Jobs at Morgan Stanley

Serve as primary client contact for designated corporate clients, build partnership-style relationships, conduct needs analyses, deliver business reviews, drive retention and growth, coordinate internal stakeholders to resolve issues, provide training/demos, monitor satisfaction, and promote service best practices.

Wealth Management Analysts support Financial Advisors in client service and business development, including financial planning and reporting.

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.

Group Directors oversee daily operations, support Financial Advisors, cultivate client relationships, and manage team performance in financial services.

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.

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.

The Wealth Management Associate supports Financial Advisors by managing client relationships, developing financial strategies, and enhancing client experiences through effective communication and organization.

Support Financial Advisors and teams by delivering high-quality client service, preparing meeting materials, executing administrative and digital marketing tasks, producing client reports and financial plans, providing backup for client service transactions, and participating in business development and firm initiatives.

The Investment Consultant - Relationship Manager develops and maintains relationships with clients, advising on investment strategies and financial goals while ensuring compliance with industry regulations.

Lead and grow branch revenue and profitability across assigned market branches. Recruit, retain, coach, and supervise Financial Advisors and branch staff. Ensure compliance, risk management, fiscal oversight, and execution of supervisory plans while driving marketing and sales initiatives to increase market share.

Group Directors lead client service and business management for Financial Advisors, oversee team operations, enhance client relationships, and ensure efficient practices.

The Investment Consultant - Relationship Manager is responsible for developing and maintaining client relationships, assessing their financial goals, and providing tailored investment consulting in collaboration with the Financial Advisor Team.

The PWM Market Manager drives revenue growth and profit within branches, manages risk, ensures compliance, recruits Financial Advisors, and maintains client service standards.

Group Directors support Financial Advisors by developing client service models, managing operations, and cultivating client relationships while overseeing team professionals.

The Financial Planning Director partners with Financial Advisors to create personalized financial plans for HNW clients, focusing on tax strategies, estate planning, and risk management.

The role involves executing blockchain infrastructure engineering roadmaps, implementing design and architecture for blockchain solutions, and collaborating with teams to ensure compliance and quality.

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.

The Wealth Management Associate builds client relationships, supports Financial Advisors, and enhances client experience through financial planning and investment strategies. Responsibilities include client support, business development, and operational tasks.

The attorney will manage arbitrations, civil litigations, and regulatory investigations for Wealth Management, requiring strong advocacy and analytical skills. Responsibilities include case management, liaising with regulators, and collaborating with internal stakeholders.

Wealth Management Analysts assist Financial Advisors in client service, business development, and administrative tasks, while ensuring excellent support for financial planning and reporting.