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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. Department Profile 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. 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. Role Profile • 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., • 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., • 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., • 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. Key Responsibilities • Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success., • 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., • 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., • Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience., • 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., • 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., • Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors., • Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream., • 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., • Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights., • Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts., • Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services. Experience • Bachelor’s degree required, • 5-10 years in top-tier management consulting, technology or financial services firm, • Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus Skills Required • Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus, • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus, • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines, • Strong written and verbal communication skills, • Detail and results-oriented individual, • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment, • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint), • Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau), • AI related skills 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 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. 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. 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: _.

Who Is InRhythm? InRhythm is a leading modern product consultancy and digital innovation firm with a mission to make a dent in the digital economy. Founded in 2002, InRhythm is currently engaged by Fortune 50 enterprises to bring their next generation of digital products and platforms to market. InRhythm has helped hundreds of teams launch mission-critical products that have created a positive impact worth billions of dollars. InRhythm's unique capabilities in Product Innovation and Platform Modernization are among the most sought-after. The InRhythm team of A+ thought leaders don't just "get an assignment"; they join the company to do what they love. That passion has helped us grow rapidly and consistently deliver on our commitment to helping clients develop better, faster, and in rhythm. What We Do At InRhythm We bring enterprises' most urgent, important products to market with high velocity, high quality, and 10x impact. We enable innovative cultures by coaching teams with the right mix and maturity of modern tools, methods, and thought leadership. This is a unique opportunity to get in on the ground floor of an evolving, AI-native team. InRhythm clients include a broad range of highly visible and recognizable customers, including, but not limited to: • Goldman Sachs, • Fidelity, • Morgan Stanley, • Mastercard From greenfield to tier-one builds, our clients look to us to deliver mission-critical projects in product strategy, design, cloud-native applications, and mobile and web development. Increasingly, we deliver them through AI-native engineering, where agents, reusable skills, and GenAI tooling are part of how software gets built, not an add-on. We Are Looking For a Senior Java AI-Enabled Engineer As a Senior Java AI-Enabled Engineer, you will join a fully AI-native pod to design and build high-performance Java services for large enterprise clients, while pioneering AI-assisted engineering workflows. You won't just use AI tools. You will build reusable skills, orchestrate agents to handle boilerplate, and show the team and our clients what AI-accelerated delivery looks like in practice. This is an opportunity to review an already-built library of 500+ reusable AI skills, where you will both draw on it and add to it. At InRhythm, you will: • Work on a high-velocity, AI-native scrum team, • Develop and own features end to end in Java and Spring Boot, from design through production, • Architect and implement scalable, high-throughput Java applications and integration middleware, • Create, refine, and share AI skills that capture team best practices, and use existing skills to accelerate delivery, • Use AI agents to handle boilerplate and repetitive engineering work, freeing the team for higher-value design and problem solving, • Demonstrate AI value to teammates and clients through live demos, measurable cycle-time gains, and clear before/after comparisons, • Maintain 90% unit and integration test coverage using AI-generated testing frameworks, • Optimize code review latency with AI-generated summaries and risk flags, • Work with clients to turn real-world problems into solutions, acting as a trusted advisor rather than just an implementer, • Provide estimates and milestones for features and stories, • Help the team lead facilitate development processes, • Work with your mentor to learn and grow, and mentor less experienced engineers, • Contribute to the growth of InRhythm through interviewing and architecting What You Bring to the Table (Core Requirements) • 5–8 years of Java development building and shipping production-grade applications within an enterprise-level domain, • Strong Java skills: Java 8 (11+ preferred), including lambda expressions, Stream API, CompletableFuture, asynchronous programming, and multithreading, • Deep experience with Spring and Spring Boot, including implementing APIs and microservices, • Direct experience using GenAI tooling (e.g., Claude Code, GitHub Copilot, Amazon Q) in a professional engineering environment, • Hands-on experience creating and using AI skills (reusable, packaged instructions and workflows) and directing AI agents to generate boilerplate and automate routine engineering tasks, • Proven ability to drive high test coverage and automated quality, with a track record of zero critical defects and clean code reviews, • Solid understanding of relational databases and SQL, • Experience with systems design, CI/CD pipelines, and production operations at the service level, • Cloud computing experience, preferably AWS, • Solid verbal and written communication and consultant/client-facing skills are a must. As a true consultant, you are a self-starter who takes initiative. What Makes You Stand Out From the Pack • You can demo AI value live: a working example of how skills and agents cut cycle time on real engineering work, • A history of building and sharing reusable skills, prompts, or agent workflows that other engineers adopted, • Node.js or JavaScript experience alongside Java, • Familiarity with distributed systems and high-throughput integration patterns, • Experience with Elasticsearch, including indexing, search, and query performance optimization, • Credit card, financial services, or retail transaction-processing experience, • Mature server development experience and deep knowledge of frameworks, preferably Spring, • Enterprise experience building enterprise products, experience working with a remote team, and being an avid practitioner of your craft, • You have pushed code into production and deployed multiple products to market, but miss the visibility of a small team within a large enterprise technology environment, • You enjoy coaching junior engineers but want to remain hands-on with code, • Open to working all 5 days per week from the office The InRhythm Consultant • Strategic thinking: Sees beyond the immediate technical requirement to business impact, • Client partnership: Builds trust and acts as a trusted advisor, • Adaptability: Thrives in ambiguous environments and diverse client cultures, • Communication excellence: Translates technical concepts for various stakeholder levels, • Ownership mindset: Takes responsibility for outcomes, not just deliverables, • Continuous learning: Stays current with technology trends, especially in AI, and industry best practices Why Be an InRhythmer? People at InRhythm are entrepreneurs and innovators at heart, and problem solvers who find new ways to overcome challenges. InRhythm continues to evolve and grow, and is now prepared to accelerate "scale" with the addition of this role to our community. We've been named an Inc. 5000 Hall of Fame Fastest Growing Company for 9 years, a Deloitte Fast 500 company for 5 years, and a Consulting Magazine Fastest Growing Company winner several years in a row. If you're looking forward to working with awesome colleagues in a high-growth environment and tight-knit community, we're looking forward to hearing from you. At InRhythm we believe in building a better workplace. When you join our team, you can expect: • Comprehensive and customizable Medical, Dental, and Vision Plans, • 401(k) Matching, • Paid Parental Leave, • Scalable PTO

Job DescriptionSenior Account Manager Direct Agents is looking for an experienced Senior Client Services Manager to lead client accounts, deliver standout campaigns, and build impactful relationships. Compensation $85,000 – $95,000 base salary depending on experience, with annual compensation reviews based on performance. Potential semi-annual bonus based on company and individual performance. Key Responsibilities Strategic Client Leadership • Own end-to-end client relationships as their primary strategic advisor and business partner, • Develop comprehensive understanding of client business models, competitive landscapes, and market dynamics, • Lead comprehensive quarterly business reviews—developing strategic narratives, coordinating content creation, ensuring quality standards, and managing delivery timelines, • Lead strategic planning sessions and QBRs with C-level stakeholders, • Proactively identify and develop new revenue opportunities through strategic account growth, • Navigate complex client challenges and serve as escalation point for critical issues Advanced Campaign Strategy & Innovation • Lead the development of integrated marketing strategies across all digital channels, • Pioneer new approaches and testing methodologies to drive breakthrough performance, • Lead campaign strategy for high-value, complex accounts with substantial budgets, • Mentor junior team members on strategic thinking and client management Account Leadership & Operational Excellence • Lead complex, multi-workstream initiatives ensuring on-time delivery and quality standards, • Drive accountability across teams to meet critical client deadlines and milestones, • Establish project governance and communication protocols for campaigns and deliverables, • Prioritize competing demands across a portfolio of accounts to maximize impact, • Coordinate with internal teams to maintain project timelines and deliverable qualityWhat We're Looking For Required • 4–6 years of account management experience with a proven track record of driving significant client growth, • Deep expertise across Search, Programmatic Display, Social, and emerging marketing channels, • Demonstrated experience managing high-value accounts, • Experience presenting to and influencing C-level executives, • Strong time management skills—ability to prioritize, meet deadlines, and work in a fast-paced environment, • Must be self-motivated, highly organized, and a team player with strong attention to detail Nice to Have • Experience with a project management platform (ClickUp, Asana, Monday, etc.) Essential Skills • Advanced strategic thinking and business acumen, • Strong analytical skills and data interpretation capabilities, • Exceptional presentation and communication skills, • Leadership experience with ability to influence across all organizational levels, • Deep understanding of the performance marketing ecosystem and emerging trends, • Proven track record of driving measurable business resultsWho We Are Direct Agents is not a traditional agency. We are an elite team of builders and operators—growth strategists, media architects, and creative thinkers—who partner with ambitious brands to drive measurable revenue growth. Backed by Kanopy AI, our proprietary intelligence platform, and exclusive partnerships with tech and media platforms, we deliver the kind of unfair advantage that helps clients dominate, not just compete. We operate at the intersection of technology, media, and strategy—where AI meets human expertise to produce outcomes that neither can achieve alone. Our client roster includes brands like Tennis Channel, Marvel, NYSE, Morgan Stanley, Prologis, and DistroKid. What Sets Us Apart Direct Agents isn't for everyone—and that's by design. We're building something different. • Proprietary AI That Actually Works: Kanopy AI is our custom-built intelligence platform—real-time campaign optimization, media mix modeling, natural language analytics, and algorithm enrichment that gives our clients (and our team) a genuine edge. This isn't a buzzword; it's operational., • Exclusive Platform Access: Direct partnerships across Google AI Search, Meta, TikTok, Amazon, Freewheel, Teads, Stackadapt, and best-in-class tech and media partners., • An Elite, Not Bloated, Team: 100+ operators who move fast, think deeply, and ship work that matters. No layers of bureaucracy. Direct access to senior leadership and the executives building the strategy., • AI Integration Across Everything: Claude, ChatGPT, and proprietary AI tools are embedded in our workflows—from data analysis and creative versioning to strategic planning and client intelligence., • 7x Crain's Best Places to Work: A people-first culture with a 12-month average time to promotion, a 4-day workweek, and genuine investment in career development., • Certified Minority-Owned Business: 48% BIPOC representation across the agency, 60% female representation—a team that reflects the diverse markets we serve.Benefits, • Regular performance reviews with quarterly growth path check-ins, • Comprehensive health, dental, vision, and mental health benefits (One Medical, Talkspace, KindBody, Health Advocate), • 15–24 days PTO/year depending on seniority, plus birthday off, 7 sick/safe days, and up to 12 weeks paid parental leave, • New MacBook Pro and access to cutting-edge AI tools across the agency, • Sun-drenched penthouse Acceleration Hub on 5th Avenue in Flatiron—with commuter benefits and Citibike membership, • Dog-friendly office, regular team events (Field Day, Ski Club, Golf League, holiday celebrations), and a culture built around ownership and ambition Location: This role is based in our NYC headquarters. You must reside or be willing to relocate within commuting distance. Please be aware of fraudulent recruiters and scams. If you move forward in our recruitment process, you will only be contacted by the Direct Agents HR team. If you have questions about the validity of this job posting, please email hrconcerns@directagents.com Please be aware of fraudulent recruiters and scams. If you move forward in our recruitment process, you will only be contacted by the Direct Agents HR team. Questions? Email hrconcerns@directagents.com Powered by JazzHR kgYmwXRsPB

