Priority Team Manager
Morgan Stanley job in Alpharetta, GA
The Priority Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.
Role Responsibilities:
* Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience.
* Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals
* Must be able to remain composed, professional and maintain control in high-pressure or volatile environments
* Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients
* Can identify, recruit, develop and retain key talent
* Utilize independent decision-making skills to handle and resolve issues
* Set and manage team standards around attendance, performance metrics, and service quality
* Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment
Minimum Qualifications:
* Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification
* Minimum Years of Experience: 2+ years
Preferred Skills:
* Education: Bachelor's Degree preferred
* Evidence of strong leadership capabilities and previous supervisory experience
* Ability to attract and nurture talented individuals into a successful relationship management organization
* Proven track record in handling and resolving complex client issues
* Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
* Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
* Ability to work independently
* Outstanding oral and written communication skills
* Excellent organizational skills, with the ability to handle multiple tasks
* Proficient in MS Word, Excel, PowerPoint, and Salesforce
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyWeb Application Security Specialist, Dir, P3
Morgan Stanley job in Alpharetta, GA
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities.
Position Overview
We're seeking someone to join our Web Application Security team as a Web application Security specialist in Cyber and will be responsible for deploying and maintaining the Firm's internet facing web application security controls.
What you'll do in the role
* Contribute to the function through complex project tasks and initiatives.
* Interact regularly with team members and occasionally leadership on a range of topics.
* Work with and guide global tech functions to onboard internet facing web apps to WAF.
* Review logs, implement tuning, web blocking etc. for onboarded applications.
* Mapping of IP addresses / FQDNs to services and applications (BA)
* Liaising with service owners and / or associated teams to gather relevant application data for WAF migration purposes (BA)
* Analyzing web behavior and performance to establish acceptable application thresholds (SME)
* Performing policy tuning in accordance with performance baseline (SME)
* Transitioning WAF from transparent to enforcement mode (SME)
* Data cleansing and validation
* Participate in proof of concepts for new security capabilities.
* Change management: Prepare, document, implement and verify changes including communicate changes to end-users and other impacted parties.
* Incident, Problem management: Conduct Root Cause Analysis (RCA), respond to incidents and participate in postmortem analysis.
* Participate in on-call rotation.
What you'll bring to the role
* At least 4 years' relevant experience in a similar role.
* Web Network Security, with a focus on Web Application Firewalls/Controls, and their role in layered Defense in Depth
* Experience with Akamai or equivalent platform(s): Radware, Imperva, Shape Security, CloudFlare, etc
* Experience with onboarding web services into WAF (Akamai, Shape, etc) platforms and the lifecycle of monitor to mitigation modes
* Ability to process information, translate into plans and present summaries to stakeholders.
* Experienced understanding of business line and discipline.
* Strong analytical and problem solving skills, detail oriented, and well organized
* Ability to cultivate strong relationships with application owners, demonstrated written and verbal communication skills
* Periodically assist with vulnerabilities discovered via these platforms
* Work with relevant teams to implement best web security practices and assist with enhancing the Firm's security posture. Strong collaboration skills across multiple teams will be required.
* Understanding of ITIL processes
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position $95,000 to $135,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInvestment Consultant- Alpharetta, GA
Alpharetta, GA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Treasury Sales Associate - Commercial Bank - Healthcare Services
Atlanta, GA job
JobID: 210682294 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
Auto-ApplySenior Manager of Creative Strategy, OnBrand
Atlanta, GA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Senior Manager of Creative Strategy develops and implements the strategic foundations that inspires and informs communications to that inspire creative excellence and enables American Express to connect meaningfully with our target customers and prospects. This role will focus on our B2B business, forming an integral partnership with the creative team to drive communications for suite of commercial products, benefits, and services.
They'll be responsible for leveraging data and insights to generate comprehensive, integrated creative and channel briefs. They will acquire and share deep knowledge of the industry including the competitive landscape, category disruptors and key business issues that affect American Express. They'll develop approaches that drive high-level recommendations and decisions, and that result in standout creative delivery. Additionally, and perhaps most importantly, our ideal candidate is creative, collaborative, positive, and can build strong relationships with both internal and external partners, and agency teams.
Key Responsibilities:
* Sets the strategic direction for creative campaigns in alignment with overall business strategy.
