Morgan Stanley jobs in Sandy, UT

Manager, Client Success Role: The Manager for Client Success is responsible for managing a team of Client Success Managers. They are responsible for providing strong leadership to the team, as well as taking responsibility for management-related items such as development, performance management, recruitment, team building, and involvement in escalated issues as necessary. Manager, Client Success Responsibilities: * Manages Client Success Managers with respect to client interaction, communication tactics and processes. Supports Client Success Managers in their roles through understanding and facilitating client needs, and gaining knowledge in Morgan Stanley at Work's equity administration platforms * Facilitates the recruiting, training, and performance management and development of Client Success Managers * Evaluating internal and external client processes for greater efficiency and scalability, making recommendations and changes as needed * Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability * Supports the Client Success Management team during client escalations as required * Assists with internal team communications and education, as needed * Ensures client relationships with respect to account administration for the client base are intact and proactively cultivated, ensuring client satisfaction levels with respect to the client base are maintained and increased appropriately Manager, Client Success Qualifications: * Bachelor's degree in business, commerce or related field is preferred or equivalent experience. High School diploma or equivalent required * Demonstrated success with managing a team of direct reports and actively cultivating employee development * Certified Equity Professional (CEP) preferred * Relevant industry (technology/financial services/equity compensation) experience considered an asset * Experience managing and measuring client satisfaction levels and ongoing initiatives, including identifying opportunities for improvement in tools and processes * Exposure to or experience with Morgan Stanley at Work's equity administration platforms and/or other stock plan administration systems would be an asset * Proven ability to effectively communicate, build relationships, manage, and lead a diverse range of personalities and roles both internally and externally * Ability to problem solve, design, and implement new procedures, and train staff * Demonstrated ability to manage, multi-task, prioritize and maintain multiple projects, tasks, clients, and activities with changing priorities * Demonstrated excellence in customer service, including proven ability to become a "trusted advisor" with senior members of client organizations * Excellent written and oral communication and presentation skills, particularly in conversation with executive-level decision makers * Proven, superior problem-solving skills and abilities, including the ability to make sound decisions and find viable solutions under tight timelines and in ambiguous circumstances * Project management experience would be an asset; formal Project Management education is not a requirement * Demonstrated success with explaining complex issues or topics to non-expert team members & customers * Fluency in spoken and written English is a must; fluency in other languages considered an asset While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Salary Range\: $20.00 to $35.82 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role: Accounts Payable Automation provides a suite of B2B payment solutions to support the needs of all commercial client segments, from Small Businesses to Large and Global clients. The AP Automation Servicing Team provides premier servicing for a variety of B2B customers including Buyers, Suppliers and Internal AXP Account Representatives. This is an exciting opportunity to become part of this growing business where you will learn about B2B products and partner solutions. In this role you will be responsible for handling customer service inquiries and issues, via telephone and email channels, in addition making outbound calls and supporting backend processes. Deliver superior and efficient customer service in a fast-paced and dynamic environment. Support and resolve a variety of customer inquiries pertaining to AP Automation partner platforms and payment types (e.g., virtual/token, ACH, and check payments). Service inbound customer calls and email inquiries to identify and deliver the appropriate resolution to the customer's inquiry or issue. Make outbound calls to gather additional information as needed to complete enrollments, profile changes, outstanding payments, and/or other transactions that require proactive customer communication. Perform various back-office tasks as needed. Interact with internal partners within Corporate Card Servicing, Merchant Servicing and Technologies. Document and track case and account information according to established policies and procedures. Internal partners within Corporate Card Servicing, Merchant Servicing and Technologies. Minimum Qualifications: 1+ year proven analytical and decision-making skills. 1+ year of Customer Service/Client Services experience. Knowledge of VPayment or Digital Payments.

JobID: 210681970 JobSchedule: Full time JobShift: : 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 a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities * Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. * Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. * Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. * Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. * Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. * Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. * Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills * You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. * You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. * You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. * You have a strong passion for educating the branch team and partners, helping them stay connected and informed. * You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. * You have 1+ years of retail banking experience. * You have a high school degree, GED, or foreign equivalent. * You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills * You have 6+ months of Associate Banker (Teller) experience. * You have a college degree or military equivalent. Training and Travel Requirement * You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. * You'll need to be able to travel as required for in-person training and meetings.

