GLG jobs

JobID: 5810 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular The mission of the Ipsos Growth Organization is to unlock opportunity and business with new clients and to expand growth within current client accounts. Those in this role are senior businesspeople focused on identifying and reeling in new opportunities that will bring value to both Ipsos and clients. They do so by leveraging industry/sector connections, working conferences, leveraging social media, building compelling reach-out strategies, understanding prospect business issues, and then penetrating relevant buying points with Ipsos' broad portfolio of services. Those on this team open new doors, bring the best Ipsos solutions to the table, and ultimately start new client relationships that have potential to be long term Ipsos partnerships. Summary of Position and Requirements: The Senior Vice President, Strategic Growth & Sr. Client Officer - Healthcare will be a key member of Ipsos' US Growth Organization. They are tasked with Driving Growth across defined targets as described below. The ideal candidate will: * Have a deep understanding re: the complexity of the Healthcare Industry as related to regulations, * Have a successful B2B sales record in this industry (including large projects)-understand the associated hustle and attitude required * Have knowledge re: how consultative engagements work through actual experience, which means they also have a strong grasp of the key business questions across client buying groups * Have an already-built relevant network (including Insights and beyond) and work closely with Ipsos experts * Stay current on industry and relevant trends * Understand relevant strategy and business challenges * Build strategic pursuit plans * Effectively communicate the Ipsos value proposition to prospects, adapting that message to attract new clients to Ipsos * Be collaborative and work closely with Ipsos service lines to develop plans and micro-campaigns that engage new clients and client stakeholders * Track the sales process and report on progress * Understand how to leverage partner relationships to drive growth The person in this role will have high visibility within the Ipsos, reporting to the President who oversees Strategic Growth. The person in this role will interact with other key Ipsos senior stakeholders, including Service Line Leaders, Global Client Directors, and Service Line Client & Project teams. Required Skills and Abilities: A successful person in this role will demonstrate either "high proficiency" or "expert" level skills in core areas such as: * New Business Sales Experience: has a track record of building business and has proven success in new client acquisition * Strong Relevant Network: is connected to range of clients in the industry, with relationships that can be leveraged * Regulatory Knowledge: understands the legal and ethical considerations in this sector, including compliance with HIPAA * Social Media Savviness: both to assure that they are seen as senior industry experts and to reflect Ipsos stature and offerings * Business and Commercial Acumen: is able to stand up with senior client professionals and have conversations re: how their business works, able to empathize with client issues and help them uncover solutions * Internal and External Stakeholder Management: beyond being great with clients and prospects, is respectful and artful re: bringing internal teams together in pursuit of new business, has strong interpersonal skills * Knowledge of Ipsos' Products and Services: understands industry and (eventually) Ipsos-specific approaches and tools so that new client prospects feel immediate confidence that they are speaking with a senior and knowledgeable Ipsos representative. Can tie client needs to Ipsos solutions * Industry & Sector Knowledge: seeks ongoing knowledge within the sector to inform strategies * Influence and Relationship-building: with both client prospects and internal colleagues in a respectful, positive, open, and productive manner; ability to collaborate in a matrixed environment * Impactful communication and presentation skills In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $220,000 to $250,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-AE1 #LI-Hybrid

