Confidential
Equitable job in New York, NY
External Description:
Confidential
Community / Marketing Title: Confidential
Financial Services
New York, NY job
Fin'l Srvcs: Morgan Stanley Private Bank, N.A. The information below covers the role requirements, expected candidate experience, and accompanying qualifications. is hiring for following role in NY, NY: Vice President, Business Analysis to dsgn innovative new banking tech products w/ mrkt leading competitive advantages (salary range $160,000
- $190,000).
Position req's rel.
degree & or exp & or skills.
For more info & to apply, visit us at & enter JR017748 in search field. xevrcyc
No calls pls.
EOE
JobiqoTJN.
, Location: New York, NY
- 10060
Financial Services
New York, NY job
Fin'l Srvcs: Morgan Stanley & Co. All candidates should make sure to read the following job description and information carefully before applying. LLC is hiring for following roles throughout facilities in NY, NY: Vice President, Investment Banking to participate in execution of M&A transactions, & contribute to strategy & transaction structuring recommendations (JR013289, salary range $275000
- $275000); Vice President, Banking to id, assess, & monitor asset & counterparty-level risks, & mrkt risk for structured margin financing portfolio (JR017723, salary range $225000
- $250000); Associate, Strats to work closely w/ Trading Desk to support existing tools & build next generation of trading tools (JR017724, salary range $200000
- $200000).
All positions req rel.
degree & or exp & or skills.
Multiple open positions at various prof'l levels.
For more info & to apply online, visit us at & search for these opportunities. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: VP Investment, Location: New York, NY
- 10060
FID, Strats, Release Manager - Vice President
New York, NY job
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 Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.
Primary Responsibilities:
We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London.
The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment.
Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this.
Qualifications
Essential:
extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services
extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management
extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management
extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow
experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions
experience of working in a globally distributed team
Desirable:
some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines
some experience with C++ development environment and multi-platform c++ builds in linux and windows
familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache
familiarity with standard code quality tools such as sonar, cpplint
familiarity with package/dependency management tools such as conan, maven, artifactory
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 $160,000 and $250,000 for Vice President at 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).
Auto-Apply2026 Investment Banking & Global Capital Markets Strats Summer Associate Program (New York)
New York, NY job
Morgan Stanley is a worldwide leader in investment banking. We are one of the top firms in mergers & acquisitions (M&A), underwriting of equity transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in traditional and innovative financing solutions, helping clients around the world to make decisions about their business strategy and financial structure.
Our New York City office is looking for Strats Summer Associates for the Investment Banking and Global Capital Market Divisions, to combine financial engineering, mathematical modeling, and computer science to conduct rapid quantitative analysis on capital markets transactions, whether pitches or live execution (for example, debt and equity issuance, M&A, restructuring) and optimizing complex hedging strategies for internal and external clients.
WE OFFER
A 10-week in-person program that takes place at Morgan Stanley's headquarters in New York
Placement in either Investment Banking Division (IBD) or Global Capital Markets (GCM) Strats Group
Summer programming that includes, and is not limited to, regular sessions hosted by Firm representatives on accounting, industry and product-specific training, introduction to Morgan Stanley proprietary analytical tools and an overall introduction to the Firm
Mentors to aid in your development and provide greater exposure to IBD or GCM
A flat structure experience that will provide you with a high level of responsibility early in your career
YOU WILL
Responsibilities may include and are not limited to:
Create and maintain data driven analytics and financial models used to advise clients in achieving their strategic needs.
Analyze transaction data, client behavior, and market activity to support M&A, IPO, and capital raising pitches.
Work with sector coverage, sponsor coverage, and M&A teams to provide differentiated analysis to clients and help source new clients.
Develop and maintain critical business reporting solutions for the desks' and division's senior management.
Build dashboards and tools for bankers including pipelines for ingesting, cleaning, and transforming financial and alternative datasets; often collaborating with engineering teams to ensure scalable and efficient systems.
QUALIFICATIONS
You are a graduate student in Financial Engineering, Mathematics, Applied Mathematics, Physics, Statistics, Quantitative Finance, Computer Science, Electrical Engineering, Economics or related quantitative discipline
You are completing your degree in December 2026 to June 2027
You have a keen interest in financial markets
Excellent quantitative skills and programming ability in a major language
Outstanding verbal and written communication skills
Ability to work with a strong sense of urgency while maintaining attention to detail
You have the drive and desire to work in a team-oriented environment
Working knowledge of Q/KDB, Python, Java or Scala and desire to learn new techniques
PROCESS DETAILS
Applications will be reviewed on a rolling basis, so you are encouraged to submit yours as soon as you feel ready.