* Develops brand and product positionings, campaign briefs, comms plans, consumer journeys, and activation frameworks that guide creative execution.
* Develops and executes innovative digital, channel, and content strategies across multiple platforms and customer touchpoints, with demonstrated experience in digital content creation, digital product strategy, journey mapping, including 360 campaigns, social media, landing pages, and emerging technologies.
* Seeks opportunities to stay up to date on technology, tools, and emerging media channels.
* Establishes themselves as a thought leader around integrated marketing and their dedicated line of business.
* Provides insight into research and testing methodologies and informs forecasting and optimization requirements to ensure impact.
* Forms strong working bonds with internal clients as a trusted strategic partner.
* Works with data, analytics, Amex Insights, and media teams to identify and illuminate the data narrative and frame the implications for communication.
* Facilitates team brainstorms to stimulate unexpected ideas and initiatives.
Minimum Qualifications:
* 5-7 years of relevant work experience in agency and/or client-side creative strategy/brand planning roles.
* Creative brief and strategic framework development mastery.
* B2B marketing experience, preferred
* Experience managing complex 360 & digital campaigns, including working closely with creative teams to tailor campaign messaging to specific media channels.
* Competent in ad platforms including but not limited to paid social, programmatic display, search, remarketing.
* Problem-solving skills and ability to navigate multifaceted challenges.
* Ability to organize and work with complex information and data.
* Ability to formulate thoughtful POVs on industry related topics and socialize them.
* Strong analytical skills, understanding of KPI measurement and attribution.
* Demonstrated curiosity for trend watching.
* Sound business and professional ethics.
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
Senior Home Lending Advisor - Smyrna, GA - Highland Station Branch
Smyrna, GA job
JobID: 210687483 JobSchedule: Full time JobShift: : Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyTech Risk and Controls Lead - Regulatory Assessments
Atlanta, GA job
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Cybersecurity & Technology Controls organization, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
Drives efficient and effective execution of assessments, ensuring alignment with organizational objectives, risk appetite, and regulatory compliance
Leads the governance of issues raised from assessments, tracking concerns, and resolution of findings
Ensures timely and effective closure of identified control deficiencies
Provides subject matter expertise in regulatory assessments, ensuring that the organization adheres to applicable frameworks such as HITRUST and other relevant standards
Ensures effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
Develops and maintains robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
Executes reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
Proactively monitors and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
Experience with risk management frameworks such as HITRUST, industry standards such as HIPAA, and financial industry regulatory requirements (SOX, PCI, ISO 270001, NIST, GLBA, NYDFS)
Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
Experience managing projects within Cybersecurity Technology, Risk, and Controls
Auto-ApplyDigital Forensic Investigator
Morgan Stanley job in Alpharetta, GA
Morgan Stanley is seeking an ambitious candidate to join their Global eDiscovery and Investigations group as a Digital Forensics Investigator and eDiscovery Specialist. The group is responsible for managing requests for electronic data and digital forensic investigations that relate to Litigation, Regulatory matters, Compliance, Employee Investigations as well as Incident Response and Cyber Security events. This is a challenging position with responsibility to lead complex eDiscovery and investigation cases. This is an excellent opportunity to join a dynamic global function in the Alpharetta office.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Associate III position at Associate level, which is part of the job family responsible for Cybersecurity Engineering.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
A Digital Forensics Investigation Specialist will conduct digital investigations, which includes collecting and analyzing data from electronic sources such as infrastructure logs, hosted application logs, Windows and Linux endpoints, network file servers, and eCommunications archives. Communicating complex technical matters and extensive interaction is required with colleagues both internal and external to Technology including Legal, Corporate Security, Human Resources, Cyber Security, Engineering teams, and other Business groups. The candidate must demonstrate and practice highest risk management mindset in their day-to-day operation, including making sound judgement calls and providing guidance to clients. The candidate will be well organized, have strong communication and analytical skills and be able to handle multiple priorities with good time management/ client expectation setting skills, be confident working independently and comfortable with the handling of confidential information to support management decisions.
As an eDiscovery specialist, this role will also perform electronic data discovery/collection work that includes, but not limited to, collecting and analyzing data from electronic data sources such as email archives, infrastructure logs and network file servers. The data will be provided to clients both internal and external to the Firm. Good knowledge and understanding of international data collection considerations will be required.