JobID: 6696 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular What makes this role important at Ipsos? The Global Service Leader, Brand Navigator, is a valuable hybrid talent, blending deep technical expertise with a sharp understanding of the business landscape. This position not only leads to the creation and execution of a new Service (Brand Navigator) but also ensures it is commercially viable and strategically aligned with the company's goals. The Global Service Leader is a senior leadership role responsible for driving the strategic vision, development, and executing global and innovative solutions cross Service Lines on Brand Management for generating a new stream of revenues for Ipsos. What you can expect to be doing: Service Strategy and Commercial Viability * A key responsibility is to ensure that the Service strategy aligns with business questions from the clients on Brand Management. * This involves: * Market and Trend Analysis: analyzing market trends, customer needs, and the competitive landscape to identify opportunities for new solutions, specifically on US (Big tech cies, FMCG, Services…) and the top major markets like UK, CN, FR, Ger, IN, BRA, MEX… * Business Case Development: Creating compelling business cases for the new Service Brand Navigator, including the Brand Intelligence Platform, key delivery element of the offer. This includes forecasting potential revenue and investments year by year. * Service Roadmap: Defining and managing the Service roadmap, ensuring it aligns with the company's strategic goals and market demands. * Cost and Margin Management: Managing product costs to meet quality and margin targets Technical Development and Leadership * This role is deeply involved in the technical aspects of the development of the delivery platform named Brand Intelligence Platform. Activities include: * Full Lifecycle Management: Leading the product development lifecycle from the initial idea to the final launch and beyond. * Technical Expertise: Providing technical guidance and support to team members and stakeholders throughout the development process. * Prototyping and Testing: Overseeing the creation of prototypes and managing the testing and iteration processes to ensure product quality and performance. * Technical Documentation: Developing and maintaining detailed documentation for product specifications and requirements. Cross-Functional Collaboration and Communication A Global Service Leader acts as a bridge between various departments which requires: * Stakeholder Management: Engaging with a wide range of stakeholders, including marketing, sales, engineering, and design teams, to ensure alignment and a unified vision. * Clear Communication: Effectively communicating complex technical concepts to non-technical stakeholders and translating business needs into technical requirements. * Supplier and Partner Relationships: Managing relationships with external suppliers and partners, including negotiating contracts and ensuring timely delivery of components or services. Team Leadership As a senior team member, this individual is expected to lead and mentor others which includes: * Project Team Management: Building and managing project teams for the development and review of the Service. * Foster a collaborative and cross-functional environment, working closely with product development, engineering and marketing teams. * Establish strong relationships with external partners, including technology vendors, clients, and industry experts. What success in this role looks like: A Global Service Leader is a pivotal strategic leader, and success is measured by a blend of business impact, leadership effectiveness, and product innovation. The key performance indicators (KPIs) go beyond simple metrics to reflect the influence on the company's trajectory. Business and Financial Impact * Ultimately, a Global Service Leader is accountable for the commercial success of the new Service Brand Navigator. * New stream of Revenue generated: revenue generated globally by the new Service Brand Navigator contributing to the total revenue cross Service Line on Brand Management. * Market Share and Growth: A key indicator is the ability to expand the Brand business market share. This is often measured by the growth rate on Brand domain versus our main competitor Team Leadership and Development * A significant portion of a Global Service Leader role involves inspiring teams around him. * Team Performance and Growth: A successful Service Leader builds a high-performing team of Service managers in the top markets, starting by US. * Cross-Functional Collaboration: the Service Leader must foster a collaborative environment and effectively lead cross-functional teams, including engineering, marketing, and Client Service teams. * Fostering a Strong Product Culture: A key indicator is the ability to cultivate a culture of innovation, accountability, and continuous improvement within the organization. This might be the job for you if you have: * 15+ years of experience in market research, brand management (ideally Brand Tracking), innovation or product development with a focus on IT/TECH dimension * Proven track record of successfully leading innovation initiatives and launching new products or services. * Deep understanding of brand health tracking methodologies, data analysis techniques, and market research principles. * Strong knowledge of digital technologies and their application in market research and brand management. * Excellent leadership, communication, and interpersonal skills, with the ability to influence and inspire cross-functional teams. * Strategic thinker with the ability to translate market insights into actionable innovation strategies. * Experience managing budgets and resources effectively. If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $235,000 to $270,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-AD1 #LI-Hybrid

