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$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

The Executive Assistant / Office Manager role will reside within the Firm Risk Management's Credit Risk Management (CRM) department as part of the Credit Risk Chief Operating Office (COO). The successful candidate will have experience in an Executive Assistant and/or administrative support role; exp

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back -

Morgan Stanley in Purchase, NY, is seeking a Relationship Manager to manage equity compensation relationships within the Wealth Management Client Segments division.

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. MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $306B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. The Alternative Investments Subscriptions Analyst will be responsible for processing subscriptions across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with, as well as influence, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. In addition, the role will require tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve. • 1-3 years in a financial services-related field. Experience in operations and/or alternative investments is advantageous, • Bachelor's Degree required, • Currently hold or have the ability to obtain the Securities Industry Essentials (SIE) and Series 7 or Series 99 licenses., • Proficiency in Microsoft Office, with strong skills in Microsoft Excel, • Strong reasoning and problem-solving abilities, with a mindset to think and act like an owner, • Ability to follow directions and work independently, as well as collaboratively in a team environment, • Inquisitive and creative thinker, motivated to learn, and driven to achieve exceptional results, • Efficient time management skills with the ability to prioritize competing urgent tasks, • High level of organizational skills and meticulous attention to detail, • Strong work ethic with an interest in enhancing business, technical, and operational processes, • Ability to reconcile and make connections across multiple data sources, • Firm understanding of the importance of accuracy and its impact on quality and downstream processes, • Exceptional oral and written communication abilities, with the capability to engage effectively with senior management and stakeholders both internally and externally. This includes the skill to convey complex information clearly and understandably, actively listen, and adapt communication styles to suit diverse audiences. Whether the situation requires concise summaries or more detailed explanations, ensure clarity and understanding across all levels of interaction.

Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, a

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in-depth understanding of market conditions, trends and overall economic outlook. Duties and Responsibilities: • At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations, • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients, • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems, • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens, • At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives, • Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model, • At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity, • Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources Education, Experience, Knowledge, and Skills: • 2+ years of experience in a field relevant to the position required, • Four-year college degree or professional certification preferred, • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required, • Additional product licenses may be required, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Technically proficient and quick learner of new and updated platforms Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. Client Support: • Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor/team, • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit), • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team, • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance), • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor/team, • Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance), • Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures, and new platforms, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Administrative Support: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed), • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials), • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor Education and/or Experience: • High School Diploma/Equivalency, • College degree preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • Two or more years of industry experience preferred Knowledge/Skills: • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Detail orientated with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multitask, • Goal oriented, self-motivated and results driven Reports to: Business Service Officer

Wealth Management Platforms Location: Purchase Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence, and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities. We are seeking a candidate who is energized by the opportunity to drive transformative change at scale. The candidate will help drive initiatives that modernize business processes and deliver technology solutions that redefine how work gets done. Primary responsibilities include: • Help lead and drive critical strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business process flows, performing impact analysis, end-to-end user testing and feedback support, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics., • Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation., • Plan, structure, and facilitate meetings with cross-functional teams, control partners, and senior management to facilitate alignment and decision-making., • Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication., • Lead program milestone management, end-to-end program tracking, coordination, and risk/issue escalation., • Provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models., • Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs. Skills Required: • Must be highly motivated and an independent leader with a strong work ethic, • Exceptional written, verbal, and visual communication and story-telling skills., • Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit., • Ability to effectively manage ambiguity and apply problem solving skills, • Able to prioritize and manage multiple concurrent initiatives, • Ability to simplify and communicate complex subject matter Qualifications: • At least 5 years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated., • Bachelor's Degree required., • Strong analytical, strategic thinking and problem-solving skills., • Experience with Agile or application development methodology for technology projects is a plus., • Experience designing and delivering Agentic AI and/or Generative AI solutions a plus., • Experience delivering enterprise workflow and intelligent automation solutions a plus. 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. Expected base pay rates for the role will be between $85,000 and $140,000 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. Morgan Stanley's Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth via scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business. The ICS Oversight Specialist will be responsible for ensuring effective review and editing of institutional client-facing materials including but not limited to: request for proposal responses, finals presentations, board book materials and other written communications with institutional clients. This individual is part of a centralized team of Governance specialists supporting sales activities and business growth across all of the ICS solutions offered through alignment to business controls and standards. • Review and edit written client facing materials for compliance with FINRA rules and internal policies and standards, • Utilize Firm approved AI tools to enhance and streamline both RFP responses and finals decks as well as facilitate comprehensive and a efficient review process, • Work with ICS Centralized Oversight & Administration team and partners across ICS to address business, policy and strategic issues, • Partner with Legal, Compliance and Risk officers to ensure compliance standards are adhered to or are updated as industry regulation evolves, • Assist in the development and maintenance of a resource database/library of best practices & pre-approved standardized content, • Create template RFP responses that can be used by MSSB Advisors, • Support the Institutional central coverage prospect Reservation System & team with various approval & conflict resolution between advisors and consultants, • Build and maintain familiarity across ICS offering to best inform effective content reviews, • Four to six years of financial industry work experience. Experience in the institutional consulting or workplace finance field is preferred., • Strong written and verbal communication skills, • Familiarity with FINRA written communication standards, • Proficiency in Microsoft Office Suite necessary, experience with Artificial Intelligence tools preferred, • Strong time management skills, • Exceptional interpersonal and client service skills, • Detail oriented with superior organization skills, • Ability to prioritize work, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced evolving environment, • Adaptable and ability to multi-task, • Proactive or self-starter, • Ability to be discreet and maintain confidentiality on sensitive matters, • Excellent computer skills, • Series 7, and 24 required (or 9/10) 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. Expected base pay rates for the role will be between 110,000 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. 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

