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Morgan Stanley jobs in Sandy, UT - 172 jobs

  • Crypto Trade Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in South Jordan, UT

    The Crypto Trade Support Associate is a front line operations professional responsible for the post trade lifecycle, reconciliations, asset transfers, exception management, and client service for WM crypto products delivered via the E*TRADE-Zero Hash referral model. The role safeguards client experience and firm risk by executing well defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partner. Key Responsibilities Trade Lifecycle & Exception Management > Oversee the full post trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations. > Maintain accurate booking and audit trails in line with WM Operations standards. Asset Transfers & Reconciliations > Process and track crypto deposits and withdrawals, validate on chain confirmations, and resolve asset recovery issues. > Perform daily reconciliations between Zero Hash and E*TRADE systems, investigating and resolving discrepancies promptly. Client Service & Escalations > Manage Tier 3 client service cases escalated from the Client Service Center, ensuring timely resolution and clear documentation. > Act as liaison with internal teams and vendor partners for complex inquiries and operational issues. Risk & Control Governance > Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements. > Support business continuity activities and confirm operational readiness during BCP events. Stakeholder Coordination & Coverage > Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions. > Participate in coverage rotations, including overnight monitoring and holiday/weekend support as scheduled. Preferred > Exposure to blockchain/on chain transactions, custody/wallet concepts, and crypto data structures. > Experience with Salesforce case management; knowledge of Power BI/Alteryx for process insight/automation (a plus). > Background in Trade Support disciplines (e.g., trade adjustments, reconciliations, money movement, and outage support). Required Skills > Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience. > 1-3 years in trade support, operations, or reconciliation (crypto, FX, listed derivatives, or securities). > Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure. > Clear written/verbal communication; comfort engaging cross functional teams and documenting outcomes. > Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $103k-145k yearly est. Auto-Apply 23d ago
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  • Service Review Unit - Quality Improvement Analyst

    Morgan Stanley 4.6company rating

    Morgan Stanley job in South Jordan, UT

    The Quality Improvement Analyst (QIA) is a pivotal role within the Service Review Unit (SRU) Principal Review Department (PRD), dedicated to maintaining and enhancing the quality standards of a team of FINRA Registered Supervisors who are responsible for opening new accounts and conducting suitability reviews for option upgrades and other client profile changes. The QIA will ensure that all processes align with the highest standards of compliance and efficiency, working closely with SRU Management and various internal departments. The QIA will focus on consistently enhancing team quality standards by working alongside Specialists to ensure a thorough understanding of department and firm policies and procedures. Additionally, the QIA will take ownership of projects that impact the SRU, working with both internal and external partners to drive improvements and ensure successful outcomes. Responsibilities Include: * Reviewing oversight reports with a focus on quality, consistency, and compliance with firm and department policies and procedures. * Providing constructive feedback to Associates/Specialists on identified process errors and considering Associate feedback upon challenges of process errors. * Conduct performance meetings with Team Managers and Training Manager(s) to develop tailored quality improvement plans for individual Associates/Specialists and provide direct coaching as needed * Participate in calibration meetings to ensure consistent error identification across QIA team * Join and participate in team meetings to help promote consistency and culture * Engage in cross-training and expand your expertise within the Morgan Stanley Account team in the 9/10 space to provide enhanced support to the quality team. * Identify and provide solutions for opportunities to improve efficiencies and processes within the SRU, as well as identify areas that may require additional quality sampling * Ability to handle a high volume of requests in a fast-paced environment across multiple time zones * Project management with a focus on process improvement, efficiencies, and policy consistency * Ability to stay current on SEC/FINRA, compliance, firm guidelines, and department policies and procedures with an ability to apply knowledge to ensure risk mitigation * Some travel possible (up to twice per year) * Other duties as assigned Qualifications: * Demonstrated leadership capabilities, with previous management or supervisory experience being advantageous. * Proficiency in Microsoft Office, particularly Excel and Outlook. * Strong organizational skills, attention to detail, and critical thinking abilities. * Excellent written and verbal communication skills. * Ability to research and resolve escalated inquiries independently. * Self-motivated and capable of thriving in a fast-paced environment. Education: * Bachelor's degree or equivalent work experience. Licenses and Registrations: * Series 7, 66 (or 65 and 63), and 9/10 or equivalent (Series 24 and Series 4 are considered equivalent). 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).
    $68k-88k yearly est. Auto-Apply 37d ago
  • Client Relationship Specialist- Salt Lake City, UT

