Guidehouse jobs in Salt Lake City, UT - 61 jobs

Job Family: SAAS/PAAS/Cloud Consulting Travel Required: Up to 10% Clearance Required: None What You Will Do: We are looking for a hands-on senior software engineer with deep knowledge of Microsoft Power Apps, including Microsoft Dynamics 365 developer. An expert on Power Apps to design, configure and develop custom solutions in Microsoft Power platform. The candidate will take an active role in supporting and building on the MPP application. The candidate will have excellent presentation, communication, leadership, and client development skills to effectively present information to C-level management, public groups, and/or the board of directors. The candidate should have excellent organizational and multi-tasking skills, attention to quality, self-motivation and a strong desire to succeed. What You Will Need: * Minimum of THREE (3) years of experience on Microsoft Power Platform * US Citizenship is contractually required for this role * Minimum Degree: US equivalent Bachelor's Degree * Selected Candidate must be able to work in a hybrid environment * Hands-on experience with D365 Customer Experience / Dynamics CRM / PowerApps / Power Automate technical solutions * Experience with Software as a Service (SaaS) and/or Platform as a Service (PaaS) environments * Hands on experience with one or more of the following D365 / Dynamics CRM modules: Customer Engagement, Project Service Automation, Field Service, Sales, Marketing * Experience developing & deploying business applications using Microsoft's Dynamics Power Platform Core Skills: C#, SQL, .Net, D365, CRM SDK, CRM Plugins, PowerApps, Power BI, & Power Automate (formally known as Flow) * Intermediate to advanced knowledge of relational database concepts * Must have experience with full life-cycle implementation of Dynamics 365 * Must demonstrate knowledge and experience in ERP implementation principles, practices and methodologies * Must have experience and strong working knowledge across all MS Dynamics D365 Customer Engagement modules * Provide Batch Job monitoring and issue resolution * Provide Integration monitoring and resolution * Scribe experience necessary * Experience across the full MS BI Stack - SSIS, SSAS, SSRS * Experience on Microsoft Portals * Experience with Agile methodology What Would Be Nice To Have: * Experience in "Big 4" or equivalent established consulting firm and/or Microsoft Gold partner highly desired * BA/BS degree in Business, Computer Science or Engineering * Experience with public sector clients preferred * Experience with Agile or Hybrid-Agile methodology The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

The Crypto Trade Support Associate is a front line operations professional responsible for the post trade lifecycle, reconciliations, asset transfers, exception management, and client service for WM crypto products delivered via the E*TRADE-Zero Hash referral model. The role safeguards client experience and firm risk by executing well defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partner. Key Responsibilities Trade Lifecycle & Exception Management > Oversee the full post trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations. > Maintain accurate booking and audit trails in line with WM Operations standards. Asset Transfers & Reconciliations > Process and track crypto deposits and withdrawals, validate on chain confirmations, and resolve asset recovery issues. > Perform daily reconciliations between Zero Hash and E*TRADE systems, investigating and resolving discrepancies promptly. Client Service & Escalations > Manage Tier 3 client service cases escalated from the Client Service Center, ensuring timely resolution and clear documentation. > Act as liaison with internal teams and vendor partners for complex inquiries and operational issues. Risk & Control Governance > Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements. > Support business continuity activities and confirm operational readiness during BCP events. Stakeholder Coordination & Coverage > Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions. > Participate in coverage rotations, including overnight monitoring and holiday/weekend support as scheduled. Preferred > Exposure to blockchain/on chain transactions, custody/wallet concepts, and crypto data structures. > Experience with Salesforce case management; knowledge of Power BI/Alteryx for process insight/automation (a plus). > Background in Trade Support disciplines (e.g., trade adjustments, reconciliations, money movement, and outage support). Required Skills > Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience. > 1-3 years in trade support, operations, or reconciliation (crypto, FX, listed derivatives, or securities). > Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure. > Clear written/verbal communication; comfort engaging cross functional teams and documenting outcomes. > Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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'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).

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 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).