Candidates selected to progress to an interview will be evaluated for both the Investment Banking and Global Capital Markets Divisions; successful candidates will be notified later of final divisional placement.
Your divisional preference may be taken into consideration.
Expected base pay rates for the role will be $72.12 per hour at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses 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).
FRM Data Risk Governance and Reporting- Associate
New York, NY job
Job title: FRM Data Risk Team Associate Division: Risk Management Role: Risk Data Level: Associate Firm Risk Management The Firm Risk Management (FRM) division supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses because of credit, market, liquidity, operational, model, and other risks.
Background on the Position
This role resides within Morgan Stanley's FRM Risk Data team. The Risk Data team is responsible for developing and promoting data quality standards and governance, including the monitoring of Risk Domains' (e.g., Market, Credit, Liquidity) adherence with the Firm's Global Data Quality Policy and Risk Data Aggregation Framework (based on the BCBS 239 regulatory standard).
Risk Data seeks an Associate to join the New York based team that is focused on governing and reporting on adherence to data quality policies, procedures, and Framework. The team is also responsible for the regular maintenance of governance documents and processes.
Primary Responsibilities
1. Drive governance and reporting on adherence with the Global Data Quality Program and the Risk Data Aggregation Framework
2. Develop and update FRM Divisional Data Office & RDA Framework related policies, procedures, governance processes, and reporting, as needed
3. Support co-ordination, management and preparations for internal and external examinations, track and monitor audit deliverables
4. Ensure key risks and issues are identified, documented, mitigated, and communicated to the appropriate stakeholders in a timely manner
5. Prepare governance and reporting materials, including approval packages, for various senior management committees and forums Experience, Qualifications
1. Bachelor's degree or higher
2. 3+ years of work experience in the financial services industry, preferably in data management, governance, and/or reporting
3. Knowledge of implementation of risk management policies, frameworks, and procedures; BCBS 239 knowledge preferred
4. Strong attention to detail, problem-solving skills, and ability to provide information in usable formats
5. Ability to effectively communicate with a wide range of stakeholders, both written and verbally
6. Self-motivated to develop expertise in risk management practice
7. Ability to run meetings with multiple stakeholders and business areas
8. Strong collaboration, relationship building and teamwork skills
9. Proficiency in Microsoft Office programs (Word, Excel, PowerPoint)
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 $100,000 and $140,000 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).
Auto-ApplyStrategic Client Management - Head of Business Owner Solutions (Executive Director)
New York, NY job
Integrated Firm Management: Strategic Client Management - Head of Business Owner Solutions 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 ethos. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.
Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley's Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley's global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork.
Role Summary
The Head of Business Owner Solutions will serve as a senior coverage officer within SCM, dedicated to deepening and managing connections with Financial Advisors (FAs) and their clients-including founders, business owners, and executives. This role centers on understanding clients' unique needs and effectively communicating the comprehensive solutions available through Morgan Stanley, as well as select third-party strategic partners. The Head of Business Owner Solutions will play a critical role in articulating how these resources can support clients considering investment banking or capital markets transactions, ensuring they receive tailored guidance and access to the full suite of Morgan Stanley's capabilities.
Key Responsibilities
* Opportunity Origination: Partner with Financial Advisors to provide solutions to business owners, founders and executives in need of investment banking and capital markets advisory services, serving as a senior liaison to facilitate the transaction process and maximize cross-divisional collaboration, with a focus on middle market solutions
* Field Engagement Strategy: Design and implement a comprehensive approach to educate and train Financial Advisors about the full suite of solutions available to their business owner, founder and executive relationships across Morgan Stanley and select third-party strategic partners
* Data-Driven Targeting: Leverage internal client data and external market intelligence to help Financial Advisors identify clients who may benefit from these solutions and provide actionable insights to support proactive outreach
* Collaborative Events: Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Feature Morgan Stanley subject matter experts and third-party partners to showcase capabilities and foster deeper client engagement.
* Thought Leadership: Develop Financial Advisor and client-facing marketing materials and newsletters, highlighting industry and markets trends, and success stories
Qualifications
* Minimum 15 years of coverage and execution experience in investment banking or capital markets
* Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients
* Proven ability to engage with clients and Financial Advisors (ideally) in a strategic, consultative manner
* Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities
* Strong interpersonal and communication skills with the ability to influence and collaborate across teams; dynamic public speaking and effective presentation skills.
