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Morgan Stanley jobs in San Francisco, CA

- 527 jobs
  • Institutional Equity Derivatives Sales - Analyst/Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Francisco, CA

    Institutional Equity Derivatives Sales - Analyst/Associate (San Francisco) Division: Institutional Equity Division (IED) Level: Analyst or Associate (1-4 years experience) The Institutional Equity Division (IED) is a global leader in the origination, distribution, and trading of equity, equity-linked, and equity-derivative securities. Our Equity Derivatives Sales & Trading team partners with hedge funds, asset managers, pensions, endowments, foundations, and ultra-high-net-worth individuals to deliver differentiated content, liquidity, and product solutions that help clients generate alpha and manage risk. We are seeking a high-performing professional to join our San Francisco-based Institutional Derivatives Sales team. This is a rare opportunity to work in a lean, entrepreneurial environment within a top-tier investment bank, where you will have direct exposure to senior leadership, strategic clients, and cross-divisional initiatives. What You'll Do • Support and grow the institutional derivatives business across the West Coast, with a focus on strategic client coverage and revenue generation. • Collaborate with internal partners across Trading, Structuring, Advisory and Private Wealth Management to deliver integrated solutions to clients. • Work across institutional and wealth channels to enhance client engagement and expand the reach of our derivatives platform. • Contribute to the distribution of ideas, trading axes, and execution across a broad suite of products including listed and OTC options, custom equity baskets, QIS, exotics, dispersion, and structured solutions. • Drive initiatives to improve consistency, scalability, and client engagement across the platform. What We're Looking For • 1-4 years of experience in institutional sales, trading, structuring, or a related role. • Strong quantitative, analytical, and problem-solving skills. • Entrepreneurial mindset with the ability to work autonomously and take ownership. • Excellent communication and interpersonal skills; ability to build trust with clients and internal stakeholders. • Passion for markets and a desire to grow within a high-performance team. • Experience or interest in bridging institutional and private wealth channels is a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $200,000 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).
    $62k-92k yearly est. Auto-Apply 53d ago
  • Private Wealth Management Wealth Management Associate - Bilingual: English/Mandarin

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Francisco, CA

    The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Bilingual - Fluency in Mandarin Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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. Job Posting Pay Range Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $68k-120k yearly Auto-Apply 45d ago
  • Commercial Banker - Multinational Corporations - Vice President

    Jpmorgan Chase 4.8company rating

    San Francisco, CA job

    You are customer focused, passionate about working with and supporting foreign-owned, e arly -s tage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, e arly -s tage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage 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 a creative and strategic thinker to build community and brand awareness in the localmarket including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. **Job Responsibilities** + Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance + Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate. + Lead the new business origination strategy for the local market in close coordination with local business banking teams + Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) + Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies + Leverage COI relationships to enhance outreach efforts and drive new client acquisition + Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities **Required Qualifications, Capabilities and Skills** + 5+ years of business development, commercial banking, or other relevant sales experience + Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking + Ability to build community and brand awareness in a dynamic market + History of planning and executing an events and content strategy + Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs + Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients **Preferred Qualifications, Capabilities and Skills** + Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience + A deep understanding of JPMorgan Commercial Banking products and services + Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners + Capable of operating independently and possesses excellent partnership, communication, and marketing skills 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** San Francisco,CA $147,250.00 - $215,000.00 / year
    $147.3k-215k yearly 60d+ ago
  • Private Market Transaction Specialist