We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to our Clients, Financial Advisors (FAs), Client Service Associates (CSAs) and branch teams across the country. This role involves handling inbound calls, resolving cases, and ensuring accurate processing, execution and support of equity, exchange traded funds and option trades. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation. This is an Associate position at the P2 job level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Core Services 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. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Key Responsibilities: > Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries. > Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner. > Investigate and support trade corrections, account inquiries, and execution issues. > Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements. > Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues. > Maintain a strong understanding of market mechanics, trading regulations, and firm policies. > Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors. > Identify and escalate trends or process gaps that may require enhancements or additional training. > Support projects, process improvements, and user acceptance testing as needed. Qualifications: > Bachelor's degree in Finance, Business, or a related field preferred > 1-3 years of experience in customer service, financial services or a trade support environment > Excellent communication skills, both verbal and written > Demonstrated attention to detail and commitment to delivering high-quality work > Ability to handle high call volumes while maintaining professionalism and accuracy > Proven problem-solving skills with the ability to work independently and under pressure > Proficiency with Microsoft Office. What We Offer Exposure to fast-paced equity, ETF, and options markets. A collaborative and supportive team environment. Opportunities for career growth and professional development. A chance to directly impact the firm's regulatory compliance and client experience in Wealth Management. We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry 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. United States (All States) 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. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

Job Family: SAAS/PAAS/Cloud Consulting Travel Required: Up to 25% Clearance Required: None What You Will Do: Guidehouse has an exciting opportunity for a Microsoft Dynamics Architect to support our client's Case Management system. As an Architect, you will work with the technical team to design and deliver the case management solution within a given time, identify risks and mitigate the risk during the design phase. You will be responsible for high-quality projects. You will work with the client, PM, and BA and streamline the communication between teams. Key Responsibilities: * Gather technical requirements and propose solutions based on client's architectural and business needs * Drive Dynamics CRM implementations through all project phases, including discovery, definition, build, test, and deploy * Lead data-centric discussions with the client through discovery meetings. * Translate concepts into user flows, wireframes, system diagrams, and prototypes * Develop integrations and customizations to Dynamics CRM * Design and lead the system architecture process to create, define specifications for, and implement customizations for any custom code or data migration requirements * Present tailored demonstrations of the technology solution * Work with technology and business groups to define project specifications * Develop technical solution designs and implementation plans and take full ownership of the Dynamics 365 solution * Interact with both prospective and current customers during product demos/evaluations * Enhance efficiency of development, testing and release process; develop tools and frameworks to ensure robust and high-quality delivery of Dynamics 365 Implementations * Document technical risks and issues, and actively work to avoid, mitigate, resolve risks and technical debt * Relay of the solution design to the development team and provide technical guidance during development of the solution to the development team. * Travel to multiple customer locations for demos and meetings when required. What You Will Need: * US Citizenship is contractually required for this role * Minimum degree: US equivalent Bachelor's Degree * Minimum of Eight (8) years of professional experience * Minimum of Five (5) years of experience implementing and managing CRM solutions at an enterprise level (Microsoft Dynamics CRM / Dynamics 365) * Selected candidate must be able to work in a hybrid environment * Evaluate, design, and implement Microsoft Dynamics 365 business solutions, often working on-site to help customers deploy their solutions * Experience translating technical information in to easy-to-understand business concepts * Exceptional analytical and problem-solving skills * Great interpersonal skills and can be collaborative * Experience developing & deploying business applications using Microsoft's Dynamics Power Platform * Core Skills: C#, SQL, .Net, D365, CRM SDK, CRM Plugins, PowerApps, Power BI, & Power Automate (formally known as Flow) * Must have experience with full life-cycle implementation of Dynamics 365 What Would Be Nice To Have: * Experience in "Big 4" or equivalent established consulting firm and/or Microsoft Gold partner highly desired * BA/BS degree in Business, Computer Science or Engineering * Experience with public sector clients preferred * Experience with Agile or Hybrid-Agile methodology The annual salary range for this position is $130,000.00-$216,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

