Business Analyst-Model Risk
Morgan Stanley job in Baltimore, MD
Company Profile Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley provide our clients with the finest thinking, products and services to help them achieve even the most challenging goals. As a market leader, the talent and passion of our people is critical to our success. We embrace integrity, excellence, teamwork and giving back.
Department Profile
Professionals within the Legal and Compliance Division (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policymakers and the regulatory and self-regulatory agencies that govern the firm's businesses.
The Non-Financial Risk (NFR) Department forms the second line of defense for the management of the firm's non-financial risks, including Financial Crimes, market manipulation or abuse, and Operational risk. NFR Data & Analytics, a function in the Legal and Compliance Division, is responsible for designing and optimizing surveillance models, approaches, and tools using advanced analytical techniques like supervised and unsupervised machine learning, and evolving techniques like graph analytics. These surveillances and other tools help identify suspicious and/or illegal behaviors such as money laundering, market manipulation, insider trading, unfair sales or trading practices, and other financial crimes.
Primary Responsibilities
Model Documentation/Monitoring & Oversight
> Draft comprehensive documentation on the design of models within LCD.
> Establish ongoing monitoring controls, collaborating with quantitative analysts and subject matter experts to develop or enhance models.
> Assist in the tuning and optimization of various Financial Crime Compliance (FCC) models, including those used for Trade Surveillances, Transaction Monitoring, and Sanctions screening, potentially involving machine learning or artificial intelligence.
> Support model developers and vendors in performing thorough testing of the models, as well as designing challenger models or compensating controls to ensure optimal model performance.
> Maintain existing LCD models by executing or overseeing qualitative analyses related to ongoing monitoring, periodic assessments, above-the-line testing, below-the-line testing, and tuning.
> Conduct internal and external research on new trends in modeling approaches, perform gap analysis with existing model controls, provide proposals, and assist stakeholders in implementing proposed solutions.
> Perform root-cause analyses associated with potential anomalies detected in model performance.
> Document or oversee the documentation of analyses, recommendations, and rationales for each activity related to the models. Model Governance and Reporting responsibilities
> Manage and maintain the model risk governance framework for FCC models, ensuring adherence to internal Model Risk Management (MRM) policies and regulatory standards (e.g., OCC 2011-12, SR 11-7, PRA SS1/23).
> Assist in the preparation of periodic and ad hoc metrics reports for senior management, including through the evaluation and enhancement of existing metrics and supporting processes
> Track and report model changes and results of model tuning and optimization activities to LCD advisory heads, the Model Risk Management, and the Internal Audit groups
> Liaising with the MRM Group, the Internal Audit Department, Regulatory Bodies, and other stakeholders as needed during reviews, validations, and exams to fulf
Required Skills
> Bachelor's degree with strong academic credentials with a degree in business, economics, finance, management information systems, management, risk management, or related fields from a top tier university.
> At least 4 years' relevant experience would generally be expected to find the skills required for this role, preferably in Financial Crime Compliance, Model Risk Management, Risk Control, or related domains within Financial Services
> Good understanding of AML, Sanctions, and/or Trade Surveillance models
> Excellent communication and presentation skills, with ability to convey complex technical concepts to non-technical stakeholders
> Strong analytical thinking and critical reasoning skills, with the ability to be self-motivated and work independently
Desired Skills
> An understanding of Fed SR 11-7/ OCC Bulletin 2011-12 on Model Risk Management or related domains in Financial Services
> Curious and eager to stay informed of regulatory developments impacting model risk and financial crime compliance (e.g., AML, Sanctions, Market Abuse etc.)
> An understanding of models, financial markets, and banking
> Proficiency in data analysis tools (e.g., SQL, Python, Excel) and visualization (e.g., Power BI, Tableau) is a plus.
> Experience in defining and owning product roadmaps and their delivery
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).
Expected base pay rates for the role will be between $90,000.00 and $155,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyNFR Framework Policies Professional
Morgan Stanley job in Baltimore, MD
Non Financial Risk: NFR Framework Policies Professional The NFR (Non-Financial Risk) Framework Policies and Rules Management team in LCD comprises two primary functions: (i) the Policies team, which sets standards for LCD policies and procedures and Enterprise Risk Management (generally, firmwide) policies and maintains the firm's repository for policies and related documents and (ii) the Rules Management team, which manages the rules management framework and maintains the Firm's rules management system. The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies.
