Morgan Stanley jobs in Cupertino, CA - 608 jobs

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain 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 $275,000 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).

A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Trust & Estate Planner (Wealth Strategist), Vice President - San Francisco Job Description YOUR IMPACT Goldman Sachs Family Office is in search of an experienced estate planning attorney to serve as a Vice President to develop innovative wealth planning strategies to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard‑working and client‑friendly individual with a background in tax, trust and/or estate advisory. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data, and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective Provided tailored support to bespoke clients Advise individuals and families on all aspects of the transition of wealth, including tax‑efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre‑transaction planning, charitable giving and the administration and restructuring of trusts Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams EXPERIENCE & SKILLS WE'RE LOOKING FOR Bachelor's Degree and Juris Doctorate required 4 to 7 years of experience as a practicing attorney in Trust and Estates Experience working with clients in structuring multi‑generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax Strong estate tax planning expertise Experience with state and local tax matters for the CA and western states a plus Familiarity with directed trust structures and fiduciary laws of Delaware or other trust‑favored jurisdictions a plus Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Excellent interpersonal skills and a desire to work in a team‑oriented environment Resourceful, self‑starter, attentive to detail and capable of multi‑tasking in a fast‑paced environment Experience presenting to internal and external audiences Ability to build consensus and facilitate decision‑making among families Experience in the structuring and management of family office entities is a plus Ability to work in a fast‑paced environment and think clearly under pressure Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range Salary Range The expected base salary for this San Francisco, California, United States-based position is $85,000-$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end. Benefits Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here . Job Info Job Identification 152500 Job Category Vice President Posting Date 10/15/2025, 07:44 PM Locations San Francisco, California, United States #J-18808-Ljbffr

Title: Associate - Equity Research, TMT-Media Division: Global Investment Research Job Function: Research Analyst Salary Range: USD 150,000 - 225,000 From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. Job Summary and Responsibilities Build strong industry knowledge of the Media, Cable, and Telecom sectors Contribute to the generation and execution of investment ideas Write reports/notes on companies under coverage Communicate with the equities sales force and traders, clients and company managements Interpret data and perform analysis on market, economic and technology trends Qualifications Bachelor's Degree in Finance, Economics, Accounting, or similar 3+ years experience in Sell Side or Buy side research Experience covering technology sector-preferably Media Strong financial modeling and analysis experience Working knowledge of accounting, finance, and valuation Ability to work in a fast‑paced, high‑energy environment Comfortable taking initiative and being resourceful/entrepreneurial Ability to multi‑task and work with numerous teams About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. Vacation & Time Off We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr

A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity. #J-18808-Ljbffr

Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role 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. About Us 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 About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. This position offers a dynamic work environment with significant responsibility. #J-18808-Ljbffr

Job Identification 210701306 Job Category Product Management Business Unit Consumer & Community Banking Posting Date 01/14/2026, 01:35 PM Job Schedule Full time Job Description Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in API Management Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Works with business application owners and development teams to define business requirements, lead scope definition, drive technical implementation, end-to-end testing, and operational readiness Writes and maintains epics and stories in JIRA, evaluating readiness and outcomes, and proceeding with additional iterations, develop and prioritize a product backlog, and lead collaborative scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives) Helps orchestrate supporting products' changes Supports customer migration planning and execution as we transition Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy Strong communication and stakeholder engagement skills including the ability to translate technical concepts into business value Highly collaborative, detail-oriented, and proactive in driving complex initiatives forward Proficient in JIRA and other work management tools Excellent oral and written communication and presentations skills across various stakeholders and senior management; ability to synthesize large amounts of information, summarize key concepts and articulate relevant issues to senior management Ability to deal with different stakeholder groups to elicit business requirements, processes and data trends Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work with minimal oversight Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience Technical knowledge to propose and influence new product and feature explorations, especially in enterprise-scale APIs Experience with API platforms or developer platforms AWS Certified Cloud Practitioner or similar familiarity with AWS or other Cloud platforms 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. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

and 1 more Job Information Job Identification 210657302 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 08/28/2025, 06:50 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills 8+ years of related experience Strong understanding of Commercial Banking products and services Understanding and interest in high growth software, payments, ecommerce and marketplaces Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 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. About Us 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 About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities Act as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining and deepening a portfolio of relationships. Act as the interface between our financial sponsors team and portfolio companies Growing and retain profitable relationships within the Mid-Corporate Banking target market Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Five plus years of lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Corporate finance expertise and strong transaction execution skills FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training Sales management, business development skills, proficiency in building and maintaining positive client relationships Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions. Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking, self-directed, proactive and creative 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. About Us 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 About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