Job Description About MDOTM MDOTM is a global leading provider of AI-driven investment solutions, growing across our offices in London, Milan, and New York. We recently closed a $27M growth equity round, led by Expedition Growth Capital, to support our continued international expansion. Our proprietary platform, Sphere, currently supports over $100B in assets under management for institutional clients including Morgan Stanley, Amundi, and Zurich Bank. Role Overview MDOTM, a leading provider of AI-driven investment solutions, is looking for a new business hunter to help us lead our commercial expansion in the US market. You will be selling our SaaS platform Sphere, powered by our proprietary AI models. This is not a farming or account management role, we need someone who thrives on opening doors, building pipelines from scratch, and closing complex, enterprise high-value deals with institutional clients within the traditional asset and wealth management space. You will own the full sales cycle end-to-end and play a direct role in shaping MDOTM's growth trajectory. Key Responsibilities • Own the full new business sales cycle from prospecting through to close, taking complete responsibility for generating and winning new institutional clients., • Build and manage a high-quality pipeline through proactive outbound prospecting, cold outreach, networking, referrals, and industry events., • Create demand by confidently engaging prospects, challenging the status quo, and positioning Sphere as a differentiated solution in the market., • Deliver compelling, tailored product demonstrations that clearly communicate business value and translate complex investment technology into client-focused outcomes., • Drive opportunities forward with urgency, skilfully handling objections, negotiating commercial terms, and consistently closing new business against ambitious revenue targets., • Maintain deep market and competitor knowledge, using insights to refine prospecting strategies, strengthen messaging, and uncover new business opportunities. Skills Required • SaaS experience selling into asset managers, wealth managers, private banks, or other institutional investors operating within the traditional asset and wealth management space, • You speak the language of the buyer: you understand who the buyer is and how procurement cycles work in financial services, • B2B new business sales experience, with a demonstrated hunter track record exceeding sales targets, • Proven ability to independently generate and close net-new logos, • Experience managing complex, multi-stakeholder sales cycles with long timelines, technical evaluations, and multiple decision-makers, • Strong commercial mindset with a clear ability to influence, persuade, and close senior stakeholders (C-suite, Heads of Portfolio Construction/Investment Solutions), • High level of discipline and accountability, particularly in pipeline management and CRM usage, • You love a challenge and aren't afraid to sell an emerging brand; you get energy from the challenge rather than riding on an established name, • Resilient, driven, and highly motivated with a "push until it's done" mentality Why Join Us? • Be one of the founding members of our US office, a rare chance to shape the culture and trajectory of our US presence from the ground up, not just join an established team., • Competitive upfront OTE, with compensation that reflects the impact you’ll have from day one., • Work at the leading edge of technology, leveraging our decade of experience in proprietary AI to win new business., • Truly flexible work environment, we care about output, not hours logged., • Collaborate daily with an ultra-international team (18+ nationalities) across our Milan, London, and New York offices., • Annual company retreat at a stunning location, because we invest in our people beyond the day job., • Real, fast-track career progression, with outsized growth opportunities for early team members.

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. _ is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by _, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and , led by , our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location • Ideal geographies for where this candidate will reside include New York, NY, Denver, CO, or Bay Area (NorCal). (Relocation support available for strong candidates) The Opportunity We’re hiring a UHNW Tax Director to join PCM Tax, LLC, our in‑house practice supporting our wealth and private investment teams. This role serves ultra‑high‑net‑worth individuals and families, typically with total net worths between $50M - $100M+, occasionally in the billions. This is a hands‑on, client‑facing role owning complex UHNW financials end‑to‑end — including multi‑entity structures, tax strategy and compliance, and work across trusts, partnerships, and investment vehicles. This individual will help build out our in‑house UHNW Tax platform as we bring select relationships fully in‑house. We’re looking for someone who lives and breathes UHNW tax — a career tax professional with deep exposure to complex individual clients who prefers to stay on the tax/advisory side. Ideal candidates are at (or near) Senior Tax Manager level with strong technical judgment, discretion, and ownership. Requirements • Lead client onboarding and relationship management for high- and ultra-high-net-worth clients, ensuring a seamless, high-quality experience and alignment with overall wealth strategies., • Drive advanced tax planning and advisory initiatives, partnering with leadership to design, implement, and communicate sophisticated, tax-optimized strategies., • Oversee end-to-end tax compliance operations, including review and filing of complex individual, trust, entity, and estate returns, ensuring accuracy, timeliness, and regulatory adherence., • Serve as a senior tax advisor and cross-functional partner, collaborating with wealth advisors, investment teams, and external professionals to integrate tax strategy into holistic planning., • Lead tax function operations and team development, including mentoring staff, managing capacity, and implementing scalable processes, best practices, and technology solutions., • Manage ongoing client engagements and deliverables, proactively identifying opportunities and risks, participating in client discussions, and ensuring execution excellence across all tax-related services., • Demonstrated ability to build trusted relationships with UHNW individuals and families, acting as the lead tax advisor and central point of contact responsible for driving communication, anticipating client needs, and ensuring flawless execution across all tax-related matters. Qualifications • Bachelor's degree in Accounting, Taxation, or related field (Master's in Taxation, JD, or LL.M. preferred)., • CPA or EA required., • 8–15 years of experience in public accounting, family office, or wealth management tax advisory and compliance., • Strong expertise in HNW/UHNW taxation, trusts, estates, and pass-through entities., • Demonstrated leadership and team management experience., • Strong client-facing and communication skills., • Ideally someone who is currently in a Senior Manager or recently promoted Director-level position in a Public Accounting or Family Office environment.

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 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. DUTIES and RESPONSIBILITIES: Client Support: • As a senior member of the service team, provide coverage for an FA/PWA/team including:, • Cultivating relationships with business partners and colleagues internally and externally, • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience, • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups, • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed, • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity, • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management, • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity, • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans 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 Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills • Strong leadership skills, • 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, • Detail oriented with superior organizational skills and ability to prioritize, • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications, • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven REPORTS TO: • Business Service Officer Expected base pay rates for the role will be between $90,000 and $130,000 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).

Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is responsible for client service execution processes including: Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service. • Maintain institutional client relationships by delivering timely, high-quality service; process and escalate requests as needed; resolve inquiries; and ensure client records and documentation remain current., • Build working knowledge of key third-party custodians to support onboarding, status inquiries, and service requests; track open items and drive timely resolution through appropriate channels, • Provide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocols, • Onboard new institutional clients by collecting, organizing, and validating required information and documentation (including complex entity structures and authorized parties); support contract creation/execution and account setup requirements, • Participate in client strategy discussions; contribute to continuous improvement of service execution, • Complete required training to remain current on policies, procedures, and risk expectations; leverage firm resources for peer sharing and collaboration., • Process alternative investment documentation (e.g., subscriptions, capital calls, distribution notices) and coordinate with fund managers, custodians, and internal partners as needed., • Partner with Investment Officers and Financial Advisors to share best practices and improve service delivery., • Collaborate across lines of business and operational teams to resolve client issues, ensuring clear communication, thorough documentation, and timely follow-through. Education and/or Experience • Bachelor's degree preferred, • 3+ years of relevant industry experience preferred, • Active Series 7, 63, and 65 (or Series 7 and 66) required, • Additional product licenses may be required, • Alternative investments experience preferred Knowledge/Skills • Strong ownership mindset, accountability, and work ethic, • Highly organized and detail-oriented; able to prioritize effectively, • Strong written and verbal communication skills (business and technical), • Collaborative team player with strong stakeholder management skills, • Solid understanding of industry products and branch procedures, • Knowledge of applicable compliance requirements and firm policies, • Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint), • Analytical capability to interpret and act on complex information, • Ability to perform in a fast-paced, evolving environment, • Demonstrated leadership and sound judgment 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 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 $70,000 and $115,000 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.

We're seeking someone to join our Analytics team as a Director in Capital Planning to work across a variety of internal and regulatory initiatives. 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 capital resources. This is a Director level position within the Corporate Treasury & Capital Planning job family which is responsible for the Firm's Treasury and Capital Planning activities. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams. Manage CCAR/Capital Stress Testing process. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. This is not a senior level role. Ideal candidates will have 5-8 years of experience. What you'll do in the role: • Collaborate with a varied group of colleagues in Finance and across the Firm, • Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments, • Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work, • Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards, • Support internal stress testing preparation and production activities at the Firm's US Banks, • Assist in the preparation for the US Bank's compliance with DFAST, • Perform strategic capital and financial analysis across the Firm's various legal entities, • Assist with global Capital Policy writing, analysis and training, • Assist in the production and coordination of presentations for Firm senior management and steering committees, • Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives What you'll bring to the role: • In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment, • Ability to operate independently with respect to most job responsibilities, • Ability to provide positive and constructive feedback and innovate processes, • Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity, • Self-motivation and the ability to work well in a team, • Ability to working in a fast-paced, high-energy level environment, • Strong sense of ownership and accountability for work, attention to detail and accuracy is essential, • Proficiency with Microsoft Office products (Excel, Word, PowerPoint), • Familiarity with CCAR / stress testing topics, a plus but not required, • At least 6 years' relevant experience would generally be expected to find the skills required for this role 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 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 $95,000 and $155,000 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.

We're seeking someone to join our team as an Associate in Operations to be responsible for the firm's daily CAT operations reporting needs and operate priorities to align the outcome of the program with the organization's overall business goals. The individual will be part of the CAT team. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? What you'll do in the role: • Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity, • Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process, • Train others, allocate tasks and support with first line escalation where required, • Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm, • Interface with multiple operations stakeholders, Business Unit, Legal, Compliance and Technology for investigation of reporting and reconciliation exceptions, identify root causes and run governance for resolution, • Monitoring and governance of data quality, FINRA CAT linkage exceptions, upstream and downstream systemic issues, industry platform issues, • Ensure timely escalation of any issues to stakeholders What you'll bring to the role: • Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team, • Ability to operate independently with respect to some job responsibilities, • Culture carrier across Operations, embracing the Firm's core values, • Expertise in the trade lifecycle and the various downstream user requirements of trade and financial data, • Control and Risk focus, • Excellent written and verbal communication skills and confidence to lead meetings, • Self motivated with a strong sense of ownership and accountability for tasks and people, • Strong knowledge on multi jurisdiction regulatory reporting, exception investigation, material economic terms investigation and governance & metrics, • Experience with transaction reporting preferably in FINRA Consolidated Audit Trail (CAT) or CFTC (Commodity Futures Trading Commission), • Knowledge of basic terminologies used in the financial services sector, • Knowledge of project management and change management principles, • At least 4 years' relevant experience would generally be expected to find the skills required for this role 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 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 $65,000 and $103,000 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.

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. The Asset & Liability Management (ALM) Accounting Specialist is a senior technical role within the Fixed Income Division (FID), embedded in the Global Asset & Liability Management (ALM) team. The individual will lead our US accounting and technical delivery for US corporate clients, providing deep expertise across interest rates, foreign exchange, and associated derivatives used in corporate risk management and structured hedging solutions. Working alongside the front office Corporate Derivatives Group (CDG) team, the role acts as the bridge between trading/origination and external accounting frameworks. The objective is to ensure that complex derivative solutions are structured, executed, and reported in a way that is commercially effective, risk-appropriate, and accounting-sound under US GAAP (and other frameworks as relevant). This role is suited for an ED-level professional with significant derivatives accounting expertise who can engage credibly with front office stakeholders, Finance leadership, and external auditors. • Serve as the primary US accounting subject matter expert working with CDG and broader US sales coverage on client transactions involving derivatives, structured hedging, and complex financing-linked trades., • Provide real-time accounting input during deal structuring, identifying P&L, balance sheet, hedge accounting, and disclosure implications under US GAAP ASC 815 and related standards., • Partner with CDG originators, structurers, and traders to align commercial outcomes with the appropriate accounting treatment., • Advise on the accounting treatment of interest rate, FX, and cross-currency derivatives under US GAAP (and IFRS where relevant)., • Assess hedge designations, effectiveness requirements, documentation, and ongoing testing considerations for client and firm-side hedges., • Support interpretation of complex scenarios including deal-contingent hedges, portfolio restructures, cross-currency programs, novations, and unwind activity., • Participate in internal transaction and new product reviews, ensuring accounting considerations are fully reflected in deal approval and documentation., • Liaise with Product Control, Financial Reporting, Legal, Risk, and Credit to ensure consistent treatment across execution, booking, and reporting., • Develop US GAAPfocused accounting guidance, frameworks, and decision tools for CDG and broader FID stakeholders., • Deliver targeted training to CDG teams on derivatives accounting, hedge accounting, and emerging technical standards., • Serve as a go-to resource for team members on accounting issues impacting deal viability, structuring decisions, or execution timing., • Identify accounting areas that constrain commercial activity and work with CDG and Finance stakeholders to develop scalable solutions., • Contribute to firmwide discussions on derivatives accounting policy as it relates to structured client solutions across ISG., • Function as a visible leader across CDG and Finance, helping set standards for technical rigor, governance discipline, and judgment quality., • Bachelor's degree required; MBA, CPA, and/or CFA designation is an asset, • Significant experience in derivatives accounting, product control, technical accounting, or financial reporting, with direct exposure to Rates and/or FX derivatives, • Strong understanding of hedge accounting concepts and practical application to real-world transactions, • Proven ability to engage with front-office professionals and influence deal structuring decisions, • Experience interacting with auditors, regulators, and senior Finance stakeholders, • Comfortable operating independently on complex issues while collaborating across multiple control and business functions, • Series licensing or must obtain 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 $225,000 and $300,000 per year commencement of employment for Executive Director. 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.