* FINRA licenses (e.g., S7, S63) preferred.
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 $195,000 and $275,000 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 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.
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).
Auto-ApplyDigital Product Manager - Vice President
Harrison, NY job
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).
Auto-ApplyInternal Audit Associate - Institutional Securities Group Technology
New York, NY job
We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Location: Baltimore, MD (4x per week in office)
What you'll do in the role:
* Help identify risk and impact to relevant coverage area to prioritize areas of focus
* Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment
* Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner
* Assist in managing multiple deliverables in line with team priorities
* Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers
What you'll bring to the role:
* Understanding of business line and key regulations relevant to coverage area
* Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
* Ability to identify and analyze multiple data sources to inform point of view
* Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly
* A commitment to practicing inclusive behaviors
* At least 4 years' relevant experience would generally be expected to find the skills required for this role
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 $108,000 and $154,500 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).
Auto-ApplyWealth Management Client Segments and E*TRADE Strategy & Execution, Associate
New York, NY job
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 Client Segments and E*TRADE Strategy & Execution team serves as the strategy team for Wealth Management Client Segments (WMCS) and E*TRADE from Morgan Stanley. The team is responsible for working closely with members of the Wealth Management leadership team to develop and implement a cohesive strategy across all client segments. Responsibilities include: (1) serving clients across our Advisor, Workplace, Institutional and E*TRADE channels ; (2) ensuring we are meeting our clients wherever they are on their financial journey, supporting their growth, and deepening relationships over time ; (3) promoting integration and innovation across Morgan Stanley's various client-facing channels.
The team's remit can be categorized across four verticals: Strategic Planning & Corporate Development, Business Management, "Chief of Staff" functions, and Special Projects across both E*TRADE and WMCS more broadly. The team's portfolio is ever-changing: recent projects include building out comprehensive pro forma models to evaluate financial opportunities associated with new product offerings (e.g., cryptocurrency, prediction markets, affiliate products), driving organic and inorganic growth initiatives (e.g., refining divisional operating models, identifying opportunities to incorporate GenAI into workstreams), assessing the financial impact of strategic investments (e.g., new external partnerships), managing the budget across all client segments, and preparing talking points, slide decks, and briefing memos for Wealth Management leadership.
Position Summary:
We are seeking an Associate to support Strategy and Execution efforts across the WMCS and E*TRADE business with a focus on supporting senior/experienced members of the team across all four verticals, with responsibility for the following:
* Building comprehensive pro forma excel models and conducting other quantitative analyses to assess the economic impact of strategic initiatives and presenting key findings to senior leadership across the organization to inform decision making
* Spearheading innovation through organic and inorganic business growth initiatives
* Developing strategies to drive operational efficiency at scale for businesses across Morgan Stanley Wealth Management (e.g., international expansion)
* Partnering with colleagues across our leading institutional research and sales teams to assess competitive landscapes and identify key differentiators / competitive gaps
* Gaining meaningful leadership experience across divisions, balancing stakeholder needs to execute against key initiatives and ensure alignment of priorities
* Building internal and external presentations for Wealth Management executives across a broad range of topics and strategic initiatives
* Partnering with the broader Client Segments and E*TRADE Strategy & Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and execution across segment-based projects
* Contributing to broader business management needs such as:
* Coordinating annual budgeting across the organization
* Managing an inventory of strategic initiatives and obtaining regular updates from the rest of the leadership team
* Running monthly management reporting in collaboration with partners from finance, human resources, marketing, risk, compliance, etc.
Experience:
* Bachelor's degree required plus at least two years of related industry experience with a general understanding of Wealth Management product and services
* Background in Investment Banking, Management Consulting is a plus
* Current SIE/Series 7 and 63 licenses are preferred, but not required
Required Skills:
* Strategic thinker with excellent analytical and problem-solving skills and a background in financial modeling
* Self-starter who will take initiative, learn quickly and work independently
* Strong interpersonal skills and the ability to interact with colleagues at all levels of the organization
* Detail-oriented individual with ability to multi-task and manage competing deadlines
* High level of attention to detail, with excellent written and verbal communication skills
* Team-oriented, with high level of administrative and interpersonal professionalism
* High energy, results oriented and high performer in fast paced environment
* Advanced knowledge of Excel and intermediate knowledge of PowerPoint, DataIKU, Thinkcell & Tableau is a plus
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).
