervening when inappropriate behaviors are observed. Maintain accountability of staff, inmates, and property; adhere to safety practices. Required Knowledge Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software. Must have the ability to train others. Education and Experience: High school diploma or equivalent Three (3) years’ experience in the fire and safety field required, one (1) of which must be in a supervisory capacity Associate’s degree preferred Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to satisfactorily perform these essential functions without causing an undue hardship for the employer. Long periods of continuous standing and walking for 4 hours or more per shift Frequent periods of sitting for 30 minutes or more Repetitive climbing of stairs to reach the assigned areas and working at heights Occasional kneeling, squatting, and bending to perform “pat” or “strip” searches Frequent grasping, reaching, pushing, pulling, bending, twisting Occasionally responding to altercations and occasional restraining and securing assaultive offenders Ability to respond rapidly to potential security and/or medical codes/issues Frequent transferring and transporting offenders by walking or riding in various vehicles such as vans, buses, and other forms of transportation Continuous periods of operating/driving company vehicles to pick up and transport offenders for 4 hours or more per shift Remaining awake and alert while on duty for 12 hours or more per shift Occasional lifting and carrying up to 50-100 lbs Ability to occasionally withstand direct or indirect exposure to OC spray Exposure for up to 12 hours or more per shift of outdoor elements and temperatures with scheduled breaks Ability to hear and understand verbal communication Ability to work continuously on a telephone/computer/scanner/fax/copier or other office equipment for up to 2 hours or more per shift with scheduled breaks Pay- 68,000.00 Salary

Description NP/PA – Hematology/Oncology (High-Risk Breast) Full Time (1.0FTE) San Diego, California – Frost Street North Clinic Sharp Rees-Stealy Medical Group Sharp Rees-Stealy Medical Group has been at the forefront of clinical excellence for over a century, providing integrated, coordinated care to generations of San Diegans. SRSMG has 19 clinic locations and over 700 board-certified primary care and specialty care providers located across San Diego communities. Live and work in San Diego, California boasting miles of sandy beaches, incredible weather, major attractions, amazing outdoor activities and one of the most popular tourist destinations on the West Coast. San Diego is family friendly, with a diverse geography delivering a multitude of housing options and top-rated school districts. SRSMG is a large, physician-led, multi-specialty group that offers patients convenient, coordinated & integrated care Group provides patients a full range of services across 29 different specialties All clinics have a lead RN, triage RN, LVNs and 1:1 Provider/MA ratio plus operations team Integrated EMR system allows for seamless communication among group PCP's & specialists Group has 200+ primary care providers throughout the county; built in referral system Requirements/Preferred Experience: SRSMG is seeking an experienced Family Nurse Practitioner or Physician Assistant to join our Hematology/Oncology Division To be considered for the position, the candidate must have a minimum of 2 years’ experience working full-time as an NP/PA in an outpatient hematology/oncology setting Must be comfortable working independently Position Details Full-time salaried position located at the SRS Frost Street North clinic with a 4 10-hour day schedule (one hour for lunch) 100% outpatient hematology/oncology supporting the SRS high-risk breast cancer clinic No after-hours / no call / no inpatient work Provide additional patient access with routine follow-up care About the Group: Sharp Rees-Stealy Medical Group is one of the largest, most comprehensive medical groups in San Diego County, with 19 locations offering services such as primary and specialty care, laboratory, physical therapy, radiology, pharmacy and urgent care. Founded in 1923, SRSMG was San Diego’s first multispecialty medical group. Sharp Rees-Stealy Medical Group has more than 600 physicians, 100 advanced practice providers and 2,800 staff members representing virtually every field of medicine and are dedicated to delivering the extraordinary level of caring called ‘The Sharp Experience’. ‘The Sharp Experience’ combines clinical excellence, advanced technology and patient- and family-centered care. Malcolm Baldrige National Quality Award Recipient: Presidential Award for Excellence Group named as San Diego’s Best Medical Group in the San Diego’s Best Union-Tribune Readers Poll. Group achieved “ Top 10% Recognition for Patient Experience and Quality ” by the Integrated Healthcare Association. Sharp Rees-Stealy is the only medical group in San Diego County to achieve these two distinctions two years in a row and one of only four in California to earn the Quality recognition. Recognized by America’s Physician Groups in “Standards of Excellence Elite Status” 12 years in a row. Recognized for quality results and received full accreditation from the National Committee for Quality Assurance for our disease management program. Named Acclaim Award Winner by the American Medical Group Association signifying Sharp Rees-Stealy as one of the top medical groups in the nation . Sharp Rees-Stealy Medical Group is committed to pay equity and transparency. Compensation is determined by a structured pay scale based on years of experience and applicable certifications, with final placement within the range confirmed during the recruitment process. The annual base salary range is $154,500.00-$216,537.30, with eligibility for bonuses, incentives, and a comprehensive benefits package. This position is represented by UNAC/UHCP under applicable labor agreements.

