Bridgewater Associates jobs in Westport, CT - 113 jobs

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard, it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Security Department The Security Department's mission is to protect Bridgewater. We secure the investment departments, which manage assets for global institutional clients, as well as all other business operations. We constantly evolve our cyber, physical, and staff security practices to meet the business needs and stay ahead of the changing threat landscape. About the role: The Security GRC Lead role at Bridgewater is critical to shaping and executing the company's oversight and management of security risks. As the senior-most individual contributor on the Technical Risk and Security Governance team, you will be a key player in the overall oversight and execution of how the Security department meets its security compliance responsibilities and practically manages security risk for the company across areas as diverse as cybersecurity, physical security, and staff security. Additionally, this role will have a significant focus on third party risk, specifically those security risks posed by service providers and other external parties that process Bridgewater information or provide critical services to our investment operations. As the Security GRC Lead, you will be responsible for managing and ensuring our security risk management program is compliant with global regulatory and client requirements. This role is our senior-most individual contributor for Governance & Risk workstreams, requiring independent strategic thinking, planning, and execution across the Security department and in partnership with key stakeholders in our Legal & Regulatory Group, Technology department, and business units. You'd Click for This Role If You're Knowledgeable In: The many facets (policy, standards, implementation, assurance) of a mature security governance, risk, and compliance (GRC) program. Bonus if your knowledge is derived from experience operating in a U.S. and/or global asset management regulatory context. How to conduct due diligence of service provider security programs without an overly rigid or burdensome process - you know what's important and how to ascertain it. SOC 1 / SOC 2 criteria and applicable regulatory frameworks The design, implementation, and maintenance of a comprehensive library of IT and security controls Managing controls automation platforms to streamline evidence collection, monitoring, and reporting for compliance efforts The nuances of what works and what doesn't in assessing, collating, and communicating security risk to senior executives and business leaders to inform risk-based decisions The evolution of security compliance in the U.S. investment management space. Bonus if you've had exposure to global regulatory regimes beyond U.S. regulators like the SEC and CFTC. We are looking for candidates with the following minimum qualifications: Thrive in an environment focused on excellence Are passionate about the importance of security and prepared to think critically about practical security problems without defaulting to “check the box” thinking Have a strong ownership mentality and drive for results Value truth, openness, and pursuing excellence Communicating excellently both in writing and in oral presentations Staying organized in a fast-paced environment, managing both your own work and the direction of programs in your remit Collaborating across teams with a good balance of driving action while bringing others along Able to change levels well, switching from the execution of tasks to the synthesis of higher-level issues and risks to senior executives Focusing on outcomes and respecting process while not becoming beholden to it Quickly learn about business processes, how technology is used and controlled, and managing associated security risks Summarize complex ideas and requirements into digestible syntheses that convey core ideas Apply conceptual requirements to a programmatic implementation and a plan of action to get from the current state to the desired state Your Education and Experience Includes: A Bachelor's or Master's Degree in an analytical, scientific, liberal arts, or related field. Bonus points if you hold a law degree (LLM, JD) 7-10+ years of experience in risk management, information security, and/or cybersecurity compliance Proven track record in designing and executing systemized and effective security risk management programs Experience in a highly regulated and fast-paced industry, especially financial services, is strongly preferred Physical Requirements The onsite requirement for this role is four days per week at our Westport, CT headquarters campus. Compensation The wage range for this role is $230,000 - $400,000 inclusive of base salary and discretionary bonus. The expected base salary for this role is between 75-80% of this wage range. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including: Health insurance with 100% premium covered and access to additional concierge medical services 401(k) plan with generous employer match Paid time off, including fully paid parental leave and a competitive PTO package Workplace flexibility and access to back up childcare Financial assistance for family building support, including adoption and egg freezing Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups And more Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

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 Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: Responsible for supervision of VEAs including managing their training and development Monitor on-site performance, behavior and general policy adherence Develop effective teams, providing consistent leadership and assuming accountability for results Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity Coach and develop team members to improve their performance across all metrics As needed, create performance improvement plans for underperforming VEAs Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary Conduct regular team meetings to pass along best practices and share ideas Understanding and knowledge across all VEA services and offerings In partnership with the VEA Relationship Manager, conduct performance reviews Stay organized, focused, and highly disciplined Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: Bachelor's degree or equivalent experience Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged. Previous management experience required Excellent written, verbal and presentation communication skills Possess exemplary organization and time-management skills Expert knowledge of PC, MS Office and internet applications Self-starter, must be able to work independently, be flexible and detail-oriented Be authorized to work in the US without durational restrictions Successfully complete background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $180,000 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).