We're seeking someone to join our team as an Associate in Private Banking Operations- Collateral Middle Office to provide operational support by completing items that encompasses a wide range of operational, credit, and market risk management responsibilities within securities-based lending collateral management. 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 Analyst level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. 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. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. What you'll do in the role: > Process transactions/tasks within coverage area > Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures > Follow escalation framework, taking responsibility for identifying, escalating and preventing issues > Raise issues, question others and offer solutions/ideas > Analyzing large datasets to identify risk, exposure, and anomalies. > Developing strategic solutions for new products and controls to support reporting, stress testing, and risk mitigation. > Collaborating with Margin Managers, Credit Risk, Technology, and field teams. > Interpreting new FINRA directives and assessing their impact on firm policies and procedures. What you'll bring to the role: Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment >Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests > Culture carrier across Operations, embracing the Firm's core values > At least 0-2 years' relevant experience would generally be expected to find the skills required for this role > Proven track record of achievement and ability to take initiative in a dynamic environment. > Familiarity with financial markets and the current regulatory landscape. > Strong written and verbal communication skills, with the ability to convey complex information to diverse audiences. > Adaptability to multiple functions, including line work, projects, and process improvement initiatives. > Ability to drive process enhancements and efficiency improvements. > Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. > Strong proficiency in Python. > Growth mindset with a commitment to continuous learning. > Ability to perform under pressure and meet deadlines. > Excellent organizational and time management skills. > Self-motivated with a strong sense of accountability. > Positive attitude and collaborative approach. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

Quantitative Trading Assistant Institutional Equity Division - Salt Lake City About the Division The Institutional Equity Division (IED) is a global leader in the origination, distribution, and trading of equity, equity-linked, and equity-derivative securities. Our Sales & Trading teams provide liquidity, deliver market insights, and design innovative solutions to help clients achieve superior performance. Role Overview We are seeking a Quantitative Trading Assistant to support front-office equity derivatives trading. This role is critical in ensuring the accuracy and robustness of our pricing and risk models in real time. You will work closely with traders and strategists to maintain market parameters, troubleshoot issues, and optimize workflows in a fast-paced environment. Key Responsibilities Oversee real-time model calibration and market parameter maintenance. Monitor market data (volatility surfaces, dividends, borrow curves, yield curves) and resolve fit errors promptly. Troubleshoot exchange-related quote issues and ensure smooth trading operations. Validate new-name fits and manage corporate actions and basket compositions. Collaborate with traders, strats, and support teams to address live requests quickly and accurately. What We're Looking For Exceptional attention to detail and ability to work under pressure. Strong technical aptitude with experience in model calibration frameworks and script-driven workflows. Critical thinking skills to diagnose, escalate, and resolve complex issues. Excellent communication and collaboration skills across multiple teams. Familiarity with equity derivatives concepts (vol surfaces, dividends, borrow curves, forward pricing, yield curves). Prior experience in a front-office or quant-adjacent support role within equities or derivatives. Exposure to structured products, equity derivatives, or options market-making environments. Preferred Technical Background Mathematics: Linear algebra, multivariate regression, optimization techniques, PDEs, stochastic processes. Quantitative Finance: Option pricing (PDE, Monte Carlo), risk-neutral measures, volatility modeling. Programming: Proficiency in Python Why Join Us? This is an opportunity to work at the intersection of quantitative strategy and trading, where precision and speed drive success. You'll be part of a collaborative team that values innovation, problem-solving, and continuous learning. 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).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Wealth Management Senior Investor Oversight Risk team (SIOG), a group within the Wealth Management Client Segments Risk organization is responsible for receiving escalations from internal groups and providing guidance with regard to the proper handling, including intake, tracking, reporting and resolving matters regarding senior clients who may have capacity issues or are possible victims of elder abuse or financial exploitation. In addition to this work, SIOG participates in development and further enhancements to the firm's framework to detect, prevent and oversee senior and vulnerable client matters. SIOG is seeking to hire Vice Presidents to join the team. Primary Responsibilities: The primary role of the SIOG Vice President role is to participate in advising our Risk Officers on the proper handling of senior and vulnerable client matters, including intake, reporting, counsel on responsive action to mitigate risk and protect clients. Matters escalated to SIOG are often challenging and require patience, diligence, empathy, care, strong communication skills, and productive collaboration with internal business partners and colleagues in other departments, such as Field Management, Field Risk, Legal, Compliance, Fraud, Corporate Security, among others. In addition, the matters often require interaction with external parties for resolution, including Adult Protective Services. The duties performed by SIOG employees must be consistent with firm policies, procedures, and applicable industry and state regulation standards. Other responsibilities include but not limited to the following: Review, oversee, and advise on the implementation of the firm's response to potential events of senior or vulnerable adult financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley's senior or vulnerable clients Collaborate with internal partners in Business, Corporate Security, Fraud, Legal, Compliance and Risk to formulate actions plans to remediate risk Provide notifications to and work with appropriate state agencies and regulators Educate Financial Advisors, Risk Officers, and Service Representatives on identifying and escalating senior or vulnerable matters and advising