JobID: 7182 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular What makes this role important at Ipsos? As a Research Analyst, you will get a chance to work with some of the world's most recognized brands, helping to solve their biggest challenges. You will be an integral part of this exciting work. What you can expect to be doing: * Manage survey research projects, within timeline and budgets, including working closely with colleagues in our Operations groups to oversee all operational components of projects; * Design questionnaires and plan analyses; * Perform quality checks at various stages of the research to ensure accuracy, and to avoid errors or mistakes; * Manage the overall project timelines, ensuring that milestones are met and signed off at the various stages of the project execution; * Analyze and interpret survey results; prepare reports and presentations; * Develop an understanding of our clients' business issues and the industries in which they operate. This might be the job for you if you have: * Bachelor's degree in analytical or insights-focused fields such as economics, marketing, psychology, sociology, statistics, or similar business or liberal arts programs * Background and/or familiarity with quantitative and/or qualitative research methodologies * A passion for data, consumer decision-making, and puzzles. If anyone called you a "data scientist" you might be a great fit * Can create killer stories in presentations, visually, and in writing * Get excited about what makes customers happy * Proficiency in Microsoft Office (Excel, Access, Word, and PowerPoint) including the ability to use macros to increase efficiency in Excel and PowerPoint * Experience with things such as questionnaire design, sampling approaches, and tabulation planning * Strong organizational, multi-tasking, decision-making, and problem-solving abilities along with an analytical aptitude, inquisitive nature, and a passion for uncovering insights * Experience working with survey applications a plus (such as Qualtrics, Google Consumer Surveys, etc.) If you do not meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you are applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $59,000 to $66,600 Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with the code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-FM #LI-Hybrid