Product Owner Crypto - Assistant Vice President Purchase, New York 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 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 ethics. 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. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Execute the unified digital platform roadmap for markets, with an emphasis on bridging research and key experience gaps across platforms., • Forge continued integration and feature delivery aligning with key research stakeholders in WM and ISG business and technology., • Lead all day-to-day operation and support activities withing product internally and with key vendor relationship including issue escalation, managing client feedback, backlog grooming and prioritization, troubleshooting, release management, as well as communication and status updates to keep all stakeholders informed and to set expectations for clients., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus 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 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. 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 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.

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That's what we're building at PCM Encore. PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we've grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we're just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven't meaningfully changed in decades. We're building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry's leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we're bringing that same entrepreneurial approach to wealth management. We're combining Silicon Valley's approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you're helping build someone else's business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team's success with the long-term growth of the firm. We're looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We've already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We're investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We're not looking for people who simply want to work at another wealth management firm. We're looking for people who want to help build a better one. Location • Ideal locations are New York City, Denver, Seattle/Bellevue. Strong candidates outside ideal geographies will still be considered and those open to relocation to a priority location will receive relocation support. The Opportunity We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client's financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. Key Responsibilities Client Onboarding & Relationship Management • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate., • Serve as the primary point of contact for all client questions and planning needs., • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software., • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity., • Prepare to receive pre-existing client household relationships transitioned from other Private Wealth Advisor books to re-distribute the total firm wide client household book evenly Financial Planning & Advice • Develop, maintain, and update comprehensive and holistic financial plans.• Provide ongoing, proactive planning recommendations aligned with client goals., • Coordinate planning efforts with internal Tax, Estate, and Investment partners., • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC. Investment & Account Coordination • Partner with IPC to build and implement customized investment recommendations. For less- tailored portfolios, build recommendations without involving IPC. • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios., • Review client billing in partnership with IPC and/or Compliance, as appropriate. Client Engagement & Operations • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up., • Conduct proactive client outreach beyond scheduled meetings., • Schedule and manage client meeting cadence, leveraging technology where possible., • Request and coordinate client swag and appreciation initiatives., • Manage client meeting logistics, documentation, and action items. Qualifications • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households., • Strong technical foundation in financial planning, investments, and tax-aware strategies., • Excellent client communication and relationship management skills., • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc., • High attention to detail and ability to manage multiple client relationships simultaneously., • Collaborative mindset with comfort working alongside investment, tax, and operations teams., • Series 65 required (*NOTE - if you have your Series 66 or CFP, please select "YES" to the Series 65 screening question, • CFP or similar preferred. What Success Looks Like Top performers in this role: • A strong relationship manager who will proactively "Quarterback" client relationships within their client book, • Intellectual curiosity and passion for wealth advisory., • Strong organizational and project management skills., • Ability to communicate sophisticated financial planning concepts to both teammates and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation.

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. Duties and Responsibilities: 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) Enter profile information or pre-fill 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) Onboard and maintain 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 Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance) Assist 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, Experience, Knowledge, and Skills: 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 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 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. Salary range for the position: $31,200 and $90,000 per year. 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 X 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 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 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. Outsourced Chief Investment Officer ("OCIO") group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Contribution plans, Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management. Responsibilities • Support Portfolio Managers to build and manage client investment menus and portfolios for OCIO's Defined Contribution clients, • Learn and utilize Morgan Stanley systems, like wealth planning and portfolio analysis tools (i.e. Morningstar, eVestment, etc.)., • Conduct analytical work at the request of Portfolio Managers on the OCIO Defined Contribution team, including portfolio, manager selection, trade, and ad hoc investment analyses., • Interface with internal and external partners, including research, trading, operations, product specialists, third-party vendors, investment managers, custodians, and recordkeepers., • Support the production of intellectual capital, client reporting materials, and industry commentary., • Contribute to Defined Contribution new business development efforts, including support for RFP responses and production of prospect-facing content. Qualifications • Intellectual curiosity and a strong desire to learn new concepts, tools, and investment processes., • Detail-oriented mindset with the ability to multitask and manage multiple priorities., • Strong organizational and project management skills., • Proactive, hardworking approach with strong professional accountability., • Proficiency in Microsoft Office including Excel, PowerPoint, and Word, • Exemplary verbal and written communication skills, • Undergraduate degree is required, • FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required) 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 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 $70,000 and $115,000 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.

Morgan Stanley is looking for a Fund Services Portfolio Analytics Associate to provide performance, risk and reporting solutions to key Hedge Fund clientele, as part of the Portfolio Analytics group. 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 $700billion in assets across 350+ hedge funds, private equity and large family office clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn't just a job, it's an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise. The MSFS Portfolio Analytics team is an energetic, globally connected group driving innovation in portfolio analytics for our clients. As part of the team, you will collaborate with colleagues and our clients to deliver impactful risk and performance analysis, ensuring clients have the insights they need to succeed. This differentiating MSFS service provides customized analytics to meet the complex needs of our clients. The team provides opportunities to lead new ways of thinking and actively contributes to developing new analytical tools through developing new ad-hoc scripts and working with our technology colleagues to build new tools. We value problem-solving, continuous learning, and creative thinking. Our exceptional talent is passionate about data, eager to innovate, and ready to help shape the future of our analytics. If you want to make meaningful contributions for our clients, the Portfolio Analytics team offers the perfect opportunity to make your mark. Responsibilities: • Assist in understanding the drivers of portfolio performance and risk via quantitative analysis, and communicate results to clients, • Provide solutions to Hedge Funds related to investment reports, portfolio risk and hedging, currency risk and execution, • Implement innovative statistical techniques to identify patterns in equity market and client portfolios, • Support hedge fund clients in their use of our proprietary web-based performance and risk applications, • Consult with clients on internal/external portfolio reporting, • Work with the team to design and create investor transparency reports for select clients, • Participate in sales pitches with members of the MSFS sales team Qualifications: • 2-8 years of related work experience in portfolio analytics functions, • Bachelor's/Master's degree within a quantitative/economics/finance field, • Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred, • Strong attention to detail, • Looking for someone who is a quick learner, is adaptive, is a team player, can multitask, has a strong work ethic, has excellent oral and written communication skills, and is comfortable with client interaction Skills: • Strong knowledge of Microsoft Excel is required, • Ability to manipulate and do computations on financial data sets using a programming language such as R or Python 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 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 $90,000 and $130,000 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.

Purchase, NY 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. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI UX Design & Research, Strategy & Execution, WM Platforms Risk and the Chief Operating Office. The Digital Client Experience & Platforms Team is responsible for all aspects of the digital client experience with focus on self-directed bank, brokerage, and advised accounts. The team consists of Mobile, Retail Web and Bank Platforms, Portfolio Analytics, Digital Advice & Transactions, and Account Opening teams. Digital Assets & Data Platforms is responsible for creating the platforms, standards, and scalability needed to support a rapidly expanding digital assets ecosystem from custody and wallet infrastructure to tokenized product enablement. The team is also responsible for creating a modern data ecosystem that supports growth and innovation while ensuring consistency, integrity, and accessibility of core Wealth Management data across all platforms. Position Summary The Vice President, Digital Assets Portfolio Management Lead, is responsible for overseeing the day-to-day management of Morgan Stanley Wealth Management's Digital Assets portfolio. Reporting to the Executive Director, this role ensures strategic initiatives are effectively planned, coordinated, governed, and executed across Product, Technology, Operations, Risk, Compliance, Legal, Finance, and third-party partners. The successful candidate will establish execution discipline across the portfolio by managing interdependencies, maintaining governance processes, tracking delivery, and providing leadership with actionable portfolio insights. This individual will serve as the operational hub for the Digital Assets organization, enabling teams to execute efficiently while providing transparency into portfolio health, risks, and priorities. • Portfolio Management & Execution, • Support planning activities for new initiatives, including business case development, prioritization, sequencing, and implementation planning., • Manage the day-to-day execution of the Digital Assets portfolio across multiple strategic initiatives, ensuring delivery against business objectives., • Develop and maintain integrated portfolio plans, including milestones, dependencies, risks, resource requirements, and executive reporting., • Coordinate cross-functional workstreams spanning Product, Technology, Operations, Risk, Compliance, Legal, Finance, Cybersecurity, and third-party vendors., • Drive accountability across stakeholders by monitoring deliverables, escalating issues, and proactively resolving execution challenges., • Program Governance & Operating Rhythm, • Execute the operating cadence for the Digital Assets organization, including portfolio reviews, steering committees, working groups, and executive governance forums., • Prepare executive-ready presentations, status updates, dashboards, decision materials, and meeting readouts., • Track program decisions, action items, and key risks to ensure timely follow-up and transparency across leadership., • Maintain portfolio reporting and governance artifacts that enable informed decision-making while minimizing administrative overhead., • Continuously improve governance processes to increase efficiency, visibility, and execution quality., • Cross-Functional Enablement, • Partner with Product Managers and Technology teams to coordinate delivery across interdependent initiatives., • Support organizational readiness activities, including operational processes, launch planning, training coordination, communications, and documentation., • Facilitate collaboration across business and control partners to ensure initiatives satisfy operational, regulatory, and risk management requirements., • Coordinate external vendor activities where applicable to ensure delivery commitments remain on track., • Portfolio Analytics & Executive Reporting, • Develop portfolio metrics and dashboards to provide leadership with visibility into initiative health, milestones, resource utilization, risks, and delivery progress., • Analyze portfolio performance and identify opportunities to improve execution efficiency and organizational effectiveness., • Produce executive communications that synthesize complex information into concise recommendations for senior management., • Support annual planning, budgeting, and portfolio prioritization exercises., • Organizational Effectiveness, • Help establish scalable operating practices that improve coordination across Digital Assets initiatives., • Document processes, governance standards, and operating procedures that enable consistency across programs., • Support special projects for Digital Assets leadership related to strategy, operating model evolution, organizational planning, and business management., • Foster a culture of accountability, collaboration, transparency, and continuous improvement., • Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or a related discipline., • 5-7 years of experience in program management, business management, consulting, product operations, COO organizations, or strategic initiatives within financial services., • Experience managing large cross-functional initiatives involving multiple stakeholders and competing priorities., • Demonstrated ability to operate effectively in highly regulated environments., • Exceptional organizational skills with strong attention to detail and execution discipline., • Excellent written and verbal communication skills, including experience developing executive-level presentations., • Strong analytical and problem-solving capabilities with the ability to synthesize complex information into actionable recommendations., • Experience supporting digital assets, blockchain, tokenization, digital custody, payments, capital markets, or financial technology initiatives., • Familiarity with Agile delivery methodologies and technology development lifecycles., • Experience working across Product, Engineering, Operations, Risk, Compliance, and Legal organizations., • Advanced PowerPoint and Excel skills with experience developing executive dashboards and presentations., • Demonstrated ability to influence senior stakeholders without direct reporting authority., • Strong understanding of portfolio management, governance, and strategic planning., • Proven ability to build compelling presentations to executives and large audiences, translating complex topics into practical conversations., • Knowledge of digital asset products and infrastructure and how to stand up an operating model in a regulated wealth environment., • Strong track record of running decision-oriented governance, managing interdependencies across Tech/Risk/Legal/Operations, and driving outcomes through influence. 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.