Professionals within Legal and Compliance (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Policies Responsibilities That This Role Will Support:
The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. It will require collaboration with regional/divisional policy teams, a support team in Mumbai, the technology teams that support related systems, and policy owners and other stakeholders. Primary Responsibilities
> Assist with the review, approval and reissuance processes for global and NFR Framework policy content owned by LCD, working with content owners and other stakeholders as needed
> Coordinate with regional/divisional policy teams on the development of annual policy plans and the tracking of progress to plan
> Support production and distribution of the monthly Non-Financial Risk Policy Bulletin, which is a firmwide communication on new and updated LCD policies and procedures
> Assist with coordinating Enterprise Risk Management policy reviews
> Work with the Mumbai team and regional/divisional policy teams to maintain consistent policy management standards
> Advise regional/divisional policy teams on policy content and governance questions
> Maintain framework documents owned by the Policy Team, including the LCD Policy Framework and Procedures and Global Policy Mandate, as well as the team's internal procedures
> Other tasks and responsibilities as needed Candidates must have:
> Undergraduate degree
> 3+ years of experience in Operational Risk, Compliance, Legal or regulatory roles relating to the financial services industry
> Excellent written and oral communication skills
> Strong organizational skills with the ability to maintain attention to detail across multiple simultaneous projects
> Ability to work with global and cross-functional teams spanning Legal and Compliance and other areas of the Firm
> Creative problem-solving skills and high level of learning agility and initiative
> Strong Microsoft Word, PowerPoint and Excel skills
Skills Desired
> Experience with policies and procedures drafting, reviewing and/or management
> Project management experience
> Experience working with offshore teams
> Comfort working with technology systems and applications; programming skills not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $60,000 and $95,000 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 15 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- Gaithersburg, MD
Gaithersburg, MD 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
2026 Summer Internship Program - AMERS
Washington, DC job
**Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program**
Summer Internship Program
**Job description**
Our Summer Internship Program is a nine-week internship taking place June through August.
This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders.
Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks.
If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship.
**Who can apply:**
Undergraduate or master's students graduating between September 2026 and July 2027.
**Important:**
Candidates can apply for **only one program** (e.g., Summer Internship Program **or** Quantitative Master's Internship Program) and **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application.
If you withdraw your application, you cannot submit another application this program this year.
**Next steps:**
Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn.
We look forward to reviewing your application!
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** .
**For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role.
**Business Areas**
**Salary Range (hourly rate)**
Client & Product Functions
$38.46 - $55.25
Corporate & Strategic Functions
$38.46 - $48.07
Investment
$38.46 - $56.49
Operations
$36.05 - $56.49
Technology
$43.26 - $56.49
**For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role.
**Business Areas**
**Salary Range (hourly rate)**
Client & Product Functions
$36.05 - $48.07
Corporate & Strategic Functions
$36.05 - $45.67
Investment
$36.05 - $54.08
Operations
$33.65 - $54.08
Technology
$38.46 - $54.08
**For Montreal and Toronto only:** The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role.
**Business Area**
**Salary Range (hourly rate)**
Client & Product Functions $38.82 - $45.67
Senior Home Lending Advisor - Silver Spring MD - Silver Spring Branch
Silver Spring, MD job
JobID: 210653865 JobSchedule: Full time JobShift: Base Pay/Salary: Silver Spring,MD $15.00 - $15.00 Kensington,MD $15.00 - $15.00 Aspen Hill,MD $15.00 - $15.00 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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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 functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ 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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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-ApplyFrosch- ITA Specialist III, Chase Travel
Washington, DC job
JobID: 210690460 JobSchedule: Full time JobShift: Base Pay/Salary: NV $21.24-$29.81; CA $21.24-$34.80; CT $22.72-$34.80; NJ $21.24-$34.80; RI $22.72-$32.57; Washington,DC $25.03-$34.80; CO $21.24-$32.57; MN $21.24-$32.57; HI $22.72-$32.57; WA $21.24-$34.80; MD $22.72-$34.80; IL $21.24-$32.57; New York,NY $25.03-$34.80
As Chase Travel continues to expand, we have a terrific opportunity for an experienced Travel Advisor. We are driving success in a diverse and collaborative culture with a commitment to creating an environment with opportunities for meaningful growth in a firm dedicated to inclusivity, development, mobility, and career advancement. We are looking for best-in-class talent who are passionate, entrepreneurial, and customer-focused.