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. Morgan Stanley's National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm. Job Description The National Advisor Recruiting Strategy and Operations role will serve as the senior strategic partner to the National Head of Advisor Recruiting, helping lead a business responsible for driving the recruitment of elite Financial Advisors and teams. This role will act as a liaison between executive leadership, regional management and key functional partners to optimize the advisor acquisition strategy, operational execution and competitive positioning nationally. The ideal candidate will bring a blend of strategic vision, operational rigor, confident decision making and the executive presence to influence across various levels of the firm. Position Responsibilities Strategic Leadership Collaborate with the Head of National Recruiting to develop and implement a multi-year recruiting strategy across the Financial Advisor landscape. Manage cross-functional initiatives involving HR, Legal, Marketing, and Field Leadership. Recruiting Execution & Performance Drive disciplined execution of reporting and analytics initiatives. Advise on complex deal negotiations, ensuring financial discipline and competitive positioning. Support field communications by sharing best practices, competitive insights, and key business trends. Financial Management & Deal Governance Partner with Finance on P&L oversight, compensation frameworks, and profitability analysis. Engage in deal modeling and negotiations. Coordinate with Legal and Compliance to ensure alignment on contractual terms and recruiting guidelines. Leadership, Development & Partnerships Cultivate strong relationships with regional management, field leadership and external recruiting partners to ensure alignment on strategy, reduce friction in the recruiting process and create a unified enterprise level approach to advisor acquisition. Qualifications 5-7 years of experience in wealth management, advisor recruiting, field management or strategic business leadership. Proven ability to lead complex, firmwide initiatives. Experience with P&L management and/or compensation architecture. Strong analytical, communication, and executive presentation skills. Understanding of advisor economics, recruiting trends, and/or competitive dynamics in the industry a plus. MBA or related advanced degree preferred. Excellent organizational and analytical skills. Self-starter with the ability to prioritize multiple projects and deliver with exceptional attention to detail. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** 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'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).

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; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. The Fraud Risk Team within WM CDO works to define appropriate fraud risk thresholds for WM and govern controls that keep net external fraud losses within tolerance while achieving business objectives. Role Description: The WM Fraud Risk Team seeks an experienced professional to support efforts in the development of fraud mitigation controls for the purchase, sale, or transfer of cryptocurrencies. This individual will assess and document scenarios that pose significant cryptocurrency fraud risk to Morgan Stanley and our clients. Each scenario will be researched and evaluated to apply appropriate controls that sufficiently mitigate risks and are in line with industry standards. They will also be responsible for responding to fraud incidents involving cryptocurrencies and highlighting any deficiencies through an after-action report. Key responsibilities include: Performing end-to-end risk assessments of platforms, including Morgan Stanley Online and E*TRADE, to document existing controls and prescribe control recommendations to prevent cryptocurrency fraud Supporting platforms, product, technology, cyber, and fraud teams to ensure cryptocurrency fraud controls are effectively designed to prevent cryptocurrency fraud Identifying, measuring, mitigating, and reporting on cryptocurrency fraud attempts, successes, and trends against all platforms and cryptocurrency products Providing status reports to senior management, auditors, and regulators Performing ad hoc analyses and participating in special projects as needed by management Qualifications: Bachelor's degree required 7-10 years of relevant experience in a risk, control improvement, or assurance function, preferably in the financial services industry Fundamental understanding of cryptocurrency and blockchain technologies Experience with specific cryptocurrencies, their respective uses, and risk profiles Cognizance of emerging financial regulations related to cryptocurrency Comfort challenging and escalating risks and decisions Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization Exceptional critical thinking, problem-solving, and research skills Ability to independently manage and execute on multiple, simultaneous workstreams and exhibit strong attention to detail Expertise in office productivity software, data analysis, and collaboration tools Preferred Qualifications: Understanding of the fraud risk landscape and experience using fraud actor tools, techniques, and practices to inform strategy Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Familiarity with visualization tools (e.g., Tableau, Dataiku) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** 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'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).

The Global Investment Office (GIO) provides investment advice, portfolio construction guidance, and thought leadership to help Financial Advisors and clients navigate markets. We are seeking a highly motivated Research Generalist to support research, publication, curation, and promotion of proprietary intellectual capital across a wide range of topics in order to support GIO investment strategy within the department and to drive impact across the firm. Representative work includes: Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues. This includes significant collaboration with stakeholders across the firm, including those in investment management, research, marketing, and operational roles as well as branch offices Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena; Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers. Larger research projects may involve publishing findings in long-form whitepapers Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning This role has significant room for growth and additional responsibility over time Skills and Qualifications Required 2+ years work experience. Bachelors degree required. Master's degree/equivalent preferred Qualified candidates may be asked to provide a writing sample during interview process Candidates with diverse academic backgrounds are encouraged to apply. Demonstrated coursework in social sciences and humanities is a strong plus Demonstrated experience in research methods Demonstrated excellence in writing and communication skills, preferably for a range of audiences (technical and non-technical) Basic fluency in mathematics, especially key concepts in statistics and data science Ability to learn about new topics quickly and independently; to think critically about research and modeling assumptions; and fluency in theoretical and methodological debates across multiple disciplines MS Office knowledge required, especially PowerPoint and Excel Preferred Experience related to investing and asset management, especially in the context of US markets Experience related to econometric or financial analysis, portfolio construction or related fields Basic knowledge of any programming language Familiarity with large language models and generative AI; including prompt and context engineering as well as best practices for responsible and ethical application 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 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'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).