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 Product Owner supporting Agile squads, the candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle. The role is within Wealth Management in the Traditional Investment Products (TIPS) Platform Team supporting products such as mutual funds, 529 plans and Unit Investment Trusts. The TIPS Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically manual and developing technology to drive operational efficiency. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle. • Bachelor's Degree, • Ideal candidate will have 5+ years of relevant finance industry experience, • Experience with Mutual Fund and/or 529 trading, • Familiarity with Agile Methodology in Product Owner or similar role, • Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required, • Organized and attention to detail focused, • Problem solving skills with the ability to identify and escalate risks, • Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set, • Ability to take direction and work independently, as well as in a team environment, • Firm understanding of the importance of accuracy in quality of work/downstream impacts, • Excellent written and verbal communication skills and ability to effectively interact with senior management, • Strong reasoning and problem-solving skills and ability to think and act like an owner, • Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with, • High level of organizational skills and attention to detail 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 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.

We are looking for an experienced professional to join our team as a Director in the Legal Entity Controller Group. The Legal Entity Controller group is responsible for overseeing the financial reporting and regulatory adherence of our legal entities, ensuring accurate and timely financial statements, and maintaining compliance with industry standards and regulations. The ideal candidate will possess a strong background in finance, accounting, and regulatory frameworks. 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 capital resources. This is a Director level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm's financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: • Collaborate with a varied group of colleagues in Finance and across the Firm, • Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments, • Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work, • Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards, • Review detailed monthly analytics and commentary to ensure completeness and accuracy of the financial statements., • Prepare quarterly analytics on cost allocations., • Oversee timely and accurate preparation of legal entity financial statements in accordance with U.S. GAAP., • Collaborate with other departments to ensure accurate and timely financial reporting., • Responsible for review of external financial statements as well as related disclosures for various footnotes., • Be control-oriented and have an ability to efficiently interface with both internal and external auditors as required., • Investigate, analyze, and resolve issues, and respond to ad-hoc queries. What you'll bring to the role: • In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment, • Ability to operate independently with respect to most job responsibilities, • Bachelor's degree in Accounting, Finance, or related field, • 5+ years of work experience in financial services, consulting, • Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities., • Strong communication skills with collaborative mindset., • Familiarity with FOCUS reporting and broker-dealer financial and operational requirements., • Ability to manage multiple tasks, operate within deadlines, and escalate when appropriate. What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. Expected base pay rates for the role will be between $90,000 and $155,000 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.

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records at the Firm; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. The WM Application Security Team within WM CDO works to ensure that our clients' sensitive data and assets are protected and that appropriate controls are applied across technology assets, including emerging digital asset capabilities. Role Description The WM Application Security Team seeks a Vice President to support digital asset risk management across cyber and fraud domains. This individual will help assess and enhance the control environment for enterprise digital asset custody technologies, including wallet architecture, key protection, secure signing mechanisms, and transaction policy controls designed to prevent unauthorized or unwanted transactions. The successful candidate will bring hands-on knowledge of enterprise custody operating models and specific familiarity with Fireblocks implementation, including workspace configuration, policy design, approval workflows, and supporting control considerations. In addition to serving as a digital asset cyber risk officer, this role will partner closely with fraud, product, operations, technology, and business stakeholders to identify and assess blockchain- and crypto-specific fraud scenarios across custody, transfer, and tokenized asset use cases. The individual should be comfortable reviewing technology architecture diagrams and process flows, understanding the fraud and cyber implications of tokenized assets, and translating complex technical concepts into clear risk guidance for senior stakeholders while balancing risk remediation against business objectives. Key responsibilities include: Leading the risk assessment and control review of enterprise digital asset custody capabilities, including Fireblocks, wallet architecture, account structures, governance, and operating processes Serving as a subject matter expert on key protection and secure signing mechanisms, including MPC- and HSM-based models, key generation and storage, rotation and recovery practices, and privileged access controls Evaluating transaction policy controls designed to prevent unauthorized or unwanted transactions, including approval workflows, allowlisting, velocity or value thresholds, segregation of duties, and exception handling Partnering with cyber, fraud, product, operations, and engineering stakeholders to identify blockchain- and crypto-specific fraud typologies and define preventive and detective controls Reviewing technology architecture diagrams, data flows, and integration patterns to identify cyber, fraud, and control design risks across digital asset platforms and supporting services Assessing the risk implications of tokenized asset products and processes, including issuance, custody, transfer, redemption, settlement, and on-chain or off-chain dependencies Supporting new product, platform change, and third-party risk reviews for digital asset and tokenization initiatives, ensuring alignment to the WM business risk appetite Defining and tracking metrics related to control coverage, policy exceptions, incidents, fraud trends, remediation progress, and residual risk Liaising with Morgan Stanley's central cybersecurity, fraud, and risk organizations to interpret requirements and apply them effectively within the WM environment Clearly communicating risks, recommendations, and decisions to technology, business, and risk stakeholders Qualifications: 7-10 years of relevant experience in cybersecurity, fraud risk, operational risk, technology risk, or digital asset risk management Experience with enterprise digital asset custody or wallet technologies and strong familiarity with Fireblocks implementation and associated governance or control frameworks Strong knowledge of key protection and secure signing mechanisms, including MPC, HSMs, key lifecycle management, approval workflows, and transaction signing controls Understanding of transaction policy frameworks used to prevent unauthorized or unwanted digital asset movements, including allowlists, thresholds, dual controls, and exception management Knowledge of blockchain- and crypto-specific fraud considerations, including account takeover, beneficiary or address manipulation, social engineering, scam exposure, and blockchain transaction finality Ability to interpret technology architecture diagrams, application flows, and system interfaces and identify the implications for cyber and fraud risk General knowledge of the tokenization ecosystem and risks associated with tokenized assets, smart contracts, issuers, service providers, and on-chain or off-chain operating models Solid foundation in cybersecurity principles, including architecture risk identification, vulnerability management, secure SDLC concepts, and control design assessment Ability to partner with stakeholders and drive complex initiatives to completion in a large matrixed organization Excellent written and verbal communication skills, with the ability to communicate clearly at all levels within the organization Exceptional critical thinking, problem-solving, and research skills, with the ability to independently manage multiple simultaneous workstreams and exhibit strong attention to detail Preferred Qualifications Experience supporting digital asset, tokenization, or blockchain-related programs within a financial services environment Experience working with fraud strategy, investigations, transaction monitoring, or controls for payment or digital asset transaction flows Familiarity with blockchain analytics, wallet screening, sanctions controls, or other tools used to monitor digital asset activity in complex enterprise environments Experience with scripting, automation, or data analysis tools such as Python, SQL, or similar technologies 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 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. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Job DescriptionDescriptionMorgan 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.Department Profile The ISG Division is comprised of Equity, Fixed Income, Capital Markets, Investment Banking and Research. Professionals in the Division assess and actively manage risk, trade securities and structure, as well as execute innovative transactions in the fast-paced and constantly changing global markets.Morgan Stanley’s Institutional Securities Group is looking for a Vice President to join the First Line Central Risk team. The Central Risk team is focused on centralization, standardization, and streamlining of risk management activities across ISG Business Units. The team covers several risk areas including Operational, Third Party, Electronic Trading, Regulatory and Audit, Conduct and Compliance, Client, Product, Financial Crime, Data, Info Security and Cyber, Model and Trader Mandate, and Sustainability.This role will focus specifically on governance of Operational Risk and Resilience cross-divisional activities.Role DescriptionOversee the risk management practices across the different Institutional Securities businesses to ensure practices are consistent and effectively support business growth initiatives by setting standards, establishing adequate controls and integrity of the Operational Risk systems and processes.Specifically:Perform ongoing monitoring and reporting of Operational Risk incidents across ISG and ensure timely escalation, including performing issue and incident analysis, lessons learned and remediation recommendationsProvide thought leadership and subject matter expertise on lessons learned, risk event analysis, and continuous improvement effortsLead cross-functional initiatives that enhance risk management practices, governance effectiveness, and organizational resiliencePartner with Firmwide teams and ISG Business Control Unit to ensure programmatic requirements across Operational Risk, Resilience and other Firmwide programs impacting ISG, are fit-for-purpose, include our requirements and are implemented consistently across ISG Business Units globallyLead scenario-based exercises and tabletops for the division on a range of risks, including impact of external events (e.g., impacts from changes to the regulatory, political or economic climate)Support senior management decision-making through risk insights, challenge, and strategic advisory activitiesMonitor consistency and materiality of key risk indicators and determine appropriate actions required, escating as necessarySuccess Criteria and QualificationsCritical Success Factors:Strategic thinker with the ability to partner effectively across business units, regions, and lines of defense, including senior managementStrong execution and project management skills, with a proven ability to drive outcomes and deliver against critical deadlinesAbility to navigate competing priorities and stakeholder expectations in a dynamic, fast-paced environmentStrong understanding of the business, operational risk, and regulatory landscape, with the ability to assess implications and emerging developmentsExcellent written and verbal communication skills, with the ability to influence stakeholders and present complex topics clearly and succinctly to senior audiencesHighly organized and detail-oriented, with strong judgment, professionalism, discretion, and integrityQualifications:5-10 years of related work experience in risk management functionsBachelor’s degree required; MBA or M.S. in related field preferredA strong understanding of the front-office processes is preferred, particularlyOperational Risk governanceOperational Resilience programs and exercises Scenario based exercise managementWHAT 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 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.Expected base pay rates for the role will be between $150,000 and $250,000 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: .Employment Type:Job Level:Vice PresidentPosted Date:Jul 24, 2026ATS Job Description Test:Department:Risk / Policy Mgmt