JobID: 210574938 JobSchedule: Full time JobShift: Day : Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The GCS U.S. Large Enterprises Client Group manages strategic commercial services relationships with clients, including many multi-national organizations. This Client Manager, U.S. Large Enterprises, is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio of approximately 10 clients. **Role Responsibilities:** + Serve as payments expert to proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to drive spend expansion/growth. + Lead development of proposals and pricing for client renewals and expansion, negotiate client contracts, and oversee implementation of solutions. + Engage, develop, and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Minimum of 5 years prior strategic relationship management and/or sales experience. + Must possess a sense of urgency and deep resilience to drive results and win. + Experience with managing complex and challenging clients. + Proven relationship management skills demonstrating a comfort and effectiveness in establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through the sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Effective oral and written communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment. + Experience working in Media & Entertainment, Business Services, Financial Services, or Food & Beverage verticals preferred. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25021831

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. From building next-generation apps and microservices to using AI to help protect our franchise and customers from fraud, you could be doing ambitious work that brings our iconic, global brand into the future. As a part of our tech team, we could work together to bring ground-breaking and diverse ideas to life that power our digital systems, services, products and platforms. If you love to work with APIs, contribute to open source, or use the newest technologies, we'll support you with an open environment and learning culture. **Don't Just Build Tech. Change Tech** Become part of a dynamic and growing team within the Global Risk and Compliance Technology organization at American Express. The successful candidate will be part of an organization responsible for reshaping our Company's Integrated Risk Management (IRM) program. We are crafting scalable and efficient ServiceNow platform capabilities to enable our colleagues to build reliable and high-quality Risk Management modules to meet business needs. You will bring your ServiceNow platform & development experience to build and implement innovative capabilities to drive DevOps processes across our ServiceNow teams, including automated deployment and testing, code/configuration quality & test coverage, and other cross-platform capabilities. You will be a critical member of this hands-on team responsible for ensuring the platform is stable, secure, and operating efficiently. This role will support our other IRM teams, while also managing core ServiceNow administrative functions, upgrades, cloning, and integrations. **Key Responsibilities** **Day-to-Day Platform Administration:** + Manage users, groups, roles, ACLs, and other platform configurations. + Monitor for and Address platform performance issues. + Maintain scheduled jobs and resolve issues as needed. + Update and maintain data taxonomies and libraries as needed. + Debug issues and implement fixes across IRM and core ServiceNow modules. **Platform & DevOps Enablement:** + Provide Technical Leadership and Innovative Thinking to implement a world-class set of platform capabilities. + Implement platform solutions to enable adoption of DevOps principles. + Implement platform monitoring solutions to ensure high availability and performance of Production and non-Production environments. + Architect/Build custom solutions to solve for complex and critical platform needs not addressed by out of the box ServiceNow offerings. + Architect/Configure/Support integrations with external systems (e.g., GRC tools, vendor platforms). **Upgrades & Enhancements:** + Plan, test, and implement ServiceNow platform upgrades and IRM module releases. + Ensure customizations remain functional post-upgrade. + Test and Apply patches and hotfixes as needed. **End-User Support:** + Provide day-to-day user support and resolve tickets related to ServiceNow IRM. + Maintain documentation, knowledge articles, and configuration guides. **Qualifications:** + Bachelor's degree in Information Technology, Computer Science, or related field (or equivalent work experience). + ServiceNow Certified Application Developer (CAD) & Certified System Administrator (CSA) certification. + 3 years of Service Now Administration and Development Experience. + Solid experience with **IRM/GRC modules** (Policy & Compliance, Risk, and/or Audit). + Proficiency in **JavaScript, Glide scripting, Flow Designer, and ServiceNow Studio** . + Experience with **ServiceNow upgrades, instance cloning, and system maintenance** . **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-North Carolina-Amex - for internal use only, US-Utah-Sandy, US-New York-New York **Schedule** Full-time **Req ID:** 25019132