In addition, you will also provide case management coverage as a client-facing point of contact and is responsible for the accurate and timely delivery of each request. This includes working closely with clients at the outset of their requests to understand requirements, then providing a conduit to the technical team who will fulfill the request. The case manager will also work with paralegals and attorneys throughout collection/ discovery phases to ensure data is handled with confidentiality, integrity and availability.
Skills Required:
* Experience with digital investigations, incident response, insider threat, or data exfiltration incidents
* Strong SIEM data analysis and correlation skills with comfort to work through complex data sets, by analyzing and formulating queries with a nimble approach (e.g., Splunk)
* Experience of infrastructure logs analysis and correlation (e.g. proxy, authentication, networking, and security events)
* Experience in end point and network forensic data recovery and analysis, including working knowledge of forensic tools (e.g., Axiom, Microsoft Defender, Nuix, EnCase)
* Strong working knowledge of Microsoft M365
* Strong ability to articulate complex issues concisely, collaborative, organized, and attentive to detail
* High level of work ethic - demonstrated by following policies and procedures, making good judgement, and escalating issues promptly
Skills Desired:
* Experience working with regulatory, compliance and/or litigation group within the Financial Industry
* Exposure to technology risk and security, and infrastructure knowledge within the Financial Industry
* Experience of eDiscovery, working knowledge of message archive systems, including formulation of complex data collection criteria
* Scripting capability (e.g. with Python, PowerShell) for data processing and automation
* Proven experience in a client facing role with excellent customer service skills
* Experience working internationally with peers/clients in different regions and time zones
* Technical or Information Security Certifications (e.g. GCFE, GCFA) is an advantage
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $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).
Auto-ApplyCommercial Card Strategic Accounts Relationship Management Group Executive - Executive Director
Atlanta, GA job
JobID: 210689835 JobSchedule: Full time JobShift: Day Base Pay/Salary: Seattle,WA $165,000.00-$235,000.00; Brooklyn,NY $165,000.00-$235,000.00 Our mission is to empower clients to thrive by delivering world-class payments technology and expertise. We are dedicated to driving growth and exceeding client expectations through timely, insightful solutions. In this role, you will report to the Head of the Commercial Card Global Banking Client Management group and play a pivotal part in cultivating relationships with key executive stakeholders across our client portfolio and strategic partnerships. You will identify and execute opportunities to expand and deepen client engagement, driving meaningful revenue growth for the company.
As the Strategic Accounts Relationship Management Group Executive within Commercial Card, you lead a high-performing team of Relationship Managers who support our most technically complex Commercial Card client relationships. This group is responsible for driving growth and retention dialogues, and executing plans for our largest and most strategic clients. You will set the team's strategic direction, ensure exceptional client engagement, and deliver on ambitious growth and retention targets. The role requires a blend of people leadership, advanced consultative sales expertise, and operational rigor, with a strong emphasis on in-person client engagement and deep partnership across internal banking and product teams.
Job responsibilities
* Lead, coach, and develop a team of 5-10 Relationship Managers (RMs) within the Commercial Card Strategic Accounts Relationship Management Group, fostering a culture of collaboration, accountability, and innovation
* Set clear performance expectations, monitor KPIs, and provide ongoing feedback to ensure team and individual success
* Champion professional development and consultative selling skills, equipping the team to deliver differentiated client experiences
* Oversee and drive in-person client engagement, ensuring RMs maintain high levels of client satisfaction and proactively identify incremental business opportunities
* Guide the team in leveraging data-driven strategies for early engagement, growth, and retention
* Collaborate with client-aligned banking coverage segments (Commercial Bank & Global Banking Group) and Treasury Services partners to execute sales and growth strategies
* Support RMs in planning, structuring, and selling to prospects, including partnership with Product Solution Specialists (PSS)
* Drive advanced Virtual Card growth strategies and customized segmentation approaches to maximize firm and client monetization
* Oversee the implementation of consolidated service models where appropriate, ensuring seamless client experiences
* Ensure the team's proficiency in complex IT integrations (API, custom object mappers) and deep understanding of client legal structures for DDA payments (FBO, Trust, CMA, TPA), Advance Pay, ACH, and RTP
* Foster strong relationships with internal and external stakeholders, serving as a senior escalation point and governance leader
Required qualifications, capabilities, and skills
* Proven track record of leading high-performing teams and delivering significant revenue growth in complex client environments
* Demonstrated ability to communicate, present, and influence effectively at all levels, including executive audiences
* Demonstrated experience as a people manager, coach, and mentor, with a proven ability to lead teams and foster collaboration
* Deep knowledge of payments, financial services, and complex client legal structures
* Experience with IT integrations and advanced payment solutions (Virtual Card, ACH, RTP, etc.)
