Buscar empleo: 1000+ ofertas de trabajo de excel consulting en Newark, New Jersey (septiembre 2026)

Path To Advice Executive Services, Vice President

hace 12 días

New York

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. \n \n 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. \n \n Department Profile \n Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time. \n The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel. \n \n Role Profile \n\n • In this role, you will support the Executive Services business within Path to Advice, which is focused on delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships.\n, • This individual will join a team of high-performers with a proven record of executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the coordination, tools, and support required to serve clients effectively and drive Net New Asset growth.\n, • As a Vice President on the team, you will contribute to strategic discussions with internal stakeholders, engage directly with Financial Advisors and Field partners, help align key decisions across the Firm, and support their execution with efficiency and accuracy.\n, • This role requires someone who can balance strategic thinking with day-to-day execution—helping scale Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization.\n\n \n Key Responsibilities \n\n • Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success.\n, • Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps.\n, • Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners.\n, • Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience.\n, • Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations.\n, • Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness.\n, • Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors.\n, • Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream.\n, • Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation.\n, • Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights.\n, • Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts.\n, • Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services.\n\n \n Experience \n\n • Bachelor’s degree required\n, • 5-10 years in top-tier management consulting, technology or financial services firm\n, • Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus\n\n \n Skills Required \n\n • Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus\n, • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus\n, • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines\n, • Strong written and verbal communication skills\n, • Detail and results-oriented individual\n, • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment\n, • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)\n, • Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)\n, • AI related skills\n\n \n \n WHAT YOU CAN EXPECT FROM MORGAN STANLEY: \n At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. \n \n To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. \n Expected base pay rates for the role will be between $115,000 and $190,000 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. \n \n Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. \n \n Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. \n For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Plumbing / Fire Protection Designer - Freelance 1099

