Coral Gables, Florida, United States · On-site
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service…
Skills: Client Relationship Management, Financial Planning, Digital Marketing, Portfolio Management, Leadership
Holladay, Utah, United States · On-site
Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and fin…
Skills: Market Research, Financial Analysis, Marketing Support, Sales Support, Communication
New York, New York, United States · On-site
$150k–$210k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Site Reliability Engineering, DevOps, Platform Modernization, AI Enablement, Incident Management
Dallas, Texas, United States · On-site
Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and fin…
Skills: Market Research, Financial Analysis, Marketing Support, Sales Support, Communication
Coral Gables, Florida, United States · On-site
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
Chicago, Illinois, United States · On-site
$35k–$90k/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with…
Skills: Client Relationship Management, Interpersonal Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook
Budapest, Central Hungary, Hungary · Hybrid
We're seeking someone to join our Workforce Technology and Services (WTS) team as a Technology Finance Business Manager in Technology to partner with the WTS group and provide financial and business management oversight …
Skills: Financial Planning & Analysis, Technology Business Management, Budgeting and Planning, GAAP, Software Capitalization
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
Index Trading WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 t…
Skills: Index Trading, Capital Allocation, Financial Trading
Mumbai City, Maharashtra, India · On-site
Profile Description: We’re seeking someone to join our FRPPE Tech team as a Scala/Java Development Lead to work on Application Development and Designing with good exposure on Scala/Java, Springboot and microservices fron…
Skills: Scala, Java, Spring Boot, Microservices, Angular
Dallas, Texas, United States · On-site
We're seeking someone to join our team as a Director, Sanctions Screening Initiatives & Optimization in Global Financial Crimes to lead business analysis and project delivery for screening transformation, optimization, a…
Skills: Business Analysis, Project Management, Sanctions Compliance, AML Risk Management, Requirements Management
Bengaluru, Karnataka, India · On-site
Fullstack Developer - Vice President - Software Engineering Profile Description We’re seeking a self-motivated, technically strong engineer who enjoys working across the full stack. You’ll design, implement, and maintain…
Skills: Python, C#.NET, Angular, Microservices, Ocelot
Mumbai City, Maharashtra, India · On-site
Sales Support (French Desk), Associate, Institutional Equity Division The role sits within the Sales Support function, providing dedicated support to the French onshore Derivatives Sales Desk. The position involves end‑t…
Skills: Equity Derivatives, French Fluency, English Fluency, Trade Booking, Post-Trade Lifecycle Management
Bengaluru, Karnataka, India · On-site
Fullstack Developer - Vice President - Software Engineering Profile Description We’re seeking a self-motivated, technically strong engineer who enjoys working across the full stack. You’ll design, implement, and maintain…
Skills: Python, C#.NET, Angular, Ocelot, MS SQL
Mumbai City, Maharashtra, India · On-site
Company Profile: 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 clien…
Skills: Financial Modelling, Credit Analysis, Transaction Structuring, Project Finance, Tax Equity
Mumbai City, Maharashtra, India · On-site
Company Profile: 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 clien…
Skills: Financial Modelling, Credit Analysis, Transaction Structuring, Project Finance, Tax Equity
London, England, United Kingdom · Hybrid
Executive Opportunity: Budapest Head of Model Risk Management Are you prepared to lead at the forefront of model risk management in a dynamic financial landscape? We are seeking a seasoned executive to assume the role of…
Skills: Model Risk Management, Quantitative Analysis, Executive Leadership, Model Validation, Risk Assessment
Mumbai City, Maharashtra, India · On-site
Job Description:: We’re seeking someone to join our FRPPE Tech team as a Java Full Stack, in Risk Technology. The candidate will be working in a team providing ETL design & development (SQL & Internal ETL Framework, and/…
Skills: Java, Python, React, Angular, Teradata
Mumbai City, Maharashtra, India · On-site
KEY INTERNAL/EXTERNAL CONTACTS Daily interaction with all levels of management and professionals throughout Morgan Stanley and our client network globally. PRIMARY RESPONSIBILITIES Maintain and building rapport clients a…
Skills: Calendar Management, Travel Coordination, Expense Management, Client Relationship Management, Conference Planning
Mumbai City, Maharashtra, India · On-site
Company Profile 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 client…
Skills: SQL, Data Modelling, Stored Procedures, Performance Tuning, Teradata
Mumbai City, Maharashtra, India · Hybrid
ABOUT MORGAN STANLEY 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…
Skills: Java, Software Design, Spring Boot, RDBMS, AWS
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Provide high-level support to Financial Advisors by managing client relationships and delivering an exceptional client experience. Assist with business development, digital marketing strategies, and the preparation of financial plans and reports.
Requires 5+ years of relevant experience and active Series 7 and Series 66 (or 63 and 65) licenses. A four-year college degree or professional certification is preferred.
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
REPORTS TO:
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.
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 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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