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. General Counsel's Organization: Where great legal minds influence global business strategy. As a member of the Global Technology, Cybersecurity, Procurement and Real Estate Law Group of the General Counsel's Organization, the Director & Counsel - Third Party Risk Management will provide legal support to business and legal colleagues related to third party risk management legal issues around the world. Role & Responsibilities: Collaborate with colleagues around the world on third party risk management. * Provide legal support and strategic advice related to third party risk management, including to the third-party risk management program, the enterprise risk management oversight team, and compliance and audit functions. * Advise on global third-party risk management and outsourcing regulatory requirements. * Monitor and advise on global emerging outsourcing, cloud computing and third party risk management regulatory requirements and trends. * Support lobbying efforts related to proposed outsourcing and third party risk legislation. * Assist in the development of American Express strategy and policies related to third party risk management, including strategy for managing non-traditional relationships, affiliates, joint ventures, and FinTechs. * Support the third party risk management team activities associated with venture capital investments, mergers, acquisitions, divestitures, joint ventures, and other similar corporate transactions. * Prepare and support the delivery of internal training on third party risk issues. * Build positive working relationships across the legal department, business and third party risk teams and build relationships with external industry and trade groups. * Implement and improve methods for legal knowledge management within the team. Minimum Qualifications: * J.D. with eligibility to practice law in New York, Georgia, Florida, or Washington D.C. * 5+ years of work experience involving third party risk management issues in a law firm and/or in-house corporate legal environment * Experience with laws governing financial institution third party risk management, including the Gramm-Leach-Bliley Act, OCC Third Party Risk Management Guidance, and EBA Guidelines on Outsourcing Arrangements * Experience drafting and negotiating commercial contracts Preferred Qualifications * Strong interest and/or experience in third party lifecycle management and emerging technology * Strong analytical and problem-solving skills * Ability to communicate complex issues clearly and persuasively * Demonstrated experience in gaining credibility, managing expectations, and developing strong working relationships with legal colleagues and clients Salary Range: $170,000.00 to $255,000.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement. Role Responsibilities: Actively develop the team to deliver a high-quality client experience Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals Educate the team on changes in policies and procedures Stay current with new products and services Handle and resolve client escalations independently Assist Priority RMs with daily tasks and pipeline management Minimum Qualifications: Required Education: Bachelor's Degree preferred Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration Minimum Years of Experience: 1+ years Preferred Skills: Series 9/10 licenses & Trader Certification preferred Possesses strong business development and marketing skills, with a drive to consistently achieve top results Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools Highly collaborative in a team-oriented environment Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment Proven track record in handling and resolving complex client issues Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters Demonstrates self-confidence and the ability to maintain composure in difficult situations Ability to work independently Proficient in MS Word, Excel, PowerPoint, and Salesforce WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: * Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team * Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements * Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output * Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role: * Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision * Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * At least 2 years' relevant experience would generally be expected to find the skills required for this role 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 $48,000 and $78,000 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).