A leading financial services firm is seeking a UAT Coordinator in New York to manage UAT processes for Financial Crimes technology. Responsibilities include developing test plans, executing testing, and coordinating defect management. The ideal candidate has over 5 years of experience in UAT roles and a Bachelor's degree in a related field. This position offers a competitive salary along with a comprehensive benefits package, fostering a supportive and collaborative work environment. #J-18808-Ljbffr

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities. The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with a clients key administrative contacts (Directors and Managers of Stock Plan Administration teams). They must possess a strong working knowledge of equity compensation and relationship management. The Relationship Manager is responsible for the overall satisfaction of the client and will be instrumental in ensuring that the plan is utilizing the various components of our offering to enhance the participant experience. Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators. Primary Responsibilities May Include: • Collaboration with other teams to ensure all clients receive timely responses, • Delivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics, • Regular contact with clients to maintain a high level of personal interaction, • Monitoring client satisfaction through internal benchmarks, surveys and RM check-ins, • Promoting and sharing efficiencies and best practices to improve service and execution, • Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts, • Coordinating new projects with clients and internal teams, • Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery, • Communication with internal business partners regarding plan events and key issues impacting the client, • Attending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleagues, • Collaborating with colleagues professionally and respectfully Qualifications • Bachelor's degree required along with 2-5 years of industry experience, • A strong understanding of the executive compensation and stock plan industries, • Excellent interpersonal and communications skills, • Some travel will be required, • Organizational skills to track and maintain multiple projects, • Ability to work under periods of extreme pressure with very tight time constraints, • Demonstrates the ability to build a clear case for complex or difficult decisions and effectively present recommendations to management., • Ability to identify issues and clearly articulate concerns, both verbally and in writing, enabling effective communication with internal and external stakeholders to drive resolution., • Comfortable running meetings and speaking to large groups, • Certified Equity Professional designation, • Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire., • A strong working knowledge of MS office products. 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). To learn more about our offices across the globe, please visit https://www.morganstanley.com/about-us/global-offices. Expected base pay rates for the role will be between $85,000 and $135,000 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 is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and

We're seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of contact for members of the Field leadership organization, as well as branch and market management, delivering timely, accurate, and professional

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700 billion in assets across 350+ hedge funds, private equity and large family offices clients.Our best-in-class offerin

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 25 countries with $1. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, whic

Ultra High Net Worth Rule 10b5-1 Strategy Associate. As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Departm

Geopolitical Investment Strategist.Morgan Stanley Wealth Management is seeking a Vice President-level Geopolitical Investment Strategist to join the Global Investment Office's Policy and Geopolitical Strategy team.The role will focus on analyzing global geopolitical developments and translating them