As an ITA Travel Specialist III within the Valerie Wilson Travel (VWT) team, you will be responsible for crafting detailed itineraries, coordinating concierge services, and managing supplier relations. Your expertise in travel and lifestyle servicing or the luxury/hospitality industry will be essential. This position is perfect for a tech-savvy, detail-oriented quick learner eager to advance in the luxury travel sector.
This role is part of the Administrative Support Services business unit within the Chase Travel Group. This team is dedicated to supporting the businesses of Independent Travel Advisors (ITAs) with FROSCH/VWT. You will be working with seasoned advisors on travel related bookings, administrative tasks, and client facing interactions.
Job responsibilities
* Research, design, and book custom travel programs including tours, cruises, flights, hotels, insurance quotes and concierge services
* Maintain high-touch, white-glove service throughout the client journey
* Assist in crafting seamless, end-to-end itineraries using tools AXUS and online platforms
* Create polished, detail-oriented client communications including proposals, confirmations, and VIP welcome letters
* Reconfirm bookings and follow up post-travel to ensure satisfaction and build lasting relationships
* Liaise with DMCs, concierges, and hotel staff to coordinate activities, transfers, dining, and other client preferences
* Communicate with suppliers by phone or email to verify rates, availability, room configurations, amenities, and benefits
* Provide thorough documentation, file management, and calendar tracking to ensure nothing falls through the cracks
* Enter and maintain data in CRM tools and trip management platforms and contribute to social media and website content updates as needed
* Support lead advisor in daily operations
* Attend industry webinars and training to stay up to date on destinations and trends
Required qualifications, capabilities, and skills
* Minimum of 2+ years in the travel industry or high-end hospitality
* Excellent organizational and time-management skills with attention to detail
* Impeccable communication skills-written, verbal, and professional demeanor
* Strong research and problem-solving capabilities
* Computer savvy and fast learner
* Familiar with ChatGPT and automation tools
* Passion for travel and knowledge of global destinations
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Prior concierge service experience
* Social media or marketing skills
* Familiarity with itinerary building apps
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyOperational Program Mapping Lead
Morgan Stanley job in Baltimore, MD
Operational Mapping Program Lead Department Profile Professionals within the Legal and Compliance Division (LCD) provide a wide range of services to our business units. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.
The Non-Financial Risk (NFR) Department forms the second line of defense for management of the firm's non-financial risks, which include Financial Crimes, market manipulation or abuse and Operational risk.
NFR Data & Analytics is a function in the Legal and Compliance Division responsible for designing and optimizing surveillance models, approaches and tools using advanced analytical techniques like supervised and unsupervised machine learning, Natural Language Processing (NLP) and evolving techniques like graph analytics. The surveillances and other tools help identify suspicious and/or illegal behaviors like money laundering, market manipulation, insider trading, unfair sales or trading practices and other financial crimes.
Position Description
The NFR Data & Analytics team is looking for an experienced professional to lead the Firm's Operational Mapping Program. With a background in consulting, financial services or a related industry, you will be passionate about designing and delivering effective enterprise-wide programs.
The Operational Mapping Program is central to the Firm's ability to effectively manage our inter-affiliate relationships. We work in conjunction with key stakeholders including Non-Financial Risk, Outsourcing, Third Party Vendor Management, Business Continuity, Resiliency and Recovery and Resolution Planning. You will be responsible for delivering a new suite of Operational Mapping capabilities across the enterprise in conjunction with our Technology and Business Partners.
As part of a team focused on the development of consumer-grade capabilities, you will be responsible for building, delivering and running core Operational Mapping solutions for our business partners. You will be able to build your skills in data-centric design techniques to deliver industry leading solutions, including the adoption of machine learning and GenAI.