Auto-ApplyModel Risk (Risk Management) : Job Level - Associate
New York, NY job
The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST.
Primary Responsibilities
* Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas.
* Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution.
* Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience
* 3+ years of experience managing projects required
* Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus
* Have an undergraduate degree in Business, Finance, or other related fields
* Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL
* Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required
* Ability to partner effectively with team members and with colleagues across the wider organization.
* An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required.
* Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships.
* Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome.
* Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership
* PMP or Project Management certification is a plus
* Experience with model validation or model governance is a plus
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 $100,000 and $140,000 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).
Auto-ApplyBusiness Unit Management Director
New York, NY job
We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events
* Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities
* Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively
* Drive the creation of strategic executive/client presentations and necessary communications
* Drive the collection and dissemination of materials and agenda for functional leadership meetings
* Establish strong relationships and partner with global function heads and peer COO functions
* Develop and drive governance activities including technology, risk, strategic priorities
* Foster BU engagement through strategic engagements and active stakeholder management
* Support branding and communication with internal constituents
* Actively manage key vendor and industry relationships through QBRs, KPIs, etc.
What you'll bring to the role:
* 4-6 years of experience in a relevant position and industry
* Interest in financial institutions, organizational management, and strategy
* Articulate and persuasive written, verbal, communication, and presentation skills
* Outstanding interpersonal skills and sharp attention to detail
* Possess sound judgment and strong sense of integrity
* Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously
* Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel
* Effective communicator (written and verbal)
* Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact
* Ambition - someone that is willing to go the extra mile to ensure success
* Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction
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 $130,000 and $183,000 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).
Auto-ApplyFirmwide Artificial Intelligence Talent Portal
Great Neck Plaza, NY job
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).
Auto-ApplySenior Executive Assistant
New York, NY job
Morgan Stanley Senior Executive Assistant 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 ethics. 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.
Job Responsibilities:
* Support multiple Senior Executives for Administrative needs
* Telephone coverage, answer phones, take accurate messages, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
* Heavy client interaction with high-level executives; act as liaison with clients and their assistants
* Maintain executive calendar as needed; schedule meetings, conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
* Coordinate all related conference room needs, including any catering, audio/videoconference set up, with Receptionist
* Coordinate client dinners & outings, as needed
* Arrange all aspects of travel, keeping executives' travel profile up-to-date, manage approvals for any travel, arrange flights, hotels, rental car and sedan service, currency exchange using agency and online services, international data on corporate mobile
* Prepare all itineraries
* Coordinate expense reimbursement, with the FID Expense team, on a timely basis
* Process Invoices for Vendors, Conferences, Sponsorships, Client dinners and Charity events
* Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind
* Maintain filing system, correspondence, documents and personal files for Managers
* Navigate Firm's resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
* Send and retrieve faxes
* Open and distribute Managers' mail, sort and prioritize; arrange messenger and overnight package services
* Train new hires and temporary workers, on phones and all office routines/policy/procedures
* Provide backup support for colleagues during vacation/sick days, and assist their managers as needed, with phone coverage and other office needs
* Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
* Handle personal work as directed
Required Skills and Personal Attributes:
* Excellent communication, writing, judgment, and problem-solving skills
* Strong attention to detail as well as solid organization/time management skills
* Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
* Able to work in a fast-paced environment and handle multiple tasks concurrently
* Flexible to supporting multiple Senior Executives, that may change over time
Other Requirements:
* College Degree Preferred or Relative Corporate Experience preferred (5+ Years of Experience)
* Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
* Other applications helpful include Excel, PowerPoint, internet and research tools
* Solid typing skills (60+ wpm)
* Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements
Reports to:
* Office Manger
Hours:
* 7:30 AM - 6:00 PM
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 $105,000 and $125,000 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).
Auto-ApplyBusiness Solutions Group (BSG), Manager
New York, NY job
The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion.
This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements.
Primary Responsibilities
As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting.
Key responsibilities will include but will not be limited to the following:
Executive Stakeholder Management
* Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology.
* Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
* Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling.
People Leadership & Team Development
* Serve as a role model for analytical rigor, strategic thinking, a "get it done" attitude, and professional conduct.
* Lead and mentor junior team members by providing coaching, feedback, and growth opportunities.
* Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability.
Change Execution & Implementation
* Oversee change management for high-impact transformation programs, ensuring successful adoption.
* Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures.
* Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment.
* Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes.
Operational & Financial Management
* Track engagement economics, staffing, budgets and performance metrics.
* Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards.