Additionally, the GIMA Operational Due Diligence Analyst will perform operational due diligence on co-investments and direct investments as opportunities arise. Looking for candidate that has a solid knowledge of operational due diligence and the desire to expand their skill set into other product a

High Net Worth Lending ("HNW Lending") within the PBG is focused on managing, developing, and growing the Securities Based Lending ("SBL") business within Morgan Stanley. Morgan Stanley Wealth Management ("MSWM") is a market leader in delivering comprehensive financial planning advice and related se

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capit

The Analyst will serve as an integral partner to Portfolio Management, International Financial Advisors, and the Alternatives Product team to deliver customized investment solutions for UHNW international clients. Morgan Stanley is a leading global financial services firm providing a wide range of i

Strategic Change Manager - Associate. We are seeking a candidate who is energized by the opportunity to drive transformative change at scale. Support critical workstreams of strategic change initiatives, from concept through post-execution measurement.

Demonstrate an understanding of the financial services industry, Investment Solutions products specifically alternative investments (private equity, hedge funds, exchange funds etc) and insurance products (annuities, insurance including property and insurance experience a plus). This position is res

We are looking for a talented and enthusiastic Product Owner to join our team. The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience. Document overall product feature prioritization, develop user stories and work

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. Since 1

Create regular Graystone Business Development and Corporate Cash/Government Entity team updates and share the lead generation, proactive pipeline management and scaling efforts through the quantification of both leading and lagging indicators of the business. Conduct data analysis or use Morgan Stan

OCIO Business Development Defined Contribution, Vice President. The OCIO Business Development team works directly with our OCIO portfolio managers and Morgan Stanley Financial Advisors/Consultants to drive assets under management (AUM) growth. We are seeking a Vice President to join our OCIO Busine

Ensure consistency in messaging across KYC office including alignment between communications, procedures, and training. Own and govern KYC Office communications sites, ensuring content is accurately maintained, historically archived, and compliant with established standards. KYC Office Communication

Banks Business Control Unit Officer. Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segmentsInstitutional Securities, Wealth Management, and Investment Management. Bank Subsidiaries seek a Vice President (VP) to join the First L

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowled

Business Development Associate.Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealth Management provides comprehensive financial advice and services to its

The Product Owner/Business Analyst will work closely with cross-functional teams, utilizing advanced technologies to deliver top-tier solutions that align with our business objectives. Business Analysis & Testing: Conduct comprehensive business analysis to define detailed technological requirements;

We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth ("UHNW") Commercial Real Estate ("CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM. Evaluate lending

The Training Specialist will also own and coordinate the VEA program new hire onboarding process, including licensing training, sales training, and coordination with our internal partners for our monthly/bi-monthly hiring classes. As the team grows, the Training Specialist will partner with our team

Restaurant Associates, the premier hospitality partner to Morgan Stanley, is seeking a Catering and Events Manager to lead high-touch catering operations at its Westchester, NY location. Partner with the General Manager on catering menus, proposals, and client presentations. Become part of Restauran

Restaurant Associates is seeking a Senior Sous Chef to oversee culinary operations at Morgan Stanley in New York.

Position Title Sous Chef - Morgan Stanley (NY) Job Summary The Sous Chef supports daily culinary operations for a luxury corporate dining environment at Morgan Stanley. Location Westchester, NY Schedule Monday–Friday | 6:00 AM–Close Occasional evenings and weekends as required Key Responsibil

WM Field Compliance is comprised of Regional Compliance Officers and Field Service Compliance, Compliance Conduct Risk, Private Wealth Management, International Wealth Management, and WM PBG Compliance. We're seeking someone to join our team as a Regional Compliance Officer in WM Field Compliance to

Morgan Stanley is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, inves

The group is seeking a highly motivated professional to join the team as a Product Development Manager. Strong interest is capital markets and product management/development function. At least 5 years of relevant experience in Wealth Management, Investment Management, product development and managem

Account Funding Product Owner Vice President. As a Product Manager, you will work on exciting technology initiatives to bring new products live to market for both the Morgan Stanley and E*TRADE client facing platforms on Web and Mobile, with a focus on funding flows. Understanding of banking deposi