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Francisco, CA

    Introducing Morgan Stanley at Work:We know a lot about investing and know there is no better investment a company can make than in its employees. People do not just drive a company; they are the company. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Global Equity Solutions, Executive Services, Non-Qualified Deferred Compensation and Donor Advised Funds. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.Morgan Stanley Wealth Management is a business segment of Morgan Stanley, a global financial services firm and a market leader in investment banking, securities, and investment management and wealth management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.What you will be part of - our Morgan Stanley at Work culture:At Morgan Stanley at Work, we walk the talk. We have created an environment for employees to learn, achieve and grow - a place for people to build a career and thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges to deliver exceptional results. We believe amazing things happen when we work together in an environment where everybody has a true sense of belonging where their ideas are heard. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for an IPO Project Specialist on our Morgan Stanley at Work Team to help write the next chapter with us. In this role, you will oversee public offerings and related transaction services; especially in the areas of delivering operational excellence and managing our client engagement across our workplace corporate clients and their participants. This role will coordinate across a multi-disciplinary team with a key focus on project delivery related to how a private company transitions and manages their stock plan as a publicly traded company. We're looking for teammates with a strong entrepreneurial spirit, a great sense of accountability and the willingness to do what it takes to help get the job done! Responsibilities Interface directly with clients to deliver high-touch, consultative experience, through the complexities of IPO planning, execution, and post-IPO transition Support the IPO process by leading end-to-end project management-developing tailored plans and documentation, coordinating across functions, ensuring transparent stakeholder reporting, managing risks, and delivering a consultative, client-focused experience that drives successful execution Build and maintain tailored artifacts such as project plans, runbooks, status reports, etc. to manage and execute client events, including maintain command and control of the needs for each unique project Work with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project Document meeting minutes, follow up items, and maintain project charter Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed Provide mechanisms to capture & monitor remediation of any potential risks Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control Develop understanding of complex public company deal structures Qualifications BS/BA degree required. Advanced degrees a plus A minimum of 3 years of related professional experience in project management FINRA Series 7 and FINRA Series 63 Licensing Experience with the Shareworks and/or Equity Edge Online Platforms a plus Professional experience in management consulting or financial services industry, knowledge of corporate actions preferred Occasional travel may be required Experience managing major organizational change programs, such as merger integrations, corporate restructure, and corporate actions Proven ability to manage delivery/execution of a wide range of tasks and initiatives Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders Ability to lead and influence cross-functional teams where there is no direct reporting chain Experience supervising staff, including managing workflow, performance evaluations, and providing feedback Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management Independent self-starter who can manage multiple activities to aggressive deadlines Eagerness to learn the business and understand detailed business requirements Highly skilled in Microsoft Excel, PowerPoint, Word, and SharePoint You are a cultural addition to our team, and bring a diverse perspective 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 $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 19d ago
  • ED, Trust Specialist

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Francisco, CA

    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. Opportunity to join a growing team of Trust Specialists within Morgan Stanley's Family Office Resources. A Trust Specialist at Morgan Stanley is a business development role designed to work closely with Financial Advisors to help their clients with corporate trustee solutions using the unique Open Architecture Trust Platform. The position involves vetting new corporate trustee opportunities (current and successor), educating advisors, and collaborating with other colleagues including Family Office Resources and Financial Planning, etc. The Trust Specialist provides customized solutions while adhering to firm standards and promoting the integrated firm. Job Description Seeking a self-motivated professional with experience developing Corporate Trustee business. Gather new assets using the platform by sharing best practices and educating Regional Management, Market Managers, Financial Advisors, and their clients. Responsible for identifying, closing, and funding of personal and institutional trust business using Morgan Stanley's unique open architecture platform. Proactively provide regional support/coverage for the assigned territory; this involves visiting Morgan Stanley branch offices and regional/market events. Obtain a keen understanding of the product offering and services provided by Trustee Partners. Gain an understanding of the investment management platforms and other services at Morgan Stanley to help promote the integrated firm. Review trust agreements, wills and estate planning documents provided by Financial Advisors for opportunities for consideration of a corporate trustee solution. Help FAs put best foot forward by demonstrating the customization of the trust solution to best fit the client's needs. Educate Attorney/CPA/Business Professional contacts of Financial Advisors about Morgan Stanley's corporate trustee platform with the objective of driving referral business. Collaborate and partner with other areas of Family Office Resources to bring integrated solutions to Morgan Stanley clients and prospects. Job Requirements Series 7, Series 63 registered, or willingness to obtain within 3 months of hire Bachelors Degree 5+ years' experience in trust sales or similar new business development role; at least 10 years' experience in trust industry Ability to travel When not traveling, 5 days a week in office requirement Strong communicative skills and professional speaking experience Proficient in Microsoft Office 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 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $87k-127k yearly est. Auto-Apply 27d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
    $155k-236k yearly est. Auto-Apply 60d+ ago
  • Lead Engineering Manager (Blockchain & Tokenization) - Executive Director