* Excellent written and verbal communication skills, adaptable to various audiences
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
* Willingness to travel 50% or more as needed
Preferred qualifications, capabilities, and skills
* MBA or advanced degree
* Experience leading strategic account management in commercial card or payments industry
* Expertise in data analytics and strategic presentation development
* Familiarity with project management best practices
* Experience driving innovation and continuous improvement initiatives
* Strong stakeholder management skills across internal and external partners
* Professional certifications in payments or relationship management
Auto-ApplySenior Lead Architect, Product Architecture: Debit Card
Atlanta, GA job
JobID: 210669741 JobSchedule: Full time JobShift: : If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Consumer Community Banking Technology, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products. You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Represents a product family of technical governance bodies
* Provides feedback and proposes improvements to architecture governance practices
* Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced knowledge of Debit/Credit Card Payment processing systems and Card Lifecycle management systems is a plus.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s), applications, and architecture
* Advanced knowledge of software architecture, applications, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
Preferred qualifications, capabilities, and skills
* Experience in the payment card industry, specifically within acquiring, network or issuer segments of the value chain
* Issuer-side experience strongly preferred as it aligns with Chase's core business
* Knowledge of Domain Driven Design (DDD) is a plus
* Excellent communication and presentation skills
* Adds to team culture of diversity, opportunity, inclusion, and respect
Auto-ApplyManager-Portfolio Management; eCRMS
Atlanta, GA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.
The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise.
You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization
How will you make an impact in this role?
* The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team.
* Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team.
* Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams.
* Reconcile financial details across planning and execution systems, investigating and resolving discrepancies
* Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level.
* Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations.
* Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation.
* Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams.
* Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics
* Will be crafting visually impactful presentations to tell a compelling story.
Qualifications:
* Degree in business management or economics, Advance Degree preferred.
* Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders.
* Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel.
* Excellent written and verbal communication skills with an experience of working closely with all levels of the organization.
* You are collaborative, excellent relationship builder and should be able to influence without authority.
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Merchant Services Business Development Sales Associate
Atlanta, GA job
JobID: 210686147 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$120,000.00; Chicago,IL $100,000.00-$120,000.00; Brooklyn,NY $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Sales Associate in Merchant Services, you will assist in contributing to new sales targets and portfolio revenue growth by supporting Merchant Services Business Development Officers. You will actively engage in meetings, seminars, client calls, etc. and develop a network of contacts. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Business Development, Relationship Management, or other functional areas within Merchant Services.
Job responsibilities
* Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling
* Ensure all client/prospect-facing materials are current and compliant
* Develop account plans, briefing memos, and an understanding of competitors' products, positioning, and their shares of wallet within the client/prospect
* Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities
* Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting
* Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation
* Ensure efficient and effective onboarding of new clients and new services
* Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team
* Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters
* Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects
* Identify and complete additional career development training (e.g., sales, credit, executive presence)
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent experience
* Exceptional verbal and written communication skills
* Strong organizational and planning skills
* Ability to prioritize multiple initiatives
* Strong interpersonal and relationship building skills
* Client management experience
* Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance
Auto-ApplyDirector - Fraud Prevention Specialist
Morgan Stanley job in Alpharetta, GA
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Data & Analytics Engineering position at the Director level, which is part of the job family responsible for providing specialist data analysis and expertise that drive decision-making and business insights as well as crafting data pipelines, implementing data models, and optimizing data processes for improved data accuracy and accessibility, including applying machine learning and AI-based techniques.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Role Profile:
The Fraud Prevention team is responsible for identifying, mitigating, and preventing fraudulent activity across client-facing channels. This role focuses on fraud originating from call center interactions, emphasizing data-driven analysis, control evaluation, and cross-functional collaboration.