Morgan Stanley at Work (MSAW), within Morgan Stanley Wealth Management, delivers corporate workplace solutions that help companies attract, retain, and support top talent across their lifecycleincluding Equity Management, Retirement, Executive Financial Services, 409A Valuations, and Deferred Compensationsupported by modern technology, expert guidance, and dedicated service. MSAW Private Markets is seeking an AVP to help shape and advance our Private Markets priorities by coordinating go-to-market efforts, translating strategy into operating plans, and driving cross-functional execution. This role partners closely with business leadership and stakeholders across product, marketing, sales, operations, technology, and control functions to deliver outcomes in a highly regulated environment. As an AVP on the MSAW Private Markets team, you will sit at the intersection of strategy, go-to-market, and execution. You will help build clarity and momentum around key initiatives, ensure stakeholder alignment, establish operating cadence and performance measurement, and support an integrated firm approach to private markets. This role is designed for a strategic operatorsomeone who can connect the "why" to the "how," influence without authority, bring structure to ambiguity, and help teams deliver measurable results. • Go-to-Market Strategy & Coordination, • Support the development and orchestration of Private Markets go-to-market plans across MSAW, ensuring clear positioning, launch readiness, and coordinated execution across internal stakeholders., • Partner with business leadership to translate priority themes into market-facing motions, sequencing, and measurable objectives, clarifying key decision points and trade-offs., • Drive alignment to private market priorities, including:, • Build and package differentiated private-market capabilities that help win and grow relationships with private companiesensuring our offering is clear, compelling, and easy to bring to market., • Align Morgan Stanley at Work with the Firm's broader private-markets strategyconnecting workplace clients and their executives to wealth management opportunities and expanding access to our reinvestment network., • Ensure field and stakeholder readiness by aligning inputs across marketing, sales enablement, product, and operations (e.g., narratives, internal launch milestones, and consistent messaging), while keeping execution at the right altitude (outcomes, not tasks)., • Strategic Operations Business Planning, • Help shape and operationalize strategic priorities through annual and quarterly planning, including sequencing, resourcing considerations, milestone setting, and structured operating cadences., • Establish and run cross-functional forums that drive clarity on ownership, timelines, interdependencies, and escalation paths to maintain momentum against priorities., • Translate leadership direction into clear roadmaps and commitments across teams, ensuring efforts remain focused on the highest-impact opportunities., • Cross-Functional Initiative Leadership (Concept to Delivery), • Lead and support high-impact, cross-functional initiatives tied to MSAW Private Markets growth, partnerships, and operating model evolution., • Create crisp problem statements, success metrics, and delivery plans; surface risks and dependencies early; and drive execution through influence and proactive communication., • Identify friction in existing processes and champion improvements that increase scalability, consistency, and speedwithout compromising risk management., • Insights, KPIs, and Executive Communication, • Define and maintain KPI frameworks that measure business health and execution progress; ensure metric definitions are consistent, trusted, and decision useful., • Develop executive-ready updates for weekly/monthly/QBR cadences, synthesizing progress, learnings, and recommended actions into clear narratives., • Use data and stakeholder feedback to identify bottlenecks, propose interventions, and track impact over time., • Partner & Firm Integration Enablement, • Support key partner relationships and internal partnership models by ensuring alignment to business objectives, success metrics, and delivery expectations., • Help connect MSAW Private Markets initiatives into broader Firm private market strategies by coordinating stakeholders and supporting integrated execution., • Contribute to a scalable partnership operating model (e.g., repeatable governance, launch approaches, and performance management)., • 36 years of experience in business operations, strategic initiatives, strategy consulting, program management, product operations, partnerships/BD operations, or related roles (financial services, fintech, or B2B platforms preferred)., • Demonstrated ability to translate strategy into execution through structured planning, stakeholder alignment, and measurable outcomes., • Strong communication skills (written and verbal), including the ability to synthesize complex topics for executives and cross-functional teams., • Analytical orientation and comfort with KPI development, dashboards, and structured reporting., • Ability to operate effectively in ambiguity, create structure, and drive follow-through across multiple stakeholders., • Familiarity with the Private Markets ecosystem and/or workplace/equity administration landscape, is preferred, • Bachelor's degree required., • Preferred FINRA Series 7, 63, but not required 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. Expected base pay rates for the role will be between $85,000 and $110,000 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 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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