JobID: 7039 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular Within Ipsos, the Creative Excellence helps clients understand what makes advertising effective across TV, digital, social and other media channels. A core strategic solution is Creative Spark AI, which is an AI-enabled capability to predict and explain ad performance, at scale and globally. Your primary focus will be to support the development and evolution of this solution. This evolution will also include creation of new products utilizing the framework to take advantage of current blue ocean space in the market. What We Offer * The opportunity to work with cutting-edge AI and data technologies in a production environment, in partnership with other experienced data scientists and engineers within the Generative AI & Data Science department. * A culture that values curiosity, scientific rigor, collaboration, and continuous learning. * The chance to grow towards more senior or specialized roles (e.g. lead data scientist, AI product specialist, or domain expert in creative analytics). Role Summary In this role, you will contribute to the design and experimentation of the AI models and features that power Creative|Spark AI and related solutions. When client and industry need demand it, you will experiment to find alternative measurement and modelling best practices which may become independent products or solutions. You will ensure that experimentation and custom analyses remain consistent with our Creative|Spark AI global methodology, where applicable. You will translate research and client briefs into modelling problems (which data, which features, which modelling approach, which evaluation criteria) and ensure actionable insights and recommendations. You are expected to work autonomously on well-defined problems, collaborate closely with lead data scientists and engineers, and progressively take ownership of more complex modelling workstreams. Key Responsibilities 1. Feature and Model Development * Design, engineer, and test new model variants from survey, coded, or digital data sources, to improve prediction accuracy and explainability of ad performance across distinct ad environments and verticals. * Integrate new features into experimental models and quantify their impact on prediction accuracy, robustness, and interpretability, and summaries the uplift (or lack thereof) for CRE senior management decision-making. * Document feature definitions, derivation logic, and performance impact for replicability 2. Experimentation, Evaluation & Documentation * Design and execute experiments and benchmarks comparing different feature sets, algorithms, or model configurations (e.g. classical ML, deep learning, NLP / CV approaches). * Use appropriate evaluation metrics (e.g. accuracy, AUC, RMSE, calibration, stability across segments) and validation schemes (cross-validation, hold-out, time-based splits) to ensure robust conclusions. * Maintain clear experiment logs and documentation (notebooks, reports, dashboards) so results can be reviewed, reproduced, and reused by CRE and GADS teams. * Contribute to continuous improvement of modelling best practices for Creative|Spark AI. 3. Act as an advocate for, and owner of, new products and solutions that grow incremental revenue on top of CRE's core, traditional business * Develop an understanding of Ipsos' Creative Excellence business and its evolution into new spaces. * Translate this understanding into new solutions, along with global and US product teams, which answer client questions consistently, efficiently and accurately utilizing ML, Gen AI and survey methods 4. Drive the transformation of Ipsos 's business model through the strategies use of synthetic data * Enhance insight generation, augmenting traditional data methods, and enabling advanced market simulations * Support innovative product development, new revenue streams, and greater value from data assets. 5. Communication & Stakeholder Engagement * Help translate stakeholder business and research questions into robust, documented analytical workflows, aligned with Ipsos' methodologies and AI governance. * Present modelling results, feature impacts, and recommendations in a clear, non-technical language to CRE stakeholders. * Collaborate with business-facing teams to frame and refine client questions, ensuring feasibility and methodological rigor. * Contribute to internal training, playbooks, and knowledge sharing on our core AI solution. * When relevant, support client-facing presentations or proposals with concise, well-structured analytical inputs. Skills & Qualifications Education * Master's degree (or equivalent) in Data Science, Statistics, Applied Mathematics, Computer Science, Econometrics, or a related quantitative field. * PhD is a plus but not required for this role. Experience * 7-10 years of professional experience as a Data Scientist in applied machine learning. * Hands-on experience building and evaluating supervised learning models (regression / classification) in real-world use cases. * Experience in product management or technical lead roles is a plus * Experience in at least one of the following: * Marketing, advertising, media, or market research, or * Predictive modelling on survey, panel, or customer behavior data. * Prior exposure to production or near-production environments (e.g. working on models that are deployed, monitored, and iterated). Technical Skills * Computer Vision, GenAI and NLP * Strong proficiency in Python and the main data & ML libraries (e.g. pandas, NumPy, scikit-learn, plus optionally TensorFlow / PyTorch / CatBoost / XGBoost). * Good working knowledge of SQL and experience querying large analytical datasets (e.g. in BigQuery or similar cloud warehouses). * Demonstrated understanding of core ML concepts: * Feature engineering, regularization, model selection, cross-validation, * Evaluation metrics for regression / classification, * Bias, overfitting, drift, and robustness issues. * Experience with the following: * NLP or Computer Vision applied to creatives (scripts, storyboards, video / image / audio). * Cloud platforms, ideally Google Cloud Platform (GCP). * Experiment tracking and MLOps tools (e.g. MLflow, model registries, CI/CD for ML). * Strong analytical and problem-solving skills, with attention to detail and methodological rigor. * Ability to understand business and research problems and translate them into concrete analytical approaches. * Comfortable working in cross-functional teams (data science, engineering, research, client service). * Curious, pragmatic, and eager to learn from both technical and non-technical colleagues. * Able to work autonomously on clearly defined workstreams, while actively seeking feedback when needed. * Excellent communication skills If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $110,000 to $140,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-AE1 #LI-Hybrid

We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 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: * Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team * Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements * Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output * Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role: * Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision * Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * At least 2 years' relevant experience would generally be expected to find the skills required for this role 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 $48,000 and $78,000 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).