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide 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. Department Profile Middle Office is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for Core Brokerage, one of the strategic growth areas of the Firm. Middle office is a core foundation for Morgan Stanley. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances, and risk management on all digital channels. It also provides the capabilities for Morgan Stanley B2B stock plan business to manage participants lifecycle. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Middle office is the place for you. Position Description We are seeking an experienced Engineering Manager to lead our blockchain engineering team focused on building scalable, secure, and regulatory-compliant solutions for digital assets, tokenization, and decentralized finance (DeFi). This role combines deep technical expertise in blockchain systems with strong leadership to deliver enterprise-grade products for global markets. Key Responsibilities: * Lead and mentor a cross-functional team of blockchain engineers, smart contract developers, and backend/frontend developers. * Define the engineering roadmap for blockchain infrastructure, tokenization platforms, and digital asset services. * Oversee design, architecture, and implementation of blockchain-based solutions, ensuring security, scalability, and compliance with applicable regulations. * Collaborate with product, compliance, and operations teams to define technical requirements. * Evaluate and integrate blockchain protocols (Ethereum, Polygon, Hyperledger, Canton, etc.) based on product needs. * Manage the release lifecycle, CI/CD pipelines, and production reliability. * Implement and enforce best practices for code quality, testing, and security. * Stay ahead of industry trends, emerging standards, and evolving regulatory frameworks in digital assets. Required Qualifications * Bachelor's or Master's degree in Computer Science, Engineering, or equivalent experience. * 10+ years of software engineering experience, with at least 3+ years in blockchain and tokenization. * 5+ years in an engineering leadership role managing distributed teams. * Strong knowledge of blockchain architecture, consensus algorithms, smart contracts, and cryptographic primitives. * Experience with Solidity, Rust, Go, or similar languages for blockchain development. * Familiarity with custodial and non-custodial wallet infrastructure, key management, and secure signing. * Understanding of token standards (ERC-20, ERC-721, ERC-1400, etc.) and on/off-chain settlement workflows. * Proven track record of delivering enterprise-grade software systems at scale. Preferred * Experience in regulated financial services or fintech. * Knowledge of DvP (Delivery versus Payment) and tokenized securities workflows. * Experience with cloud infrastructure (AWS, GCP, Azure) and DevOps tools. 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 $195,000 and $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).
    $195k-275k yearly Auto-Apply 60d+ ago
  • 2026 Consumer & Community Banking Risk Modeling Associate Program - Summer Internship