    Charles Schwab 4.8company rating

    Salt Lake City, UT job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-53k yearly est. 1d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Salt Lake City, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and 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 + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **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:** 25023645
    $89.3k-150.3k yearly 8d ago
  • Internal Audit Group- Senior Auditor Opportunities

    American Express 4.8company rating

    Sandy, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. About the Internal Audit Group at American Express: Our Internal Audit Group is a worldwide function with 300+ team members and offices across nine countries within American Express. Our mission is to protect and enhance organizational value by providing independent, objective, risk-based assurance, advisory services and to influence the way the company manages risk. We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies. About the Role: Our Internal Audit group is seeking a Senior Auditor to assess financial, operational, and technological risks, ensure compliance with regulations, and improve internal controls. The ideal candidate will have strong problem- solving skills, excellent attention to detail, and the ability to utilize effective challenge when conducting audit work. Key Responsibilities: * Assist team leaders and Senior Managers/Managers in the execution of assigned audit tasks in line with American Express' Internal Audit Methodology, internal policies and standards, and regulatory expectations throughout the audit lifecycle. * Evaluate processes under review utilizing professional skepticism; execute audit tests and clearly document test results in accordance with internal policies and procedures. * Hold walkthroughs with client personnel to understand, assess, evaluate, and document relevant risks and controls. * Assist team leaders and Senior Managers/Managers with routine client status meetings, audit requests, and other administrative tasks. * Assist team leaders and Senior Managers/Managers in documentation and evaluation of audit observations, findings. * Validate management's corrective action plans to address business-identified issues, audit findings and regulatory remediations. * Contribute to the development and periodic reviews of analytic control testing and ad hoc analytics, to drive timely risk insights, testing efficiencies and increased audit coverage. * Develop a strong understanding of American Express' business model, products, services, and organizational units. * Maintain audit proficiency through ongoing professional development, including data analytics literacy skills, technology, banking best practices and regulatory expectations. Minimum Qualifications: * 2+ years of relevant audit experience * Knowledge and experience in applying control theory and professional auditing practices throughout the audit lifecycle and special reviews. * Understanding of regulatory, accounting, and financial industry best practices relevant to the business, including technology and data implications. * Strong written and verbal communication skills to deliver audit deliverables with quality. * Effectively works independently, within the team and across various teams in a fast-paced environment to drive business results. * Ability to break-down complex problems into components and solve utilizing complex thought, process and risk/control knowledge. Preferred Qualifications: * Relevant audit experience within the financial services industry. * Degree in accounting, finance, business, or another related field. * Relevant audit and professional certifications (e.g., Certified Public Accountant, (CPA), Certified Internal Auditor (CIA), etc. * Experience with data analytic tools, data visualization, key risk indicators (KRIs), key performance indicators (KPIs), information systems / technology, and scorecards / dashboards, etc. * Interest in working with data, interpreting results, analytic best practices and experience with data analytics tools and data visualization. * Audit experience assessing/auditing technology risk management or functions such as: enterprise architecture, technology resilience, employee digital workplace, API management, application development, and IT asset management Salary Range: $78,000.00 to $124,750.00 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 United States is required as the company will not pursue visa sponsorship for these positions.
    $78k-124.8k yearly 2d ago
  • Senior Home Lending Advisor, Salt Lake City, UT

    Jpmorganchase 4.8company rating

    Salt Lake City, UT job

    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: **********************************************************************
    $44k-86k yearly est. Auto-Apply 60d+ ago
  • (US PROF. B25 NON-EXE./NON-SHIFT AH TESTING 2) Counselor-Travel Support