JobID: 6772 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular About the Role: The Director of Sales, Syndicated Solutions Group, is responsible for leading sales processes focused on selling a portfolio of syndicated research products to businesses across a variety of industries. The ideal candidate will be growth minded, having a proven track record of success in complex B2B sales, as well as a deep understanding of the market research industry. What you can expect to be doing: * Leverage your network to build relationships with customers, prospects, partners, internal Service Lines, etc. * Lead processes focused on selling a portfolio of syndicated research products. * Develop and execute sales strategies to achieve revenue goals. * Identify and target potential clients. * Qualify leads and develop sales proposals. * Maintain accurate sales pipeline and forecasts. * Negotiate and close sales. * Manage client relationships. * Stay up to date on the latest market research trends and developments. * Evaluate existing partnerships and sales efforts with an eye toward building on what works and changing what doesn't. * Evaluate sales initiatives and develop plans for improvement/optimization. * Aim to achieve balance between developing new relationships for medium/long-term growth and delivering more immediate opportunities. * Be engaged in understand/tracking emerging markets and trends. * Propose and develop strategic partnerships. This might be the job for you if you have: * Bachelor's degree in business administration, marketing, communications, or a related sales field. * Market research knowledge a plus. * 5+ years of experience in sales, with a focus on complex B2B sales. * Proficiency in reporting tools, including XLS and PowerPoint, and CRM systems. * Excellent written and verbal communication skills. * Strong analytical and problem-solving skills. * Ability to work independently and as part of a team. * Ability to travel as required. * Ability to be quick-acting when given a new idea. * Creative with sales strategies. * Good negotiator. * Professionally mature - able to adapt approach and tone to various audiences. * Great listener and can read a room. * Likes to lead, mentor, help, and educate others. * Excellent presentation and communication skills. If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $125,000 to $130,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-TL1 #LI-Hybrid

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Assists Financial Advisor(s) / team in delivering against their business plan and client service model • Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) Morgan Stanley EOE committed to diversifying its workforce. • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing, and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer 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).

JobID: 7061 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular What makes this role important at Ipsos? Ipsos Healthcare, a leading market research agency, is looking for a driven, self-motivated Senior Consultant to join our Advisory Services team as we bring meaningful, data-driven engagements to our clients across the healthcare landscape. This role provides a fantastic opportunity to work with a range of pharmaceutical clients, whilst developing an expert knowledge of multiple therapy areas. You will therefore need to have a flexible approach when dealing with multiple different requests and pull on in-depth knowledge of the therapy area to provide consultancy advice to our clients. What you can expect to be doing: The Senior Consultant plays a key role in delivering our client engagements. Typical engagements include developing competitive assessments, market landscape analysis, product life cycle strategies for future and in line healthcare products, working with our executive leaders and assisting in designing commercialization and go-to-market models, launch strategies, and executing analytical work streams to optimize the impact of commercial programs and tactics. You will join a unique team of problem solvers who come from backgrounds as diverse as scientific research, brand management, strategy consulting, medicine, and more. Together, the team leverages these diverse perspectives to solve some of the most complex and challenging strategic problems for our clients across the healthcare market. * Strong project management skills and the ability to juggle multiple projects * Lead day-to-day operations and material development for multiple engagements alongside management, while providing leadership and guidance to an Analyst and/or Senior Analyst * Exhibit a passionate curiosity on a range of current healthcare topics, be able to connect them with current client interests and use them in solving client business needs * Be able to work cross-functionally, across Advisory and broader HC teams, with a good understanding of primary and secondary market research approaches and techniques * Illustrates business acumen and critical thinking skills on a constantly evolving set of client business critical questions * Confidently outline reports and proposals (with support from management) in response to client RFPs and to present them as needed * Take a lead role on interactions with clients, from the beginning kick-off, through all interim meetings and as the lead, when appropriate, delivering the final report * Lead the development, production, and interpretation of data for standard reports and utilize analytics resources to produce the right content, number, and frequency of reports. * Support management in developing strategic recommendations, business development opportunities and marketing material (e.g. White Papers) * Actively support a range of business development efforts and develop strong connections with clients to ensure repeat business This might be the job for you if you have: * BA/BS Required; MBA/MPH preference * 4+ years of professional life science experience: preferably in consulting, branding/marketing, management consulting, brand management or market research * Strong project management skills and ability to juggle multiple projects * Has a passion in bringing clarity to ambiguous situations * Exhibits a passionate curiosity in Healthcare and in solving client business needs * Ability to work cross-functionally, with a good understanding of primary and secondary market research * Illustrates business acumen and critical thinking skills * Confidence outlining reports and proposals (with support from executive team) in response to client RFPs and final presentations to Ipsos clients * Lead the development, production, and interpretation of data for standard reports and utilize analytics resources to produce the right content, number, and frequency of reports. * Proficiency of Microsoft Excel and PowerPoint required. * High degree of independence and exceptional work ethic * Excellent written and verbal communication skills * Professional, proactive demeanor * Strong interpersonal skills If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary for this role is $120,000-$140,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-AE1 #LI-Hybrid