What You'll do in the role:
* Analyze suspicious activity to identify potential risk gaps and potential fraud loss patterns
* Develop and propose tactical and strategic solutions to reduce fraud exposure
* Collaborate with internal and external teams to locate, collect, and compile relevant data
* Track and report on fraud mitigation efforts and outcomes
* Interpret data to develop a risk-based point of view and support decision-making
* Document fraud methodologies and stay current on emerging threats
* Support the development and refinement of fraud rules and controls
What you'll do in the role:
* Proficiency in SQL and Excel
* Excellent verbal and written communication skills
* Strong analytical and problem-solving abilities
* Ability to work in fast-paced, high-pressure environments
* Comfortable managing multiple priorities and shifting deadlines
* Experience working with cross-functional teams
Desired Skills:
* Intermediate understanding of call center operations and fraud vectors
* Intermediate understanding of firm operations
* Intermediate understanding of authentication methods and digital identity verification
* Familiarity with financial products
* Experience with fraud rule development and evaluation
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 $95,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyBanker Associate-Middle Market Banking-Associate
Atlanta, GA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyStock Plan Data Migration Specialist, AVP
Morgan Stanley job in Alpharetta, GA
We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, Non-Qualified Deferred Compensation and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.
What you'll be part of - our Morgan Stanley at Work culture:
At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.
Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.
Data Architect Migration Specialist role:
The Data Architect Migration Specialist will play a pivotal role in the Global Onboarding Core Platform Transformation organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks).
Reporting to a Data Solutions Manager, the Data Architect Migration Specialist ensures efficient and accurate execution of various projects (dependent on team services): integration, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require rapid understanding of each client's equity compensation plans to provide best-in-class services while on assignment.
The ideal candidate is technically proficient and possesses strong project management, advanced data analytical and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Migration Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.
Stock Plan Data Migration Specialist Responsibilities
The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization.
* Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor's platform into Morgan Stanley's equity administration platforms
* Lead assigned projects, ensuring timely completion of project deliverables
* Build and maintain strong client relationships through positive interactions during project engagements
* Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects
* Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues
* Perform data analysis and complex reconciliations of data throughout the project lifecycle
Qualifications
* Bachelor's degree required in business/finance or technology, computer science or related computer science experience is preferred
* 3+ years of experience in data management within business consulting or equity compensation administration
* Strong preference for expertise and hands-on experience with advanced ETL technologies, Robotics Process Automation, UiPath, Generative AI, Python, Dataiku or other database management software
* Ability to proactively identify potential risks and issues, and develop effective solutions
* Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, multitask and adapt to constantly changing priorities
* Working knowledge of equity-related accounting, tax, and legal concepts, both in the US and globally, is strongly preferred
* Proven success in developing innovative solutions to complex client needs
* Level 1 CEP certification is preferred but not required
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyManager - Business Growth Enablement
Atlanta, GA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Overall responsibilities:**
+ Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients.
+ Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction.
+ Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented.
+ Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility.
+ Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs.
+ The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools.
+ The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success.
+ The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions.
+ The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions
**Qualifications:**
+ Strong track record of identifying and closing complex B2B deals with proven results
+ Effective communication skills taking a consultative approach to service, sell, entrench and drive success
+ Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions
+ Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals
+ Strong interpersonal skills to identify and share best practices
+ Experienced at leading and executing on sales strategies, presentations and subsequent negotiations
+ Strong financial and analytical skills
+ Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling
+ Proven as tenacious, focused and results-oriented
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25022862
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Atlanta, GA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyRisk Management - Lead Credit Officer-Vice President
Atlanta, GA job
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Lead Credit Officer - Vice President in Commercial and Specialized Industries Risk, you will collaborate with a cross-functional team to deliver credit solutions that support companies' financing needs, including working capital, general corporate purposes, acquisition finance, and dividend recapitalizations. You will work with privately-held and publicly-traded companies, family-owned businesses, and financial sponsors. This risk management position supports the Southeast segment and covers companies across diversified industries with revenues ranging from $20 million to $2 billion. Credit executions include bilateral structures, syndicated deals, institutional loans, and direct lending. A critical aspect of this role is the ability to develop and communicate a comprehensive understanding of the business, financial, and industry risks faced by clients and prospects in the assigned portfolio. You will utilize this insight to accurately risk grade borrowers, analyze credit requests, structure credit facilities, and negotiate credit agreements and other loan documentation.