Join Deloitte Tax LLP's Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models, governance, processes, controls, technology, data, integrations, service delivery, and readiness for major corporate events. Recruiting for this role will end on May 31, 2027. Work you'll do As a Deloitte Tax Manager on the Equity & Incentives team, you will be responsible for: Assessing current-state stock administration functions across people, process, technology, data, governance, controls, vendor models, and participant service. Defining target-state operating models, including scope of services, organization design, governance, escalation paths, service levels, and stakeholder interactions. Designing and improving end-to-end administration processes for grants, vesting, releases, exercises, purchases, cancellations, settlements, mobility, tax withholding, payroll reporting, reconciliations, and participant support. Leading or supporting function stand-up, transition, and stabilization activities, including implementation planning, data conversion, knowledge transfer, cutover, post-go-live support, and readiness for major corporate events. Advising on equity administration platforms, vendor strategy, integrations, data flows, operational risk, controls, and scalable delivery approaches for client environments. A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The team At Deloitte Tax LLP, our Global Employer Services Rewards professionals help clients design and manage compensation and rewards programs for their global workforce. The practice advises on rewards strategy, compensation structures, benchmarking, and related tax and regulatory considerations to support effective business and talent outcomes. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week Bachelor's degree in business, finance, accounting, human resources, information systems, or a related field 5+ years of experience in stock plan administration, equity compensation operations, or stock administration advisory services Experience in a corporate stock administration function, broker, recordkeeper, administrator, consulting organization, or professional services firm Experience administering equity award lifecycles, including grants, vesting, releases, exercises, purchases, cancellations, settlements, withholding, and participant transactions Experience designing or improving stock administration processes, controls, reconciliations, reporting, procedures, service delivery, or cross-functional issue resolution Ability to travel up to 20%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. One of the following active accreditations: Licensed Certified Public Accountant (CPA) in state of practice/primary office If not CPA eligible: Licensed Attorney Enrolled Agent (EA) Certified Executive Compensation Professional (CECP) Certified Equity Professional (CEP) Global Professional in Human Resources (GPHR) Certified Employee Benefits Specialist (CEBS) Certified Pension Consultant (CPC) Certified Payroll Professional (CPP) Project Management Professional (PMP) Preferred: Experience designing, building, transforming, or standing up a stock administration function or major component of one Experience with Equity Edge Online, Morgan Stanley at Work Shareworks, Fidelity Stock Plan Services, or a comparable equity administration platform Certified Equity Professional (CEP) credential or comparable equity compensation expertise Experience supporting global equity plans, globally mobile employees, and coordination across multiple payrolls and jurisdictions Experience in public company environments, initial public offering readiness, executive or insider processes, financial reporting support, or corporate transactions Experience with operating model design, vendor selection, platform implementation, data conversion, testing, cutover, transition, or post-go-live stabilization 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 Deloitte, 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 $110,700 to $226,125. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Requisition code: 366921 Job ID 366921

We're seeking someone to join our Recovery and Resolution Planning (RRP) team as a Vice President in Treasury to support the development, implementation, and process improvements of the Global Recovery and Resolution Financial Models.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 capital resources. This is a Vice President position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process.Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.What you'll do in the role:- Collaborate with a varied group of colleagues in Finance and across the Firm- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards- Identify and drive additional use cases of the models in a business-as-usual environment- Act as a subject matter expert to evaluate any impacts that changes to the Firm's activities (e.g., new products) may have on its resiliency and resolvability and recommend mitigating actions- Serve as the interface between topical subject matter experts and internal governance bodies and external regulators- Present to various Firm governance committees and drive discussions with second and third lines of defense- Manage and execute ad hoc requests/inquiries from senior management and aid in decision making process- Research, analyze and recommend solutions around data issues and perform necessary steps to resolve- Support global regulatory submissions and ad hoc governance or regulatory requests- Collaborate across multiple teams to implement strategic change initiatives and remediation efforts in response to regulatory feedbackWhat you'll bring to the role:- - Advanced understanding of Treasury, product and/or client segment and technical skills, as well as of industry and competitive environment- Ability to provide positive and constructive feedback and acknowledge efforts of team members- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks- Excellent quantitative and qualitative analysis skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity- Advanced knowledge of Microsoft Office products is required, with particular focus on Excel and PowerPoint- Experience with complex financial products including derivatives, secured funding, deposits and lending- Experience with the implementation of complex financial models and data management in a strategic IT environment- Excellent communication and interpersonal skills- Adept at working in a fast-paced, high-energy level environment- Aptitude for detail and a strong commitment to accuracy- A proactive nature with the determination to see tasks through from beginning to end- Bachelor's degree in Finance, Accounting or a related field of study beneficial- Prior experience in Recovery and Resolution planning a plus (directly or via consulting/regulatory roles)- Prior experience with PowerBI and/or Tableau a plus- At least 8 years' relevant experience would generally be expected to find the skills required for this roleWHAT 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 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.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.For more information, please visit: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Aug 03, 2026ATS Job Description Test:Department:Corporate Treasury & Capital Planning

We're seeking someone to join our Corporate Lending Finance team as a Product Controller in ISG Finance to be part of the overall Investment Banking/Global Capital Markets Product Control team. 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 capital resources. This is a Director position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross functional end-to-end product oversight. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: • Collaborate with a varied group of colleagues in Finance and across the Firm, • Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment, • Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them, • Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards, • Ensure adherence to accounting principles and regulatory guidelines and accuracy of financial statement results., • Deliver financial analysis and reporting to the Business Unit, Senior Management, and finance counterparts., • Identify opportunities for process enhancements, driving projects to create efficiencies, using digital tools like Alteryx and Tableau., • Partner with the Business Unit, Risk Management, Technology, Operations, and other Controllers to provide feedback on proposed structures and transactions., • Work with various Legal Entity Controllers on legal entity reporting, analysis and audits., • Provide subject matter expertise in regulatory guidelines, revenue recognition and perform new product reviews among other initiatives., • Analyze the impact of new rules and regulations on business financials and processes., • Create test scenarios and perform user acceptance testing for key technology implementations., • Execution of weekly, monthly & quarterly commentary on financial results for Global IBD Controllers and the ISG Loan Reporting team., • Perform monthly Revenue, Expense and Balance Sheet reviews and reconciliations and ensure accuracy of quarterly regulatory reporting submissions. What you'll bring to the role: • Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment, • Ability to provide positive and constructive feedback and acknowledge efforts of team members, • Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks, • Bachelor's degree in Finance/Accounting or related field., • Prior loan/syndication experience highly desirable/preferable., • Strong analytical and technical skills including Excel, PowerPoint and Alteryx (highly desirable)., • Basic understanding of Capital Markets., • Ability to communicate effectively across all levels., • Outstanding attention to detail and follow up., • Excellent organizational skills., • Aptitude to multitask, and work in a fast changing, dynamic environment., • At least 4 years' relevant experience would generally be expected to find the skills required for this role 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 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 $100,000 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 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.

We're seeking someone to join our Bank Holding Company - Regulatory Controller team as a Vice President in Legal Entity Control reporting to one of the Bank Holding Company Regulatory Controller Leads in New York. 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 capital resources. This is a Vice President level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm's financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: • Collaborate with a varied group of colleagues in Finance and across the Firm, • Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment, • Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them, • Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards, • Reporting to one of the Bank Holding Company Regulatory Controller Leads in New York, the main responsibilities are:, • Bank Holding Company Regulatory Reporting to the FRB in NY across multiple filings including: FR Y-9C, FFIEC 009, GSIB Phase II (I-I) and Phase III (I-A), all required Treasury International Capital (TIC) filings (TIC B; TIC D; TIC SLT/SHCA/SCLA), • Support the preparation of due diligence meeting materials and presentation to senior management and FRB, • Implementation of all FRB mandated reporting, rule and instructional changes including the roll-out of new regulatory filings, • Provide technical advisory support to our global Finance colleagues on US GAAP, and regulatory report rules, encompassing technical research and documentation and financial statement reviews, • Develop subject matter expertise on key areas of accounting and work alongside cross-functional teams on major Firm implementation projects globally, including the implementation of new accounting standards and regulatory changes, • Supervise, train and development of multiple Finance Shared Services FSS (regulatory reporting production teams) in Mumbai, India. Provide insights and training to FSS teams as they continue to build SME of products and processes, • Review and sign-off of all New Product Approvals (NPAs), documenting the impact of the NPA across all regulatory filings, • Partner with Data Governance, providing key SME on data issue impact and remediation prioritization. Drive resolution and timely/sufficient closure of Issues and Action plans, • Ensure consistency on data approach and methodology across regulatory reporting, • Prepare/update documentation of rule interpretation, implementation approach and transition to new reporting platforms as applicable, • Assist in coordination, preparation, response, and issue management across Regulatory Exams and Internal 2nd and 3rd line reviews. Leverage expertise, framework, approach and lessons learned across Regulatory exams, • Partner with IT and Regulatory Projects team to enhance systems and User Interface platforms to streamline E2E processes What you'll bring to the role: • Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment, • Ability to provide positive and constructive feedback and acknowledge efforts of team members, • Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks, • CPA or Advanced Degree in Accounting/Finance or related field., • 15 + years of combined experience in Public Accounting and Regulatory Reporting in an international banking environment or at Consultancy Firms supporting the financial industry in regulatory reporting. Experience in risk and control matters a plus., • Strong understanding of USGAAP and the Regulatory Reporting rules and requirements. across our Banking industry., • Strong understanding of internal controls., • Ability to design and maintain reporting to drive key initiatives., • Experience in assessing risk and establishing effective controls., • Excellent analytical, quantitative, and problem-solving skills., • Strong communication, organizational and time management skills., • Ability to interact well with others at all levels and drive objectives., • Ability to handle and resolve challenges and problems. What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. Expected base pay rates for the role will be between $120,000 and $210,000 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.

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Client Segments division. This role partners closely with Financial Planning strategy leadership as well as technology, sales, and risk/compliance, to deliver trusted metrics, scalable reporting, and advanced analytics.This is a business-facing, strategic analytics role for a hands-on, data-driven leader who can translate ambiguity into clear analytical approaches, actionable insights, and measurable outcomes. You will build the analytics infrastructure for Financial Planning, with a focus on uncovering opportunities to deepen client engagement and improve financial planning efficacy and effectiveness. Success in this role requires autonomy, strong curiosity about data, and the ability to deliver timely solutions that drive business results.The ideal candidate brings an AI- and automation-first mindset — advancing the use of AI tools and processes is considered table stakes — along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams.Key ResponsibilitiesServe as a trusted, central point of contact for senior stakeholders within Financial Planning; own the Financial Planning analytics and data strategy across Wealth Management, ensuring analytics priorities align to strategic goals and measurable outcomes.Define and drive the roadmap to unify planning activity data and client/advisor insights across platforms (e.g., planning tools, CRM, dashboards) by framing business questions and translating them into rigorous analytical approaches.Establish a scalable analytics model that enables timely, data-driven insights through a consistent, connected view of operational data and reporting.Own delivery of core performance reporting and benchmarks (e.g., leadership insights, KPIs, dashboards, recurring business reviews), ensuring quality, consistency, and an executive-ready narrative.Partner with business SMEs and technology partners to standardize core KPI definitions, integrate disparate data sources, and develop dynamic data assets for analytics and downstream consumption.Partner with technology teams to ensure analytics-ready data models and pipelines are built efficiently; identify gaps in data availability and drive resolution.Lead, mentor, and develop a high-performing analytics team and offshore resources by setting clear priorities and standards for deliverables, with a strong focus on quality, timeliness, and scale.Partner with Legal/Compliance/Operational Risk to implement and evidence appropriate governance for data access and reporting distribution.QualificationsBachelor’s degree in a quantitative or business discipline (e.g., Statistics, Economics, Data Science, Computer Science, Engineering); Master’s degree preferred.7+ years of analytics experience in financial services (preferably wealth management) and 3–5+ years leading teams and/or large cross-functional analytics programs.Strong proficiency in SQL and Python, including 5+ years of hands-on data analysis and insight generation; demonstrated experience defining analytical approaches and applying a range of analytical tools to synthesize insights.Extensive business intelligence experience, including reporting and process automation, data visualization tools (Tableau), and big data platforms such as Dataiku, Snowflake, Hadoop, and Salesforce.Strong technical and analytical skills with the ability to manipulate large datasets and distill them into clear conclusions and actionable recommendations.High accuracy and analytical rigor; strong attention to detail and sense of ownership given the high-visibility nature of deliverables.Demonstrated ability to work independently and solve problems creatively, including maintaining/debugging complex code, developing hypotheses, and defending assumptions with an innovation mindset.Excellent written and verbal communication skills, including the ability to present complex information clearly and concisely to audiences across backgrounds and seniority.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 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.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.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: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Oct 01, 2026ATS Job Description Test:Department:Business Analysis