* Contribute to annual planning, portfolio management, and continuous improvement of team processes.
Skills Required:
* Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
* Proven ability to manage multiple projects and priorities.
* Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
* Ability to lead and influence cross-functional teams where there is no direct reporting chain.
* Experience managing major organizational change programs, such as merger integrations or corporate restructure.
* Strong written and verbal communications skills.
* Ability to interact at all levels of the organization and tailor messages appropriately.
* Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
* Independent self-starter who can manage multiple activities to aggressive deadlines.
* Eagerness to learn the business and understand detailed technical requirements.
* Occasional travel may be required.
Qualifications:
* A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles.
* A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers.
* Proven ability to lead large, complex projects and deliver measurable business impact.
* Exceptional executive communication skills and comfort interacting with senior leadership.
* Demonstrated ability to lead, coach, and develop consulting teams.
* Experience building or scaling an internal consulting, strategy, PMO or transformation function.
* Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm.
* Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
* BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred.
The position will be based in New York City.
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 $140,000 and $300,000 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).
Auto-ApplyPrivate Credit- Underwriting- Analyst/ Associate
New York, NY job
Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities.
Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform.
Responsibilities:
* Work with senior and junior members of MSDL to conduct due diligence on new opportunities
* Perform in-depth sector and company research and detailed financial modeling
* Prepare credit investment memoranda
* Assist with the negotiation of term sheets, commitment letters and credit documentation
* Monitor portfolio company results as well assist with add-on financings and amendments
* Bachelor's Degree
* Strong academic record and job performance
* Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred
* Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models
* Strong written and verbal presentation skills
* Ability to work effectively on multiple projects in a fast-paced environment
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 $110,000 - $225,000 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
Illinois-
Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
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).
Auto-ApplyCorporate Derivatives - Equities Solutions Trader
New York, NY job
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
* Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
* Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
* Conducting research on stocks / companies in order to evaluate risks and make trading decisions
* Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
* Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
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.
Expected base pay rates will be between $200,000 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).
Auto-ApplyAssociate, Project Manager - Business Transformation Services
Harrison, NY job
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 Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion.
Primary Responsibilities
As a member of the Business Transformation Services (BTS) team, this individual will provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with project teams, to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric.
Key responsibilities include:
* Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
* Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy.
* Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
* Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
* Ensure effective communication and reporting to functional teams, manager, and stakeholders
* Support key program leads and resources in executing key deliverables
* Independently identify opportunities to drive project/ programs forward
Qualifications:
* BS/BA degree required
* A minimum of 2-4 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management
* Ability to quickly turn around high-quality work in a fast-paced environment
* Ability to drive delivery/execution of a wide range of tasks and initiatives independently
* Ability to lead and influence cross-functional teams to meet delivery timelines
* Ability to highlight key risks and issues that may impact the project/ program health, and manage the risk to closure
* Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
* Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management
* Independent self-starter who can manage multiple activities to aggressive deadlines
* Eagerness to learn the business and understand detailed requirements
* Organizational skills and ability to organize information in a meaningful way
* Experience managing one or various workstreams
* High attention to detail; follows through to ensure accuracy of materials
* Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint
This role will be filled in one of the below locations:
* Dallas, TX
* Westchester, NY
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 $80,000 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).
Auto-ApplyHead of Change Management - Investments
New York, NY job
New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $799 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.
Role Overview:
The Change Leader will play a critical role in leading and managing the Change Management efforts within the Investments Business at New York Life. This role requires a leader with strong strategic and execution skills and the ability to work effectively across teams. This individual will be responsible for guiding teams through significant changes, ensuring the smooth transition of processes, systems, and culture as the business continues to evolve. The Change Leader will work closely with the enterprise change leader in Human Resources, senior leadership within the business, project managers, and key stakeholders to design, implement, and monitor change management strategies that support both the business and company goals and objectives.
What You'll Do:
Change Strategy Development & Execution:
* Design and implement comprehensive change management strategies that align with the business' overall goals and objectives.
* Partner with senior leadership to identify business needs and areas requiring transformation, defining the scope, timelines, and key deliverables.
* Partner with senior leadership to prioritize a change management agenda and measure success against key deliverables.
* Lead change initiatives that foster a smooth transition and minimize resistance across the organization.
Stakeholder Engagement & Communication:
* Establish and maintain strong relationships with key stakeholders (Business Leaders Portfolio management, Distribution, Human Resources, Corporate Communications, Technology, etc.) across all levels of the organization.