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. American Express' Global Financial Crimes Compliance (GFCC) team is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide AML function. GFCC is part of the broader Global Risk & Compliance organization. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express' Global Financial Crimes Compliance (GFCC) team is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide AML function. GFCC is part of the broader Global Risk & Compliance organization. The GFCC Risk Management Team is responsible for risk management and program health monitoring, and facilitates alignment across GFCC and broader stakeholder teams in managing and overseeing the financial crimes compliance programs that it owns, which include GFCC metrics and reporting, risk and control self-assessments ("RCSAs"), the Customer Risk Rating ("CRR"), Money Laundering Risk Assessment ("MLRA"), and business ownership of the platform capabilities that support the CRR and Enhanced Due Diligence ("EDD") programs. Role of Manager, GFCC Reporting Team As GFCC embarks on a modernization journey to enhance its platform capabilities, as enterprise risk management frameworks continue to evolve, and as the expectations of our regulators continue to grow, we need to ensure that our Financial Crimes Program continues to be efficient, effective, and transparent globally. The successful candidate will be responsible for developing reports, performance metrics, and risk metrics for the Financial Crimes Program and uplifting related reporting capabilities. Reporting to the Director of GFCC Reporting & Controls, the successful candidate will play a strategically important role by partnering with all GFCC process owners, product, and technology teams to provide visibility and oversight over critical operational processes. They will help to prepare key reports, deliver related automation enhancements, and uplift and expand reporting capabilities by driving data and technology enhancements. Responsibilities * Manage the development, preparation, and validation of key financial crimes reports and metrics for internal and external stakeholders, including senior management, committees, regulators, etc. * Engage with stakeholders to continually evaluate reporting needs, promote GFCC reporting, and facilitate engagement and usage. * Perform assessments to evaluate and mitigate impacts to existing reports stemming from platform modernization, technology and process changes. * Streamline and automate manual reporting processes, and collaborate with technology and product teams within American Express to drive new and enhanced reporting requirements. * Conduct data analysis, issue resolution, and ad-hoc data pulls for audit and exam responses. * Manage projects in support of the broader program, as needed. Qualifications * 5+ years of work experience in reporting, analytics, or data management, preferably within a compliance, control management, or risk management organization. * Expert MS Excel skills (e.g., Pivot tables, Macros, Power Query) and/or demonstrated experience using data visualization tools such as PowerBI, Tableau, or MicroStrategy is required. * Demonstrated expertise in data management, including data collection, organization, validation, and maintenance to ensure accuracy, consistency, and accessibility across systems and platforms. * Proficiency in SQL and/or other data querying languages is preferred, with the ability to design, review, and optimize complex queries to extract, analyze, and validate large datasets in support of strategic decision-making. * Excellent communication skills, both written and verbal, with proven ability to translate findings into impactful reports, visuals, communications and presentations to senior management, committees, regulators, etc. * Exceptional attention to detail and organizational skills. * Decisive self-starter with a high degree of accountability, solution-focused and able to successfully balance multiple priorities over both the short and long term in a deadline-intensive environment. * Proven ability to collaborate closely with multiple stakeholders to ensure effective delivery of initiatives * Ability to initiate and drive projects to completion, navigate ambiguity and proactively anticipate and address challenges. * Strong management, collaboration, organizational, and interpersonal skills with ability to motivate and engage team-members and stakeholders. * Proven to have a global mindset; able to work well across time zones and work cultures. * A working knowledge of a Financial Crimes program would be beneficial, although not essential. * Bachelor's degree required. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions

We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, Non-Qualified Deferred Compensation and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. Data Architect Migration Specialist role: The Data Architect Migration Specialist will play a pivotal role in the Global Onboarding Core Platform Transformation organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks). Reporting to a Data Solutions Manager, the Data Architect Migration Specialist ensures efficient and accurate execution of various projects (dependent on team services): integration, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require rapid understanding of each client's equity compensation plans to provide best-in-class services while on assignment. The ideal candidate is technically proficient and possesses strong project management, advanced data analytical and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Migration Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction. Stock Plan Data Migration Specialist Responsibilities The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization. * Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor's platform into Morgan Stanley's equity administration platforms * Lead assigned projects, ensuring timely completion of project deliverables * Build and maintain strong client relationships through positive interactions during project engagements * Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects * Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues * Perform data analysis and complex