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 Lead Software Production Management & Reliability Engineering position at Director level which is part of the job family responsible for overseeing the production environment, ensuring the operational reliability of deployed software, and implementing strategies to optimize performance and minimize downtime.Since 1935, Morgan Stanley has been known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.Department ProfileMorgan Stanley Wealth Management (MSWM) Technology is the global technology department responsible for the design, development, delivery and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management (MSWM) business. The department is comprised of 10 organizations: Sales, Banking & Corporate-Client Technology, Investment Products & Markets Technology, Client Reporting, Core Processing, Private and International Wealth Management Technology, Technology Integration Office, Enterprise Infrastructure & Production Management, Capital Markets Application & Data Services, Deployment Planning & Release Management, and the Chief Operating Office.The Reliability Operations (RO) within WMT is responsible for providing swift, courteous, and knowledgeable customer service to end users of the production systems. This position is focused on user and systems support, answering hotline calls, monitoring systems alerts, and taking corrective action. Technical understanding is important as well as the ability to speak to users and understand their problems. In addition to direct user support tasks, the team performs infrastructure related tasks including process configuration, hardware capacity planning, event management, release work, and support tool development to ensure any repetitive tasks are packaged to remove any element of risk.Position OverviewThe Wealth Management Production Management Site Reliability Engineer position is a highly visible/critical role, which will be a team member of technical SME’S managing the stability and optimization of the Wealth Management systems. Scope includes but not limited to, the day-to-day support of the organization’s technology related outages, collaboration on technology projectsfocused on stability, optimization, business impact analysis, and associated risk-related methodologies. This role will be responsible for overall stability of the Wealth Management Investment Management application platforms, participation on key optimization initiatives, and collaboration with multiple technical teams within Morgan Stanley. Additionally, partners with WM business units, various levels of management and staff to collect, analyze and make recommendations on optimizing the platform.As a team member with expertise in deep analytical triage, you will provide subject matter expertise in debugging, issue analysis and troubleshooting, working with business and technical colleagues to provide reviews and recommendations to avoid any future application issues. Produce guidance documentation, standards and procedures, products assessments, and training material including working with the various application and infrastructure support teams ensuring that they are documenting every single troubleshooting step in Morgan Stanley knowledge base system to resolve issues in a faster time frame. You will serve as a fully seasoned/proficient technical resource; provide technical knowledge in outage management and proactive solutions to improve the user experience.This position will mainly perform DevOps/ SRE role in Application support, Platform Stability and Resiliency.Role & Responsibilities:Proactively detecting, troubleshooting, and resolving all issues affecting production applications. This involves coordination with and escalation to development and external teams where necessary. This team owns all issues escalated to us until it is resolved or a workaround is provided for end users to continue functioning.Responsible for maintaining clear, concise, and timely communications with affected parties during the investigation and resolution of any individual or system-wide outageResponsible for the stability of the Production environmentDevelop and continually revise in partnership with other teams where necessary) suitable policies and procedures to ensure appropriate application development standards are available to guide development for systems deployed to Production.As the gatekeepers of the Production environment, responsible for ensuring the Change Implementation Management guidelines/policies are adhered to for all systems deployed to Production.Responsible for servicing all requests for data or other activities that require access to Production systemsWork with development teams at the appropriate stages in application development to ensure any new systems or projects meet the Production standardResponsible for maintaining and growing a body of knowledge that is accessible to all team members. Ensure information regarding any support related activities or issues are available and easily accessible. The goal is to improve self-reliance and reduce dependency on the availability of development or external team resources for the initial troubleshooting and resolution of problems.Primary skillsMinimum 5–7 years of experience developing and/or supporting enterprise applications3–5 years of experience leading a small-to-medium team with similar skill setsWillingness to embrace Agile practices and DevOps/SRE conceptsWorking knowledge of DevOps and observability tools (e.g., Grafana, Prometheus, Splunk, Kibana)Strong analytical skills, including problem determination and recovery/resolution processesAbility to interface with and build strong working relationships across technology teams, business analysts, and vendorsUnderstanding of database engineering and the ability to develop high-quality database solutionsExperience with AWS services such as EC2, ECS, S3, Fargate, Aurora, and LambdaHands-on scripting experience with Python and working knowledge of JavaAdministrative competence in at least one major programming language or platform (e.g., Perl, PowerShell, Unix scripting, Java, C#, .NET)Exposure to application technologies such as JavaScript, React, GraphQL, Python, Django, Celery, PostgreSQL, Golang, ElasticSearch, RabbitMQ and Kafka.Experience with web analytics tools (preferably Adobe Experience Cloud) is a plusFast learner who thrives in a fast-paced environmentStrong organizational skills and the ability to manage multiple tasks and high-pressure outage situations through resolutionDriven to learn new technologies and techniques and to be an integral member of the teamHands-on experience administering large-scale, high-availability systems and using tools to monitor performance and availabilityExperience in creating technical architecture documentationExcellent written and verbal communication skills for technical discussions across management layersBS/MS degree (or equivalent), preferably in a quantitative discipline (e.g., Computer Science, Computer Engineering)Experience with on-call support and the ability to respond to emergencies on a 24/7 basisExperience in the financial services industry is a plusAssist with investigating and troubleshooting production issues, and actively mentor/coach/train team membersSecondary Skills5–10 years of experience supporting or developing transaction-based systemsHands-on technical professional who understands both code and infrastructureProven operational/support background with strong understanding of incident, problem, and change management to drive stability across organizationsAbility to lead outage incidents by coordinating cross-team response and user communications through resolutionStrong focus on metrics, monitoring, and trend analysisStrong problem-solving skills with the ability to analyze and interpret dataAbility to build strong relationships and coordinate effectively with multiple parties during outages, while providing clear updates to APG and BU partnersComfortable with an on-call rotation, including weekend workStrong end-user support skills; able to partner with users to diagnose issues and drive to resolutionSelf-motivated with excellent written and verbal communication; able to communicate clearly and conciselyStrong ownership mentality with a focus on customer satisfactionDetail-oriented and well organized, with strong analytical skillsExperience working in a virtual and/or global team environmentSelf-starter with a “can-do” attitude and the ability to multitask effectivelyFamiliarity with ITIL concepts, especially incident and problem managementWe have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.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 qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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 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.Expected base pay rates for the role will be between $120,000 and $165,000 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: .Employment Type:Full timeJob Level:ProfessionalPosted Date:Apr 13, 2026ATS Job Description Test:Department:Software Prod Management & Reliability Engineering

The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This industry professional leads the development, implementation, and management of the team's strategic plan to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all elements of the team's client service model including but not limited to business development, marketing, and client relationship operations to help support the FA/PWA/team scale their business. Duties and Responsibilities Oversee team Support Professionals to ensure alignment on team priorities and business goals Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved Coordinate and guide strategic business initiatives to achieve desired results, including tracking the acquisition of assets, growth, and performance of FA/PWA/team Organize and prioritize critical issues and required information for Advisors to facilitate efficient decision making Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience Proactively assess client service needs to determine the proper course of action and delegate to the appropriate individual on the team to manage Manage team client communications strategy Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance Evaluates, and implements new services offered by the firm to determine how to integrate them into current service offering Education, Experience, Knowledge, and Skills Education and/or Experience 10+ years of work experience in a field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Willingness to obtain additional licenses and/or designations as required Knowledge/Skills Strong leadership skills 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 Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to Business Service Officer and/or Market Business Service Officer 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 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 $75,000 and $125,000 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.

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 Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division. Within Municipal Securities, the Public Finance Investment Banking group raises capital to fund projects for public sector entities and not-for-profit institutions in the United States. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations. As an Associate in the Public Finance Investment Banking Department, you may: • Provide investment banking services to the largest and most notable issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups, • Prepare and execute live transactions, including crafting rating agency, investor roadshow, and sales memorandum materials, • Prepare marketing materials, from product pitches based on market dynamics to extensive responses and proposal requests, • Perform cash flow analyses to evaluate debt financing alternatives, • Update credit models and conduct peer credit analysis, • Monitor debt portfolios identifying opportunities for refinancing or restructuring, • Conduct debt capacity and affordability analysis, • Research and analyze market data to share insights with clients, • Field and respond to client inquiries, including travel for client meetings and conferences, • Experience in public finance banking or financial advisory services, • Advanced knowledge of MS Excel (preferred), DBC (preferred) and familiarity with other common software including Word and PowerPoint, • Strong work ethic, collaborative, ability to multi-task, • Adaptable, versatile, and analytical, • Bachelor's degree 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 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.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 26 countries, and a total of $2.0 trillion in assets under management as of June 30, 2026. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley's Tactical Value team is a part of the ~$62bn Private Credit & Equity platform within MSIM. The group manages ~$4bn and makes private equity, growth equity, and structured credit investments across industries. The strategy capitalizes on both connectivity with Morgan Stanley IBD and GCM as well as relationships outside of the firm for sourcing, diligence, and value creation after the investment. The team is a generalist group that invests in both large cap and middle market deals with check sizes of $50-$750MM+. Recent industry focus includes investments in tech/cybersecurity, consumer, professional/industrial services, media and sports. This is a unique opportunity to join a growing and entrepreneurial team with significant upward mobility. Responsibilities: MSIM Tactical Value is looking for a Pre-MBA Associate to work directly with senior investors and decision-makers and serve as a key contributor throughout the lifecycle of investing, including the evaluation of investment opportunities, conducting in-depth sector analysis, developing and analyzing financial projections and valuations, and monitoring portfolio companies post investment. Specifically, the team is looking for an Associate able to help in the following areas: • Conduct research on macro themes, investment ideas, and target assets, • Build financial models for company projection and transaction scenarios, • Produce investment memoranda and support materials on investment opportunities, • Coordinate with advisors and consultants on due diligence items, • Monitor the performance of portfolio companies and interface with management teams Qualifications: • 1-3 years' previous experience in investment banking or private equity, • Experience : M&A, industry coverage, or capital markets preferred, • Ability to learn quickly and interact well with others, • Enthusiasm, self-motivation, and a team player attitude, • Superior level of attention to detail, • Outstanding verbal and written communication skills, • Highly developed interpersonal skills, • Ability to handle multiple assignments at once and meet associated deadlines important to success, • This program is to start between Winter Summer 2027 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 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 $150,000 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.

Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe. The Brokers, Asset Managers & Exchanges team within Equity Research is looking for a strong Associate or VP-level team member to join. The role involves building and maintaining models, as well as writing company-specific and broader industry research notes based on proprietary analysis and research. The team is looking for hard-working, analytical candidates, with a passion for Equity Research. The role resides in our New York office. Primary Responsibilities • Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics, • Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news., • Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry), • Interact with institutional investors, responding to requests for models, reports and data analysis., • Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage., • Develop and maintain relationships with investor relations personnel and management of companies under coverage, • Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control, • Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends., • Assist internal sales and trading teams in the timely analysis of breaking news in the sector Qualifications - External • The ideal candidate will have at least 2 years of experience in a Financial Services Capacity Investment Banking, Capital Markets, Research, Consulting, Finance, Accounting preferred., • Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery, • Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required., • Candidates are expected to be adaptable and have the ability to work well under pressure., • Ability to multitask and reprioritize a must, • Strong attention to detail is a must, • High energy, self-motivated, creative, curious, organized and strong focus on teamwork, • Strong experience in accounting is a plus, • CFA is a plus 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 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.