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    JobID: 210659548 JobSchedule: Full time JobShift: Base Pay/Salary: Palo Alto,CA $135,000.00-$155,000.00 Our AI and Data Science teams combine data science, research, and industry expertise to develop innovative solutions for complex financial challenges. By leveraging technologies like AI, block chain, big data, machine learning, and robotics, we enhance customer and client experiences and drive impactful, real-world applications in a collaborative, entrepreneurial environment. As a Summer Intern within the Consumer and Community Banking (CCB) Risk Modeling teams, you will build advanced solutions in areas such as credit decision, fraud detection, and loan loss reserve. Throughout the internship program, your professional growth and development will be nurtured through project work aligned with your academic and professional interests, mentorship, and engaging speaker series with senior leaders. Successful completion of the program may lead to full-time employment offers. Job Responsibilities * Explore cutting-edge research in partnership with leading academic institutions, applying the latest Machine Learning techniques or Data Science Theories to CCB's unique data assets * Collaborate with stakeholders to drive model-driven transformation across business * Focus on Deep Learning, Reinforcement Learning, Natural Language Processing, Speech/Voice Analytics, Time Series, Computer Vision, Cryptography, and Interpretability, and Ethics and Fairness of AI * Follow the protocol and procedures when dealing with sensitive data, and firm's policy and guideline when interacting with control and governance bodies * Work with other team members in a collaborative and inclusive manner Required qualifications, capabilities and skills * Enrolled in a Ph.D. or 2-year Master's degree program in math, science, engineering, computer science or other quantitative fields with an expected graduation date of December 2026 through August 2027 * Knowledge of machine learning / data science theory, techniques and tools * Knowledge and proficiency in Python * Excellent analytical, quantitative and problem-solving skills and demonstrated research ability * Strong communication skills and the ability to present findings to a non-technical audience Preferred qualifications, capabilities and skills * Experience with modern machine learning tools such as PyTorch and XGBoost * Experience with data tools such as Hadoop, PySpark and SQL * Experience with Java, C++, C#, Rust an additional bonus * Knowledge in Reinforcement, Meta, Graph or Transfer learning * Knowledge in newer deep learning architecture such as Transformer or Mamba * Knowledge in advanced mathematics arising in financial modeling such as Probability Theory, Monte-Carlo Simulation, Markov Chain and Econometric Theories We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
    $135k-155k yearly Auto-Apply 39d ago
  • 2026 Technology Summer Analyst Program (Menlo Park)

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    Summer Analysts join us for 10 weeks and are recruited and placed into a specific development, engineering or business & data analytics team. These programs are designed to offer a real-world, project-based experience of what it's like to be a technologist for a top financial Firm. Summer Program: Summer Analysts will participate in an induction day that provides an overview of the Firm, followed by direct placement into their teams. In addition to working on a live project, program highlights include senior management networking events, technical demonstrations, team-building opportunities and participation in the Firm's community service initiatives. Role and Responsibilities: Development Teams: Our development teams design, develop and maintain applications used by our business units. Daily activities include: meeting with clients to gather and analyze requirements. They make system design decisions, evaluating, integrating and developing necessary software, and then test and deploy applications to production. Developing high-performing, low-latency electronic trading systems, and evolving complex workflows and life-cycle management capabilities are just some of the projects available for developers. Enterprise Engineering Teams: Our platform-facing teams develop cutting-edge systems to run our business. Our engineers provide tools, applications and platforms such as the Firm's networks, computing hardware, operating systems and databases for the Firm's trading applications, mobile applications and other end-user applications. Engineering the Firm's websites, managing the Windows plant and developing a client reporting delivery system are some of the projects available for enterprise engineers in our organizations. Business & Data Analytics Teams: Our business & data analysts play a key role engaging with our business units to analyze, capture, and validate requirements with technology teams in order to solve business challenges in an agile fashion. Business & data analysts provide technical, data analytics, data science, and process excellence skills to support up-front product and data analysis as well as end-to-end solution development. Qualifications and Skills: * Minimum cumulative GPA of 3.0/4.0 * Excellent problem-solving, communication, teamwork, and analytical skills * 0-1 years of professional experience in Technology or related field * Experience in the financial services sector not required For Development/Enterprise Engineering: * Studying towards a bachelor's or master's degree in computer science, Computer Engineering, Electrical Engineering, Mathematics, Physics, Software Engineering or other related technical major, and will graduate between December 2026 and June 2029 * Superior technical skills, including a strong understanding of Linux /Unix and Windows, competency in at least one programming language (e.g., C, C++, Java or C#) * Experience in object-oriented development, good comprehension of data structures, algorithms and complexity theory, strong database and scripting skills For Business & Data Analytics: * Studying towards a bachelor's or master's degree in Business, Economics, Computer Science, Engineering or other related major, and will graduate between December 2026 and June 2029 * Keen interest in the financial services industry, along with documenting IT solution requirements (business, functional and/or technical), and strong technical knowledge Expected base pay rate(s) for the role will be between $70,000 and $110,000 per year at the commencement of employment. However, base pay is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Morgan Stanley sponsored benefit programs. Job Level Summer Analyst Program Summer Analyst
    $70k-110k yearly Auto-Apply 4d ago
  • Senior iOS Developer, Director, P3