Responsibilities:
> Lead the design and development of Operational Mapping capabilities to support the documentation of inter-affiliate process relationships and their operational dependencies
> Work with Operational Mapping stakeholders to understand and model core data requirements/relationships and to ensure these can be operationally met
> Act as Product Owner for technology solutions built to support the Operational Mapping Program including close liaison with our Technology teams
> Project Manage both business-as-usual and project-based activities across the global team
> Represent the Operational Mapping Program in relevant governance forums including leading our stakeholder working groups
> Educate our stakeholders in the regulatory drivers and functional requirements of the Operational Mapping Program
> Support business-as-usual activities in managing Operational Mapping data including the evolution of regulatory requirements in the Operational Mapping domain
> Oversee a global team of full-time employees in various locations including Budapest, Mumbai and Baltimore
Required Skills:
> At least 6 years' relevant experience would generally be expected to find the skills required for this role.
> An understanding of Operational Mapping or one of it's related disciplines such as Business Continuity, Vendor Management or Recovery and Resolution Planning.
> Experience of managing enterprise-wide programs in complex and dynamic business environments including driving consensus across stakeholders
> Product Owner experience in an agile development environment including driving business requirements, recurring prioritization and feedback, and user acceptance testing.
> Excellent people management skills with the ability to grow and develop talent preferably within a global team setting
Helpful/Desirable Skills:
> Bachelor's degree or equivalent experience.
> Excellent interpersonal skills, including the ability to work as part of a team and delegate tasks.
> Must be a self-starter and highly organized; attention to detail a must.
> Excellent analytical skills required.
> Strong written and verbal communication skills.
> Aptitude in design, both at a data level and from a user experience perspective
> Experience in use of data science, machine learning or generative AI to solve business problems
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 - $165,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyDigital Platforms and Governance Associate - Tech Communications
Morgan Stanley job in Baltimore, MD
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 Tech Admin Office II position at Associate level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs.
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.
Morgan Stanley's Technology Chief Operating Office (Tech COO) drives best practices and improves efficiency across Technology. The Technology Communications and Engagement team provides communication and engagement initiatives to inform employees and support the business and personnel objectives of the Firm. The Digital Platforms and Governance team operates within the Communications and Engagement team, focusing on maintaining and executing strategies that amplify the Technology brand across digital platforms. This includes standardizing the utilization of our digital assets across all platforms and email communications.
What you'll do in the role:
Primary Role: Digital Platforms and Governance Associate:
Manage the content on all the digital platforms associated with Technology, such as Jive Sites including Technology, Technology Learning Library, Tech Awards and Recognition, Tech News, and others. Maintain content accuracy and standardization to ensure the proper utilization of our content across all platforms and email communications.
Support Tech COO events, including major events that require coordination with multiple stakeholders and regions, such as Open Forums and Expos.
Manage the Technology email distribution lists and branded mailboxes managed by the Tech COO team, ensuring they are regularly reviewed and updated.
Contribute to the design, creation and ongoing management of digital platforms and collaboration/project management tools.
Governance and oversight of various applications and tools such as Teams, Mentimeter, SharePoint (e.g., Communications Calendar), Qualtrics, Stensul and others.
Contribute to content, marketing and promotion for stakeholders and Tech COO partners (e.g., Technology Talent Development team) to promote upskilling and professional development opportunities.
Implement and highlight the new Technology Visual Identity across various digital platforms and key content for use.
Consult and collaborate with clients across Technology seeking to build or enhance their Jive sites for effective audience communication.
Skills Required:
Bachelor's degree in communications, Information Management, or related field preferred.
Strong organizational and multitasking skills, with a focus on detail. Responsible for maintaining accuracy and consistency in digital communications and branding, including proofreading and adherence to brand standards.
Strong written and verbal communication skills, along with the ability to document processes and create How to Guides.
Technical Proficiency:
Experience with digital platforms (e.g., Jive, Viva, intranet tools), social media platforms.
Basic graphic design abilities - Experience with design tools like Canva, Adobe Photoshop, or PowerPoint for creating digital assets and visual content.
Extract, analyze and report metrics from using Microsoft Office Suite (including Excel)
Comfort with email communication platforms, basic HTML/CSS for editing web pages or emails and troubleshooting common digital issues.