clients and their immediate family on strategies to better protect assets and mitigate risks Advise Risk Officers on interviewing senior investors and handling client resolutions of financial exploitation events Participation in the assessment of existing controls and processes to mitigate elder client risk, the development of new controls and responses to supervisory alerts. Qualifications: Minimum of 5 years' experience in the financial industry, preferred supervision experience or work experience in compliance, risk management, fraud prevention or law enforcement Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters Strong verbal and written communication skills Empathy, compassion and care for vulnerable individuals and seniors with possible capacity or other issues Strong analytical skills High motivation and energy with ability to develop strong working relationships Basic knowledge of Brokerage and Bank business A calm demeanor and ability to work on multiple tasks at one time Self-starter with a strong attention to detail Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment Advanced proficiency in MS Office, PowerPoint, Excel, Excellent problem-solving and business judgment Strong organizational, planning and time management skills Ability and willingness to voice ideas, in addition to following instructions Series licensed 7, 9, 10, 65, 24 preferred but not required Bachelor's Degree or equivalent 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. New York: Expected base pay rates for the role will be between $120,000 and $165,000 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).

2026 Operations Full-Time Analyst Program (Sandy & South Jordan) The Operations Division at Morgan Stanley is the front line of defense for the Firm's financial and operational well-being and works closely with almost all departments in order to safeguard the Firm's reputation and franchise. Operations partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's institutional, retail, and asset management businesses - via supporting and settling daily transactions, devising and implementing effective controls, developing strong client relationships, and engaging with its business partners to enable development of new structures, businesses, and markets. Training Program: • Opportunities to join in July of each year depending on your graduation date • An entry-level opportunity to learn about the Financial Services Industry and develop necessary professional competencies to be successful within Operations • A Full-Time Analyst Training Program, which includes a Firm orientation, followed by financial, technical, and professional skills training • Opportunities to develop your professional network through seminars with senior management, social and networking events, and mentorship. Role and Responsibilities: • Collaborate across the various Ops teams to evaluate and reengineer processes to drive greater operational efficiency. • Partner with business units and technology to deliver exceptional service to our clients in the areas of trade capture, clearance and settlement, account opening, cash management, billing, tax reporting and fraud monitoring. • Partner with Technology to design, manage and implement business process changes to streamline processes, improve productivity and optimize operational efficiency. • Effectively identify and mitigate operational risk while ensuring continued compliance with global regulatory requirements • Establish and maintain effective client relationships in order to deliver world class operational services • Upon completion of training, analysts will be assigned to a team within Operations in accordance with business needs Qualifications and Skills: • Minimum cumulative GPA of 3.0 • Pursuing a Bachelor's degree and graduating between December 2025 and June 2026 • Excellent leadership, analytical, and communication skills • Team player who can work in a collaborative environment • Attention to detail, exercise sound judgment and can handle sensitive information with discretion • Strong time management and multitasking skills and can handle multiple responsibilities and projects with competing priorities and deadline • Problem solving skills and the ability to streamline processes in a fast-paced and dynamic environment • Positive, can-do attitude and willingness to get the job done • Proactive, motivated, and possess poise and self-confidence • All majors (disciplines) are encouraged to apply To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. Application Process & Deadline: (Sandy & South Jordan, UT) Applications will be reviewed on a rolling basis. Expected base pay rates for the role will be $55,000 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E*TRADE's full suite of advanced active trader platforms, tools and services. The ATRM Team Lead must have the unique skill set and traits of an ATRM and a proven track record of effective leadership and heightened performance across the organization. The ideal candidate will have a unique combination of a comprehensive trading knowledge and a commitment to the highest levels of service, along with a thorough understanding of the processes and procedural landscape presented to team members and customers alike. The ATRM Team Lead will be expected to hold team members accountable for the service and relationship management delivered to both book clients and prospective clients. The Team Lead will provide coaching and support that lend to the career growth of the team. Additionally, the Team Lead will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: * Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity * Provide industry expertise to ensure goals are met and a high level of service is delivered to drive heightened customer experience * Research and resolve complex trade related issues * Effectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely manner * Set and manage team standards around attendance, performance metrics, and service quality Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, 63, and 9/10 (or Series 9/10 candidate) and ability to obtain Trader Certification * Minimum Years of Experience: 1+ years Preferred Skills: * Thorough understanding of E*TRADE policies and procedures * Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients * Thorough understanding of the securities industry including equity and option trading * Utilize independent decision-making skills