    American Express 4.8company rating

    Sandy, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Job Description: The role of the Member Service Professional (MSP) will be to deliver superior service to Card Members visiting the American Express Centurion Lounge, located in the SLC Airport. MSPs will be the face of American Express to our customers, acting as ambassadors of the brand. Working as a cohesive team, they will have the ability to excite our customers and deliver on the brand promise. A successful MSP within the Centurion Lounge will have a passion for delivering extraordinary service to our best Card Members, in a customer facing environment. Our MSPs are highly skilled and motivated, providing travel, card, concierge and lifestyle services to American Express Card Members. Acting as a consultant, our MSPs will tailor our products and services to assist Card Members with their immediate needs and deepening their relationship with American Express. It is our mission to become essential to our Card Members by providing differentiated products and services. It is our duty to make Membership come to life every day. MSPs do this by: · Welcoming and providing access to our Card Members upon arrival at reception · Being accountable and taking ownership of the customer's experience from beginning to end · Creating innovative ways to resolve customers' issues or concerns to win their brand loyalty; ultimately making loyal enthusiast out of the customer · Employing the Customer First philosophy in meeting customers' needs and expectations · Providing concierge and lifestyle recommendation · Providing travel consultation and minimal reservation assistance · Accommodating needs of our Card Members, by partnering with our food and beverage lounge partners Lounge Hours of operation are from 4:45 AM - 11:30 PM MON-SUN. Hours are subject to change due to business need. Qualifications: A successful candidate will possess the following qualifications: · Minimum of 1 year recent experience servicing premium customers · Airline, lounge or travel industry experience is preferred (Travel reservation experience a plus) · Passion for servicing customers with proactive solutions · Exceptional communication skills, delighting the customer with every single interaction · The ability to listen to the customer's needs, in turn offering confident recommendations, resulting in high satisfaction from the customer with the service they received · Must exhibit the utmost professionalism and maintain a positive attitude in all interactions · The ability to rely and collaborate with your colleagues is essential, as the lounge is a very active, fast-paced, team environment · Ability to make decisions quickly and effectively, when unanticipated situations may arise, putting the Card Members' experience at the forefront of everything you do · Must be resourceful and capable of using the Internet effectively while providing assistance in a face to face customer environment · Ability to utilize and switch from multiple technology platforms with ease · Adapt to an ever changing environment and being resilient · Ability to work flexible shifts including nights, weekends, and holidays is essential · Light to moderate lifting may be required for certain job tasks Compliance Language Salary Range: $20.00 to $22.12 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: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $20-22.1 hourly Auto-Apply 31d ago
  • Senior Manager - Digital Program Management (Middle Market)

    American Express 4.8company rating

    Sandy, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express Global Commercial Services (GCS) is the leading payment card issuer for corporations and small businesses with products and services to help them run and grow their business. Within GCS, the GCS Product Development and Enterprise Solutions team leads product development on a robust portfolio of products and capabilities for our small business and corporate customers. The team also leads product design and research across GCS as well as business development initiatives to support our banking scale. One of the ways GCS advances its agenda is by building best-in-class digital solutions that enhance customer experiences, improve operational efficiency, and drive business growth. **Role Summary:** This role requires strong executional leadership and a broad skillset - including program delivery, design thinking, cross-functional collaboration, and strategic problem solving. As part of our continued expansion and innovation in the commercial space, we are hiring a Senior Manager - Digital Program Management to support critical initiatives that will redefine how Middle Market customers engage with American Express. Reporting to the Director of Digital Program Management, this individual will help advance our mission to deliver a fully integrated digital business experience for Middle Market customers - empowering them to seamlessly manage and grow their relationship with American Express. Partnering across diverse teams and workstreams, this Senior Manager will support the coordination and execution of a best-in-class digital ecosystem - one that differentiates American Express through intuitive, personalized, and configurable experiences aligned to product and persona needs. **Key Responsibilities** : + Digital Program Delivery: Drive the execution of digital initiatives that support the Middle Market business segment + Manage program plans, timelines, and deliverables to ensure alignment with the broader digital ecosystem roadmap + Customer Experience Enablement: Support the delivery of an integrated digital experience across desktop and mobile platforms. Collaborate with Product, Engineering, and UX teams to enhance core card and program management journeys + Roadmap Management: Manage day-to-day execution of key roadmap items, ensuring milestones are met, risks are mitigated, and dependencies are tracked. Provide regular status updates and escalate issues as needed + Cross-Functional Collaboration: Serve as a central connector between Product, Engineering, Marketing, and Enterprise Digital partners. Facilitate communication, drive alignment, and help teams deliver cohesive digital experiences + Partner Engagement: Prepare and deliver clear communications and program updates for leadership and partners + Support the Director in influencing senior sponsors and ensuring alignment across teams + Performance Tracking: Partner with analytics and product teams to define and monitor success metrics for key initiatives + Track progress against goals and surface insights that inform continuous improvement **Minimum Qualifications** : + 5 years of professional experience in program management, digital transformation, or product delivery, preferably in large-scale or cross-functional environments + Professional experience in program management, digital transformation, or product delivery, preferably in large-scale or cross-functional environments + Proven ability to manage multiple digital initiatives simultaneously, driving measurable business and customer outcomes + Strong understanding of Agile methodologies and enterprise program management practices; proficiency in tools such as JIRA, Confluence, and Rally + Experience contributing to customer-centric digital solutions, ideally for commercial or B2B segments + Excellent communication, collaboration, and problem-solving skills; able to work effectively across functions and influence without direct authority + Highly organized, detail-oriented, and proactive in managing dependencies and delivering high-quality outcomes in fast-paced environments + Bachelor's degree **Qualifications** Salary Range: $123,000.00 to $215,250.00 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:** Product **Primary Location:** US-New York-New York **Other Locations:** US-Georgia-Atlanta, US-Arizona-Phoenix, US-Utah-Sandy, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000192
    $123k-215.3k yearly 7d ago
  • Senior Associate - CyberOps & Assurance (Incident Response)