Understanding of content management tools (e.g., SharePoint), reporting tools and dashboards (e.g., Power BI, Jive)
Demonstrates creativity and resourcefulness, works independently, and effectively collaborates within global, virtual teams and cross-functional groups to support broader business and people objectives through communications.
Adaptability and willingness to learn - Openness to new technologies, platforms, and evolving digital communication trends with Firmwide AI.
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.
All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.
Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $65,000 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-ApplySocial Media Content Creator Analyst
Washington, DC job
JobID: 210690364 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $68,400.00-$95,000.00; New York,NY $68,400.00-$95,000.00 JPMorganChase is seeking a Social Media Content Creator to join our team in New York City or Washington, DC. In this role, you'll produce videos, write engaging copy, and share stories that highlight our local impact and showcase the JPMorganChase employee experience.
As a Social Media Content Creator Analyst within Commercial & Investment Bank you will be a creative storyteller, passionate about social media and visual content, where you will help shape the voice and visual identity of one of the world's largest financial services firms. In addition, you will collaborate with colleagues across communications, marketing, and lines of business to craft content that resonates and elevates our brand presence.
Job responsibilities
* Shoot and edit short-form video content for JPMorganChase social media channels.
* Write creative copy and develop graphics that tell the story of our local impact and employee experience.
* Collaborate with communications, marketing, and business teams to source and amplify stories.
* Stay current on social media trends and bring fresh ideas.
* Track and report on content performance using analytics.
* Ensure all content meets brand standards and deadlines.
Required qualifications, capabilities, and skills:
* 1+ years' experience in social media or digital content creation.
* Proficient video shooting and editing skills.
* Creative writing and copywriting abilities.
* Proficiency with Adobe Creative Suite, Canva, or similar tools.
* Understanding of major social media platforms and trends.
* Organized and able to manage multiple projects in a fast-paced environment.
* Collaborative team player with strong communication skills.
* Eager to learn and contribute ideas.
* Entrepreneurial spirit and desire for growth.
Preferred qualifications, capabilities, and skills:
* Bachelor's degree.
* Experience creating content for a brand or large organization.
* Familiarity with social media analytics and management tools.
* Interest in financial services or community impact.
Candidates considered for this role will be asked to supply writing and video or motion graphic samples.
Auto-ApplyPart Time Associate Banker Washington DC (20 Hours)
Washington, DC job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyTreasury Management Officer - Northeast Government
Washington, DC job
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Government Banking serving the Mid-Atlantic region based out of Washington DC, you will generate new treasury management business and maintain relationships with State and Local Governments.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Associates, Analysts , Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
**Job Responsibilities**
+ Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
+ Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
+ Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
+ Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
+ Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
+ Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
+ Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
**Required Qualifications, Capabilities and Skills**
+ 6+ years of cash management, sales and relationship management experience
+ Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
+ Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
+ Excellent verbal and written communication skills
+ Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
+ Strong time management, organizational and planning skills
+ Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree
+ Certified Treasury Professional designation
+ Strong creative solution and problem-so
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $161,500.00 - $235,000.00 / year
Strategic Cyber Intelligence Analyst, Dir, P4
Morgan Stanley job in Baltimore, MD
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 41 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and dedicated team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Team Profile
Cyber Mission Management works at the heart of Morgan Stanley's global Threat Hunting & Cybersecurity Detection organization. This role provides an opportunity to play a lead role in protecting our company, employees, clients, and our communities from cyber-attacks. Be part of a dedicated team where you will be challenged every day, collaborating with some of the best minds in the industry, and with world-class technology at your fingertips.
As a Cyber Intelligence Analyst, you will orchestrate the Firm's strategic threat intelligence communications and reporting to senior and executive management, coordinating with internal technical specialists to provide a comprehensive picture of the Firm's response to an ongoing cyber risk or threat. You will also play a critical role in promoting our cybersecurity strategy, working closely with internal teams, and external partners to ensure we stay ahead of the latest threats and regulations.
What you'll do in the role:
* Support MMC's daily activities and contribute to the team's critical mission by acting as the key point of contact in the region.
* Analyze emerging and long-term cyber threats-including nation-state activity, criminal ecosystems, and sector-specific risks-to assess potential impacts on the organization and the broader financial system.
* Develop and deliver strategic intelligence assessments that inform executive leadership, cyber risk management, and strategic security planning.