to handle and resolve issues. Ability to work independently * Evidence of strong leadership capabilities and previous supervisory experience * Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs * Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters * Utilize independent decision-making skills to handle and resolve issues * Proven track record in handling and resolving complex client issues * Ability to troubleshoot basic to advanced technical problems. * Excellent organizational skills, with the ability to handle multiple tasks * Extensive knowledge of E*TRADE trading and customer account systems * Proficient in Salesforce, MS Word, Excel, PowerPoint * Outstanding oral and written communication * Must be able to remain composed, professional and maintain control in high-pressure or volatile environments 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. For Chicago: Salary range for the position: $68,000 - $120,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as an Associate in Private Banking Operations- Collateral Middle Office to provide operational support by completing items that encompasses a wide range of operational, credit, and market risk management responsibilities within securities-based lending collateral management. 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 Analyst level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. 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. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake 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: * Process transactions/tasks within coverage area * Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures * Follow escalation framework, taking responsibility for identifying, escalating and preventing issues * Raise issues, question others and offer solutions/ideas * Analyzing large datasets to identify risk, exposure, and anomalies. * Developing strategic solutions for new products and controls to support reporting, stress testing, and risk mitigation. * Collaborating with Margin Managers, Credit Risk, Technology, and field teams. * Interpreting new FINRA directives and assessing their impact on firm policies and procedures. What you'll bring to the role: * Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment * Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * At least 0-2 years' relevant experience would generally be expected to find the skills required for this role * Proven track record of achievement and ability to take initiative in a dynamic environment. * Familiarity with financial markets and the current regulatory landscape. * Strong written and verbal communication skills, with the ability to convey complex information to diverse audiences. * Adaptability to multiple functions, including line work, projects, and process improvement initiatives. * Ability to drive process enhancements and efficiency improvements. * Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. * Strong proficiency in Python. * Growth mindset with a commitment to continuous learning. * Ability to perform under pressure and meet deadlines. * Excellent organizational and time management skills. * Self-motivated with a strong sense of accountability. * Positive attitude and collaborative approach. 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. For NY Based Candidates: Expected base pay rates for the role will be between 65,000 and 103,000 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).

We're seeking someone to join our team as a Project Manager Officer in WM Operations to lead critical initiatives across the WM Operations organization with a focus on building and scaling strategic solutions through innovation and technology across the operating teams. This role is responsible for managing program status, risks, budgets, and resources across multiple workstreams, ensuring alignment with organizational goals and delivering executive-level visibility through dashboards and updates. 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 Advanced Specialist position at Vice President level within Change, Analytics & Strategy, which is responsible for developing operating and technology strategies, managing, and executing transformation initiatives, leading Agile fleet activities, driving innovation, developing analytics solutions and delivering business outcomes. 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… What you'll do in the role: •Program Execution & Oversight •Drive end-to-end program planning and execution across WM Operations. •Define and monitor timelines, milestones, and deliverables to ensure timely delivery. •Manage program budgets and resource allocation to optimize efficiency and impact. •Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution •Manage complex processes and/or support significant process management/project efforts •Risk & Issue Management •Identify, assess, and mitigate cross-project risks and dependencies. •Establish escalation protocols and contingency plans. •Executive Reporting •Develop and maintain high-impact dashboards and reporting tools for senior leadership. •Deliver concise, data-driven updates on program health, risks, and outcomes. •Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations •Strategic Alignment •Ensure all programs support and advance WM Operations' strategic objectives. •Partner with stakeholders to align program goals with business priorities. •Knowledge Sharing & Standardization •Promote cross-project knowledge sharing and best practices. •Implement standardized reporting frameworks and governance models. • What you'll bring to the role: • Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures • Ability to think commercially, understand the impact of initiatives, risks on the operational budget • Ability to address non-standard issues within area of expertise • Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you •Experience in managing large scale initiatives across a variety of products, business lines, and technology •Ability to build and maintain relationships across key stakeholders and help to drive strategic goals and priorities •Strong analytical and communication skills, with the ability to synthesize complex data for executive audiences. •Expertise in risk management, budgeting, and resource planning. • At least 6 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Risk Analyst will exercise authoritative supervisory oversight of account opening and maintenance