Job Responsibilities
Utilize excellent credit analysis and financial modeling skills to perform due diligence in order to structure and recommend new transactions while maintaining an appropriate balance between risk and reward
Lead complex and time-sensitive leveraged finance transactions and LBOs, including the negotiation of legal documentation for bilateral, pro-rata, broadly syndicated, and direct lending structures
Independently manage the assigned credit portfolio on an ongoing basis while ensuring data integrity
Assess and process risk rating changes in a timely manner
Use critical reasoning to develop well-considered credit views, taking into account company-specific and industry risks
Clearly and concisely communicate and defend credit views to internal stakeholders and senior leadership
Serve as an effective challenge to the banking team in your role as second line of defense
Utilize strong time management skills and act with a sense of urgency to meet expectations and deadlines, driving deals to closure
Work with internal and external stakeholders in a proactive, constructive, and responsive manner to effectively manage and execute transactions
Convey a thorough understanding of credit policy and procedures
Contribute to the broader objectives of the Risk organization, including developing junior talent and participating in various projects and efficiency exercises
Required Qualifications, Capabilities, and Skills
BA/BS/BBA degree is required
Completion of a major corporate or commercial bank credit training program (or equivalent corporate banking/corporate finance experience) with a thorough understanding of bank credit policies and procedures
Minimum 7 years' experience in middle market and/or mid-corporate lending, including extensive credit analysis, structuring of leveraged finance transactions, and negotiation of loan documentation
Significant accounting and finance knowledge with superior financial modeling skills
Strong working knowledge of credit agreements and other loan documentation, along with solid negotiation skills
Demonstrated ability to problem-solve and think both critically and analytically
Proven ability to collaborate and build strong partnerships
Excellent organizational and project management skills with the ability to manage competing priorities under tight deadlines
Intellectual curiosity with a proven ability to learn quickly
Demonstrated ability to take initiative, self-direct, and work well under pressure
Excellent verbal, interpersonal, and written communication skills
Required Qualifications, Capabilities, and Skills
Proficient with Microsoft office, including Excel and power Point
Experience working with portfolio companies and private equity firms
Auto-ApplyIntern
Morgan Stanley job in Atlanta, GA
DUTIES & 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.
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Requirements
High school diploma required. In pursuit of college degree preferable.
At least 18 years of age.
Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
Strong desire to gain further understanding of the global wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team.
Strong analytical skills and ability to interpret.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyDirector, Database Infrastructure Engineer
Morgan Stanley job in Alpharetta, GA
We're seeking someone to join our team as an experienced Database Infrastructure Engineer that with will be responsible for development, unit and integration testing of REST framework, building tools and scripts used for deploying and managing multiple databases and related products globally at the enterprise level. The candidate should have modern-day RDBMS experience in systems like Snowflake and Postgres and will be working on various database related infrastructure / automation projects that will require development in python and UNIX/Linux scripting.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Responsibilities
* Responsible for monitoring and optimization of Snowflake and PostgreSQL databases, ensuring high availability and top performance across diverse cloud environments
* Responsible for unit and integration testing of REST framework
* Automate database management tasks using Python and UNIX/Linux scripting to enhance infrastructure provisioning and deployment efficiency
* Monitor and ensure data security by configuring encryption, access control, and compliance measures to protect sensitive data in Snowflake and other databases/systems
* Review and improve system performance through query optimization, result caching, and clustering, reducing query times and enhancing system reliability
* Collaborate across teams within the firm to resolve critical issues or any potential outages
Required Skills
* 5+ years of Strong Developer Experience with ANSI complaint databases such as Postgres and Snowflake using Python and/or Perl
* Thorough Knowledge of SQL
* Strong development skills in Python using database interfaces such as SQLAlchemy/ODBC
* Experience with Agile and DevOps
* Experience with Linux and Windows, Scripting
* Good understanding of Azure and/or AWS CSP (CLI based application design and implementation)
* Strong communication and written skills
Desired Skills
* Hands-on experience with Azure and/or AWS CLI based application design and implementation
* Knowledge of security controls for the Public cloud (encryption of data in motion/rest and key management )
* Developing monitoring architecture and implementing monitoring agents, dashboards, escalations and alerts
* Experience with architecting and maintaining high availability production systems
* Snowflake certification a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-Apply