We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously 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: * Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training * Convey vision, goals and direction for the team * Define overall strategy and direction * Lead decisively and empower the team * Promote innovation and process improvement * Responsible for overseeing recruitment processes and managing employee performance * Anticipate change impact and implement solutions to reduce its effects * Identify opportunities for efficiency improvement and automation * Drive Service Desk KPI's and metrics * Compile and provide reporting to Senior Management What you'll bring to the role: * Excellent written and oral communication skills required * Experience with Microsoft Office products, Windows 10, and general office computing tools required * 6+ years call-center management experience or equivalent required in a technical or customer service field * Previous Service Desk experience expected * College degree or equivalent experience required * Excellent problem-solving skills required * Experience with financial service firms a plus, but not required 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).

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists * Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience * In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens * Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans * Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens * Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * 4-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Complete and maintain internal Financial Planning Specialist designation requirements * Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills * Knowledge of financial planning * Excellent listening skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to * Business Service Officer 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).

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager. Key Responsibilities: Review and approve New Accounts and Account Modification requests. Provide exceptional customer service to internal partners. Research and resolve issues and deficiencies efficiently. Ensure timely follow-up and resolution of inquiries. Manage a high volume of requests in a fast-paced environment. Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards. Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. Participate in projects and remediation efforts as needed. Qualifications: FINRA Series 9/10 or Series 4 and 24 required. Excellent interpersonal and client service skills. Strong written and verbal communication skills. Ability to thrive in a dynamic and fast-paced environment. Why Join Us? Opportunity to work with a leading firm Supportive and inclusive work culture. Opportunities for professional development and growth. Competitive salary and benefits package. 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).

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: * Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population * Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience * Responsible for interviewing and onboarding top talent * Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: * 4+ years previous call-center experience or equivalent required in a technical or customer service field * Previous Service Desk Experience * Experience with Microsoft Office products, Windows 10, and general office computing tools required * Passion for providing feedback & coaching * Excellent written and oral communication skills * Excellent time management skills * Excellent Problem-Solving Skills * Experience with Microsoft Office Products, Windows 10, and general office computing tools 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 $70,000 and $105,000 per [hour/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).

JobID: 7417 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular What makes this role important at Ipsos? The Senior Research Manager (internally known as Senior Account Manager) will be an integral part of the Customer Experience team. The successful candidate will hold considerable responsibilities and play a significant role in the maintenance and growth of long term client relationships. The Senior Account Manager will report to the Director of the team and will be responsible for the management and analysis of research projects primarily in the financial services and automotive industries. What you can expect to be doing: * Manage and coordinate all aspects of the research process from questionnaire writing and research design, analysis and interpretation of results through to preparation of reports * Liaising on a regular basis with all key internal operations groups (data collection, data processing and results reporting) to ensure that reliable results are delivered to client in a timely, cost-efficient manner * Build and maintain relationships with key clients by responding to queries and providing updates per client requests * Coordinate and manage data entry of project costs into our internal costing program based on research target specifications * Maintain project budget and works with team to ensure all aspects of the study continue to operate smoothly; responsible for quality assurance throughout the life-cycle This might be the job for you if you have: * Completed Bachelor's Degree in related field, master's level education an asset * 4-5 years of market research experience; customer experience research an asset * Advanced proficiency with MS Office Suite; specifically, MS Excel and MS PowerPoint * Superior organizational skills, unflagging attention to detail & demonstrated commitment to the accuracy and completeness of information * Data savvy with a strong attention to detail and accuracy * Basic knowledge of SPSS and/or other quantitative reporting tools * Prior experience using Voice of The Customer (VoC) tech platforms (Qualtrics, Medallia, InMoment) a strong plus * Ability to manage multiple projects simultaneously while maintaining a strong client service orientation * Ability to manage complex, multi-faceted project budgets and to create, manage, and commit to a project plan, schedule and budget * Highly motivated, self-directed & possess a driven personality capable of working within tight deadlines * Thrives within a team environment * Excellent written & verbal communication skills with well-developed interpersonal and presentation skills If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $85,000 to $95,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-AA1 #LI-Hybrid