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    Senior iOS App Developer - Wealth Management Technology Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community. MS Wealth Management (MSWM) Technology Morgan Stanley Wealth Management (MSWM) Technology is the global technology department responsible for the design, development, delivery and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management (MSWM) business. The department is comprised of 10 organizations: Sales, Banking & Corporate-Client Technology, Investment Products & Markets Technology, Client Reporting, Core Processing, Private and International Wealth Management Technology, Technology Integration Office, Enterprise Infrastructure & Production Management, Capital Markets Application & Data Services, Deployment Planning & Release Management, and the Chief Operating Office. Department Profile Client Channels Technology is a dynamic and fast-paced area within the Firm's WM Technology Division. The charter of this department is to develop Client-facing Websites and Mobile Applications. Working as a member of this team, the candidate will be responsible for developing and supporting external client facing web and mobile applications in an open and collaborative environment. If you are an exceptional individual who is interested in working at the frontier of digital finance, this is the place for you. Position Description * We're hiring a senior iOS Developer in Menlo Park for our E*TRADE and Morgan Stanley Wealth Management App team--a collaborative group of folks that value craftsmanship and curiosity. This position is on-site in our Menlo Park office (minimum of 3 days a week). We're not looking for someone who just knows how to build screens. We're looking for an engineer who understands why things work the way they do -- someone who can reason about performance, architecture, and the nuances of Apple's frameworks like a true craftsman. What You'll Do * Architect and build robust, scalable iOS applications using Swift and SwiftUI * Write clean, testable, maintainable code with a strong emphasis on performance and reliability * Dive deep into Apple APIs -- from LocalAuthentication to CommonCrypto -- and use them to solve real-world problems elegantly * Optimize performance using profiling tools, concurrency strategies, and thoughtful design * Mentor other developers and help shape the technical culture of our Menlo Park office * Use AI tools to accelerate development, not replace it, freeing up time for deeper thinking and more impactful work What We're Looking For * Strong CS fundamentals: You understand memory management, data structures, algorithms, and concurrency, and you know when to apply them * Deep iOS expertise: You've built and shipped complex apps, and you know the ins and outs of UIKit, SwiftUI, and the broader Apple ecosystem * Architectural thinking: You can design modular, testable systems and have opinions about MVC, MVVM, and beyond * Curiosity and craftsmanship: You care about how things are built, not just what gets built * Ecosystem fluency: You've worked with CI/CD, app signing, provisioning, Instruments, and understand the full lifecycle of an iOS app * Clear communicator: You can walk through your own code and explain your decisions. You're comfortable saying "I don't know" and having a relaxed, technical conversation * Collaborative mindset: You're thoughtful, curious, and easy to work with -- we try to keep it not so fussy * AI maturity: You use AI tools to enhance your workflow -- not to substitute for foundational knowledge How We Interview In our phone screen, you'll walk us through three examples from your own code: * Swift Language: We're looking for depth -- concurrency, generics, protocol design -- not just syntax * Apple APIs & Frameworks: Show us how you've used UIKit, SwiftUI, or lesser-known frameworks like AuthenticationServices or WebKit * Apple Ecosystem: Talk about your experience with CI/CD, Xcode, performance tuning, app signing, crash analysis, or architecture decisions We're not looking for perfection -- we're looking for engineers who think deeply, communicate clearly, and care about the craft of iOS development. This is a full-time position. The candidate must work on-site, a minimum of 3 days a week. Vacation policy is flexible with advance notice. Additional Required Skills: * Strong written and verbal communication skills in English. * BA/BS in Computer Science or related field, or equivalent practical experience. Additional Desired Skills * Experience developing APIs. * Awareness of Android app development. * Strong user experience skills. 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).
    $127k-161k yearly est. Auto-Apply 21d ago
  • Part Time Associate Banker Oakland East Shore (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Oakland, CA job