    American Express 4.8company rating

    Salt Lake City, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats? American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications. **Responsibilities** + Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs). + Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations. + Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts. + Contribute to team projects, process improvement, and development of new capabilities. + Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement. + Assess and develop incident response best practices to help mature the overall security operations of the organization. + Make recommendations for improving enterprise risk posture based on individual research and technical expertise. + Stay current on industry trends, attack techniques, mitigation techniques, and security technologies. + Produce high-quality written and verbal reports, recommendations, and actions. **Minimum Qualifications** + 1-3 years of experience in information security + Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc). + Experience with various network and/or host-based security tools to detect and respond to security events. + Experience with log analysis using SIEM/SOAR platforms. + Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments. + Theoretical and practical knowledge in Incident Response lifecycles + Strong analytical, documentation, and communication skills. + Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP **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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Security **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023610
    $89.3k-150.3k yearly 2d ago
  • Priority Team Manager

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Sandy, UT

    The Priority Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: * Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience. * Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals * Must be able to remain composed, professional and maintain control in high-pressure or volatile environments * Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients * Can identify, recruit, develop and retain key talent * Utilize independent decision-making skills to handle and resolve issues * Set and manage team standards around attendance, performance metrics, and service quality * Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment Minimum Qualifications: * Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification * Minimum Years of Experience: 2+ years Preferred Skills: * Education: Bachelor's Degree preferred * Evidence of strong leadership capabilities and previous supervisory experience * Ability to attract and nurture talented individuals into a successful relationship management organization * Proven track record in handling and resolving complex client issues * Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters * Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs * Ability to work independently * Outstanding oral and written communication skills * Excellent organizational skills, with the ability to handle multiple tasks * 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).
    $77k-103k yearly est. Auto-Apply 59d ago
  • Software Engineer I, Global Risk & Compliance Technology