JobID: 7294 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Permanent Regular What makes this role important at Ipsos? As a Director you are collaborative by nature, have an eagle-eye attention to detail and brilliant organizational skills. In this role, you will have the exciting responsibility of being a trusted partner to several leading technology and media companies. You will manage global research projects and help our clients solve their business problems by leveraging multiple research methodologies. As a key leader, you will build team talents and create client loyalty and respect. You will work closely with senior team leaders to assure project accuracy and make sure that things stay on schedule. You also get to share your many creative and analytical skills with your bright, coachable, talented team members daily. What you can expect to be doing: * Independently prices and writes full proposals of all types, with goal of growing Ipsos business and presence with assigned clients * Has vision to spectrum of client needs and helps connect the dots between projects. * May include linking projects to each other, pulling in other service lines, proactively sharing Ipsos capabilities of interest, and more. * May include new business outreach and structured business development plans * Influential in internal process improvement, cross sector (Tech, CPG, etc.) education and SL expertise (becoming a methodology expert or the process of educating other team members on a methodology) * Mentors and trains junior team members on best practices and career growth on an ongoing basis * Creates "internal brand" within Ipsos and specific thought should be given to the unique area (whether client facing and/or internal facing) and activities that will help guide what they want to be "known for" as an expert within and outside of Ipsos * Acts as primary project lead to the client, overseeing more junior members. * Handles more complex conversations/communications around project design, analysis, and unexpected challenges. * Provides coaching and guidance to more junior team members on their own client interactions. * Project management tasks focused on providing guidance, oversight and review of custom survey development, in-field challenges and significant input to analysis planning and execution. * Leads/co-leads final report writing elements, strategic client guidance and presentation of findings. * May act as manager to one or more Account Managers/Senior Account Managers. * Includes overseeing training schedule, day-to-day guidance and supervision, and providing feedback (both ongoing and during annual review and goal setting). * Acts as strategic leader for project team and (in some cases) for client account team overall. * Thinks through implications of actions, identifies opportunities and risks, and acts accordingly, balances providing what the client needs with the optimal outcome for Ipsos. This might be the job for you if you have: * Minimum of 7 + years of research experience; ideally at least 5 years on the supplier side. * Strong team leadership skills with experience in mentoring and/or managing others - ability to coach, guide and support direct reports * Strong Word, Excel, PowerPoint skills * Superior organizational skills, including ability to manage and delegate work effectively, attention to detail & demonstrated commitment to the accuracy and completeness of information * Balance of attention to detail with view to bigger picture and overall objectives of each task * Ability to oversee multiple projects, including managing workload of direct reports * Ability to think creatively about how to align the appropriate project resources, whether inside or outside of the immediate project team * Strong aptitude for research consulting with highly developed analytic skills * Ability to think strategically in terms of clients' business, as well as opportunities for Ipsos to grow its business * Highly motivated, self -directed and possess a driven personality capable of working within tight deadlines * Strong relationships with clients * Excellent written and verbal communication skills in addition to well -developed interpersonal and presentation skills are necessary If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to! In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $98,000 to $120,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-FM1 #LI-Hybrid

We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team * Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements * Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output * Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution * Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills * Research and resolve problems with both internal and external clients accurately and in a timely manner * Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation * Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented What you'll bring to the role: * Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision * Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * College degree preferred * 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes 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).