    JobID: 210629013 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Oakland,CA $25.00-$30.48 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. 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.
    $27k-51k yearly est. Auto-Apply 20d ago
  • Market Manager

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Palo Alto, CA

    The primary focus of the role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: Accountable for the Branch's sales performance and financial performance as well as other assigned branches. Proactive involvement in lateral and trainee recruiting and development. Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) Other licenses as required for role or by management Skills Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Branch level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Direct: Market Executive Direct Reports: Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. *All candidates should verify that they meet the minimum eligibility requirements prior to applying. Expected base pay rates for the role will be between $190,000 - $200,000 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. 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 $190,000 - $200,000 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).
    $190k-200k yearly Auto-Apply 60d+ ago
  • Business Development Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Palo Alto, CA

    The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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 $68k and $120k 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).
    $68k-120k yearly Auto-Apply 60d+ ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Mateo, CA

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 60d+ ago
  • Investment Banking Technology M&A Vice President - Menlo Park, CA (Silicon Valley)

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    Pop quiz : Situation: Buyer (your client) and seller (counterparty) have a handshake agreement on transaction price (cash) and other deal terms previously agreed. You are discussing a handful of remaining items with your client CEO when the buyer CEO calls you to say that they just landed a substantial new customer contract that significantly increases the value of their company (the terms of which will take several weeks to complete), and they simply can't proceed with the agreed deal given the new development. Question: What do you say to the counterparty's CEO? What options should your client consider for responding? What factors will influence your recommendation to your client? *** Morgan Stanley's Global Technology Group is looking for the most curious, creative and driven bankers to join our Technology M&A team in our Menlo Park office, in the heart of Silicon Valley. Morgan Stanley helps clients realize differentiated outcomes on the largest, most complex and challenging M&A assignments. In the last year, our group has advised on industry-defining transactions including: Wiz's $32Bn Sale to Google $113Bn Combination of xAI and X Intel's $9Bn Carve-out Sale of 51% of Altera to Silver Lake Clearlake's $5.3Bn Acquisition of ModMed Just Eat's $4.6Bn Sale to Prosus AMD's $3bn Divestiture of ZT Systems Data Center Infra. Mfg. Business to Sanmina Rocket's $1.75Bn Acquisition of Redfin CoreWeave's $1.7bn Acquisition of Weights & Biases Couchbase's $1.5Bn Sale to Haveli With the explosive impact of AI redefining sectors across the global economy, we see the pace of change in Technology rapidly accelerating, spurring an accelerating pace of deals of all types. We are in turn building out our team to lead the way in guiding clients through this wildly dynamic environment. Our clients look to us to guide them through a range of the most critical situations they face, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, leveraged buyouts, unsolicited overtures and generally evaluating the company's strategic alternatives. In other words, we advise clients on some of the most important decisions they make. In this context, often facing the highest of stakes, our Vice Presidents play a pivotal role on our teams, planning and overseeing day-to-day project execution while engaging extensively with our clients and colleagues to deliver the best outcomes. We are looking for candidates that can break down complex situations, synthesize inputs from clients and colleagues, formulate strategies and workplans, mobilize teams, make adjustments on the fly, and ultimately to deliver successful outcomes for our clients. If you want to be part of our team, helping companies as they face their most challenging and transformative decisions, please apply here. Qualifications: 3-6+ years of investment banking experience Experience with a variety of M&A deals: Company sales, acquisitions, strategic alternatives reviews Involving both public and private companies Strong analytical, written and verbal communication skills Ability to work collaboratively in fast-paced, team-oriented environment, under tight deadlines Series licensing required or must be obtained Bachelor's degree required; MBA or CFA designation a bonus Experience working with technology companies a bonus Submission: Resume, ideally including notable deal experience Optional cover letter, including a short explanation of why you think our group is right for you Optional response to the Pop Quiz outlined above 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).
    $275k yearly Auto-Apply 49d ago
  • Lead Software Engineer - Director