Your role Key Responsibilities: Channel Coordination & Project Management * Own the marketing and event calendar for assigned Partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels. * Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution. * Utilize marketing platforms, CRM systems, and project management tools to streamline workflows. * Coordinate with existing Team lead for expense processing for any expenses related to marketing efforts. Event Execution Support * Manage logistics and follow-through for salons, forums, stakeholder roundtables, and invite-only workshops. * Coordinate invite lists, RSVPs, venue communications, and branded materials. * Implement post-event Standard Operating Procedures (SOPs): distribute recaps, feedback surveys, and personalized follow-ups. Audience & List Management * Maintain and segment the stakeholder's channel-specific audience databased based on persona (e.g., founder, inheritor, woman in transition). * Assist in list hygiene, tagging, and campaign-specific segmentation. Marketing Asset Deployment * Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (LinkedIn, email). * Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events. Content Workflow Oversight * Coordinate podcast production process (guest logistics, scripts, release schedule). * Track newsletter performance metrics and suggest timing at refinements based on data. Accountability & Communication * Provide weekly check-ins with assigned Parter(s) and internal stakeholders to track process, flag issues, and ensure follow-through. * Maintain a "Client Whisper" log to capture relationship details, preferences, and insights for future personalization. Detailed salary information: * Stamford: the salary range for this role is $70000 to $105000 * West Palm Beach: the salary range for this role is $60000 to $90000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Skills & Experience * ideally 2+ years in a marketing coordination, events, or communications role. * Exceptional organizational skills and calendar management proficiency. * Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus). * Strong written and verbal communication skills. * Experience working within compliance-heavy environments is highly desirable. * Professional poise and discretion when handling UHNW prospect data and communications. Additional Skills (not required but desirable) * Experience in luxury, private wealth, or boutique financial services. * Background supporting senior executives or founder-centric communities. * Passion for checklists, project boards, and making others shine. What Success Looks Like * Consistent cadence of content and events without last-minute scrambling. * Achience consistent growth in audience engagement and prospect pipeline. * Maintain 100% compliance with UBS and regulatory standards. * Smooth, well-documented event and content production workflows. * No missed deadlines, no dropped leads, and steady growth in prospect engagement. * Stakeholders show up as visible, thoughtful, and strategic voices for their channels while you run the machine behind them. * Receive regular feedback and recognition for your contributions, with opportunities to present results to leadership. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

The position is in Morgan Stanley's Legal Field Services Unit (FSU). The FSU is a part of the Field Advisory Group of Wealth Management Legal and handles legal inquiries raised by Complex/Branch Risk Officers, Branch Management, Financial Advisors, Field Support Groups (i.e. National New Accounts, Operations) and other personnel in the firm's retail brokerage branch system. The types of issues that the FSU addresses include, but are not limited to, issues relating to trusts, estates, guardianships, conservatorships, powers of attorney, UTMA/UGMA accounts, individual retirement accounts, Morgan Stanley account documentation, account opening procedure and general legal matters that affect the branches. The FSU Paralegal is a consolidated point of legal contact for Morgan Stanley branch and support personnel. The FSU Paralegal will be responsible for addressing branch inquiries, conducting legal research, drafting letters to clients and attorneys, drafting agreements, advising branch personnel on relevant law, and working on group projects. Skills Required: > Excellent verbal and written communication skills > Strong problem-solving skills > Ability to multi-task in a fast-paced environment > Attention to detail > Client service skills > Ability to work well with people at different levels in the organization > Computer proficiency including, but not limited to: Windows Microsoft Office, Internet and Website Knowledge and navigation skills, Lexis/Nexis and/or Westlaw Educational Requirements: Bachelor of Arts WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $75,000 and $95,000 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).

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels while expanding our banking product reach. We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Product Owner role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will assist in supporting the Digital Client Experience for the following: - The Digital Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing processes. Our user experiences are targeted to users across the firm in a wide-ranging set of self-directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our team is responsible for delivering the digital client-facing experience. - The individual in this role will be responsible for supporting the product team in defining, building, and reviewing end-to-end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development. Responsibilities: > Disciplined Product Management: Lead the product development life cycle, including problem definition, solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback, competitive and business intelligence. > Roadmap Development & Management: Build and maintain prioritized feature backlog in jira and define product roadmap by partnering closely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines. > Strategic Prioritization: Priority management with a sound metrics driven framework for a balanced approach to trade-offs between value add and resource investment. > Success Metrics Tracking & Reporting: Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support. > Stakeholder management: Collaborate with stakeholders from business, technology, UX, customer service, Ops, and legal & compliance to elicit requirements. > Risk Management: Identify potential risk and issues that may impact roadmap delivery and develop mitigation strategies to address them proactively. > Business Reviews: Orchestrate business reviews and update forums for the project progress and delivery. Responsible for planning, material creation, preparation, execution, and follow through of discussion items. Business Skills: > Looking for a highly motivated individual with strong critical thinking, written and verbal communication, and organization skills. > Naturally curious, analytical, and data-driven > Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goal > Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences QUALIFICATIONS > Proven experience with digital platforms and solutions > Bachelor's degree is required > Knowledge or exposure to wealth management and online brokerage/banking preferred > Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred > Customer service insights: deep familiarity with customer service processes > Exceptional communication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills. 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. All States (NAM) 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** 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'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).

Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders. Program Overview: Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients. Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst. Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management. Responsibilities: Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients. Potential Home Office roles include (but are not limited to): * Product Development & Management * Investment Research & Due Diligence * Analytics & Data * Field Services * Financial Wellness * Marketing * Business Development * Strategy * Portfolio Construction * Sales Engagement * Digital Strategy * Risk & Administration Qualifications: Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include: * Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028 * Minimum 3.5 GPA * Basic knowledge and strong interest in finance * Analytical, results-driven, and able to multi-task * Team player with a positive attitude * Strong oral and written communication skills * Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status Application Process & Deadlines: In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered. Expected base pay rate for the role will be $52.89 per hour 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. Key Message for Candidates: This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles. Job Level Summer Analyst Program Summer Analyst

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Implementation Department The Investment Implementation department is a community of diverse investment professionals whose mission is to implement our investment strategies and client portfolios excellently. Our Department is responsible for ensuring the excellent implementation of our systematic investment approach, from raw data to executed trades, with processes and logic that reflect the full richness of our investment insight, executed with a near-zero error rate, and engineered and orchestrated in a way that facilitates oversight and compounding of knowledge. This is an investment department, owning the investment outcomes, and the mandate includes both the ‘run' responsibility and the ‘transform' responsibility, meaning daily operations as well as over time renovation of our systems. We fulfill our mission by applying four operating principles: Understand and deliver internal client needs. Partner with our internal clients to understand, offer implementation designs, and deliver solutions, while proactively educating and communicating outcomes to ACLs (Asset Class Leads) and CIOs. Own our investment intent. Own our investment intent in full, in letter and spirit. Continuously improve. Have and evolve an investment pipeline to meet current and future internal client needs. Systematically and relentlessly deliver quality outcomes. Apply our best logic systematically, discipline, expertise, and controls to every signal, position, and trade in every market. About Your Role As a Portfolio Engineer at Bridgewater, you'll sit at the crossroads of investment strategies, analytics, and trade implementation - helping transform Bridgewater's ideas into real portfolios that move markets. Your mission is to solve the puzzle of managing money at material scale - from risk controls through trade generation. You'll connect investment intent with real-world execution, ensuring every position reflects the full richness of our insights with precision and scale. Portfolio Engineers must think like builders and portfolio managers. You'll collaborate closely with investment teams and technologists - bridging the gap to engineer solutions. What You'll Do Architect portfolio systems that translate investment strategy into executable trades, ensuring they are robust, scalable, and efficient. Partner cross-functionally with investors, trading, data, and engineering teams to diagnose issues, streamline processes, and bring investment logic to life. Design and enforce standards for portfolio construction, risk control, and trade generation - balancing investment precision with operational excellence. Visualize and industrialize workflows, helping us scale our portfolio management processes. Own and evolve oversight tools to validate that portfolios are behaving as intended and capital is being deployed effectively. Who You Are 2+ years of experience in engineering, data science, or a quantitative investment environment. Strong problem-solving instincts and a desire to use technology to solve high-stakes, real-world problems. Fluent in programming (Python, Scala, or SQL) and comfortable reasoning through complex systems. Excellent communicator who can translate technical concepts for both engineers and investors. Self-motivated, detail-oriented, and energized by working across disciplines to get to the best answer. Career Growth at Bridgewater From day one, you'll be on a deliberate growth path: Structured onboarding and apprenticeship: Build a deep understanding of how Bridgewater manages portfolios at institutional scale. Progressive ownership: Start by owning individual subsystems and evolve toward managing full portfolio processes end-to-end. Cross-functional exposure: Work directly with investors, system architects, and trading teams - gaining a 360° view of how capital is deployed. Leadership development: As you gain experience, mentor junior engineers and help shape our systems, culture, and investment platform. Career mobility: Bridgewater encourages growth across teams - Portfolio Engineers often transition into broader investment system ownership or leadership roles. Physical Requirements The anticipated onsite requirement for this role is four days per week at our Westport CT campus. Compensation Band The wage range for this role is $225,000-$450,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 60% - 75% of this wage range. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. The Portfolio Engineer full time position requires the candidate to be eligible to work in the United States for a minimum of 3 years from the candidate's start date. If visa sponsorship is required for any part of the three years, the successful candidate must demonstrate continuous, or eligibility to renew, work authorization in the United States for at least three years after the date of hire, without being subject to selection through a lottery process. Bridgewater Associates, LP is an Equal Opportunity Employer