Electronic Trading Risk Management (ETRM) is a front-office team within Morgan Stanley’s Institutional Equity Division (IED) responsible for managing the risks associated with electronic trading of equities and listed derivatives in the Americas. ETRM is a cross-functional and highly technical/analytical team, uniquely positioned to identify, understand, solve, and monitor a variety of challenges related to electronic and algorithmic trading. ETRM partners closely with a diverse set of stakeholders including Product Management, Traders, Client Coverage, Legal and Compliance, Technology, Operations, Desk Strategists, Quantitative Research, Clients and External Regulators. This role requires a balance of technical/analytical skills, the ability to partner with multiple functional areas of the firm and an interest in trading and market structure. Core responsibilities of this role include:Implementation and ownership of electronic trading risk controls (both pre-trade and post-trade), designed to enable business development in a risk-controlled mannerMonitoring electronic trading activity and controls in real-time and taking action, when necessary, to address issuesPerforming analysis on and curating large complex datasets and system logs to diagnose issues and develop fact-based recommendations and solutions to problems and inquiriesOwning and enhancing a variety of critical T+1 order and execution reporting controls focused on managing operational and regulatory reporting risksFacilitating meetings and engaging directly with stakeholders at all levels and across the firmProviding electronic trading subject matter expertise and risk oversight as it relates to:Trading algorithm developmentNew electronic trading product developmentImplementation of new sources of electronic liquidity, both internal and external to Morgan StanleyProject management of cross-IED electronic trading technology change initiativesProviding subject matter expertise, analysis, data curation respect to electronic trading regulatory inquiries, firm litigation matters, and internal audit examsManaging and developing junior team membersThe successful ETRM candidate has:5-8+ years of relevant professional experience in Financial Services or Technology or related industryBachelor’s degree with strong academic performancePreferred Major or Minor in Computer Science or Information Systems or similar technical fieldDirect professional experience in a securities trading business in some functional capacity, ideally focused on algorithmic/electronic tradingA desire to work in a fast-paced, dynamic, and unpredictable environment with a willingness to solve problems in real-time using a hands-on approachStrong motivation, be a self-starter with a positive outlook and a desire to solve problemsStrong communication skills with a demonstrated ability to communicate effectively verbally and in writing at all levels of the organizationWHAT 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 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.Expected base pay rates for the role will be between $140,000 and $250,000 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: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Jul 27, 2026ATS Job Description Test:Department:Risk / Policy Mgmt- IM

We're seeking someone to join our Strategy & Initiatives team as a Vice President in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives team partners closely with the Finance division and the Wealth Management Business Unit to drive strategic transformation and support new business growth. As a key member of this team, you will lead and execute projects focused on simplifying and modernizing Wealth Management Finance data and systems infrastructure. You will also serve as a representative for Finance, collaborating with business partners on new initiatives and strategic priorities. This role provides an opportunity to manage both small and large projects across the Wealth Management Finance organization, working with stakeholders to deliver impactful solutions and drive continuous improvement.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 capital resources. This is a Vice President level position within our Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track.Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.Location: This role is hybrid 3 days onsite in either Purchase NY or Downtown Manhattan. Candidates that sit in downtown will be required to go to Purchase at least once a week.What you'll do in the role:- Collaborate with a varied group of colleagues in Finance and across the Firm- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them- Act as a role model and culture carrier; Embody and set an example of the Firm's values and holds yourself and others accountable to Firm standards-Strategic Transformation: Lead strategic initiatives to simplify, modernize, and enhance Finance processes, data, reporting, and technology capabilities.-Change Leadership: Act as a change agent by challenging assumptions, driving thoughtful discussions, and helping stakeholders navigate complex business decisions.-Strategic Partnership: Partner with Finance, Technology, Operations and business leaders to translate strategic priorities into actionable solutions and measurable outcomes.-Business Acumen: Develop a deep understanding of Wealth Management Finance processes, reporting, data, and business drivers to serve as a trusted subject matter expert.-Opportunity Assessment: Evaluate new business initiatives and identify implications, opportunities, risks, dependencies and required Finance capabilities.-Requirements & Testing: Drive business analysis activities including requirements definition, process design, validation, testing, and readiness.-Technical Partnership: Partner closely with Technology teams to define target-state solutions and ensure successful delivery of business and operational objectives.-AI & Innovation: Leverage data, analytics, automation and AI to improve decision-making, increase efficiency, and enhance the user experience.-Stakeholder Engagement: Build strong relationships across functions and facilitate alignment among stakeholders with competing priorities.-Influence Without Authority: Demonstrate ability to lead through influence rather than authority, building consensus while maintaining outcome focus.-Communication: Prepare and deliver executive-level communications, presentations, and recommendations for management.-Continuous Improvement: Foster a culture of continuous improvement, innovation, accountability and collaboration.What you'll bring to the role:- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment- Ability to provide positive and constructive feedback and acknowledge efforts of team members- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks- In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment- Experience: 10+ years of relevant experience in Finance, Strategy, Transformation, Consulting, Business Analysis, Product Management, Technology Delivery, or a related field.- Education: B.A./B.S. in a relevant field.- Strategic Thinking: Strong problem-solving skills, with the ability to connect detailed analysis to broader business objectives.- Influence & Credibility: Proven ability to influence senior stakeholders, challenge constructively, and drive alignment in complex, matrixed organizations.- Leading Through Influence: Demonstrated ability to lead through influence rather than authority, building consensus among stakeholders with competing priorities while maintaining focus on outcomes.- Technical Partnership: Experience partnering with Technology teams to define requirements, support solution design, drive testing, and implement business solutions.- Analytical Capability: Strong analytical skills with experience working with large and complex data sets.- Communication: Exceptional communication and presentation skills, including the ability to convey complex concepts to senior audiences.- Adaptability: Ability to navigate ambiguity, exercise sound judgment, and make informed decisions in a fast-paced environment.- Curiosity: Intellectual curiosity and a willingness to become a subject matter expert in new business areas.- AI Fluency: Experience leveraging AI, automation, or emerging technologies to improve business processes and drive efficiencies.- Team Orientation: Highly collaborative with a growth mindset and a demonstrated commitment to continuous learning and development.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 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.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.For more information, please visit: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Aug 03, 2026ATS Job Description Test:Department:Portfolio & Change Management

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.Position SummaryThe Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization and will be pivotal in supporting the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will be at the forefront of driving strategic initiatives and fostering innovation in portfolio and risk analytics. This organization will shape the strategy and design of institutional reporting frameworks and will develop next-generation institutional portfolio & risk analytics platforms.Your role will require a deep understanding of risk, performance, and portfolio analytics. You will be expected to translate portfolio management needs into scalable analytics solutions, working closely with team leads, Portfolio Managers, Technology, Client Advisory teams, and other organizations. This position demands a collaborative approach to enhance portfolio performance, scalability, and risk management. This role is ideal for someone who excels at analytics, understands multi-asset portfolio construction, and communicates clearly with investment teams.Responsibilities:Support the design and enhancement of a unified institutional reporting framework across segments–pensions, E&F, UHNW, and family offices.Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition, factor exposures, liquidity analysis, and guideline monitoring.Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations, including automation where possible.Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics, calculations, workflow, and visual design specifications.Help PMs interpret how positioning aligns with objectives, guidelines, and risk budgets.Contribute to the dashboard’s design, functionality, prototype validation, and quality control checks.Partner with Technology and Data Engineering to define data requirements, metric definitions, and tool integration.Contribute to governance frameworks by ensuring consistency and rigor in analytics definitions, methodologies, and quality standards.Knowledge and Skills:6-8 years of relevant work experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting.Deep understanding of investment products, asset classes (public and private markets), and financial markets.Firm understanding of portfolio management concepts including asset allocation, modern portfolio theory, portfolio construction, manager selection, risk management, performance and risk analysis.Knowledge and experience in investment/wealth management data analysis tools and platforms is a plus (e.g., Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar)Advance skills in PowerPoint and Excel (read, write, interpret, and audit VBA); experience with macros.Strong verbal and written communication skillsDetail-oriented, with the ability to multitask and handle multiple prioritiesDesire and willingness to learn and collaborate within a close-knit team.Proactive and hardworking, with strong professional accountabilityQualifications:Undergraduate degree is required.Graduate degree, CFA, CAIA and other professional designations are preferredWHAT 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 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.Expected base pay rates for the role will be between $115,000 and $205,000 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: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:Aug 06, 2026ATS Job Description Test:Department:Research

Morgan Stanley ("MS") is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. 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. MS 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. MS conducts its business through three principal business segments-Institutional Securities (ISG), Wealth Management (WM), and Investment Management (IM). The U.S. Banks (the Banks) represent an important strategic asset for the Firm with opportunities to drive earnings and business growth across WM and ISG by offering lending solutions, cash management, and deposit products to deepen client relationships. The U.S Banks Strategy team's primary mission is to partner across the organization to evaluate, design, and lead the execution of Bank's key initiatives and growth plans. We also manage important Bank governance activities by coordinating the development of the annual Strategy & Business Plan; conduct competitor analysis, benchmarking, and reporting to Bank leadership; support project execution through the Program Management Office (PMO) team; and administration through our Business Management function. We are seeking a high quality Program Manager to be a key partner in the development and execution of the U.S. Banks strategy to expand its cash management, deposits and lending services to serve the retail banking, private banking and commercial banking needs of WM clients. This is a great opportunity to join a growing team, learn the business, and have access to a range of career growth internal mobility options. For example, PMO team members have successfully moved on to the banking and lending product teams that they supported. Position Responsibilities: The U.S Banks Program Management Office (PMO) manages cross-divisional, cross-product, and firm-wide initiatives on behalf of the U.S. Banks, partnering with senior management to analyze and assess current strategic capital investment strategies. The role is multi-faceted, offering the opportunity to lead, take ownership for, and contribute to, the success of projects through the entire life cycle. The successful candidate will work closely with the Bank's groups as well as other stakeholders that support the U.S. Banks. The role will support the lead PMO responsible for business / operational risk and requires the candidate to have an understanding of and take a leadership role in project management fundamentals, process analysis/design, and system implementation methodologies and best practices. The candidate must also be able to analyze and articulate feedback on the commercial impact of business and functional/support group decisions. Program/Project Management • Work with business partners, functional/support group partners and stakeholders to create initial project/resource plans and governance for identified initiatives, • Work with business partners, functional/support group partners and stakeholders on creation of key milestones and timelines, • Work with stakeholders to prioritize work and drive milestones to timely execution, • Track and report status on multiple cross-divisional projects/programs across divisions, functions and workstreams, • Raise issues, risks and concerns timely and appropriately to stakeholders, • Document and track change control milestones and tasks for multiple projects and programs, • Manage budget process by coordinating with business partners and functional/support group partners, • Host governance forums including Sr. Executive governance forums, drive discussions and decisions, and assist in action item tracking, project plans, milestones and meeting documentation Relationship Management • Develop an effective network of relationships across divisions, • Influence and collaborate effectively with project resources not in the same reporting line to achieve common goals, • Operate as a leader in cross functional forums and drive consensus on project, business, and functional issues Skills Required • 10 years process improvement, business analysis, project management experience,, • Understanding of various technology system implementation methodologies (e.g., waterfall, agile etc.), • Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem solving, • Strong sense of ownership and accountability for work, • Self-motivated and able to work autonomously, • Keen attention to detail, • Strong communication and influencing skills, • Exceptional written and verbal presentation skills, • Capable of setting direction and motivating team members outside the direct reporting line, • Ability to deal with ambiguity and define approaches to bring un-focused issues to resolution, • Adaptability to fast changing demands and environments, • Strong time management skills, • Bachelor's Degree, • Fluency with all MS Office tools, including Power Point, Excel, Project, and Visio Skills Desired • Experience in the Wealth Management industry (ideally business / operational risk), • Consulting experience for financial services industry clients 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). Expected base pay rates for the role will be between 120000 and 180000 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.