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    Description - External At Morgan Stanley, we advise, originate trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. 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. This is a Director position in the Core Brokerage technology team. Candidate will be responsible for design and development of software components for high performance online trading systems and applications, with primary focus on order vetting/management and trade processing systems and applications. Candidate will need to have high energy and be highly motivated and must have demonstrated success in a fast paced environment. RESPONSIBILITIES In this role, you will: Engage in technical discussions; participate in technical designs and present technical ideas through white boarding Work closely with your peers and keep engaging in a fast pace technical design and development team Execute in a fast-paced delivery mode and focus in delivering tasks to meet the product release goal Maintain code quality through best practices, unit testing and code quality automation Understand whole product, its modules and the interrelationship between them while being an expert in the assigned component or module Help in designing interfaces and information exchange between modules Possess advanced domain knowledge and show great customer focus. Expert in processes / methodologies and Skilled in build, release & deployment processes Articulate the need for scalability and understand the importance of improving quality through testing. Be an expert in writing code that meets standards and delivers the desired functionality using the technology selected for the project REQUIREMENTS MUST HAVE EXPERIENCE 7+ years of Software Design and Development Experience on Windows/Linux/Unix platform Strong Java, Python, C / C++, Go-Lang, Perl, SQL, and Shell scripting Strong Skills and experience in relational database (Sybase, Oracle, PostgreSQL etc.) Strong DevOps expertise - Docker/PodMan, Kubernetes, CI/CD, Helm Strong Design Skills Strong skills and experience in working with high-volume highly scalable transaction processing systems Strong Analytical Skills with ability to understand and develop complex algorithms. Must have experience working with IT development methodologies throughout the Software Development Cycle (SDLC) Working knowledge of object-oriented analysis and development methodology Experience with performance testing and tuning distributed applications Ability to work with the business community and be able to articulate technical solutions/challenges to the business and worth with them to come to resolution Strong communications skills (written, verbal, and presentation) Must be a quick learner, a team player, and have the ability to work independently Commitment to excellence and high standards Strong interpersonal skills Ability to understand and follow written and verbal instructions Ability to deal effectively with a diversity of individuals at all organizational levels Good judgment with the ability to make timely and sound decisions Creative, flexible, and innovative team player Acute attention to detail DESIRED EXPERIENCE Experience in financial domain is a plus Experience on order and trade handling systems is a plus Strong hands on experience with microservices architecture. Proficiency in development of real-time distributed software systems desired EDUCATION, CERTIFICATION, TRAINING Bachelor of Engineering in Computer Science, Masters in Computer Science is a Plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - 165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 60d+ ago
  • Investment Consultant

    Morgan Stanley 4.6company rating

    Morgan Stanley job in San Francisco, CA

    The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: • Advise clients in accordance with the Team's agreed upon strategy • Analyze investment opportunities and client needs, and recommend appropriate strategies • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management • Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed • Comply with all industry rules and regulations • Additional tasks as needed EDUCATION AND/OR EXPERIENCE • Minimum of bachelor's degree or comparable professional certification required • Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required •Product and state licenses must be in parallel to Financial Advisors on the Team • At least 5 year(s) of business experience and proven success in a previous career • Minimum of 5 years FINRA Registration preferred KNOWLEDGE/SKILLS • Extensive knowledge around financial industry and product knowledge • Ability to communicate effectively with co-workers and clients • Excellent written and oral communication skills • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Branch Manager or Associate Market Manager 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 $68,000 - $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).
    $68k-135k yearly Auto-Apply 60d+ ago
  • Engineering Manager (Blockchain & Tokenization) - Vice President