* Monitor geopolitical, economic, and regulatory developments to evaluate how macro trends influence the cyber threat landscape and the organization's risk posture.
* Identify strategic intelligence requirements and prioritize analytical efforts to align with business objectives, regulatory obligations, and risk tolerance.
* Synthesize complex intelligence from multiple sources (technical, open-source, partner, and internal reporting) into cohesive narratives that support high-level decision-making.
* Produce forward-looking threat horizon reports and strategic briefings for senior stakeholders, helping anticipate and mitigate emerging risks.
* Advise on intelligence-driven policy, controls, and strategic risk scenarios, bridging the gap between technical intelligence and business context.
* Track and manage internal cyber metrics and collate relevant information on triage/remediation to summarize for leadership consumption. What you'll bring to the role:
What You'll bring to the role:
* At least 4 years' relevant experience would generally be expected to find the skills required for this role.
* Demonstrated experience in a cybersecurity or threat intelligence function.
* Excellent ability to translate complex issues to relevant audiences, both verbally and written.
* Experience in strategic writing and the ability to make analytical judgements using recognized probabilistic frameworks to support decision-making and influence key stakeholders.
* Ability to build and maintain trusted relationships at all levels of the organization.
* Experience liaising with a variety of technical, business, and executive stakeholders for effective collaboration and information sharing.
* Ability to stay updated with the latest trends and threats in the cybersecurity landscape.
Skills that will help you in the role:
* Experience working in an Investment Banking environment.
* Experience in cybersecurity, with a focus on stakeholder engagement in related roles.
* Relevant Security/Intelligence related certifications a plus.
* Working knowledge of security frameworks and models, including MITRE ATT&CK.
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 $85,000 to $150,000 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-ApplyManager - Business Growth Enablement
Washington, DC 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
Trust & Security and Crisis Communications Senior Associate
Washington, DC job
JobID: 210685810 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $93,100.00-$145,000.00; Washington,DC $93,100.00-$145,000.00 The Communications Team at Chase is seeking communications professional to join the newly-formed Trust & Security and Crisis Communications team. This person will support existing team member's work across a variety of challenging areas including fraud and scam prevention, payments, and other issues.
As a Trust & Security and Crisis Communications Senior Associate within the Consumer & Community Banking Communications team you will play a role supporting both proactive and reactive communications strategies related to fraud and scam prevention, payments, issues management, and other issues. In addition, you will focus on high-impact areas working closely with cross-functional partners in operations, legal, product, government relations, and marketing.
Job responsibilities
* Support proactive media relations strategies to promote Chase's leadership in trust and security, including pitching stories, and identifying opportunities for thought leadership.
* Support our issues management lead by crafting timely, clear, and effective communications for both internal and external audiences.
* Monitor and analyze media coverage across a range of topics, providing insights and recommendations to team members and stakeholders.
* Collaborate with cross-functional teams to gather information, assess reputational risks, and recommend communication approaches and messaging.
* Support the development of messaging, Q&As, press releases, and other materials for both proactive campaigns and reactive situations.
Required qualifications, capabilities, and skills:
* 3+ years of relevant external communications, public relations, or media relations experience in a complex, fast-paced, and publicly scrutinized environment.
* Proven ability to simplify complex issues and communicate them effectively to diverse audiences.
* Demonstrated experience managing both proactive PR campaigns and reactive issues management.
* Strong media relations skills, including pitching, relationship-building, and media monitoring.
* Experience working cross-functionally and collaborating with team members across different areas.
* Excellent verbal and written communication skills, with the ability to write quickly and clearly under pressure.
* Team player with a proactive attitude, entrepreneurial spirit, and a passion for protecting and enhancing the reputation of the firm.
Auto-ApplyIncident Response Cloud Engineer, Associate
Morgan Stanley job in Baltimore, MD
Incident Response Cloud Engineer This role is will provide secure onboarding of the Google Cloud Platform application to Morgan Stanley's infrastructure and enable security monitoring of the platform. The role requires advanced skills and prior cloud services experience, preferably with GCP. Along with development skills for analytic implementation and deployment to production environments.
Primary Responsibilities
* (Important) Holiday and weekend shifts are mandatory. Schedule to be adjusted during the week to accommodate this requirement.