reconciliations of data throughout the project lifecycle Qualifications * Bachelor's degree required in business/finance or technology, computer science or related computer science experience is preferred * 3+ years of experience in data management within business consulting or equity compensation administration * Strong preference for expertise and hands-on experience with advanced ETL technologies, Robotics Process Automation, UiPath, Generative AI, Python, Dataiku or other database management software * Ability to proactively identify potential risks and issues, and develop effective solutions * Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, multitask and adapt to constantly changing priorities * Working knowledge of equity-related accounting, tax, and legal concepts, both in the US and globally, is strongly preferred * Proven success in developing innovative solutions to complex client needs * Level 1 CEP certification is preferred but not required Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At American Express, our culture is built on a 175-year history of innovation, shared At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express's Global Financial Crimes Surveillance Unit (GFCSU) and the US Investigations Unit (USIU), within Global Financial Crimes Compliance (GFCC), in partnership provide end-to-end support and oversight of global financial crimes investigations. In conjunction with GFCC partners, the GFCSU and USIU develop and implement automated transaction monitoring rules, reports, and other processes designed to identify activity potentially indicative of criminal behavior. The GFCSU and USIU also investigate potentially suspicious financial activity and, when appropriate, file suspicious activity reports (SARs) with the Financial Crimes Enforcement Network (FinCEN), which is part of the U.S. Department of the Treasury, and/or refers matters to internal compliance partners for review and reporting globally. In addition, the GFCSU and USIU manage risk associated with politically exposed persons and persons and entities on core sanctions and risk lists through regular screening, and manage risk associated with improper payments that could be indicative of bribery, corruption, or other illicit activity by reviewing internal American Express payments and expenditures. The GFCSU and USIU together perform a critical role in ensuring that American Express complies with all applicable laws and regulations, including the Bank Secrecy Act (BSA), the USA PATRIOT Act, and the Foreign Corrupt Practices Act, and provides law enforcement with key information for the investigation and prosecution of money laundering and terrorist financing, credit card fraud, identity theft, and other criminal activity. Team Introduction Join the GFCSU/USIU Procedures and Training team as a Training & Procedures Analyst supporting global anti-financial crime initiatives. This role focuses on enhancing investigative procedures and delivering high impact training and procedural guidance aligned with the global standards set for AML, Screening, Enhanced Due Diligence, and Sanctions standards. Job Responsibilities/Tasks: * Develop and maintain investigations-related procedures and training materials in alignment with internal and regulatory standards * Support and deliver training initiatives across virtual and in-person formats for colleagues across all global markets. * Collaborate with key stakeholders to identify and implement efficiencies in investigative workflows * Serve as a liaison for the Procedures and Training team to maintain awareness of operational training and procedural needs. * Partner with global and cross-functional teams to ensure consistent application of trained process and procedure. * Contribute to ongoing process improvement efforts and support the design of new or updated procedural and training frameworks * Maintain subject matter expertise of GFCSU/USIU Investigative process by periodically conducting end-to-end suspicious activity investigations and possible SAR filing. * Demonstrate flexibility in work schedule to accommodate global training needs across multiple time zones, including early morning, evening, or occasional weekend sessions as required. Minimum Qualifications: * 2+ years of work experience in a financial services institution or payment institution in any of the following areas is highly preferred: Anti-Money Laundering, Suspicious Activity Reporting, financial crime, enhanced due diligence, or law enforcement * Experience with collaborating, creating and/or delivering effective trainings with demonstrable results. * Willingness and ability to work a varying schedule to support training delivery in international markets. * Knowledge of criminal typologies associated with financial products and services * Ability to demonstrate strategic thinking, support innovation and change, introduce and champion new processes * Ability to handle sensitive information in a confidential and professional manner * Keen attention to detail, analytical and problem-solving skills, and effective communication skills * Proficient with all Microsoft Office suite, including Word, Excel, and PowerPoint Preferred Qualifications: * Understanding of current GFCSU/USIU Polices, Processes, and Procedures, as well as a fundamental understanding of AML-related laws and regulations * Demonstrated ability to influence, gain support, and reconcile differences amongst GFCSU/USIU colleagues * Keen attention to detail, analytical and problem-solving skills, and effective communication skills * A strong candidate will also be able to manage multiple tasks simultaneously; support a risk-based culture; effectively manage change and be proactive; and be a deadline-driven team player * CAMS certified or equivalent preferred Salary Range: $65,500.00 to $102,500.