Your role Are you a sharp evaluator of risk? Can you investigate complex situations and propose solutions? We're looking for someone like that who can: * conduct reviews and audits of specific business areas, provide practical, innovative and value-added solutions to issues identified * drive or work as a team member on reviews and audits, including thematic and front-to-back * analyze and assess risks and barriers to delivery assumed by both the business and support functions * identify and evaluate the effectiveness of controls designed to address those risks * prepare reports of audit findings for UBS senior management, monitor the results, risk profile and developments across Financial Crime Prevention and provide input for planning sessions * successfully collaborate with peers in and across audit teams * builds-up and continuously maintains sufficient knowledge of organizational and governance structure, of products and processes, of legal and regulatory requirements, as well as developing professional skills and experience, to allow for an effective and professional mandate execution Key Deliverables * audits, performed efficiently, with a sense of urgency and in accordance with best practice * assessments and reviews on whether risks are effectively controlled and, when this is not achieved, definition of the root cause for the issues * pragmatic action plans to be agreed with management; these address the issue in a sustainable way and remedy the weakness promptly * self-development & training plan * closure or escalation of audit actions * performs the Responsible Auditor (RA) role * holds challenge meetings with defined business management and subject matter experts * leverages GIA audit process to demonstrate entrepreneurial leadership and clear focus on risk * while maintaining independence, leverages audit results with the activities of other control functions within UBS * actively challenges GIA standards / products and participates in finding solutions Detailed salary information: * Stamford, New York: the salary range for this role is $164000 to $211000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * a university degree - preferred * ACAMS (or equivalent AML qualification) - preferred * ideally 5+ years within internal audit, compliance or internal risk management areas within the financial services industry. This experience could have been gained at a consulting firm, regulator, or in an Internal Audit function * a detailed understanding of financial crime related risks including Anti-Money Laundering, Know Your Customer, Sanctions and/or Anti-Bribery & Corruption * experienced in performing audits of financial crime risk * reliable when working independently, with sound judgment to determine when to escalate issues * risk focused and capable of using data analytics to gain insights into transactions and clients * team player willing to travel to other UBS locations for Audit assignments * willing to discover all aspects of the bank, with the ambition to advance your career in an international environment About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Investment Implementation Department The Investment Implementation department is a community of diverse investment professionals whose mission is to implement our investment strategies and client portfolios excellently. Our Department is responsible for ensuring the excellent implementation of our systematic investment approach, from raw data to executed trades, with processes and logic that reflect the full richness of our investment insight, executed with a near-zero error rate, and engineered and orchestrated in a way that facilitates oversight and compounding. This is an investment department, owning the investment outcomes, and the mandate includes both the ‘run' responsibility and the ‘transform' responsibility, meaning daily operations as well as over time renovation of our systems. We fulfill our mission by applying four operating principles: Understand and deliver internal client needs. Partner with our internal clients to understand, offer implementation designs, and deliver solutions, while proactively educating and communicating outcomes to ACLs (Asset Class Leads) and CIOs. Own our investment intent. Own our investment intent in full, in letter and spirit. Continuously improve. Have and evolve an investment pipeline to meet current and future internal client needs. Systematically and relentlessly deliver quality outcomes. Apply our best logic systematically, discipline, expertise, and controls to every signal, position, and trade in every market About the Team As part of the research team, the Signal Implementation group is responsible for owning and deeply understanding both the data that flows from the outside world and the logic applied to it within Bridgewater's systematic trading systems. About Your Role As a Data Associate, you will help us achieve our mission by owning and deeply understanding the data and logic used to build Bridgewater's systematic trading systems. This means understanding the content itself, the process by which the content is updated, validated, and evolved and how this content fits into Bridgewater's understanding of the world. In this role, you will be expected to understand both the current data ecosystem and the needs of investment professionals, with a long-term vision for how our investment data ecosystem should scale and adapt over time. You will take ownership of key data workflows, ensuring high standards for investment data quality and consistency across the firm. This is a fast paced, critical function that directly impacts portfolio construction and research alpha. We are looking for someone who combines a rigorous analytical mindset with a passion for data, content integrity, and system improvement. The ideal candidate has several years of experience working with data systems. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. You will drive the following responsibilities: Understanding sets of investment “data concepts” - how outside data is used at Bridgewater from both a conceptual investment and technical construction perspective (e.g., pricing, macroeconomic, fundamentals, alternative data). Validating the accuracy of those data concepts - providing domain expertise in content understanding, especially around market, security master, and time-series data. Accepting and engaging with new data as our systematic investment engine incorporates it - refining and maintaining high standards for data engineering and investment data integrity. Continuously evolving these data concepts over time by improving the logic or technical definitions, contributing directly to improving Bridgewater's investment logic. Working with Bridgewater's partners in the content supply chain (analytics, engineering, and technology) to address data quality, architectural or logic issues. Collaborating with vendors, engineers, and data consumers to streamline workflows and improve data time-to-insight. Operate workflows that enrich and augment unstructured data assets. Execute and evaluate data creation for benchmarking of LLM assets and AI tools. You will be a click for the role if you: Are analytical, highly logical, and structured in your thinking Are deeply interested in understanding financial markets Are passionate about data Think in terms of systems and naturally look for ways to solve problems through the evolution of those systems Hold a high degree of personal responsibility and ownership in everything you do Enjoy learning about new data tools and programming languages Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements To succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Minimum Qualifications 4-year degree from an accredited undergraduate institution. 2-4 years of relevant experience in data. Strong working knowledge of financial data (e.g., Bloomberg, Refinitiv, alternative data vendors). Experience working with time-series data and security master data. Familiarity with data modeling, data pipelines, and cloud-based data solutions (e.g., Snowflake, AWS). Proficient in at least one programming language. Strong analytical skills, a systems-oriented mindset, and ability to work independently in a fast-paced, high-stakes environment. Physical Requirements The anticipated onsite requirement for this role is three days per week at our Westport, CT campus and one day per week at our NYC campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The expected annual base salary for this position is $120,000-$150,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Group (ISG), Wealth Management (MSWM), and Investment Management (MSIM). As of September 30, 2025, MSWM and MS Investment Management (MSIM) have client assets of approximately $8.9 trillion. Morgan Stanley Wealth Management's (MSWMs) Insured Solutions Relationship Manager will act as a de facto "ambassador" or primary contact to many of our key stakeholders including insurance carrier partners, MSWM National Sales/Business Development Organization & Integrated Firm Management. Success to the role will include the expansion of partner investment efforts to MSWM Platform and execution on initiatives designed to promote Insured Solutions across the Firm. The effect will include the broadening of products to a larger dispersion of FA's/clients and improving our partner firm's ROI on writing business at Morgan Stanley vs. our peer group. Responsibilities: Relationship Management * Provide single point of contact to keep insurer key account managers informed to corporate & department initiatives of focus. * Scheduling and managing the agenda for FA education events and carrier semi-annual business reviews. * Provide timely collateral materials/metrics detailing target growth opportunities, best practices consistent to the department's growth strategy. * Provide platform updates indicating leverage opportunities associated to new utilities/functionality. * Provide monthly, or upon request, relationship summaries of key insurance carriers to the Relationship Management Group (RMG) and other internal organizations * Develop and maintain relationships across key internal stakeholders including but not limited to, Global Investment Office (GIO), Global Sports & Entertainment (GSE), Marketing, Sales, etc. Sales & Marketing Campaign Management * Provide Morgan Stanley's Global Investment Office commentary including opportunities to leverage internal resources at partner sponsored events. * Develop metrics identifying leverage opportunities for carrier marketing initiatives. * Provide feedback utilizing FA surveys to individual carrier strengths and weaknesses. * Create and maintain the library of Next Best Actions (NBAs), ensuring alignment with department themes * Enhance the marketing calendar of sales ideas with consistent themes and focus topics across annuity, insurance, and property & casualty lines Support Competitive Intelligence Activities * FA Compensation for annuity products * Product Service Delivery * Industry metrics * Platform updates by competition * Variable effecting the economy Experience * Minimum of 3-5 years of experience at wealth management firm, private bank or commercial bank. * Functional experience in project management, sales, strategy, marketing, communications, data analytics/metrics in a leadership role. * B.A. degree required. * Life Insurance License and Series 7 preferred. Skills/Abilities * Proven people and project management skills. Can motivate direct reports and partners to action. * Creative, innovative and independent thinker. * Demonstrate positive initiative, leadership and comfort working in a fast paced environment. * Possess excellent oral and written communication skills. Exceptional presentation skills. Ability to communicate product and sales strategies effectively to Senior Management, product areas and sales teams. * Strong interpersonal collaboration and team skills including working with cross-functional teams. * Strong analytical skills, attention to detail, performance and metrics tracking. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 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).

Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 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. Required Experience for Director roles: 4-6 years 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'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).

What is Bridgewater? Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. Finance Function Bridgewater's Finance Department seeks to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm's financial resources. This responsibility is fulfilled by providing strategic partnership, insights and independent perspective along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control. The Finance Function is critical to all facets of Bridgewater's business; dedicated to continually making the firm better - strategically, financially and operationally. Our Finance Associate Opportunity We're seeking analytical stars who are eager to learn Finance and make an impact. You will use and synthesize data to drive decisions and collaborate with key leaders in and outside the department to influence and shape critical decisions and initiatives that support our businesses across the firm. With Bridgewater's culture of meritocracy and continuous evolution, the Finance Associate role is part of an inclusive community that fosters personal and professional development through skills, leadership, and content training as well as cross-pillar projects to hone in on and strengthen individual abilities and skills. Our Finance Associates Provide key reporting and analytics support, owning the story and not just generating numbers Drive critical processes such as financial analysis and reporting, planning/budgeting, capital funding, company valuation, stress testing financial liquidity, etc. Improve financial management systems and information, contribute to process improvement or savings initiatives, and participate in finance projects Have the potential to grow into future leaders of the department Our Search for Candidates We are looking for candidates who are: Analytical: Pay attention to detail and have the ability to turn numbers into a story - sorting big from small in data Affinity: Interested in solving complex problems with new and innovative technology Problem Solvers: Nimble, goal-oriented, logical thinkers who are also able to see multiple possibilities Owners: Proactive, reflective, gritty, curious, and not afraid to ask questions And have: A 4-year degree from an accredited undergraduate institution with an academic focus or demonstrated interest in finance, accounting, econ, business etc. Strong academic track record Evidence of leadership on or outside of campus Physical Requirements The anticipated onsite requirement for this role is four days per week at our Westport CT campus. Compensation The wage range for this role is $85,000 - 110,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. In this role, you will grow with us by: Learning how to build teams that span levels and organizations Developing rich expertise across a broad set of finance operations problems and principles Taking ownership of increasingly complex systems and processes. Taking on oversight and mentorship responsibilities to grow talent as you gain experience. Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including: Health insurance with 100% premium covered and access to additional concierge medical services 401(k) plan with generous employer match Paid time off, including fully paid parental leave and a competitive PTO package Workplace flexibility and access to back up childcare Financial assistance for family building support, including adoption and egg freezing Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups For a full list of Bridgewater benefits, click here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulation. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $16.50 and $16.50 per hour 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).

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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. Position Summary Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (participants) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for workplace participants. We are seeking an emerging leader to join the Workplace Platforms team as a Junior Product Manager. You will partner and collaborate with stakeholders across the organization to support the planning and execution of key initiatives that will drive execution of the Firm's long term strategy of delivering the firm and integrating a path to advice with the workplace offering. You will also assist with defining an ideal user experience across various digital platforms in support of this mission. Job Responsibilities Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress. Write requirements/epics/stories for integrating the workplace into the wealth management client experience and work closely with technology and operations partners through build and delivery phases Work with cross functional teams to support the design and development of new products Provide input to group product managers in order to influence and deliver compelling roadmaps that meet stakeholder needs Identify dependencies and keep constituent groups informed of progress towards delivery Contribute to and maintain key strategic presentation materials used to inform executive decision-making Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests Skills 2+ years as a product owner/manager/analyst 2+ years of experience with technology development process and lifecycle (Agile/Waterfall) Strong understanding of the corporate stock plan business and operating paradigms Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making Strong technical writing skills to assist with user story/requirement writing Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 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'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).

