Senior Vice President jobs at BNY Mellon - 160 jobs

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Relationship Management to join our Issuer Services Corporate Trust team. This role is located in New York City, NY or Pittsburgh, PA. In this role, you will make an impact in the following ways: * Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business * Has developed significant expertise on industry trends, competitor services/offerings and client's business environment * Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction * Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm * Develop, track, and report on relationship strategy/results for assigned client portfolio * Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams * Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients * Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination, while an advanced degree is highly preferred * 10-15 years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $240,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. Oversee analysts and associates on client coverage, origination, and transaction execution teams. Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. Handling global bank/bulge bracket investment banking transactions. Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. Conduct due diligence in connection with investment banking transactions. Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience Master's degree or equivalent in Economics, Business Administration, Finance, or related: and 3 years of experience in the job offered or a related Finance occupation. Must include 3 years of experience in each of the following: Global bank/bulge bracket investment banking transactions; Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; Conducting due diligence in connection with investment banking transactions; Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. 10% domestic travel required, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Who we are looking for: This role is responsible for the oversight, design and delivery of integrated systems and controls relating to digital assets for our firm. The Head of Digital Financial Crimes Compliance within State Street's Financial Crimes Compliance function will identify and explore opportunities for transformation and capacity creation that drive productivity and operational effectiveness while remaining compliant with Know Your Customer, sanctions screening, transaction monitoring, and Travel Rule compliance solutions as they relate to public/non-public blockchains and digital assets. The Managing Director is responsible for leading the Digital Assets AML strategy and presenting it in regulatory and audit contexts. This position involves coordinating the firm's overall strategy into the financial crimes compliance function and various systems through data management and solution design to enhance Compliance operations and analytics. Responsibilities include developing strategies that support AML Compliance using AI, automation, and analytics. You will act as the product owner and subject matter expert to ensure state-of-the-art transaction monitoring and sanctions models, methods, and features required to support digital asset products and seamlessly integrate among other AML functions. You will analyze risks, oversee the documentation, monitoring, and performance reporting on Digital Asset controls and models to key stakeholders. While acting as leader, you will also evaluate and leverage leading and cutting-edge technology tools, including POCs and lead the testing of software efficacy by applying your AML experience with digital assets and risk technology areas to State Street's Digital Asset products and services. We ask that you collaborate with other State Street stakeholders regarding the AML and sanctions program as required, including policy, risk assessment, digital asset management, and global delivery teams. Ensuring and leading robust interaction with industry, law enforcement and regulatory entities on behalf of the company. You will be responsible to ensure Financial Crimes Compliance partners with business units, data stewards, and IT teams for a better understanding of the customer journey across multiple lines of business. You will support the ongoing operational success of the bank while meeting Financial Crimes Compliance requirements. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Our standard hybrid model is 4 days on site and 1 day remote. Preferred location is Boston or Quincy, MA. We will consider applicants from: Stamford, CT; Princeton and Clifton, NJ; and Berwyn, PA; Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need team members like you to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What we value These skills will help you succeed in this role * Direct experience working with blockchain analytics vendors and tools, * Ability to lead by example and set a tone to consider the broad and long-term impacts of your strategic decisions * Strong abilities in analytical thinking, problem solving, research, time management, and verbal and written communication * Capable of producing high quality and/or final work product and solutions under strict regulatory or management deadlines * Ability to take ownership and initiative, to negotiate, influence and build consensus and successfully navigate within a demanding and international environment of a leading global financial institution Education & Preferred Qualifications * Bachelor's degree, Masters Degree or Juris Doctorate degrees with in a quantitative discipline, such as Mathematics, Physics, Statistics, Finance or related field, advanced law degree preferred * Experience utilizing and deploying blockchain analytics solutions * 15+ years of compliance experience with responsibilities including sanctions screening, suspicious activity monitoring, data management, data forensics, data governance, data modeling or data analysis * 10+ years of financial crimes compliance experience at a large bank or a Virtual Asset Service Provider with responsibilities including sanctions screening, suspicious activity monitoring, KYC, and/or Travel Rule compliance * Proven leader of financial crime teams operating globally, inclusive of talent identification, development and retention in an environment of strong collaboration across multiple jurisdictions. * Sector knowledge and experience of global BSA/AML regulations, related compliance requirements and regulatory expectations including suspicious activity report requirements or equivalent around the world especially as they relate to Digital and Virtual assets. * Global regulatory and sector knowledge involving private and alternative investments, mutual funds, registered investment funds and other securities related industries, including associated regulators and self-regulated agencies such as the Securities and Exchange Commission and Financial Industry Regulatory Authority. Salary Range: $170 000 - $282 