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Department Description: The Institutional Equity Division (IED) is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Firm's equity Sales & Trading operations provide liquidity, distribute content, and create product solutions to help our clients generate alpha. The Exotic Trading desk provides pricing and liquidity for equity exotic derivative products for clients across both retail (banks, distributors etc.) and institutions (Hedge Funds, Pension Funds, Insurance Companies etc.). Mandate includes a wide range of products and covers anything non-vanilla (swaps, structured notes, barriers, basket options, QIS, etc.) in OTC and securitized form. Quantitative Trading Assistant Institutional Equity Division - Salt Lake City About the Division The Institutional Equity Division (IED) is a global leader in the origination, distribution, and trading of equity, equity-linked, and equity-derivative securities. Our Sales & Trading teams provide liquidity, deliver market insights, and design innovative solutions to help clients achieve superior performance. Role Overview We are seeking a Quantitative Trading Assistant to support front-office equity derivatives trading. This role is critical in ensuring the accuracy and robustness of our pricing and risk models in real time. You will work closely with traders and strategists to maintain market parameters, troubleshoot issues, and optimize workflows in a fast-paced environment. Key Responsibilities Oversee real-time model calibration and market parameter maintenance. Monitor market data (volatility surfaces, dividends, borrow curves, yield curves) and resolve fit errors promptly. Troubleshoot exchange-related quote issues and ensure smooth trading operations. Validate new-name fits and manage corporate actions and basket compositions. Collaborate with traders, strats, and support teams to address live requests quickly and accurately. What We're Looking For Exceptional attention to detail and ability to work under pressure. Strong technical aptitude with experience in model calibration frameworks and script-driven workflows. Critical thinking skills to diagnose, escalate, and resolve complex issues. Excellent communication and collaboration skills across multiple teams. Familiarity with equity derivatives concepts (vol surfaces, dividends, borrow curves, forward pricing, yield curves). Prior experience in a front-office or quant-adjacent support role within equities or derivatives. Exposure to structured products, equity derivatives, or options market-making environments. Preferred Technical Background Mathematics: Linear algebra, multivariate regression, optimization techniques, PDEs, stochastic processes. Quantitative Finance: Option pricing (PDE, Monte Carlo), risk-neutral measures, volatility modeling. Programming: Proficiency in Python Why Join Us? This is an opportunity to work at the intersection of quantitative strategy and trading, where precision and speed drive success. You'll be part of a collaborative team that values innovation, problem-solving, and continuous learning. Position Description: - Assist in the execution and life cycle management of a variety of equity structured derivatives and exotic derivatives - Work closely with internal colleagues in trading, operations, and control functions - Manage operational queues and work to improve workflows to achieve a dual mandate of efficiency and accuracy Skills Required: - Extreme attention to detail - Ability to multitask and work under pressure - Critical thinking, ability to identify and solve weaknesses in existing workflows - Desire and intention to climb a steep learning curve for expertise in the exotic product space - Excellent communication skills and effectiveness working across teams - Previous experience and good understanding of derivatives or equity products would be an advantage WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

2026 Operations Full-Time Analyst Program (Sandy & South Jordan) The Operations Division at Morgan Stanley is the front line of defense for the Firm's financial and operational well-being and works closely with almost all departments in order to safeguard the Firm's reputation and franchise. Operations partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's institutional, retail, and asset management businesses - via supporting and settling daily transactions, devising and implementing effective controls, developing strong client relationships, and engaging with its business partners to enable development of new structures, businesses, and markets. Training Program: * Opportunities to join in July of each year depending on your graduation date * An entry-level opportunity to learn about the Financial Services Industry and develop necessary professional competencies to be successful within Operations * A Full-Time Analyst Training Program, which includes a Firm orientation, followed by financial, technical, and professional skills training * Opportunities to develop your professional network through seminars with senior management, social and networking events, and mentorship. Role and Responsibilities: * Collaborate across the various Ops teams to evaluate and reengineer processes to drive greater operational efficiency. * Partner with business units and technology to deliver exceptional service to our clients in the areas of trade capture, clearance and settlement, account opening, cash management, billing, tax reporting and fraud monitoring. * Partner with Technology to design, manage and implement business process changes to streamline processes, improve productivity and optimize operational efficiency. * Effectively identify and mitigate operational risk while ensuring continued compliance with global regulatory requirements * Establish and maintain effective client relationships in order to deliver world class operational services * Upon completion of training, analysts will be assigned to a team within Operations in accordance with business needs Qualifications and Skills: * Minimum cumulative GPA of 3.0 * Pursuing a Bachelor's degree and graduating between December 2025 and June 2026 * Excellent leadership, analytical, and communication skills * Team player who can work in a collaborative environment * Attention to detail, exercise sound judgment and can handle sensitive information with discretion * Strong time management and multitasking skills and can handle multiple responsibilities and projects with competing priorities and deadline * Problem solving skills and the ability to streamline processes in a fast-paced and dynamic environment * Positive, can-do attitude and willingness to get the job done * Proactive, motivated, and possess poise and self-confidence * All majors (disciplines) are encouraged to apply To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. Application Process & Deadline: (Sandy & South Jordan, UT) Applications will be reviewed on a rolling basis. Expected base pay rates for the role will be $55,000 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Job Level Full Time Analyst Program Full Time Analyst