A leading financial institution is seeking a Relationship Executive to focus on Applied Technology banking. This position requires building and maintaining relationships with innovative companies in the technology sector. The ideal candidate will have over 8 years of experience in commercial banking, excellent sales management skills, and strong interpersonal abilities. This role also demands a proactive attitude and a passion for entrepreneurship and innovation within the tech industry. Competitive benefits and incentives are included. #J-18808-Ljbffr

A leading financial services firm in California seeks a Senior Product Associate to leverage expertise in product development within the API Management Platform. The role requires a minimum of 3 years of product management experience, strong analytical skills, and proficient knowledge of tools like JIRA. You will identify new product opportunities and collaborate with cross-functional teams to enhance existing offerings. The position offers a competitive rewards package and emphasizes diversity and inclusion. #J-18808-Ljbffr

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy. #J-18808-Ljbffr

A leading financial institution in San Francisco seeks a Commercial Banker for its Climate Technology Banking team. This role involves building relationships with innovative companies and Venture Capital partners, focusing on business development and sales management. The ideal candidate will have over 5 years of experience in commercial banking with strong client relationship skills. A Bachelor's degree and relevant licenses are preferred. The position is full-time with a competitive benefits package including health coverage and retirement plans. #J-18808-Ljbffr

Morgan Stanley is a worldwide leader in Global Capital Markets and one of the top firms in underwriting across equity and debt transactions, as well as in bespoke derivative and structured solutions for institutional and corporate clients. Morgan Stanley's Global Capital Markets division offers a 10-week program that takes place at Morgan Stanley's Menlo Park, CA office. This program provides an opportunity to be placed in our Technology Equity Capital Markets Group. Summer Analysts will have the opportunity to learn from industry leaders across products and work on innovative transactions for clients. Over the course of the program, Summer Analysts will receive immersive training and orientation to develop a strong foundation in capital markets knowledge and financial analysis. Summer Analysts will have the opportunity to interact with other businesses across the firm, while also receiving formal mentorship and engagement from senior leadership. Summer Analysts will have the opportunity to be in a market driven environment while sitting on an open trading floor - closely integrated with their teams to receive on the job training and exposure to experienced professionals throughout the course of the internship. Program Overview Responsibilities may include but are not limited to: * Work with our clients on complex, innovative financing and risk management solutions. * Learn how to read complex financial models and understand how companies in the Technology sector are valued. * Learn how equity deals are priced and play an active role in the origination and execution of transactions, while working closely with your Corporate Finance counterparts in Investment Banking. * Help prepare materials to provide clients with valuable updates on market news and product trends, including how these affect their access to the equity capital markets. * Work with our trading and syndicate desks on pricing views and deal execution. * Analyze and create, for both corporate and financial sponsors, various equity financing alternatives. Qualifications & Skills * Pursuing a Bachelor's degree and will graduate between December 2027 and Spring 2028. * Minimum 3.4 GPA. * Basic knowledge of and a keen interest in finance. * Outstanding analytical, quantitative and technological skills. * A great multi-tasker, possess a strong work ethic, and have a positive attitude. * Excellent verbal and written communication skills. * A quick learner, both a leader and team player, and a self-starter with the ability to work independently. * Detail oriented with strong organizational skills and ability to manage time efficiently and effectively. Application Details * We review Global Capital Markets applications on a rolling basis and encourage you to apply as soon as you are ready because interviews can occur prior to the application period closing, which is Sunday, February 15. Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Job Level Summer Analyst Program Summer Analyst

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr

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 (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of 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 Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams 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 $85,000 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).