    American Express 4.8company rating

    Sandy, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. 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. The position of Engineer will be a part of a dynamic and growing team within the GRCT organization at American Express. The successful candidate will be responsible for designing scalable and optimal solutions across the Compliance & Risk domains with hands on configuring in the Service Now platform as well as groundbreaking technology to offer the best solution to support the business needs. They will provide ServiceNow experience, using Business and Technology knowledge to help develop and implement business partner strategies on time and within budget. The Candidate will participate in a wide range of activities across the portfolio, supporting functional capabilities and working primarily with other Engineers, Product Owners, and Staff Engineers. **Responsibilities:** + Responsible for the timely delivery of development projects and may be involved in all aspects of the development life cycle, from requirements analysis and design through development, testing, implementation, and documentation. + Completes technology/implementation design documentation. + Provides estimates for design, build, test, and implementation phases. + Undertakes regular code reviews to ensure alignment with development, implementation, and performance standards, providing coaching and mentoring on design and coding techniques to engineers in scrum team. + Assists with updates to program specification/implementation documentation. + Works with scrum team to prepare configurations for production. + Involved in unit, integration, and user acceptance testing - reviews test scripts; aligns with wider testing strategy. + Provides consultation to product owners with recommendations to drive their requirements to success. + Provides input into technology roadmap and architectural direction based on product roadmaps. This can include supporting product evaluations through tooling recommendations based on gaps/needs, as well as helping to identify 3rd party tech and security strengths/gaps as period assessments of tooling as business/climate needs evolve and products offered change + Participate as part of a scrum team applying agile principles and tools including Rally. **Minimum Qualifications:** + 3 years of hands-on experience developing backend applications using Java (8 or above). + Experience using applicable programming methodologies: JavaScript, API (Restful), XML, Java, Jelly scripting, Angular JS. + Experience working with relational databases (e.g., PostgreSQL, MySQL, Oracle) and writing optimized SQL queries. + Working knowledge of GCP (BigQuery, PubSub). + Familiarity with NoSQL databases (MongoDB, Redis, or similar). + Experience with version control systems (Git) and standard branching workflows. + Exposure to CI/CD pipelines using Github Actions and build tools (Maven or Gradle). + BS or MS Degree in Computer Science, Computer Engineering, or other related fields. + Excellent verbal and written communication skills demonstrated by the ability to present complicated solutions to multiple audiences, from the engineering team to Senior leaders. + Strong grasp of object-oriented programming, design patterns, and clean code principles. + Ability to write unit and integration tests (JUnit, Mockito, etc.). + Good problem-solving skills and ability to debug complex issues. **Preferred Qualifications:** + Experience building/implementing JS utilities and full stack development experience. + 3 years Agile experience as well as hands on Scaled Agile Framework experience + Machine Learning or Generative AI knowledge is a plus. + An understanding of GRC/IRM industry trends. **Qualifications** Salary Range: $78,000.00 to $124,750.00 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-Utah-Sandy **Schedule** Full-time **Req ID:** 25023386
    $78k-124.8k yearly 9d ago
  • Senior Manager-Marketing Business Operations

    American Express 4.8company rating

    Salt Lake City, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express Global Commercial Services (GCS) is the leading payments provider for businesses and corporations of all sizes, with small business being the largest customer segment. The Global Commercial Services Marketing team (GCSM) is responsible for making business membership essential by creating and delivering world class marketing for our differentiated products and services that drives demand and inspires engaged card members across the customer lifecycle. GCSM markets a breadth of products across charge, lending, co-brand, and corporate cards. It also markets small business banking and B2B solutions. How will you make an impact in this role? The Senior Manager, Marketing Business Operations will be responsible for helping lead GCSM into the next phase of operational excellence and control management. This individual will ensure day-to-day operational risks are identified, assessed, and managed in compliance with enterprise Operational Risk Management programs. The Sr. Manager will be focused on ensuring control management is embedded in the day-to-day operations of our organization and will engage in the continual improvement of business processes to mitigate operational risks. This role will be required to work cross-functionally with key stakeholders from across the enterprise including GCS Control Management Governance, ECMX, EDDS, Marketing Transformation Office, and Technology to ensure proper control management. Key Responsibilities * Foster a culture of risk awareness and ongoing improvement within GCSM. * Facilitate the understanding and use of the risk governance framework through regular communication. * Enable and monitor the integration of changes in the Operational Risk framework. * Prepare and present detailed reports on Operational Risk Management (ORM) metrics, issue/finding status, trends, and outcomes. * Support the day-to-day internal and external exam management process, working with the GCSM and Enterprise functions (e.g., data request compilation, action implementation, and regulatory adherence). * Conduct independent root cause analyses focused on identifying underlying process vulnerabilities that require risk reduction measures to prevent potential Operational Risks (ORs), with a focus on the most common or high-risk issues and/or losses to prevent recurrence and inform control design/ enhancement. * Provide strategic direction to senior management on process risk issues and mitigation strategies. * Own and manage all BU Risk and Control Self-Assessment (RCSAs) to ensure they are accurately followed. * Support GCSM with design of controls and processes, including modifications to enhance processes/controls to improve proactive risk mitigations. * Be a key leader for sharing insights, better practices, themes, etc. across GCSM. Minimum Qualifications * 5-7 Years exposure to or experience with operational risk management (e.g., within Control Management, Risk, and/or Internal Audit function). Understanding of critical operational risk management lifecycle activities. * Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior BU/tech counterparts. * Exceptional oral and written communications skills. * Positive "roll-up your sleeves" attitude, a proactive mentality, and a passion to win required. * Highly organized, great attention to detail, with the ability to manage multiple workstreams simultaneously and high personal accountability. * Exposure to or familiar with operational risk management lifecycle / control management activities. * Strong internal partner management skills with proven ability to influence & negotiate. * Strategic, analytical, problem-solving mindset; ability to problem solve and make decisions or drive to fast resolution. * Proven experience in process improvement, operational excellence, or related field. * Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards. 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 United States is required as the company will not pursue visa sponsorship for these positions.
    $103.8k-174.8k yearly 9d ago
  • Associate- Deposit Operations