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide 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. Department Profile Middle Office is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for Core Brokerage, one of the strategic growth areas of the Firm. Middle office is a core foundation for Morgan Stanley. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances, and risk management on all digital channels. It also provides the capabilities for Morgan Stanley B2B stock plan business to manage participants lifecycle. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Middle office is the place for you. Position Description We are seeking an experienced Engineering Manager to lead our blockchain engineering team focused on building scalable, secure, and regulatory-compliant solutions for digital assets, tokenization, and decentralized finance (DeFi). This role combines deep technical expertise in blockchain systems with strong leadership to deliver enterprise-grade products for global markets. Key Responsibilities: * Lead and mentor a cross-functional team of blockchain engineers, smart contract developers, and backend/frontend developers. * Define the engineering roadmap for blockchain infrastructure, tokenization platforms, and digital asset services. * Oversee design, architecture, and implementation of blockchain-based solutions, ensuring security, scalability, and compliance with applicable regulations. * Collaborate with product, compliance, and operations teams to define technical requirements. * Evaluate and integrate blockchain protocols (Ethereum, Polygon, Hyperledger, Canton, etc.) based on product needs. * Manage the release lifecycle, CI/CD pipelines, and production reliability. * Implement and enforce best practices for code quality, testing, and security. * Stay ahead of industry trends, emerging standards, and evolving regulatory frameworks in digital assets. Required Qualifications * Bachelor's or Master's degree in Computer Science, Engineering, or equivalent experience. * 7+ years of software engineering experience, with at least 3+ years in blockchain and tokenization. * 5+ years in an engineering leadership role managing distributed teams. * Strong knowledge of blockchain architecture, consensus algorithms, smart contracts, and cryptographic primitives. * Experience with Solidity, Rust, Go, or similar languages for blockchain development. * Familiarity with custodial and non-custodial wallet infrastructure, key management, and secure signing. * Understanding of token standards (ERC-20, ERC-721, ERC-1400, etc.) and on/off-chain settlement workflows. * Proven track record of delivering enterprise-grade software systems at scale. Preferred * Experience in regulated financial services or fintech. * Knowledge of DvP (Delivery versus Payment) and tokenized securities workflows. * Experience with cloud infrastructure (AWS, GCP, Azure) and DevOps tools. * Experience with Web3 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 $150,000 and $200,000 per year for Vice President 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).
    $150k-200k yearly Auto-Apply 30d ago
  • Software Engineer

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    We are looking for a Software Engineer in our architecture group, who will perform significant software development to advance our core capabilities. As a member of the team, the candidate will contribute to our strategic development initiatives as well as carry out various operational duties for existing in-house server side frameworks. What you'll do in the role: * Acquire deep knowledge of application development frameworks developed by the team to handle support requests without any guidance. * Be responsible for timely and quality delivery of assigned job spanning multiple tiers/modules. * Tactically execute a well-defined, but complex problem by subdividing into multiple simple tasks. * Implement code with most efficient algorithms and data structures. * Realize resilient and high-performing software component by utilizing concurrency. * Help the team to create training material and design documents, when needed. * Collaborate within cross-functional Scrum/Kanban team. * Frequently Interact with external support teams to resolve technical hurdles. * Share knowledge and opinions with rest of the group about your area of expertise by means of creative diagram/presentation. * Fully understand the significance of established processes and follow them faithfully. * Support E*TRADE's commitment to audit and compliance. What you'll bring to the role: * At least 3-5 years of software development experience. * Solid computer science fundamentals. * Advanced knowledge of Java. Preferred qualifications: * Good grasp of design patterns. * Knowledge of J2EE. * Some experience with Tomcat and Linux. * Basic knowledge of SQL/relational database. * Familiarity with any of these is a bonus: Spring Framework, GIT, Maven. * Hands-on knowledge of latest Spring Cloud libraries is major plus. * Familiarity of agile SDLC is a significant bonus. * Experience in financial domain is a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $150,000 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).
    $90k-150k yearly Auto-Apply 21d ago
  • Technology Investment Banking - Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Menlo Park, CA

    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).
    $275k yearly Auto-Apply 28d ago

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