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Overall responsibilities:** + Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients. + Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction. + Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented. + Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility. + Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs. + The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools. + The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success. + The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions. + The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions **Qualifications:** + Strong track record of identifying and closing complex B2B deals with proven results + Effective communication skills taking a consultative approach to service, sell, entrench and drive success + Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions + Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals + Strong interpersonal skills to identify and share best practices + Experienced at leading and executing on sales strategies, presentations and subsequent negotiations + Strong financial and analytical skills + Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling + Proven as tenacious, focused and results-oriented + Must be able to work in a virtual environment **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25021315

INTERNAL AUDIT In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the firm's compliance with laws and regulations and advising management on developing smart control solutions. Our group has unique insight on the financial industry, its products, and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes. WHAT WE LOOK FOR Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical tools to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment. YOUR IMPACT As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit: * Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk * Raise awareness of control risk * Assesses the firm's control culture and conduct risks * Monitors management's implementation of control measures Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses including Global Banking and Markets, Asset and Wealth Management, and Platform Solutions, and functions such as cyber-security, technology risk, and engineering. Digital Assets Audit Team: The Internal Audit Digital Assets Team leads the third line assessment of the firm's rapidly evolving digital asset landscape. This team is responsible for developing deep expertise in digital assets, including blockchain technology, cryptocurrencies, and tokenized assets to ensure robust internal controls and risk management. As an Associate, you will join a dynamic and collaborative environment that follows the rapidly changing digital asset landscape, working closely with experienced professionals to build and shape the firm's audit capabilities in this critical and innovative space. The Internal Audit Digital Asset Team seeks highly driven professionals with subject matter expertise in digital assets to contribute to this newly established team. You will collaborate with members of the broader audit team and support control functions such as Legal, Compliance, Operations, and Technology across the firm. This role offers a unique opportunity to gain specialized knowledge and contribute to a high-impact area, developing a team from the ground up. RESPONSIBILITIES * Participate in stakeholder walkthroughs to perform control design assessments and testing, assisting in the documentation and presentation of results to Internal Audit senior management and business stakeholders. * Continuously enhance your understanding of Digital Assets, including related business activities, relevant global regulations, and underlying infrastructure (e.g., distributed ledger technology), with guidance from senior team members. * Support audit colleagues covering traditional finance-related areas by providing insights and assisting in the assessment of Digital Asset-related activities focusing on potential risks, mitigating controls, and potential findings from audit engagements. * Contribute to the development of the Internal Audit Digital Assets coverage strategy. * Contribute to the preparation of commercially effective and practical audit conclusions and findings, and assist in their presentation to Internal Audit senior management and business stakeholders. * Under guidance, follow up on open audit issues and track their resolution. SKILLS AND RELEVANT EXPERIENCE * 3 - 6 years of experience in risk, compliance, audit, technology, or a related function, with significant direct experience in blockchain technology and digital assets. * Foundational understanding of blockchain technology and architecture as it relates to financial services. Hands-on experience on the business side of blockchain such as product design, trading and derivates, and other financial applications is a plus. * Familiarity with software development concepts and system architecture principles, including a basic understanding of databases, operating systems, and messaging concepts. Exposure to or the ability to review code in languages commonly used in blockchain development and smart contracts (e.g. Solidity, DAML, Python, Go, Rust, etc.) is a plus. * Ability to articulate risks and identify potential failure points in blockchain products and system architecture. * Strong analytical, problem-solving, and critical thinking skills, with keen attention to detail. * Excellent written and verbal communication skills, with the ability to articulate complex technical concepts clearly and concisely to audiences of varying levels of seniority and blockchain expertise. * Bachelor's degree in Computer Science, Mathematics, Finance, Accounting, Information Systems, or a related quantitative discipline.

