Morgan Stanley jobs in San Francisco, CA - 653 jobs

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).

A leading financial institution is looking for a Branch Operations Lead in Tiburon, California. In this role, you'll ensure efficient branch operations, support a welcoming atmosphere, and engage clients with care and understanding. You will also lead the team in handling client transactions and introducing self-service options. If you have 1+ years in retail banking and strong organizational skills, we encourage you to apply. Training will be provided, and the role may require travel for meetings and training sessions. #J-18808-Ljbffr

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

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross‑functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross‑functional teams. Strong organizational, analytical, and problem‑solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross‑functional collaboration Data analysis and reporting Training and facilitation 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. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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

A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr

A leading banking institution in San Francisco is seeking a Branch Operations Lead Trainee. This role involves collaborating with the Branch Manager to ensure excellent customer experiences and efficient transactions. Candidates should possess a high school diploma and be organized, detail-oriented, and capable of multi-tasking. Additionally, preferred qualifications include strong customer engagement skills and some prior experience in banking. This position offers flexible work hours, including weekends. #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 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

The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. As a Technology Banking Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. You will partner with management to promote business strategy through projects, analyses, and compliance support. You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution. Job responsibilities Advise the Heads of Technology Banking in all aspects of the business; strategy, controls, people and performance Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics Develop and oversee the business performance metrics that generate key insights and identifies new opportunities Prioritize investment spend to grow the franchise globally Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders Identify, elevate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance Partner with various teams on key initiatives and coordinating stakeholder updates Support executive ad-hoc requests with a high-level of responsiveness Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs Required qualifications, capabilities, and skills 12+ years in a Business Management capacity and experience with leading teams Experience with Investment Banking products Strong executive presence with the ability to present well to senior stakeholders Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written) Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe Ability to forge strong internal relationships across a broad range of functions Disciplined approach to managing and improving processes and controls #J-18808-Ljbffr

A global financial services firm is seeking a Principal AI/ML and Gen AI Engineer to join their innovative team. This role focuses on designing and scaling AI/ML infrastructure on AWS, optimizing machine learning models, and leading the productionalization of Gen AI use cases. The ideal candidate should have over 8 years of experience in AI/ML engineering, with strong skills in AWS, Databricks, and LLM Ops. This position offers an exciting opportunity to influence and drive change within the organization. #J-18808-Ljbffr

A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr

A leading financial services firm seeks a Business Relationship Manager to develop and manage a portfolio of large business clients. The role requires a minimum of 5 years in business banking, strong business development and relationship-building skills, and proficiency in Microsoft Office. Successful candidates will provide customized banking solutions, grow client relationships, and leverage a broad business network to meet client financial needs. This position offers substantial growth opportunities and a dynamic work environment. #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

A leading financial services firm is seeking a Senior Director of Software Engineering. This role involves leading data engineering transformations across multiple departments, managing complex technology projects, and driving the adoption of best practices. The ideal candidate will possess over 10 years of software engineering experience and have a proven record of managing large teams. Strong analytical skills and the ability to influence senior stakeholders are crucial for success in this high-pressure environment. #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 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

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

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).

A leading financial services firm is seeking a Vice President for Business Development in Merchant Services. The role focuses on generating new business within the technology segment, engaging with merchants and payment facilitators. Candidates should have at least 8 years of proven sales and relationship management experience, alongside strong knowledge in merchant services. Excellent communication skills and the ability to effectively manage time and client relationships are essential. The position also involves collaborating with internal teams to ensure successful product implementation. #J-18808-Ljbffr