hace 20 días

Roseland

Job Description REMOTE POSITION, BUT CANDIDATE MUST RESIDE IN NEW JERSEY AND BE AVAILABLE FOR OCCASIONAL SITE VISITS IN NYC/NORTHERN NJ. Compensation is negotiated as a lump-sum fee for each assigned project or scope of work, based on the project scope, schedule, and responsibilities. This is not an hourly employee position. Project workload will vary, and no minimum number of projects or amount of work is guaranteed. Our goal is to develop long-term relationships with strong freelance professionals who can become regular members of AEP's extended project team. Qualified contractors may be added to our team for future assignments and contacted as suitable projects become available. Work is primarily performed from home. Occasional site visits in Northern NJ and NYC are required AEP Engineering, LLC is a growing MEP engineering consulting firm seeking an experienced, highly reliable U.S.-based freelance Plumbing / Fire Protection / Sprinkler Designer within practical driving distance of the New York City / Northern New Jersey metropolitan area to support commercial and residential building projects. This is a 1099 independent-contractor position only. We are looking for an established freelancer or independent professional with meaningful availability for ongoing project work. This is not intended as a moonlighting position for someone whose full-time employment will take priority over AEP projects. The right person will become a trusted recurring member of our extended project team and will be expected to take ownership of assigned work, meet commitments, and communicate proactively. Responsibilities Typical responsibilities may include: • Develop plumbing and fire-protection designs from architectural backgrounds, project criteria, and direction from AEP, • Develop domestic cold- and hot-water distribution systems, • Develop sanitary waste and vent systems, • Develop storm-drainage systems where applicable, • Develop natural-gas distribution systems where applicable, • Perform plumbing fixture-unit, water-demand, sanitary, storm, and gas-load calculations, • Size piping and related plumbing-system components, • Design domestic water-heating systems and select equipment, • Develop plumbing riser diagrams and schematics, • Coordinate plumbing requirements for architectural, mechanical, electrical, kitchen, specialty, and other equipment, • Develop fire-protection and sprinkler-system layouts where included in the project scope, • Determine applicable sprinkler design criteria, hazard classifications, design densities, coverage requirements, and system requirements, • Develop sprinkler head layouts, piping arrangements, risers, standpipes, and related fire-protection systems as applicable, • Develop fire-protection performance criteria and coordinated design drawings for delegated-design sprinkler systems where appropriate, • Perform or assist with sprinkler hydraulic calculations where required, • Review available water-supply information and identify when additional flow-test or utility information is required, • Coordinate fire-protection systems with architectural, structural, mechanical, electrical, fire alarm, and plumbing disciplines, • Prepare plumbing and fire-protection plans, schedules, risers, details, notes, and specifications, • Assist with equipment selections and technical product review, • Identify coordination conflicts and missing information before they affect the project, • Incorporate review comments and revisions, • Perform self-QA/QC before submitting work for AEP review, • Assist with responses to contractor, architect, and client technical questions as required What We Are Looking For We are looking for a designer, not simply a CAD operator. The ideal candidate can receive architectural backgrounds and project requirements, understand the design intent, determine what needs to be done, and independently develop coordinated plumbing and fire-protection designs without requiring every pipe, fixture connection, valve, sprinkler head, riser, and note to be individually marked up. Technical ability is important, but reliability, communication, and ownership are equally important to us. We are specifically looking for someone who: • Treats agreed project deadlines as firm commitments, • Does not place AEP projects on the back burner because another client becomes more urgent, • Communicates immediately if an issue could affect scope, schedule, or quality, • Proactively identifies missing information, coordination issues, design concerns, and potential problems, • Asks questions early rather than allowing uncertainty to become a last-minute issue, • Takes ownership of assigned work from start through completion, • Is receptive to feedback and willing to learn AEP's preferred design standards, procedures, and workflows, • Reviews their own work carefully before submitting it, • Communicates clearly and professionally, • Is reasonably available during normal U.S. business hours Qualifications • Professional experience designing plumbing systems for buildings, • Professional experience with fire-protection and sprinkler-system design, • Strong AutoCAD skills, • Experience producing permit and construction-document drawing sets, • Knowledge of domestic water, sanitary, vent, storm, natural gas, and domestic water-heating systems, • Experience performing plumbing sizing and demand calculations, • Working knowledge of sprinkler-system design, hazard classifications, densities, sprinkler coverage requirements, piping arrangements, and hydraulic principles, • Familiarity with standpipe systems and fire-service requirements where applicable, • Ability to distinguish between engineer-of-record design requirements and delegated sprinkler-contractor design responsibilities, • Ability to read and coordinate architectural and other engineering drawings, • Strong written and verbal English communication, • Ability to work independently and remotely, • U.S.-based, • Experience with commercial, multifamily residential, healthcare, retail, office, renovation, and/or new-construction projects is preferred, • Working knowledge of the IBC, IPC, applicable fuel-gas codes, NFPA 13, NFPA 13R, NFPA 14, and the NYC Building and Plumbing Codes is required. Candidates must understand the major code sections, know how they affect their design, when they apply, and know how to efficiently locate and interpret applicable code requirements when asked., • Familiarity with NYC fire-protection requirements and FDNY-related requirements is strongly preferred, • PE licensure is not required for this position Site Survey / Local Travel Requirement This is a remote freelance position, but candidates must be located within reasonable driving distance of AEP's primary New York/New Jersey project area and must be willing and able to travel to project sites as needed. Responsibilities may include: • Conducting existing-condition and due-diligence site surveys, • Documenting existing plumbing fixtures, piping, water services, sanitary and storm systems, gas services, sprinkler systems, standpipes, fire services, and related building conditions, • Taking field measurements, photographs, pipe-size information, equipment information, and utility information, • Identifying visible conflicts, deficiencies, and conditions that may affect the proposed design, • Organizing field notes and survey information for use in design, • Communicating significant field findings promptly to AEP Candidates must have: • Reliable transportation, • A valid driver's license, • Ability and willingness to travel to project sites in New Jersey, New York City, and surrounding areas, • Confidence working independently in occupied and unoccupied buildings, • Ability to conduct thorough, organized field surveys without requiring constant direction Software and Equipment Requirements As an independent contractor, you must provide and maintain your own: • Computer and related hardware, • Reliable high-speed internet connection, • AutoCAD software suitable for performing the required work, • Microsoft 365 software, including Word, Excel, Outlook/email, and other standard office applications, • Professional email and reliable phone/online communication capability, • Any other general software and equipment normally required to perform your freelance design work AEP does not provide computer hardware, Microsoft 365 licenses, AutoCAD licenses, or general office equipment for this independent-contractor position. Contractor Relationship This is a remote 1099 freelance independent-contractor relationship. Project workload will vary, and no minimum number of hours or projects is guaranteed. Our objective is to develop long-term relationships with strong freelance professionals who can become regular contributors to AEP projects as our workload continues to grow. Work will be assigned on a project or task basis, with scope, schedule, and compensation established for each assignment. To Apply Please submit your resume and briefly answer the following: • How many years of plumbing design experience do you have?, • How many years of fire-protection/sprinkler design experience do you have?, • Do you currently work as a freelancer or independent contractor?, • What types of building projects do you have the most experience designing?, • Are you able to independently develop plumbing designs from architectural backgrounds and project criteria?, • Are you able to independently develop sprinkler layouts and fire-protection design criteria?, • Do you perform sprinkler hydraulic calculations yourself?, • How familiar are you with NFPA 13, NFPA 13R, NFPA 14, and NYC plumbing/fire-protection requirements?, • What version of AutoCAD do you currently use?, • Approximately how much availability do you typically have each week?, • What hours are you generally available during the U.S. workday?, • Are you located in the United States?, • What is your typical hourly rate or preferred project-based compensation?\nCompany Description AEP Engineering, LLC is an MEP engineering consulting firm providing Mechanical, Electrical, Plumbing, Fire Protection, and Fire Alarm design services for commercial and residential building projects throughout the New York/New Jersey metropolitan area. AEP Engineering, LLC is an MEP engineering consulting firm providing Mechanical, Electrical, Plumbing, Fire Protection, and Fire Alarm design services for commercial and residential building projects throughout the New York/New Jersey metropolitan area.

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