Job Description Direct Agents is seeking an experienced Strategic Account Supervisor to join our Client Services leadership team. The ideal candidate has a proven track record within digital media (agency side), exceptional communication skills, and a passion for driving client growth while inspiring and motivating a team. Compensation $100,000 - $110,000 base salary depending on experience, with annual compensation reviews based on performance. Potential semi-annual bonus based on company and individual performance. The Role Client Relationship Management • Supervise and manage assigned client accounts, building effective communication and strong working relationships., • Serve as a day-to-day contact for clients, ensuring their inquiries, concerns, and requests are addressed promptly and professionally., • Lead client-facing meetings, including quarterly business reviews and strategic planning sessions, to present campaign results, performance insights, and growth opportunities., • Proactively identify and monitor potential red flags that may impact campaign performance, client relationships, or overall engagement, ensuring timely solutions. Campaign Strategy and Management • Lead the setup of new client accounts and campaigns, ensuring all elements are optimized for success., • Develop comprehensive campaign strategies that align with client objectives and identify opportunities for new channel initiatives., • Coordinate the process of retrieving creative assets, building ad copy, managing technical integrations, and QAing previews prior to launch., • Oversee end-to-end campaign execution, collaborating with internal teams to ensure smooth launches, alignment with client objectives, and performance optimization., • Ensure impeccable use of ClickUp and other project management tools to maintain operational excellence, visibility, and accountability across campaigns. Performance Reporting and Insights • Monitor campaign performance, analyzing data to deliver actionable insights and executive recommendations., • Generate reports detailing spend, budgets, and media placements, ensuring accuracy and clarity for client-facing updates., • Proactively workshop ideas to improve performance, identify new opportunities, and drive incremental growth. Revenue Growth and Business Development • Support the sales and media buying teams by preparing contracts, proposals, and supporting documentation., • Identify upsell and cross-sell opportunities by staying informed on client needs and industry trends., • Contribute to the development and presentation of solutions in client meetings and new business pitches. Team Leadership and Collaboration • Mentor members of the Account Management team, providing clear direction, feedback, and career development support., • Lead training sessions for the Account Management team and manage onboarding for new employees., • Collaborate across internal teams to ensure alignment, resolve issues, and maintain high-quality client deliverables., • Foster a collaborative, solution-oriented work environment that encourages teamwork and knowledge sharing. What We're Looking For Required • 5–7 years of account management experience with a proven track record of driving significant client growth, • Deep expertise across Search, Programmatic Display, Social, and emerging marketing channels, • Demonstrated experience managing high-value accounts, • Experience presenting to and influencing C-level executives, • Strong time management skills—ability to prioritize, meet deadlines, and work in a fast-paced environment, • Must be self-motivated, highly organized, and a team player with strong attention to detail Nice to Have • Experience with a project management platform (ClickUp, Asana, Monday, etc.) Essential Skills • Advanced strategic thinking and business acumen, • Strong analytical skills and data interpretation capabilities, • Exceptional presentation and communication skills, • Leadership experience with ability to influence across all organizational levels, • Deep understanding of the performance marketing ecosystem and emerging trends, • Proven track record of driving measurable business resultsWho We Are Direct Agents is not a traditional agency. We are an elite team of builders and operators—growth strategists, media architects, and creative thinkers—who partner with ambitious brands to drive measurable revenue growth. Backed by Kanopy AI, our proprietary intelligence platform, and exclusive partnerships with tech and media platforms, we deliver the kind of unfair advantage that helps clients dominate, not just compete. We operate at the intersection of technology, media, and strategy—where AI meets human expertise to produce outcomes that neither can achieve alone. Our client roster includes brands like Tennis Channel, Marvel, NYSE, Morgan Stanley, Prologis, and DistroKid. What Sets Us Apart Direct Agents isn't for everyone—and that's by design. We're building something different. • Proprietary AI That Actually Works: Kanopy AI is our custom-built intelligence platform—real-time campaign optimization, media mix modeling, natural language analytics, and algorithm enrichment that gives our clients (and our team) a genuine edge. This isn't a buzzword; it's operational., • Exclusive Platform Access: Direct partnerships across Google AI Search, Meta, TikTok, Amazon, Freewheel, Teads, Stackadapt, and best-in-class tech and media partners., • An Elite, Not Bloated, Team: 100+ operators who move fast, think deeply, and ship work that matters. No layers of bureaucracy. Direct access to senior leadership and the executives building the strategy., • AI Integration Across Everything: Claude, ChatGPT, and proprietary AI tools are embedded in our workflows—from data analysis and creative versioning to strategic planning and client intelligence., • 9x Crain's Best Places to Work: A people-first culture with a 12-month average time to promotion, a 4-day workweek, and genuine investment in career development., • Certified Minority-Owned Business: 48% BIPOC representation across the agency, 60% female representation—a team that reflects the diverse markets we serve.Benefits, • Regular performance reviews with quarterly growth path check-ins, • Comprehensive health, dental, vision, and mental health benefits (One Medical, Talkspace, KindBody, Health Advocate), • 15–24 days PTO/year depending on seniority, plus birthday off, 7 sick/safe days, and up to 12 weeks paid parental leave, • New MacBook Pro and access to cutting-edge AI tools across the agency, • Sun-drenched penthouse Acceleration Hub on 5th Avenue in Flatiron—with commuter benefits and Citibike membership, • Dog-friendly office, regular team events (Field Day, Ski Club, Golf League, holiday celebrations), and a culture built around ownership and ambition Location: This role is based in our NYC headquarters. You must reside or be willing to relocate within commuting distance. Please be aware of fraudulent recruiters and scams. If you move forward in our recruitment process, you will only be contacted by the Direct Agents HR team. If you have questions about the validity of this job posting, please email hrconcerns@directagents.com Please be aware of fraudulent recruiters and scams. If you move forward in our recruitment process, you will only be contacted by the Direct Agents HR team. Questions? Email hrconcerns@directagents.com Powered by JazzHR QAOKEFIaN7

Job Description • We have an opening for a full time FRONT OF HOUSE LEAD SUPERVISOR position., • Location: Morgan Stanley - 1585 Broadway, New York, NY 10036. Note: online applications accepted only., • Schedule: Full time; Monday through Friday, hours may vary. More details upon interview., • Requirement: Previous front-of-house supervisory experience is required., • Pay Range: $24.00 per hour to $26.00 per hour. We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1560045. The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: http://olivia.paradox.ai/moSkg This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the ‘job search’ in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on ‘referral tracking.’ For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email MyReferral@compass-usa.com. Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to work This is R/A ! Job Summary Monitors the food service operation to ensure production of top quality products and service. Essential Duties and Responsibilities: • Performs inventory management to maintain high valuation and minimal waste., • Ensures that staff is on task, quality assurance standards are being met, and the operation is clean and organized., • Monitors marketing, confirming that signage is current and appropriate., • Upholds policies and procedures to guarantee compliance with company and client expectations., • Performs other duties as assigned. Qualifications: • Ability to lift and move up to 25 pounds. Associates at Restaurant Associates are offered many fantastic benefits. Both full-time and part-time positions offer the following benefits to associates: • Retirement Plan, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program In addition, full-time positions also offer the following benefits to associates: • Medical, • Dental, • Vision, • Life Insurance/AD, • Disability Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Abides by all Company policies and procedures including but not limited to: • The use of a medium weight cut gloves when handling or using knives, peelers, choppers, mandolins or cleaning a slicer., • The use of oven mitts, fryer gloves or steamer gloves when handling hot pans from ovens, warmers or steamtables., • The use of slip-resistant shoes and proper lifting techniques. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyRA.pdf About Compass Group: Achieving leadership in the foodservice industry Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ Applications are accepted on an ongoing basis. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.

Job Description Position Title: Receptionist Morgan Stanley Broadway Pay 11 Salary: $68,000-$70,000 Other Forms of Compensation: Rapport is a specialized division of FLIK Hospitality Group focused on all aspects of guest and employee services, meeting and event planning and conference center management. Distinct from recruitment agencies, we do not engage in temporary contracts. Our commitment is to foster long-term career development, allowing ambassadors to enjoy the comprehensive benefits of working directly with us. Rapport invests in all of its ambassadors, allowing them to attain their career aspirations. It starts with a warm welcome to our business, followed by an individual training and development program. You’ll be encouraged to become the very best you can be throughout your career here, and will be provided with the skills to step into your next big role. Becoming a Rapport ambassador means becoming part of a global community, collaborating with diverse talents, sharing ideas, and experiencing a workplace culture that extends beyond local boundaries. Your journey with us is more than just a job: it’s a meaningful career. Job Summary Job Summary: Key Responsibilities: • Answers telephones and makes reservations for clients, • Tracks information in the database, • Responsible for planning in the conference center, • Ensures appropriate communication to operating departments including Conference Services, Catering, and Audio Visual, • Checks all conference rooms before client arrives, • Ensures rooms are set according to customer standards, • Ensure Audio Visual equipment is set according to customer standards, • Finalizes all planning details with clients and distributes to all operating departments, • Provides business center services when requested, • Rune end-of-day reports Preferred Qualifications: • Four year college degree preferred, • Proficient in Microsoft Office, • Two years of planning experience in hospitality industry, • Proactive mindset to anticipate and support changes in our business, • Keep abreast of industry trends and share information with staff, • Exceptional customer service abilities Apply to Rapport today! Rapport is a specialized division of FLIK Hospitality Group and a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ Applications are accepted on an ongoing basis. Rapport maintains a drug-free workplace. Associates in Rapport are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyFlikHospitality.pdf Req ID: 1578617 Rapport a specialized division of FLIK Hospitality Group

Job Description Position Title: Guest Relations Officer Morgan Stanley (Broadway) Pay 5 Salary: $28-$30/hr Other Forms of Compensation: Rapport is a specialized division of FLIK Hospitality Group focused on all aspects of guest and employee services, meeting and event planning and conference center management. Distinct from recruitment agencies, we do not engage in temporary contracts. Our commitment is to foster long-term career development, allowing ambassadors to enjoy the comprehensive benefits of working directly with us. Rapport invests in all of its ambassadors, allowing them to attain their career aspirations. It starts with a warm welcome to our business, followed by an individual training and development program. You’ll be encouraged to become the very best you can be throughout your career here, and will be provided with the skills to step into your next big role. Becoming a Rapport ambassador means becoming part of a global community, collaborating with diverse talents, sharing ideas, and experiencing a workplace culture that extends beyond local boundaries. Your journey with us is more than just a job: it’s a meaningful career. Job Summary Embark on a journey of hospitality excellence as a valued member of our team, dedicated to crafting extraordinary experiences for our cherished members. Join us in creating moments of unparalleled warmth and hospitality, where every detail is thoughtfully orchestrated to exceed the expectations of our discerning members. Essential Duties and Responsibilities: • Welcome clients and their guests with genuine warmth, ensuring each encounter is adorned with a heartfelt smile and sustained eye contact, fostering an immediate sense of belonging, • Provide a prompt and courteous welcome to all guests upon their arrival, • Acting as way-finders and hospitality services resource for all guests, • Assist with lobby flow including employee and visitor cues to elevators, • Building and maintaining a relationship with employees and repeat guests, enhancing their over-all experience; use surnames when obtained, • Be actively engaged with guests, employees & clients; identifying and anticipating their needs, aiming to exceed expectations at every opportunity, • Escort guests to their destination as required, • Handle all in person, phone and email communications with professionalism, ensuring that information is gathered accurately, • Ensure that First Class Guest/Client service levels are maintained during peak & off-peak periods of the day, • Safeguard the well-being of our members and staff by diligently adhering to security, fire, health, and safety protocols, fostering an environment of trust and security.Operate the Evening Meal Program Operation from 6pm – pm, • Retrieve food deliveries from personnel, • Organize food deliveries by alphabetical order to ensure ease in employees retrieving their food delivery, • Responsible for all general Lobby & Evening Meal Program duties as required Apply to Rapport today! Rapport is a specialized division of FLIK Hospitality Group and a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ Applications are accepted on an ongoing basis. Rapport maintains a drug-free workplace. Associates in Rapport are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyFlikHospitality.pdf Req ID: 1579363 Rapport a specialized division of FLIK Hospitality Group

Design, develop, and maintain innovative software solutions for the JP Morgan Chase Client Services Platform, addressing complex technical challenges and modernizing business processes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of cons

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Wor

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. What You Can Expect From Morgan Stanley:. 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.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo