Huntington National Bank jobs in Boston, MA - 117 jobs

A leading investment banking firm is seeking a Vice President for their Market Intelligence/Lead Generation team in Boston. The role involves publishing market intelligence reports, leading primary research projects, and managing a team of Analysts and Associates. Applicants should have over 5 years in business writing or market research, a Bachelor's degree, and strong leadership skills. Competitive salary and benefits offered. #J-18808-Ljbffr

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $100,000 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).

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Assists Financial Advisor(s) / team in delivering against their business plan and client service model Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) Morgan Stanley Registered Client Relationship Analyst Job Description • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $31,200 and $90,000 per year atthe commencement of employment.However, base pay if hired will be determined on an individualizedbasis 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 an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. 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 a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. 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… * Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars * Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development * Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required * Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. * Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. * Support standardization and documentation of operational procedures across portfolios and asset classes. * Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. * Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. * Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. * Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. * Capture key metrics to help drive effective management of the day-to-day operations. * Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. * Document, maintain, and oversee adherence to standard operating procedures. * Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: * BS/BA degree required. * A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. * Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). * Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. * Experience with accounting systems; preferably Aladdin * Experience with tax managed strategies is a plus * Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). * Experience functioning in a team lead and/or team mentor capacity. * Automation first mindset. Experience with implementing process improvements and transformation. 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 $105,000 and $156,000 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).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Support and Service Professionals • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies • Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Additional operational oversight may be required • Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • Bachelor's degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge/Skills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Previous supervisory experience preferred • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm's Risk & Compliance policies • Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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 $120,000 - $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).

The primary focus of the Market Manager role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. * Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. * Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: * Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: * Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. * Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. * Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: * Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. * Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. * Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. * Leverages the resources of the Firm to achieve the highest level of success. * Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: * Accountable for the Branch's sales performance and financial performance as well as other assigned branches. * Proactive involvement in lateral and trainee recruiting and development. * Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. * Responsible for establishing a core compliance model in offices under supervision. * Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. * Responsible for executing the Annual Supervisory Plan. * Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience * 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) * Other licenses as required for role or by management Skills * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Branch level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Direct: Market Executive Direct Reports: * Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. * This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. * All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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).

Technology Analysts will be preplaced to a division within Technology. Upon completion of the training program, graduates join the technology team that best matches their skills and interests. Training Program: Technology Analysts begin their training in February and August of each year, depending on their graduation date. Analysts will participate in a 15-week global training program, which includes an orientation to the Firm, intensive technology training, introduction to proprietary technologies, and functional training culminating in a four-week group project. Throughout the Program, Analysts will have the opportunity to build a strong global peer network. The comprehensive skills acquired during our training programs provide the Analysts with the tools necessary for the Associate role. Role and Responsibilities: Development Teams: Our development teams design, develop and maintain applications used by our business units. Daily activities include: meeting with clients to gather and analyze requirements. Clients make system design decisions, evaluating, integrating and developing necessary software, and then test and deploy applications to production. Developing high-performing, low-latency electronic trading systems, and evolving complex workflows and life-cycle management capabilities are just some of the projects available for developers. Enterprise Engineering Teams: Our platform-facing teams develop cutting-edge systems to run our business. Our engineers provide tools, applications and platforms such as the Firm's networks, computing hardware, operating systems and databases for the Firm's trading applications, mobile applications and other end-user applications. Engineering the Firm's websites, managing the Windows plant and developing a client reporting delivery system are some of the projects available for engineers in our organization. Business Analyst Teams: Our business analysts play a key role engaging with our business units to analyze, capture, and validate requirements with technology teams in order to solve business challenges in an agile fashion. Business analysts provide technical, data analytics, data science, and process excellence skills to support up-front product and data analysis as well as end-to-end solution development. Qualifications and Skills: You have a cumulative GPA of 3.0/4.0. You possess excellent problem-solving, communication, teamwork and analytical skills. Experience in the financial services sector is not required. Development/Enterprise Engineering: You are in your final year of study towards a bachelor's or master's in Computer Science, Computer Engineering, Electrical Engineering, Mathematics, Physics, Software Engineering or other related technical majors. Superior technical skills, including a strong understanding of Linux /Unix and Windows, competency in at least one programming language (e.g., C, C++, Java or C#) as well as experience in object-oriented development, good comprehension of data structures, algorithms and complexity theory, strong database and scripting skills. Business & Data Analysts: You are in your final year of study towards a bachelor's or master's in Business, Economics, Computer Science, Engineering or other related major with a keen interest in the financial services industry, a strong interest in technology, ability to document IT solution requirements (business, functional and/or technical), and strong technical knowledge.

The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Primary Responsibilities:** + Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers. + Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work visa sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Proficiency in pertinent software, particularly spreadsheet software + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Danvers, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Full Time Teller, Dorchester, Massachusetts AreaCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Teller, you engage in assisting with various financial needs and processing transactions. You provide exceptional customer service, resolve concerns, minimize risk, defend against fraud, refer product solutions, and escalate complex issues for timely resolution. Provide an elevated level of exceptional customer service by welcoming customers, minimizing wait times and assisting with their banking needs. Process transactions, including deposits, withdrawals, and transfers. Handle cash and maintain accurate cash drawer balances. Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent fraudulent situations. Recognize opportunities and cross-sell bank products to deepen customer relationships. Engage customers and leverage digital tools to educate them on self-service options. Assist with custodianship, audits, and other operational tasks. Maintain a clean and organized work area, to create a welcoming environment for customers. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED: or equivalent work experience - Required. 6+ Months Cash Handling experience - Required. 6+ Months Demonstrated customer service experience - Required. Excellent customer service skills and a passion for helping others. Ability to identify and escalate concerns of risk to appropriate channels. Ability to follow directions, policies, and procedures. Effective listening and communication skills. Comfortable in using digital tools and technology to enhance customer engagement. Energetic, organized and able to multi-task in a fast-paced, changing environment. Understands the necessity and value of accuracy and attention to detail. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $30,000.00 USD Maximum: $47,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

A leading investment banking firm in Boston is looking for an Associate to execute corporate finance transactions. The role includes analyzing industries and building financial models. Ideal candidates will have a Bachelor's degree and 2-4 years of investment banking experience, preferably in M&A. Skills in Microsoft Office and Capital IQ, along with strong quantitative and qualitative analysis abilities, are required. Competitive compensation of $110,000-$125,000 annually is offered, along with various employee benefits. #J-18808-Ljbffr

Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' TMT and FinTech teams are each looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit ************************* Duties and Responsibilities: Analyzing companies, industries, historical financial statements and prospective financial information. Building financial models and performing valuation analyses. Drafting proposal materials and transaction marketing documents. Assisting in identifying appropriate investors and/or strategic and financial buyers. Managing and executing due diligence. Maintaining relationships with client personnel at appropriate levels. Analyzing M&A market trends and writing related industry research. Updating deal records in firmwide CRM (DealCloud). Supporting in training, mentoring and oversight of team analysts & interns. Strong attention to detail, leadership skills and work ethic. Demonstrated aptitude for quantitative and qualitative analysis. Solid understanding of financial statements and financial modeling. High degree of maturity and integrity. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in business, economics, finance, accounting or similar 2-4 years of investment banking (preferably M&A) experience Proficiency with Microsoft Office products and Capital IQ Preferred Qualifications: TMT or FinTech experience preferred Strong verbal and written communications skills Excellent organizational and problem-solving skills Proven leadership and/or mentoring experience Advanced knowledge of capital markets, transaction legal matters & risk management Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment Willingness to travel Must be authorized to work in the United States - E-Verify Employer Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer If not held already, will be expected to pass the FINRA Series 79 and potentially the Series 63 exams (Investment Banking Professional) Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $120,000-$140,000 annual base salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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 National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region. DUTIES AND RESPONSIBILITIES: * Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s) * Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner * Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc. * Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.) * Assist Markets during periods of high-volume supervisory alerts * Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley's senior or vulnerable clients * Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO) * Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment * Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts * Liaises with the Legal and Compliance Division to respond to customer complaints and litigation * Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated * National Risk Officers may travel to different Markets within the Region to provide support, as needed * Bachelor's degree or equivalent work experience * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) * Other licenses as required for role or by management * Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge * Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred * Effective written and verbal communication skills * Ability to prioritize and resolve complex problems and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies * Ability to organize and prioritize tasks and assignments in a deadline-oriented environment * Ability to interact with Financial Advisors and clients * Excellent judgment and the ability to be discreet in all matters * Strong quantitative and analytical skills * High motivation and energy with ability to develop strong working relationships * 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 * Excellent problem-solving and business judgment * Strong organizational, planning and time management skills * Ability and willingness to voice ideas, in addition to following instructions * Proficiency in MS Office, PowerPoint, Excel 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 $120,000 and $160,000 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).

Associate, Third Party AssuranceCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As an Associate, Third Party Assurance, you will support FLOD Third Party Risk Management in working with business units to ensure third-parties are managed in accordance with the TPRM program. This function performs due diligence activities including, but not limited to data governance, cyber security, and operational risk. As a member of the team, the Associate, Third Party Assurance implements various risk management processes and strategies for supporting initiatives, capturing and implementing recommendations from audits and other internal/compliance and external/regulatory assessment projects, and employing risk. Applies innovative quantitative and qualitative analytical techniques to detect problems and improve reporting/MIS capabilities. Delivers industry best practices, tools, guidance, and training to increase analytical capabilities and throughput. Partners with Business Lines to recommend and vet new products initiatives, origination strategies, pre-approval and pre-qualification campaigns, underwriting techniques, peer group comparisons, and process optimization. Implements and validates various risk segmentation strategies using complex data. Provides direct support, participation, and oversight for developing, managing, and executing the credit risk strategy, which specifically includes functions such as understanding and leveraging credit-risk analytics to improve portfolio performance. Selects and optimizes risk management processes and strategies for various Small Business initiatives, capturing and implementing recommendations from audits and other internal/compliance and external/regulatory assessment projects, and employing risk. Provide monitoring and assessment of enterprise-wide adherence to vendor management policy requirements Collaborate with colleagues and work towards streamlining processes Consistently deliver on commitments, deadlines and objectives while remaining in scope and leveraging appropriate tools, methods, frameworks, and professional standards Demonstrate the ability to appropriately influence business decisions, and the professional judgment for selecting the appropriate methods and techniques to do so Conduct third party risk assessments, applying established criteria Maintain thorough understanding of all business requirements to support requirements analysis Analyze and develop requirements for enhancements to application functionality Works will other Technical Security personnel to review and interpret vendor due diligence materials, including audit reports and security risk assessment questionnaires Involve appropriate subject matter expertise as required to resolve vulnerabilities Works with the Corporate Vulnerability Management team to conduct vulnerability assessments on remote hosted applications as needed What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business, Finance, or equivalent degree. - Required. 5+ Years Risk Management - Required. Advanced understanding of key inherent risk and risk management control practices. Strong risk management principles, methodologies and tools, governance principles and activity preferably in a financial services technology environment. Knowledge of workflow/processes and risks/controls, including: origination, underwriting, servicing, and collections/workout. Ability to independently operate in a complex, matrixed environment; adept at delivering and maintaining productive working relationships across business, functions, geographies and lines of defense. Ability to handle conflict resolution with other groups to ensure appropriate accounting guidance is followed. Ability to adjust to new developments/changing circumstances. Ability to convey a sense of urgency and drive issues/projects to closure. Ability to effectively interact with the market, executive management and vendors. Ability to adapt and adjust to multiple demands and competing priorities. Excellent written and oral communication skills. Strong analytical, organizational and project management skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $80,625.00 USD Maximum: $140,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Qualifications Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $15 and $15 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

With limited supervision, the Lead Generation Specialist is responsible for collaborating with assigned industry banking teams to plan, develop, implement, and track the performance of omni-channel lead generation and prospect nurturing programs to drive new revenue opportunities for the commercial bank. Duties and Responsibilities: + Content Publication & Distribution: Collaborate with assigned industry teams and Capstone's Market Intelligence Team to advance the bank's thought leadership by publishing SEO-optimized reports, blog articles, whitepapers, press releases, deal announcements, client testimonials, and case studies to capstonepartners.com and implementing the distribution and promotion of such to increase demand & lead generation through website visits and creating calls-to-action on the website to capture lead information for strategic use in future nurturing. Responsible for ensuring that all content published publicly has been reviewed and approved by all key stakeholders, prior to publication, as required. + Campaign Audience Building: Manage audience building for assigned industry banking teams for the purpose of lead generation and nurturing campaigns, including sector-focused private company prospects, strategics, and private equity firms. Includes utilization of tools, such as Source Scrub, Zoom Info, Pitchbook, LinkedIn, Max, Edge, and other databases to find and enrich company and contact data for specific campaigns. + Contact Nurturing: Generate comprehensive annual marketing plans for target sectors covered by key banking partners and providing strategic recommendations to bankers, Market Intelligence, and Demand & Lead Generation team leaders on supplemental touchpoints needed and touchpoint timing. Work collaboratively with assigned banking teams to define sector-specific target prospect audiences, segment them by their needs and where they are in the business lifecycle and plan, produce, and implement cross-channel contact nurturing campaigns to deepen banker relationship and encourage cross promotion of commercial services to enhance client outcomes and new revenue opportunities. + Search Engine Optimization (SEO): Run Google keyword analytics reports to inform Capstone Marketing Intelligence Team of important long tail keywords to include in titles of upcoming reports and articles for assigned industry banking teams. Include pre-identified keywords in page titles, header tags, URLs, and meta descriptions of report and article landing pages. Utilize Yoast SEO WordPress plugin to optimize each landing page prior to publishing. + Email Lead Gen Campaigns: Execute end-to-end email demand generation and prospect nurturing campaigns for all assigned banking teams, including sending emails on behalf of assigned bankers/RMs for reports/articles published, trade show appearances, deals announcements, and other touchpoints as needed. + Reporting: Provide assigned banking teams with in-depth campaign analytics reports on all completed email campaigns, including reporting on email KPIs, successes, failures, A/B Testing results, and other trends and statistics that can assist with optimizing future campaigns. Includes adding prospect direct replies to the firm CRM and creating referral records for sourcing reports. + Lead Processing: Assist with processing new inbound leads from various lead generation marketing activities as needed. This includes entering lead data into the firm CRM, enhancing the data to determine lead qualification status, and taking steps to ensure that all qualified leads are properly tagged in the CRM to indicate where they are in the sales funnel/business lifecycle, to ensure they receive customized content in the future based on needs. + Social Media Management: Create and publish posts on corporate social media accounts for assigned industry team activities including assisting with the development and production of content and creative graphic assets for postings, with the goal of increasing engagement with target audiences. + Quality Control: Accountable for the quality and accuracy of all email communications, social posts, website pages and other marketing and communication deliverables associated with marketing activities for assigned investment banking teams, including adherence to applicable compliance standards. Includes proofreading of marketing and communication deliverables for brand, style, and content edits, including email copy, website pages, and social posts, among other marketing collateral. + Graphic Design: Utilize Photoshop to prepare various digital assets for marketing campaigns, such as email, website and social post graphics, and digital deal tombstones. + Events: Oversee assigned baking team appearances at trade shows and partnership events. Assist with creating email marketing campaigns and social posts around select trade shows with the goal of generating meeting opportunities for bankers with potential prospects in attendance. For select, high profile trade shows, develop SEO-optimized landing pages to showcase our presence at the event and increase our search rankings for potential leads searching for show information. Includes entry of all trade show information into our Tradeshow & Event Calendar in our CRM. + Deal Announcements: Assist assigned banking teams with writing and publishing deal and transaction announcements in a timely manner, including using graphic design software to create digital tombstones for sharing in pitches and online. + Cross-Team Collaboration: Work in close collaboration with assigned industry teams and Market Intelligence Team on the timing of content for marketing campaign launches for assigned industry banking teams. + Data Quality: Responsible for ensuring the quality and accuracy of all company and contact data entered into the CRM system. + Misc: Following general guidelines, and under direct supervision of the Demand & Lead Generation Manager, assist with other marketing-related assignments as needed. Regular contact with internal and external stakeholders is required to obtain, clarify, or provide facts and information. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree with emphasis in marketing or communications. + Minimum of 2 years of experience in a finance-related demand marketing or lead generation role Preferred Qualifications: + Expertise with marketing automation software required; Experience with HubSpot. + Experience with social media marketing for finance companies. + Excellent grammar, business writing, and oral communication skills. + Editing or proofreading experience and high attention to detail + Highly organized and possess process management skills to manage a wide range of incoming requests and responsibilities. + High degree of proficiency with all MS Office applications, especially PowerPoint, Excel, Word, and Outlook. + Proficiency with Adobe Photoshop. + Professional demeanor and team player. + Maturity and the ability to operate calmly and professionally in stressful situations. + Regular contact with internal and external stakeholders is required to obtain, clarify, or provide facts and information. + Be highly organized and possess process management skills to manage a wide range of incoming requests and responsibilities. + Possess Intermediate-to-advanced grammar and copywriting skills. + Be proficient in editing and proofreading materials, demonstrating a high attention to detail. + Excel at working independently, multi-tasking, and working in a fast-paced environment to effectively manage and prioritize a wide range of incoming requests and responsibilities. + Possess a high degree of maturity and the ability to operate calmly and professionally in stressful situations and in a fast-paced work environment. + Always retain a professional demeanor, and a team player attitude. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000.00 - 113,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Position Summary We are seeking an experienced Credit Analyst with 5-10 years of leveraged credit experience to join our credit research team. The successful candidate will conduct in-depth credit analysis of leveraged loan issuers and follow issuer and sector trends to support portfolio management decisions in the primary and secondary market. This role requires strong financial modeling skills, rigorous credit-risk assessment capabilities, and the ability to articulate credit views and recommendations in written memos and presentations. Key Responsibilities * Perform fundamental credit analysis of companies issuing broadly syndicated floating-rate loans. Evaluate credit risk across quantitative, qualitative, structural and relative value factors. * Build, maintain, and update detailed financial models with a focus on cash flow and valuation. * Prepare and present written credit investment memos and recommendations for new investments, stressed situations and secondary opportunities. * Track issuer performance against underwriting expectations, monitor credit quality and portfolio exposures on an ongoing basis, produce periodic updates and alert portfolio managers to emerging risks and opportunities. * Analyze loan documentation and credit agreements (covenants, collateral structure, intercreditor terms, lien priority, security packages) to assess structural protections under different scenarios. * Engage with management teams, private equity sponsors, debt-advisors, industry contacts, sell side desks and other stakeholders as necessary to perform due diligence, market / industry research and to source new loan investment opportunities. * Collaborate with portfolio managers, traders, and senior investment professionals to communicate credit views, discuss investment ideas, and coordinate relative-value analysis across sectors and instruments. Required Qualifications & Skills * Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus. * 5-10 years of direct experience analyzing leveraged loans / syndicated credits / high-yield / leveraged finance transactions. * Strong financial modeling skills, including building and maintaining cash flow models, valuation models and stress testing. * Deep understanding of financial statements, accounting principles, credit metrics and ability to interpret qualitative factors including industry dynamics, business strategy and management strength. * Strong written and verbal communication skills - capable of preparing credit memos, investment recommendations and presenting to investment committees and senior stakeholders. * Prior experience with portfolio monitoring, relative-value analysis and trading desk collaboration. * Familiarity with regulatory, compliance, and risk-management frameworks applicable to leveraged credit investments. * Ability to work independently, manage multiple assignments and deadlines, and adapt to a dynamic market environment. Attention to detail, critical thinking, and sound judgment. * Proficiency in Microsoft Excel, Bloomberg and/or other credit research tools. As part of our team, you will apply rigorous credit analysis to develop and manage a portfolio of floating-rate leveraged loans, influence investment decisions and contribute to portfolio risk and return outcomes. 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 $125,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the team's growth and overall business development goals through various branding, advertising, and marketing activities. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley's various programs, events, and initiatives to clients. DUTIES and RESPONSIBILITIES: Marketing & Digital Strategy: * Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship * Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients * Creates all written, visual, and digital marketing messages and materials * Uses the Firm's digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business * Manages the FA/PWA/team digital presence via channels such as social media and FA websites * Monitors marketing projects, analyzes results and liaises with the firm's marketing departments * Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting Communication Management: * Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses * Develops and manages client event planning from inception through execution and follow-up * Facilitates the Communication Review Group (CRG) process for all marketing materials * Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 10+ years of work experience in a field relevant to the position required * Bachelor's degree in Marketing, Communications, Business, or relevant field preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Director of Marketing & Communication Job Description * Additional product licenses may be required Knowledge/Skills * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task Reports to: * Market Business Service Officer and/or Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Consultant Relations Team The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM's investment ideas and solutions. Highlights & Key Responsibilities The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles. Responsibilities include: Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities Work with the consultant relations team to proactively identify business development opportunities within a consultant's client roster and help coordinate with relevant institutional sales, relationship management, and investment team colleagues. Assist in responding to consultant inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests Coordinate across investment teams and other internal functions to prepare consultant materials Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases Work with internal partners to help manage all aspects of the investment and operational due diligence processes. Qualifications Bachelor's degree 1-4 years of relevant investment management experience FINRA Series 7 and 63 required (or willingness to obtain) Excellent communication and relationship building skills, team-oriented and collaborative Ability to work well under pressure including a proven ability to multi-task and prioritize A problem-solver who demonstrates effective organization skills and follow-through Results-oriented with a bias for action and innovation Deeply collaborative in their interaction with colleagues across the firm regardless of function or level Technical and aesthetic mastery of PowerPoint, Excel and Office Intellectual curiosity and self-motivation Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $120,000 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 Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development * Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies * Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits * Engages in strategic planning with other team members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals * Takes accountability for optimizing business practices while adhering to best business ethics and practices * Seeks opportunities to grow business by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners * Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members * Stays attuned to updates and enhancements to firm products and policies Client Engagement * Actively engages clients and prospects to build relationships, identify needs and review investment goals * Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns * May regularly accompany senior team members to engage with clients to educate about the firm's services and products * Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics * Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required Knowledge/Skills * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules, regulations and firm policies * Ability to interact and communicate effectively with colleagues and clients * Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) * Detail-oriented with superior organizational skills and ability to prioritize tasks * Ability and interest in working in a fast-paced, evolving environment Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000 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).