Teams at Morgan Stanley

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.

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.