Jobs at Morgan Stanley

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Supports Financial and Private Wealth Advisors by managing client relationships, explaining investment products, preparing financial plans and portfolio performance reports, executing brokerage and advisory account orders, and conducting market research. Develops client presentations, proposals, seminars, webinars, and marketing initiatives to support business growth. Coordinates service protocols, client enrollment campaigns, internal partnerships, and practice management activities while ensuring compliance and timely delivery of client commitments.

Leads client service and business management for Financial Advisor and Private Wealth Advisor teams. Oversees daily operations, team priorities, client communications, support staff, business plans, performance tracking, hiring, training, and firm initiatives. Develops and implements client service models, supports client meetings and financial reporting, coordinates business matters, and improves operational efficiency while maintaining strong internal and external relationships.

Manages and develops client relationships for a Financial Advisor team, assesses client goals, analyzes investment opportunities, recommends wealth-management strategies, and advises clients in accordance with team objectives. The role also supports business development through presentations and seminars, maintains regulatory compliance, and coordinates required licensing and registrations across applicable states.

Lead branch-level risk, compliance, and supervisory activities; enforce regulatory and firm policies; support audits, investigations, licensing, FA onboarding, and client suitability reviews while advising management on risk matters.

Provides daily client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include handling account inquiries, executing money movement requests, preparing client meeting materials, assisting with account opening and financial planning data entry, supporting digital tool enrollment, managing calendars and travel, processing expenses, answering calls, and maintaining documentation. The role requires strong organization, client service, communication, Microsoft Office, and multitasking skills, with willingness to obtain applicable securities licenses.

Leads investment management for a private wealth advisory team by developing asset allocation models, overseeing investment policies, evaluating managers, monitoring performance, and recommending portfolio changes. Partners with financial advisors and clients on investment strategies, portfolio analysis, benchmarks, and implementation. Maintains investment-community relationships and supports client issue resolution while ensuring compliance with firm policies and regulations.

Leads investment management for private wealth clients by developing asset allocation models, overseeing investment managers, evaluating performance and benchmarks, implementing investment strategies, and supporting client meetings. Provides portfolio analysis, investment recommendations, reporting oversight, and guidance on compliance and investment policies while collaborating with Financial Advisors and Private Wealth Advisors.

Supports Financial Advisors and Private Wealth Advisors with client service, account transactions, meeting preparation, follow-up tracking, financial plans, portfolio reports, research, and business development activities. The role also assists with digital and in-person marketing, client meetings, operational administration, and firm initiatives. Requires financial services product knowledge, strong client service and organizational skills, proficiency with Microsoft Office and Excel, and active securities licenses.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.

Support Financial Advisors/Private Wealth Advisors by building client relationships, preparing client reports and financial plans, executing digital and in-person marketing, participating in client meetings, performing clerical transaction support, and helping optimize business practice efficiencies. Serve as a client-facing member of the service team and participate in firm initiatives and special projects.

Lead strategy, roadmap, and delivery of digital trading and investing products. Define requirements, build business cases, prioritize backlogs, support agile delivery, manage launches, measure outcomes, and partner cross-functionally with Technology, Design, Marketing, Legal, Compliance, Risk, Operations, and analytics to improve client experience and digital adoption.

Support Financial Advisors/Private Wealth Advisors with client service, reporting, financial planning, digital and in-person marketing, research, meeting preparation, and administrative execution using firm-approved systems.

Partner with private bankers and financial advisors to grow UHNW banking revenue through lending and deposit solutions. Lead advisor engagement, structure complex lending and deposit strategies, pre-screen transactions, mentor junior specialists, and drive regional business development and execution for mortgage, securities-based lending, and tailored lending products.

Support Polk Wealth Management by evaluating investment managers and co-investment opportunities (venture, growth equity, AI/climate/deep tech), building financial models and memos, maintaining an investments database, coordinating execution with operations and legal, and producing pipeline tracking and portfolio reporting while providing high-touch client service and administrative support.