Industry/Sector Not Applicable Specialism Advisory Generalist (entry level) Management Level Intern/Trainee Job Description & Summary At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively.In regulatory risk compliance at PwC, you will focus on confirming adherence to regulatory requirements and mitigating risks for clients. You will provide guidance on compliance strategies and help clients navigate complex regulatory landscapes. Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you will have the chance to work on a variety of assignments, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and contributes to our team’s success. During your time at the Firm, you start to establish your personal brand, paving the way to more opportunities. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Apply a learning mindset and take ownership for your own development. Appreciate diverse perspectives, needs, and feelings of others. Adopt habits to sustain high performance and develop your potential. Actively listen, ask questions to check understanding, and clearly express ideas. Seek, reflect, act on, and give feedback. Gather information from a range of sources to analyse facts and discern patterns. Commit to understanding how the business works and building commercial awareness. Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. The OpportunityAs a Risk Consulting Intern, you will engage in a dynamic environment where you will support teams and participate in projects focused on regulatory risk compliance. This role offers a unique chance to immerse yourself in the world of risk analysis, records management, and compliance auditing, gaining valuable insights into the processes that help organizations adhere to industry standards and regulations. As an Intern, you will support teams by performing basic tasks and conducting research, while observing and learning from experienced professionals. This role emphasizes the importance of adopting a learning mindset, actively listening, and contributing to the success of your team.In this role at PwC, you will have the opportunity to develop your skills in risk analysis, records management, and compliance standards. You will be encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and contributes to our team’s success. This is an entry-level position that provides a platform for you to start building your personal brand and gain exposure to PwC's practices and methodologies.Responsibilities- Supporting the risk consulting team in various client projects to gain practical experience and insights into regulatory risk compliance- Assisting in the development and maintenance of compliance programs to align with regulatory standards- Participating in compliance risk assessments to identify and evaluate potential non-compliance risks- Conducting research and gathering data to support risk analysis and compliance initiatives- Assisting in the preparation and submission of regulatory reports in accordance with compliance standards- Contributing to the development and implementation of anti-money laundering and financial crime prevention strategies- Assisting in the monitoring and analysis of transactions to detect and prevent fraudulent activities- Supporting the team in maintaining records management and privacy compliance- Observing and learning from experienced professionals to gain insights into risk consulting practices- Engaging in cybersecurity risk management activities to protect client data and information- Collaborating with team members to support client projects and deliverables- Applying a learning mindset to develop personal and professional skills in risk and complianceWhat You Must Have- Currently pursuing or have completed a Bachelor's degree- Client service intern positions are entry-level roles intended for job seekers who are in their third year of a four-year degree program or fourth year of a five-year program at the time of application. Winter internships typically occur during the spring semester preceding the student's final year of school Summer internships typically take place during the summer preceding the student's final year of schoolWhat Sets You Apart- Preference for one of the following field(s) of study: Accounting, Biomedical Engineering, Business Administration/Management, Business Analytics, Data Processing/Analytics/Science, Economics, Finance, Forensic Science, Health Administration, Risk Management, Statistics- Preference for a 3.3 overall GPA- Demonstrating knowledge in Anti-Money Laundering Compliance- Participating in Compliance Risk Assessment activities- Engaging in Data Analysis and Interpretation tasks- Supporting Governance Risk Compliance (GRC) initiatives- Observing Regulatory Compliance Program Maintenance processes-Leveraging AI to create efficiencies, innovate ways of working and deliver distinctive outcomes Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $29.25 - $48.00. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

The Risk Manager supports executive leadership by developing and implementing insurance solutions for the organization. Successful solutions are based on a deep understanding of the business model of the organization, design of risk strategies that align with the business model, implementation of risk and insurance solutions, training risk owners, and supporting decisions that lead to profitable outcomes and increased organizational resilience. Essential Duties and Responsibilities Identify emerging risks and opportunities to improve the organization’s competitive advantage. Lead the insurance renewal process, collaborating with internal stakeholders, brokers, and carriers to achieve optimal risk retention, terms, and rates. Collect, analyze, and maintain data related to construction, occupancy, protection, exposure (COPE), revenue, payroll, and employees for reporting and insurance purposes. Apply loss analysis and rating principles to support self-insured retention plans and develop premium allocation methodologies. Support quoting processes for insurance program changes and conduct due diligence for mergers and acquisitions, focusing on risk identification and cost savings. Develop and manage requests for proposals for brokers and vendors; supervise distribution of certificates of insurance. Prepare and share financial reports, including loss bordereaus and carrier cost allocation, and maintain accurate loss estimates for financial planning. Collaborate with accounting and finance teams to support cash flow, validate premium audits, and manage internal billing and receivables related to insurance. Manage claims by reviewing incident reports, coordinating with carriers and third-party administrators, and representing the organization in mediations and litigation. Utilize information management systems to produce timely, credible reports and maintain the risk and employee database. Review contracts for risk transfer, ensure compliance with contractual insurance requirements, and address issues with risk management programs or policies. Develop and deliver training to build organizational risk competency and serve as an internal resource for risk and insurance processes. Perform other duties and responsibilities as assigned. Qualifications Bachelor’s degree in a relevant field; CRMP, ARM, or CPCU designation preferred. Minimum 10 years of progressive experience in risk management, preferably in commercial real estate. Advanced knowledge of risk management terminology, legal documents, and insurance applications. Proficiency in word processing, spreadsheets, and database management. Strong analytical, communication, and supervisory skills. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: www.lpc.com . All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.Legal and Compliance Division Overview:The professionals in the Legal and Compliance Division LCD provide a wide range of services to our business units. LCD is made up of the Legal, Regulatory Relations, and Non-Financial Risk departments which preserve the Firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that are designed to meet regulatory requirements around the world. We also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the Firm's businesses.Non-Financial Risk Organization Overview:The second-line Non-Financial Risk NFR organization includes the Compliance, Global Financial Crimes, Operational Risk, and Enterprise Non-Financial Risk departments and provides a single, comprehensive, and consistent second-line view of these non-financial risks. Non-Financial Risk encompasses risks which are not financial in nature, and could have a potential economic, reputational, regulatory, financial reporting, or client impact from (i) failed or inadequate processes, data, or controls; ii) infrastructure or environmental factors; or iii) intentional or inadvertent actions of employees or external parties. The second-line NFR organization partners with the first-line business units to advise, train, manage, report, identify, analyze, and escalate non-financial risks.The Enterprise Non-Financial Risk Product Management Analyst works on the implementation of strategic and tactical Non-Financial Risk initiatives, focusing on process change, technology implementation, reporting, as well as data and process governance. The job involves working closely with global business process owners, technology service providers, and key senior stakeholders across the Firm.Responsibilities:- Gather business requirements, write user stories, and perform user acceptance testing for the delivered solutions- Execute on project management processes including Metrics and Reporting- Provide pre and post implementation support, including creation of training materials and user education- Provide business administration and support, including management and investigation of user issues, troubleshooting of user/business requests, and maintenance of reference data- Manage system configuration and entitlements- Accountable for the development of the user stories and delivery of reports - Bachelor's or higher degree in Business/IT/Finance -At least 6 years’ relevant experience would generally be expected in any of the following fields: product owner, business analyst, project manager, system support)- Knowledge of typical industry standard processes and templates for documenting functional and reporting requirements- Ability to create user stories / business requirements and test cases- Attention to detail and excellent problem solving skills- Excellent communication skills, both verbal and written, and an ability to present ideas concisely and persuasively- Critical thinking experience with taking user feedback and identifying datacentric solutions- Microsoft Excel and PowerPoint skills- Understanding of non-financial risk management- Experience in project management, software development lifecycle of complex systems, and agile methodology- Experience in data analysis- Familiarity with VBA, SQL, Jira, ServiceNow and reporting solutions like Cognos, Tableau and PowerBI WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Salary range for the position: $95,000 to $165,000/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 20 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).

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. WHAT YOU'LL BE DOING Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. Documents new business activity in Relation’s sales tracking system. Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system. Develops and presents recommendations to clients based on consultative selling approach. Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams. Seamlessly transitions sold clients to the designated client service/account management team. Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. Has a keen sense of humor, a competitive drive and winning spirit. Performs other duties and special projects as assigned. WHAT YOU NEED TO BRING TO THE TABLE Property and Casualty Insurance License is required and must be maintained. College degree or minimum 2 years’ sales experience in the insurance industry is preferred. Experience working with complex commercial coverage. Strong negotiator, avid problem solver and works well with different personalities to ensure sale. In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures. Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately. Ability to prioritize and handle multiple tasks in a demanding work environment. Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. WHAT WE WILL BRING TO THE TABLE Competitive pay. A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities. Paid training and continuing education to obtain/maintain your insurance license. #LI-TP1 . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $100,000.00 - $250,000.00

Job Description: We are looking to add a Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don’t believe in a “one size fits all” approach, so we handcraft custom solutions based on our client’s private risks and exposures. Here is just a bit of what you would do as a Client Executive on our Private Risk Team : Partners with appropriate internal team members and/or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals. Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle’s. From executive leadership to multi-generational planning Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents. Prepare quotes through online platforms, develop proposal documents, and present to prospective clients. 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth. Promotes the agency and the insurance industry in the community. You’ll need to be equipped with the following skills for the Client Executive role: Ability to communicate interpersonally with depth around detailed and complex coverages Strong communications and interpersonal skills. Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent. Knowledge and ability for ongoing learning of a variety of private exposures and risks. Ability to learn and utilize advance technology, such as Salesforce, associated with job functions. Ability to read, understand and analyze coverages, forms and policies. Ability to provide own transportation and ability to travel up to 15%. Ability to learn the proprietary sales and service platform. Qualifications: Education: College degree preferred. Experience: Experience in the private client space preferred either with carrier or agency. Active state specific insurance agent license, or ability to acquire a license within three months. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow. 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?! Compensation: Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development. Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-JK1