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. + Reading and speaking in both Spanish and English fluently is required for this role. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world's largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management across all channels and segments, and significantly increases the scale and breadth of the Wealth Management franchise. Job Description: Assist CDF Relationship Managers in complex, affordable and commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit memorandums working closely with CDF Relationship Managers, Credit Risk, and Loan Operations to close and monitor transactions originated by the CDF Relationship Manager with partnering agent banks. Prepare credit memorandums, quarterly construction update, annual loan review write-ups, furnish information relative to Credit's inquiries, and provide assistance to CDF Relationship Managers and Credit Administration. Monitor construction in process including review of monthly site inspection and draws along with borrower and sponsor financial information, including covenant compliance, extensions, maturities and delinquencies and provide accurate assessments of ongoing guarantor and project financial stability. Manage a RE portfolio of borrowing clients with responsibility for portfolio quality. Responsibilities: * Analyze and investigate credit and financial information on prospective and existing loans. Perform analysis of data provided by other financial institutions and internal partners. Provide loan documentation and support activities. * Prepare credit memorandums, modifications and extensions on new loans and within the portfolio. Provide credit and project analysis, risk assessments, summaries, and recommendations for CDF Relationship Managers on new and existing credits. * In conjunction with the Relationship Manager and legal, review all loan documentation, entity documents, budgets, participation agreement, etc. prior to closing. * Review and recommend approval of monthly site inspection and draw including ensuring the budget remains in balance and sufficient interest reserve remains. Elevate any concerns in a timely manner. * Responsible for the tracking and analysis of financial information of new, renewed, and existing loans. Monitor loan terms for covenant compliance on existing loans. Regularly establish, review, and update new and existing loan files. Assist with the maintenance of all loan monitoring systems. * Responsible for the management of credit files to ensure receipt of current and accurate financial information, including annual audits, interim financial statements and covenant compliance. Responsible for all continuing file maintenance and the annual loan reviews. * Responsible for (in conjunction with CDF Relationship Manager) managing portfolio priorities, including reporting issues, maturities, delinquencies and loan performance (including construction progress through absorption and lease-up performance, covenant compliance, and the appropriateness of ongoing risk ratings). * Responsible for complying with policies, procedures, security requirements and government regulations. Ensure adherence to company and credit policies, auditing procedures and department goals and standards. Ensure compliance with the Bank's credit policies. Qualifications: * Bachelor's degree in real estate, Business, Finance, Economics or other business-related field (required) * At least 5 years of regulated banking credit analysis. 7+ years total * Proficient in Word, Excel, Access, PowerPoint and other similar 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 $110,000 and $190,000 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).

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager. Key Responsibilities: * Review and approve New Accounts and Account Modification requests. * Provide exceptional customer service to internal partners. * Research and resolve issues and deficiencies efficiently. * Ensure timely follow-up and resolution of inquiries. * Manage a high volume of requests in a fast-paced environment. * Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards. * Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. * Participate in projects and remediation efforts as needed. Qualifications: * FINRA Series 9/10 or Series 4 and 24 required. * Excellent interpersonal and client service skills. * Strong written and verbal communication skills. * Ability to thrive in a dynamic and fast-paced environment. Why Join Us? * Opportunity to work with a leading firm * Supportive and inclusive work culture. * Opportunities for professional development and growth. * Competitive salary and benefits package. 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).