    Morgan Stanley 4.6company rating

    Morgan Stanley job in South Jordan, UT

    We're seeking someone to join our team as an Associate in Private Banking Operations- Collateral Middle Office to provide operational support by completing items that encompasses a wide range of operational, credit, and market risk management responsibilities within securities-based lending collateral management. 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 Analyst level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. What you'll do in the role: > Process transactions/tasks within coverage area > Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures > Follow escalation framework, taking responsibility for identifying, escalating and preventing issues > Raise issues, question others and offer solutions/ideas > Analyzing large datasets to identify risk, exposure, and anomalies. > Developing strategic solutions for new products and controls to support reporting, stress testing, and risk mitigation. > Collaborating with Margin Managers, Credit Risk, Technology, and field teams. > Interpreting new FINRA directives and assessing their impact on firm policies and procedures. What you'll bring to the role: Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment >Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests > Culture carrier across Operations, embracing the Firm's core values > At least 0-2 years' relevant experience would generally be expected to find the skills required for this role > Proven track record of achievement and ability to take initiative in a dynamic environment. > Familiarity with financial markets and the current regulatory landscape. > Strong written and verbal communication skills, with the ability to convey complex information to diverse audiences. > Adaptability to multiple functions, including line work, projects, and process improvement initiatives. > Ability to drive process enhancements and efficiency improvements. > Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. > Strong proficiency in Python. > Growth mindset with a commitment to continuous learning. > Ability to perform under pressure and meet deadlines. > Excellent organizational and time management skills. > Self-motivated with a strong sense of accountability. > Positive attitude and collaborative approach. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $70k-96k yearly est. Auto-Apply 20d ago
  • IED - Quantitative Trading Assistant - Analyst/Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Salt Lake City, UT

    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. 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).
    $65k-93k yearly est. Auto-Apply 52d ago
  • Manager-Compliance: Training

    American Express 4.8company rating

    Sandy, UT job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? 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. The GFCSU/USIU Training and Procedures team will be tasked with creating, maintaining and delivering all GFCSU/USIU Investigations-related Procedures and Training Material (AML, Screening, Enhanced Due Diligence and Payments Monitoring) in accordance with GFCC-issued standards; overseeing and collaborating on GFCSU/USIU training efforts; aligning with the GFCSU/USIU and stakeholders on efficiencies to improve investigative processes; collaborating with international markets to align on processes and expectations; serving as a liaison for quality control-related referrals impacting the GFCSU/USIU ; aligning with key stakeholders in the GFCSU/USIU and GFCC on various procedural, operational, and training impacts; and other related responsibilities in support of the success of the program. How will you make an impact in this role? This role will serve as a Training Manager supporting the responsibilities noted above, with an emphasis on the training process, as well as eventually leading a team of supporting compliance analysts. The ideal candidate should have a strong passion for process improvement, training, and development, possess a fundamental understanding of GFCSU/USIU processes and procedures, and a proactive drive to partner with Investigations Leaders to drive effective procedural processes. Responsibilities: * Drafting, maintaining and delivering training materials related to GFCSU/USIU processes and day-to-day work functions for all pillars of the GFCSU/USIU program as needed; * Ensuring adherence to legal and regulatory standards, as well as internal quality requirements for investigations and local market SAR/STR filings; * Developing a team of analysts, including providing applicable training and coaching tailored to strengthen ability to support effective and adaptable procedures and training sessions based on individual and business needs * Evaluating team and individual performance against expectations and deliverables of GFCSU/USIU Training and Procedures team initiatives, and supporting team engagement and dynamics * Partnering with global investigations teams on areas of training and alignment need; * Engaging in quality-related analysis and trend identification of investigative work, and proposing remedial steps to address deficiencies; * Strategizing on how to drive innovation and efficiency for GFCSU/USIU processes and GFCC initiatives. Minimum Qualifications: * Equivalent work experience or a bachelor's degree in one of the following fields of study: Criminal Justice, English, Journalism, Finance, Accounting, or other fields involving intensive research, writing, or data analysis * 2+ years of work experience developing and supporting a department training process, including drafting new training processes and revising existing processes. * Knowledge of criminal typologies associated with financial products and services * Experience supporting and responding to external regulatory reviews and internal governance reviews * Ability to demonstrate strategic thinking, implement innovation and change, introduce and champion new processes * Experienced leader, capable of driving performance by coaching and motivating people for success, identifying their strengths and opportunities * Ability to influence, gain support, and resolve conflict * Keen attention to detail, proven analytical and problem-solving skills, demonstrated leadership abilities, and effective communication skills * Proficient with all Microsoft Office suite, including Word, Excel, and PowerPoint Preferred Qualifications: * Expertise in GFCSU/USIU Polices, Process and Procedures as well as understanding of AML-related laws and regulations and other guidance * 6+ 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 creating and delivering effective training with demonstrable results, coupled with a strong drive to develop and coach GFCSU/USIU team members * Familiarity with large sets of financial data and experience developing reports and outlining data requirements * A strong candidate will also be able to manage multiple tasks simultaneously; be an enthusiastic self-starter; and deadline-driven team player * CAMS certified or equivalent preferred 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.
    $89.3k-150.3k yearly 1d ago
  • 2026 Operations Full-Time Analyst Program (Utah)