* Monitor and analyze security alerts and incidents within the GCP environment, taking proactive measures to mitigate risks during and after onboarding.
* Investigate cyber security incidents and threats.
* Interact with stakeholders and leadership teams as part of the response and remediation efforts.
* Improve the detection, escalation, containment, and resolution of incidents.
* Enhance existing incident response methods, tools, and processes.
* Maintain knowledge of technologies and the threat landscape.
* During non-core business hours support emergency, critical, or large-scale incidents as required.
* Assist in developing and maintaining security documentation, including incident response procedures and runbooks.
Required Skills:
* Understand the end-to-end workflow of a threat across multiple technologies.
* Think like an adversary.
* Sound understanding of TCP/IP and networking concepts, security alerts, and incidents.
* Excellent writing and presentation skills are required to communicate findings and recommendations.
* Experience with investigating common types of attacks, network packet analysis, log analysis, and reviewing security events.
* Experience applying Open-Source Intelligence (OSINT) techniques in support of investigations.
* Knowledge of Windows processes and Active Directory.
* Able to work on extended working hours during incidents.
Desired skills:
* 1+ years experiences (or equivalent) with Security Analysis and Incident Response (i.e., working in SOC/CIRT/CSIRT/CERT).
* Highly experienced in one or more areas such as Windows, Unix, firewalls, intrusion detection, network- and host-based forensics.
* Scripting (Python, BASH, Perl, or PowerShell), coding, or other development experience.
* In-depth knowledge of security event management, network security monitoring, log collection, and correlation.
* Splunk usage or administration experience.
* Security Orchestration and Automated Response (SOAR) experience.
* Industry certifications: GCIH, GNFA, GREM, or other related certifications.
* Financial industry experience.
* Foundational Cloud Security knowledge.
* OWASP Top 10 Knowledge.
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 $65,000 and $135,000 per year for Associate at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley'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-ApplyInstitutional Consulting Analyst, Graystone
Morgan Stanley job in Potomac, MD
Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for a Graystone team including:
Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms
In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers
Business Development Support:
At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or ICD/team, assisting with research using firm-approved systems
At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
5+ years of experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Knowledge/Skills
Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients' portfolios
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Reports to:
Business Service Officer
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.
Salary range for the position: $68,000 - $120,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 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-ApplyRisk Management - Lead Credit Officer - Vice President
McLean, VA job
Bring your expertise to JP Morgan 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 Middle Market Banking and Specialized Industry Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations. Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies. You will be responsible for analyzing and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter. Additionally this Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc. Additionally this role supports Middle Market Banking and Specialized Industries for the Mid-Atlantic region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries including federal government contractors.
**Job Responsibilities**
+ Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
+ Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
+ Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
+ Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
+ Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
+ Act with a sense of urgency and drive execution to meet both internal and client deadlines.
+ Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
+ Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
+ Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.
**Required qualifications, capabilities and skills**
+ BA/BS/BBA degree is required.
+ Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures.
+ At least five years' experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience
+ Significant accounting and finance knowledge and superior financial modeling skills.
+ Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills.
+ Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills.
+ Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
+ Proven ability to collaborate and build strong partnerships.
+ Intellectual curiosity with a proven ability to learn quickly.
+ High degree of initiative, self-direction, and ability to work well under pressure.
**Preferred qualifications, capabilities and skills**
+ Experience with lending to sponsor-backed companies and/or experience lending to federal government services companies
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Payments Sales Manager - Public Sector - Executive Director
Washington, DC job
JobID: 210648631 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $142,500.00-$250,000.00 Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences.
As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
* Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
* Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
* Manages customer expectations by communicating up front timelines and deliverables
* Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
* Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
* Develops account plans for select clients
* Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
* 8+ years of experience in treasury management, sales and relationship management experience
* Strong understanding of government processes
* Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
* Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
* Strong verbal and written communication skills; strong problem solving skills
* Understanding of Compliance, Know Your Customer and Risk Awareness
* This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
* Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
Auto-ApplyPrivate Banker
Morgan Stanley job in Washington, DC
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $110,000 - $190,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInvestment Banking - Mid-Cap Investment Banking - Associate
Washington, DC job
JobID: 210651453 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $175,000.00 - $225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC.
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
Auto-Apply