* Work with Corporate Communications team to support the communication of change initiatives clearly and effectively, ensuring that all employees understand the purpose and impact of the changes within the organization.
* Develop and deliver clear, concise communication plans, presentations, and other materials for employees, leadership, and external partners.
Culture & Behavior Change:
* Help drive organizational culture change to ensure employees embrace new ways of working, systems, and processes.
* Promote a positive environment for change by addressing employee concerns, creating buy-in, and building trust through transparent communication.
* In partnership with the Enterprise Change Management team in Human Resources, support the implementation of training to support employees in adapting to new tools, systems, and methodologies.
* Lead change workshops, coaching sessions, and other learning opportunities to ensure employees are well-equipped to navigate the transformation.
Change Monitoring & Feedback:
* Monitor the effectiveness of change initiatives through surveys, interviews, and other data-driven methods to evaluate success metrics, employee engagement and transformation progress.
* Identify and address potential barriers to change and develop corrective actions as needed.
* Report on the progress of change initiatives, providing regular updates to senior leadership and other stakeholders.
What You'll Bring:
Education & Experience:
* Bachelor's degree in Business, Organizational Development, Human Resources, or a related field. Master's degree is a plus.
* Proven experience (7+ years) in leading change management efforts in Asset Management undergoing significant transformation or organizational change.
* Experience with project management methodologies and change management frameworks.
Skills & Competencies:
* Strong leadership and interpersonal skills with the ability to influence and build relationships at all organizational levels.
* Excellent communication skills, both written and verbal, with the ability to tailor messages to different audiences.
* Deep understanding of organizational behavior and cultural transformation strategies.
* Problem-solving and decision-making abilities, with a focus on practical solutions and results.
* Ability to manage multiple projects and priorities in a fast-paced, dynamic environment.
Key Attributes:
* Visionary thinker with a strategic mindset, capable of leading complex transformation efforts.
* Empathetic and approachable, with a keen ability to listen to concerns and manage resistance to change.
* Resilient and adaptable, able to thrive in ambiguous or challenging situations.
* Collaborative, team-oriented, and able to foster a sense of community and shared purpose.
Pay Transparency
Salary Range: $225,000 - $275,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93073
Wealth Management Risk Bank Model Control Team - Associate/AVP WM & Bank Tool Governance
Harrison, NY job
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 42 countries. Morgan Stanley Wealth Management provides a range of wealth management products and services for individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.
Description
Morgan Stanley Wealth Management Risk group is responsible for overseeing the risk and control framework within the Wealth Management business unit. The group teams with WM and Bank business units as well as the Firm Risk Management group to implement control processes and procedures and protect the firm from exposure to various risks including operational, credit, investment, trading, reputational and model risk. The position will reside within WM Model Risk. The Model Control team oversees the model inventory for all WM models as well as Bank models that impact Morgan Stanley Private Bank, National Association ("MSPBNA"), Morgan Stanley Bank National Association ("MSBNA") (collectively, the "Banks"). In addition, the team is responsible for the governance and inventory of the division's non-model Tools. Tools are quantitative methods and calculations that (1) are separate and distinct from models in that their outcomes are generated by deterministic rules or algorithms, and (2) can cause financial, regulatory, or reputational harm to the Firm as a result of undetected errors given their use for Financial or Regulatory Reporting, Capital Planning, Limit Management, Client Reporting, Pricing or any other critical business function. These tools might be implemented in End User Computing software (EUCs) or in broader firm platforms.
The applicant should be interested in risk and controls, as well as process oversight and management. Work history should demonstrate strong attention to details, execution and project management skills, and the ability to influence and coordinate within cross-functional teams.
Responsibilities
* Conduct interviews with business partners to add to the inventory of the division's non-model Tools, both EUC and System based.
* Manage inventory of Tools through the Firm Tool database (Cluster Seven IMS).
* Lead training and create training materials for business partners
* Represent the team and prepare presentation materials for Tool related committees and senior management
* Present project status to Senior Management and Model Risk Committees
* Maintain various reporting dashboards as needed
Qualifications
* Strong organization and time-management skills, with the ability to swiftly transition between projects and tasks
* Ability to work independently, be self-motivated, and have accountability/ownership of projects
* Excellent communication (verbal and written) and interpersonal skills
* Advanced MS Office skills (Excel, PowerPoint, Word)
* Knowledge of Python, SQL or Microsoft Macro/VBA is a plus
* Prior relevant risk management, operational or regulatory experience
* Education: BA or BS
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.
Job Posting Pay Range
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).
Auto-Apply