    Morgan Stanley 4.6company rating

    Morgan Stanley job in South Jordan, UT

    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
    $55k yearly Auto-Apply 9d ago
  • Priority Team Lead

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Sandy, UT

    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).
    $64k-98k yearly est. Auto-Apply 29d ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Salt Lake City, UT job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 7d ago
  • Part Time (20 Hours) Associate Banker, West Valley City Branch, Salt Lake City, UT Bilingual Spanish and English Required

    Jpmorganchase 4.8company rating

    Salt Lake City, UT job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish 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.
    $21k-36k yearly est. Auto-Apply 35d ago
  • Institutional Portfolio Monitoring - Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in South Jordan, UT

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio's asset allocation, investment restrictions, permitted investments, and guides the Financial Advisor's recommendations to the client. IPSs are used primarily by institutional clients. Institutional Portfolio Monitoring Risk (IPMR) monitors client IPSs under Wealth Management Institutional Client Segment Risk using cloud based SAAS and other internal technology solutions to monitor portfolios under a systemic model and escalates portfolio variances to portfolio managers and their supervisors for action and correction. The ideal candidate for this role will be a seasoned investment professional with deep investment product knowledge, experience across all asset classes, and a solid grounding in modern portfolio theory, adept at identifying and articulating portfolio risks with clarity and precision. The IPM role is a non-revenue sharing position that reports to the Vice President of Institutional Portfolio Monitoring Risk. Duties * Oversee, onboard, and monitor client portfolios subject to Investment Policy Statements * Parse written investment guidelines into mathematical, logic-based rules * Follow written supervisory procedures * Partner with vendors and internal partners including Institutional Consulting Solutions business, Institutional Client Segment Risk, Legal, and Field Risk Officers * Build warm working relationships with all levels of leadership, Institutional Business Owners, Financial Advisors/Private Wealth Advisors/Portfolio Managers and Client Service Professionals * Demonstrate strong attention to detail, collaborate effectively in a team-based environment and assume ownership of multiple team tasks * Proactively monitor and assess all types of financial and non-financial risk * Educate, communicate, and explain difficult concepts in a clear and concise manner to colleagues at all levels in the Firm Knowledge, Skills, and Abilities * Knowledge of SEC, FINRA and Firm compliance policies and procedures * Strong analytical skills and attention to detail * Background and experience in financial services, preferably in control partner advisory Risk or Compliance * Strong experience and knowledge of financial products and how they work * Ability to prioritize and thoroughly investigate complex subjects, problem solve and understand when to escalate * Ability to create and deliver presentations to senior level employees * Ability to learn and process information quickly * Self-driven and proactive, with a strong ability to work independently and take initiative in identifying solutions * Demonstrated proficiency in time management, with the ability to prioritize tasks effectively in a fast-paced environment * Effective written and verbal communication skills * Strong Excel skills * Familiarity with Clearwater Analytics software platform or other coding experience is a plus * Strong work ethic Experience * 5 or more years of financial industry experience * Experience and knowledge of Investment Policy Statements a plus Education * Bachelor's degree (Finance or Economics a plus) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).
    $103k-145k yearly est. Auto-Apply 36d ago

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