processes under the Service Review Unit (SRU) umbrella. This role demands decisive decision-making to ensure strict adherence to regulatory, firm, and departmental policies and procedures. The analyst will spearhead the review of daily supervisory reports, provide clear policy and procedure guidance, and resolve complex risk-related issues and approval errors in collaboration with SRU leadership and internal partners. The analyst will need to provide clear and decisive guidance for escalations and exceptions while thoughtfully balancing service versus risk. Additionally, the analyst will proactively support or provide backup coverage to other risk analysts as needed to maintain operational excellence. Responsibilities Include: * Assist with the update and development of policies, procedures, technology enhancements and ensure they are aligned with departmental controls * Collaborate with compliance, legal, and risk teams to ensure alignment with regulatory, firm, and departmental policies, while jointly analyzing and resolving escalations and exceptions on a case-by-case basis * Keep current on SEC/FINRA and Compliance policies and procedure changes * Reviewing the next day oversight report(s) with focus on compliance with firm policies and procedures * Identify any risk trends, issues, or patterns that are detected from various aspects of daily responsibilities * Assist with the periodic internal risk review self-assessments * Resolve escalated issues and/or provide additional back up to other Regional Supervisors when necessary * Provide world class customer service to both field facing and internal counterparts in all interactions including interactions with Senior Management * Periodic touch points with Department and SRU Management to ensure consistency across sites and SRU departments * Identify and provide risk-based training to SRU employees when necessary * Other duties as assigned Requirements: * Series 7, 63 or 66, 9 and 10 or equivalent required * 5-10 years industry experience. * Confidence and decision-making skills that provide ability to make calls in ambiguous situations * Knowledge of Morgan Stanley and Regulatory Client Onboarding policies preferred * Previous risk management or related supervisory experience preferred, Field (branch) experience a plus * Basic knowledge of Morgan Stanley and *ETRADE systems preferred * Ability to prioritize a high volume of activity in a demanding environment across multiple time zones * Appropriate identification and escalation of issues to mitigate risk * Strong technical skills preferred, including proficiency in Microsoft Excel and the ability to utilize and incorporate AI technologies. Familiarity with data visualization software such as Tableau is also desired to effectively analyze and interpret complex data sets, enhancing efficiency and decision-making processes WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

**Job Family** **:** SAAS/PAAS/Cloud Consulting **Travel Required** **:** None **Clearance Required** **:** None **What You Will Do** **:** Guidehouse has an exciting opportunity for a Microsoft Dynamics Architect to support our client's Case Management system. As an Architect, you will work with the technical team to design and deliver the case management solution within a given time, identify risks and mitigate the risk during the design phase. You will be responsible for high-quality projects. You will work with the client, PM, and BA and streamline the communication between teams. **Key Responsibilities:** + Gather technical requirements and propose solutions based on client's architectural and business needs + Drive Dynamics CRM implementations through all project phases, including discovery, definition, build, test, and deploy + Lead data-centric discussions with the client through discovery meetings. + Translate concepts into user flows, wireframes, system diagrams, and prototypes + Develop integrations and customizations to Dynamics CRM + Design and lead the system architecture process to create, define specifications for, and implement customizations for any custom code or data migration requirements + Present tailored demonstrations of the technology solution + Work with technology and business groups to define project specifications + Develop technical solution designs and implementation plans and take full ownership of the Dynamics 365 solution + Interact with both prospective and current customers during product demos/evaluations + Enhance efficiency of development, testing and release process; develop tools and frameworks to ensure robust and high-quality delivery of Dynamics 365 Implementations + Document technical risks and issues, and actively work to avoid, mitigate, resolve risks and technical debt + Relay of the solution design to the development team and provide technical guidance during development of the solution to the development team. + Travel to multiple customer locations for demos and meetings when required **What You Will Need** **:** + US Citizenship is contractually required for this role + Minimum degree: US equivalent Bachelor's Degree + Minimum of Eight (8) years of professional experience + Minimum of Five (5) years of experience implementing and managing CRM solutions at an enterprise level (Microsoft Dynamics CRM / Dynamics 365) + Selected candidate must be able to work in a hybrid environment + Evaluate, design, and implement Microsoft Dynamics 365 business solutions, often working on-site to help customers deploy their solutions + Experience translating technical information in to easy-to-understand business concepts + Exceptional analytical and problem-solving skills + Great interpersonal skills and can be collaborative + Experience developing & deploying business applications using Microsoft's Dynamics Power Platform + Core Skills: C#, SQL, .Net, D365, CRM SDK, CRM Plugins, PowerApps, Power BI, & Power Automate (formally known as Flow) + Must have experience with full life-cycle implementation of Dynamics 365 **What Would Be Nice To Have** **:** + Experience in "Big 4" or equivalent established consulting firm and/or Microsoft Gold partner highly desired + BA/BS degree in Business, Computer Science or Engineering + Experience with public sector clients preferred + Experience with Agile or Hybrid-Agile methodology The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. Primary Responsibilities: * Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit * Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets * Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes * Process, review and resolve any exception items to ensure accurate reporting of client investments * Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients * Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy * Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback * Understand and effectively utilize the group's systems, infrastructure, platforms and business processes * Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members * Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians Knowledge and Skills Required: * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments * Detailed understanding of performance calculations, including measurement and attribution * Detailed understanding of alternative investments and their corresponding transactions, including private equity, hedge funds, and direct investments * Must be detail-oriented, with an ability to multi-task and manage competing priorities * Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations * Strong organizational and project management skills * Ability to work independently and effectively on a team, with demonstrated leadership abilities * Technical background with strong analytical and quantitative skills * Exemplary verbal and written communication skills Qualifications * 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other investment reporting platforms a plus * Experience working with complex datasets and relational databases. Experience with Dataiku a plus, but not required * Technical background with strong analytical and quantitative skills; proficient in SQL, Python or Excel VBA a plus * Undergraduate degree in accounting, finance, economics, data, or related field * FINRA Series 7 and 66 is a plus, though not required * Industry designations including CIPM, CFA or significant progress preferred, but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role We are looking for a Sr Compliance Advisory Manager to support the Bank's Personal Lending Products. In this role, you will provide compliance advisory oversight, helping to identify, assess, and manage compliance risks across the Personal Lending Products portfolio. You will partner closely with leaders across the business to support the development and execution of the Bank's compliance risk management framework, including related policies, procedures, and process controls. The role supports the full product lifecycle, including marketing, applicant sourcing, application processing and underwriting, funding, account servicing, and partner oversight. What You'll Do * Assist with the assessment of all regulatory risks and controls related to lending products, including identifying gaps in controls, highlighting areas of highest risk, and developing appropriate risk mitigation strategies * Participate in discussions with senior management including within strategic priorities, risk assessments, regulatory change management, compliance monitoring and testing, training, issues management, consumer complaints, and third-party risk * Develop and maintain policies, standards, and other documented measures to formally set forth the principles and practices of regulatory compliance related to lending operations * Work with business leaders and management to socialize lending compliance principles and practices and assist with developing procedures, systems, and processes to execute policy requirements * Assist the Compliance Program Office with the development of regulation-based training and targeted role-based training covering the laws, regulations, and policy requirements related to lending operations * Collaborate with Testing and Monitoring Teams to establish strategies and protocols to assess and measure compliance with legal and regulatory requirements and identify defects and deficiencies requiring corrective action * Ensure material compliance issues identified by any means and through any source related to lending products are recorded, tracked, and reported to ensure their appropriate and timely resolution * Coordinate with Regulatory Change Management to identify new or changes to laws, regulations, and regulatory guidance related to lending product compliance and work with business management to operationalize/implement requirements * Prepare, deliver, and effectively communicate analysis and reporting regarding lending compliance to oversight committees and management About You * 6+ years of banking or financial services experience, primarily in compliance, risk management, and/or audit, and a bachelor's degree in a related field, or equivalent work experience * 3+ years of direct experience in lending compliance with a focus on consumer credit * Proficient in consumer compliance and consumer protection regulations, including ECOA, UDAAP, TILA, FCRA, MLA/SCRA, TCPA, GLBA, EFTA, and ESIGN, as well as applicable state laws and safety and soundness considerations * Strong working knowledge of consumer protection laws and associated risks, and the internal controls needed to mitigate those risks * Strong communication skills with the ability to influence decisions and drive change * Solid analytical, problem-solving, and critical thinking skills * Ability to manage multiple priorities and adapt to rapid change * Demonstrated ability to develop and manage projects to address complex problems and drive results through strong business partnerships and project management * Experience working in a fast-paced, dynamic environment with the ability to deliver quality results amid competing priorities, aggressive timelines, and evolving direction * Self-starter with the ability to think independently, take ownership, and drive initiatives to resolution, while providing appropriate progress updates and escalating issues as needed * Exceptional organizational skills with strong attention to detail and accuracy * Desire and ability to quickly learn LendingClub's business model, technology capabilities, and evolving regulatory environment Preferred Qualifications * Professional certifications such as Certified Regulatory Compliance Manager (CRCM) * Experience supporting regulatory examinations and compliance audits, including developing, tracking, and executing timely corrective actions Work Location San Francisco or Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 102,000-159,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.