JobID: 7163 JobSchedule: JobShift: Ipsos Worker Classification: Employee - Intern/Student - Paid About the Summer Internship: Have you always been curious about what influences people and the decisions they make? Do you love a good mystery? Feel compelled to seek out the true meaning of things? If so, an internship at Ipsos provides a unique opportunity for anyone interested in a career in market research to work with a team of passionate problem-solvers dedicated to bringing research insights and compelling data to life. What you can expect to be doing: As a Market Research Intern, you will gain exposure to a range of research projects and methodologies by working on projects for premier multinational companies. You'll have the opportunity to learn more about the Market Research industry by assisting in many phases of research projects with particular focus on support of operational tasks/job execution. * Working with research teams, you'll ensure business and client needs are addressed at every stage of the project including: * Supporting survey development * Analyzing respondent sampling * Ensuring data accuracy * Producing reports This might be the job for you if you have: * Currently pursuing a bachelor's degree in analytical or insights-focused fields such as economics, marketing, psychology, sociology, statistics, or similar business or liberal arts programs * Strong organizational, multi-tasking, decision-making, and problem-solving abilities * An interest and/or coursework in market or consumer research and marketing * Working knowledge and comfort working across Microsoft Excel, PowerPoint, and Word Nice to have: * Experience working with survey applications (such as Qualtrics, Google Consumer Survey, etc.) * Familiarity with quantitative and/or qualitative research methodologies If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular opportunities! Timeline: * Application Review: We will begin reviewing applications in January 2026 * Interviews: We expect to begin contacting applicants for interviews starting February 2026 * Internship Start: Monday, June 8, 2026 * Internship End: Friday, August 14, 2026 (with flexibility) Application: * When applying you will be asked to choose from a list of our Service Lines you are most interested in. * We will do our best to consider applicants for their top Service Lines alongside several factors such as work/academic experience, location, and available opportunities. * You will also be asked to choose from a list of Ipsos office locations. * All interns will have a hybrid working schedule in one of our Ipsos office locations. * Remote internships are not available at this time. The hourly rate for this role is $20.00. Your final base rate will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. What's in it for you: At Ipsos you'll experience opportunities for Career Development, a flexible workplace policy, and a strong collaborative culture. To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit: Why Work at Ipsos | US Commitment to Diversity Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do. We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual. Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability. #LI-MC1 #LI-Hybrid

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) Morgan Stanley EOE committed to diversifying its workforce. * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing, and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer 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).

Company Profile 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. Department Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high-quality technology solutions and support functions to our internal end users as well as external clients. Our goal is to ensure all users across the firm can perform their job efficiently with minimal to no interruption. Position Description WS is seeking a technical team leader to help the lead and shape the service desk while adhering to the firm's core values. The ideal candidate will be a leader and functional owner, motivating and coaching their team with the goal of providing world class customer service. Job Description: * Responsible for overseeing a team of service desk professionals supporting the internal and external Morgan Stanley population * Serve as the functional owner of a technical client-facing service desk, overseeing data transfer protocols including login credential rotations, PGP key management, FTP/SFTP configuration, and ongoing system maintenance and administration * Responsible for SLAs across multiple inventory streams, including call management, email correspondence, ticket aging and resolution, and real-time 24x7 system health monitoring * Provide timely feedback, training, and coaching 50% of the time with a focus on driving efficiency of work execution while providing a world-class service experience * Support interviewing and onboarding of top talent * Conduct performance management to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Drive growth and development of team members Qualifications: * 3-5 years previous technical or customer service leadership experience * Previous service desk experience * Excellent problem-solving skills with passion for process improvement * Passion for providing feedback & coaching * Excellent written and oral communication skills * Experience with financial service firms * College degree or equivalent experience 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).

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists • Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens • Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans • Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens • Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of work experience in a field relevant to the position required • 4-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Complete and maintain internal Financial Planning Specialist designation requirements • Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills • Knowledge of financial planning • Excellent listening skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to • Business Service Officer 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).