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Implementation Department The Investment Implementation department is a community of diverse investment professionals whose mission is to implement our investment strategies and client portfolios excellently. Our Department is responsible for ensuring the excellent implementation of our systematic investment approach, from raw data to executed trades, with processes and logic that reflect the full richness of our investment insight, executed with a near-zero error rate, and engineered and orchestrated in a way that facilitates oversight and compounding. This is an investment department, owning the investment outcomes, and the mandate includes both the ‘run' responsibility and the ‘transform' responsibility, meaning daily operations as well as over time renovation of our systems. We fulfill our mission by applying four operating principles: Understand and deliver internal client needs. Partner with our internal clients to understand, offer implementation designs, and deliver solutions, while proactively educating and communicating outcomes to ACLs (Asset Class Leads) and CIOs. Own our investment intent. Own our investment intent in full, in letter and spirit. Continuously improve. Have and evolve an investment pipeline to meet current and future internal client needs. Systematically and relentlessly deliver quality outcomes. Apply our best logic systematically, discipline, expertise, and controls to every signal, position, and trade in every market. About the Role The Program Manager will join the team to provide direct program management while contributing to the shared goals of both that ecosystem and the broader investment efforts across BW. This role is critical to identification, driving alignment and execution across our department's initiatives, which are closely tied to the firm's investment capabilities and long-term vision. This role offers high visibility with senior leadership and is expected to influence departmental direction and companywide priorities. The Program Manager will partner with the Department Head and Director of Investment System Programs to shape and operationalize multi-year initiatives, identify and engage key stakeholders, and build clear paths of influence. The person in this role will collaborate with subject matter experts who require development in strategy and execution, as well as play a key role in translating the strategy into action. This includes guiding department level priorities, delivering critical programs, metrics, engaging with senior internal and external stakeholders, and directly managing one or more strategic initiatives or projects. The ideal candidate will thrive in a dynamic, results-oriented environment, demonstrate proactive ownership, and possess the courage to challenge the status quo in service of the best outcome. Performance in this role will be evaluated based on strategic impact, execution quality, and ability to elevate the thinking and performance of the broader team. You will drive the following responsibilities: Partner with the Department Head and Director of Investment System Programs to design the structure, cadence, and operating model for multi-year strategic plans and roadmaps. The scope of this work will begin with a focus on Data Strategy and evolve over time and extend beyond any single functional area. Lead the annual planning synthesis, working across stakeholders to translate strategy into clear priorities, timelines, and accountability. Facilitate regular engagement with department leadership and stakeholders, ensuring alignment, transparency, and timely updates across project portfolios. Develop and refine processes, tools and metrics to drive effective program and project management across the department. Establish and enforce accountability frameworks, including clear metrics, ownership, and mechanisms for diagnosing and resolving challenges. Proactively manage execution risks, identifying and addressing roadblocks, and adjusting direction based on new data and evolving priorities. Drive cross-functional execution, providing structure, coordination, and project leadership in close partnership with the Department Head and senior team. Operate with independence and sound judgment, resolving problems quickly and effectively while escalating when needed. Collaborate with adjacent teams across the firm to support cross-functional initiatives and continuous improvement efforts. Minimum Qualifications 3 - 5 years of experience in Project/Program Management, preferably with financial services or strategy consulting. Bachelor's degree from an accredited undergraduate institution. Proven track record of delivering measurable outcomes and long-term impact across complex programs - experience should span both strategic thinking and proven delivery / implementation of ideas. Exceptional communication skills, with the ability to synthesize and convey complex ideas clearly and effectively both in writing and in high-stakes meetings with senior leadership. Experience leading large, multi-phased initiatives, with strong planning, prioritization, and executions skills in dynamic environments. Ability to operate autonomously, make decisions under pressure, and pivot quickly when priorities shift or new data emerges. Strong critical thinking and analytical capabilities, with the confidence to challenge assumptions and the discipline to drive toward clarity and resolution. Collaborative leadership skills, with the ability to drive execution across multiple initiatives while managing organizational impact and a wide array of stakeholders Fluency with Microsoft Office tools, particularly Excel and PowerPoint; familiarity with project management tools or data visualization platforms is a plus. While not required, experience in investment operations or familiarity with Bridgewater's investment principles (e.g., alpha, beta, portfolio construction) is advantageous. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. In this role, you will grow with us by: Acting as a primary partner to our department leaders. Sharpening your ability to solve tough problems and becoming more effective as you learn about your own strengths and weaknesses. Taking on larger and more complex projects as you learn and master the day-to-day responsibilities of your job, having more impact through time. Gaining insight into the full scope of Implementation and the critical role the department plays in the Investment Pipeline Receiving exposure to the investment strategy and relationships that are at the heart of what we do. Physical Requirements The anticipated onsite requirement for this role is four days per week at our Westport, CT campus. Compensation Band The expected annual base salary for this position is $150,000-$200,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth Management (WM), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, retirement, and trust services. Morgan Stanley Private Bank, National Association ("Bank" or "MSPBNA") provides deposit and lending products and services to serve the needs of Wealth Management clients and seeks a Conduct Risk Associate as part of the Bank's First Line Operational Risk Organization. The Conduct Risk Associate will perform day-to-day oversight to identify and monitor for potential conduct risk activity. We do that by creating, owning, and enhancing a suite of risk reports and tools to be used by Bank Management and Bank Conduct & Compliance Risk. The Conduct Risk Associate will report to the Bank's Conduct Risk Officer and will be based in Purchase, NY. Conduct Risk Associate will be expected to: * Conduct daily surveillance of Bank Home Office employees and provide employee education for identified policy violations * Conduct daily and periodic monitoring activities and maintain accurate metrics and reporting * Prepare and summarize results of offsite monitoring for reporting to Senior Management * Monitor and report metrics on Conduct Risk related activities for the Bank's First Line Operational Risk Organization * Assist with review of outside activities and private investment transactions submitted by Morgan Stanley employees to ensure the activity/investment do not result in actual or perceived conflicts of interest * Support various Bank Conduct Risk initiatives, proactively identifying risks and ensuring appropriate supervision * Manage projects as needed and assigned; deliveries are often related to ad-hoc requests so a successful candidate must be able to work in an environment with evolving priorities, making sound decisions about prioritization * Collaborate and build effective working relationships with colleagues in Business Units, second and third-line control functions (Legal, Compliance, and Audit) on an ongoing basis Qualifications: * Bachelor's Degree or higher * 3+ years of experience in audit, business management, legal/compliance, banking and lending product risk advisory, internal audit, or operational risk management * Strong understanding of operational risk within the Financial Services industry (e.g. Private Banking, Retail Banking, Investment Banking and/or Wealth Management) * Knowledge of lending and deposit product risks including risks related to residential mortgages, securities-based lending, and deposits * Strong organization skills with the ability to multitask and prioritize; ability to work under pressure and to tight deadlines * Strong analytical and problem-solving skills (critical thinking ability) * Excellent written and verbal communications skills * Detail-oriented and accurate * Ability to work in a team environment, build and maintain a network of contacts and coordinate with a large number of stakeholders across the Bank and Firm * Proficiency in MS Office applications (e.g., Word, Excel, PowerPoint, SharePoint) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 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'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).