Jobs at Morgan Stanley

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

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.

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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 Wealth Management Associate manages client relationships, assists in financial strategy development, prepares reports, and supports business development efforts.

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.