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).

Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleHere at LendingClub, we take pride in helping our customers through our ethos of service: Lending Care. As leaders in the market, we seek individuals who are inspired by our vision and embody our values. By joining the Credit Team, you'll have the opportunity to help our members along the path to financial success. This is a non customer-facing role, but you will still be expected to provide an excellent customer experience by being proficient and efficient. In this role, you will verify customer identity and credit worthiness with integrity while following three simple principles: “Build a Relationship, Make It Easy, and Think Ahead.”What You'll Do Review personal loan applications with precision in a high-volume environment Review and verify financial documents such as Tax Returns, Pay Stubs, W2s, Bank Statements and 1099s Manage ambiguity in the application review Interact with our cross functional departments to help with verification and decisioning member's applications. This includes identity, employment verification, financial standing, etc. You will be expected to notate throughout each document review Help us build upon our foundation of best of class service by achieving highly efficient and qualitative work Pay: $18.00/hr Start Date: We are looking to hire for February 23, 2025 Schedule (Subject to change): Monday - Friday. Schedules vary on business need, we are open from 6 AM - 6 PM About You 1+ years of experience; experience in the consumer lending industry preferred You think ahead and provide solutions that anticipate future needs You are adaptable to new opportunities and process changes You can translate feedback to actionable results You have strong analytical, written & verbal communication skills You are proficient in using computers and able to quickly navigate multiple programs, type with precision, and efficiently research/browse information High school diploma or GED equivalent required Work Location Lehi, UT - MUST LIVE WITHIN 75 MILES OF OFFICE. We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays & Thursdays. Working Conditions Required to be on the phones, work on a computer and at a desk for extended periods of time including viewing a screen, using a mouse, manipulating a keyboard and wearing a headset. Must be able to function effectively in a dynamic, fast-paced call center environment where natural and regular work stressors can occur. What Makes LC different: A great place to build your career We want you to learn and grow with us. Onboarding programs, on-the-job training, career-development sessions, and performance check-ins keep you on a path toward the next level. We celebrate individuality Individual perspectives and experiences make us and our business better-there is no “typical” LendingClub employee. We encourage everyone to voice their opinions while retaining the humility to listen and accept other viewpoints. Employee resource groups supporting female, LGBTQ+, Black, Asian, Latinx, Jewish, parent, and veteran team members offer more ways to feel connected and supported within our LendingClub community. You are worth it We want every employee to feel valued. One way we do that is through our generous compensation and benefits package, which includes: Generous paid time off 401(k) match up to 4% ($5,000 per year max) Wellness program with cash incentives and more! Perks with purpose We also offer a wide range of onsite perks to help you get the most out of your day. Onsite gym, locker room, showers and a bike room Public Café in the building Onsite barista for made to order coffee, smoothies and teas Light-filled, colorful workspaces that encourage collaboration and innovation Covered parking Basketball courts and open field for sports activities Healthy snacks and drinks Position ineligible for visa sponsorship. Check us out on social media! LendingClub LinkedIn #LI-SS1 #Hybrid LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.