500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for State Street Corporation is building a transformational Anti-Money Laundering (AML) program by executing innovative and effective transaction monitoring strategies. As an AML Transaction Monitoring Senior Manager, Vice President, your main responsibility will be to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators. To achieve this, you will help engineer state-of-the-art models, methods, and features required to support transaction monitoring and across other AML functions, in part via migration to and utilization of cloud-based capabilities. You will document, monitor, and report on the performance of the models to key stakeholders. While leading the data science team, you will leverage leading technology to develop POCs and test software efficacy based on industry experience across the AML and bank risk technology space. You will also play a significant role in partnering with business units, data stewards, and IT teams for a better understanding of the customer journey across multiple lines of business and set the roadmap to support both business line transparency and AML compliance needs. This role can be performed in a hybrid model (4 days on site, 1 day remotely) to balance your needs and the role requirements. Permissible offices locations are: Boston and Quincy, MA; Princeton and Clifton, NJ; Stamford, CT; Irvine and Sacramento, CA; Kansas City, MO; Berwyn, PA; Austin, TX. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Major Responsibilities: * Key aspect of the role is to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators * Support AML and business stakeholders with the development of analytic insights and models that are thoroughly tested and documented * Foster confidence in the accuracy and effectiveness of models and processes through continuous challenge and ongoing monitoring * Consume data from AML stakeholders including the FIU to translate qualitative AML risk factors into responsive risk models leveraging new technology * Synthesize data into features and analytic frameworks to support ongoing financial crime risk mitigation strategies * Support the application of economic, quantitative, and statistical skills in the development of models to support profitable growth while mitigating financial crime risk * Develop statistical models and algorithms to identify data anomalies and support risk identification efforts * Analyze and maintain appropriate data sourcing and management options to support a variety of models and applications * Leverage strong business and communication skills to identify and resolve data gaps, code issues, while mining data for insights and patterns Education/Certifications: * Bachelor's degree in a quantitative discipline, such as Mathematics, Physics, Statistics, Finance or related field, advanced degree preferred * 6+ years of experience in data management, data forensics, reference or transactional data management, data governance, data engineering data architecture, data modeling or data analysis experience * Experience with MDM tools or products (e.g. SAP MDG, Informatica, etc) * Strong SQL, R, Python, experience required * Proficiency with Actimize, Fircosoft, DataBricks, AWS, Informatica, and related database tools and technology preferred * Proficiency with banking and financial markets preferred Experience: * Experience in influencing critical business outcomes in a matrix based, global environment * Experience working with data and analytic solutions and the science behind them, either as a builder/provider of these solutions or as a client that uses them * Familiarity with data privacy laws and controls (like: GDPR) Skills: * Excellent verbal and written communication and collaboration skills to effectively communicate with both business and technical development teams * Strong networking skills and ability to work across multiple organizations to accomplish diverse goals * Strong skills leading teams and building positive business partner relationships * Drive and commitment to the mission * Comfortable working in a fast-paced, results-oriented environment * Results oriented * Innovative and Analytical * Customer focused Salary Range: $140 000 - $222 500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities** + Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. + Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. + Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. + Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. + Oversee analysts and associates on client coverage, origination, and transaction execution teams. + Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. + Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. + Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. + Handling global bank/bulge bracket investment banking transactions. + Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. + Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. + Conduct due diligence in connection with investment banking transactions. + Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. + Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Master's degree or equivalent in Economics, Business Administration, Finance, or related: and + 3 years of experience in the job offered or a related Finance occupation. + Must include 3 years of experience in each of the following: + Global bank/bulge bracket investment banking transactions; + Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; + Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; + Conducting due diligence in connection with investment banking transactions; + Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, + Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. + In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. + 10% domestic travel required, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** BofA Securities, Inc. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities * Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. * Oversee analysts and associates on client coverage, origination, and transaction execution teams. * Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. * Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. * Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. * Handling global bank/bulge bracket investment banking transactions. * Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. * Conduct due diligence in connection with investment banking transactions. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Master's degree or equivalent in Economics, Business Administration, Finance, or related: and * 3 years of experience in the job offered or a related Finance occupation. * Must include 3 years of experience in each of the following: * Global bank/bulge bracket investment banking transactions; * Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; * Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; * Conducting due diligence in connection with investment banking transactions; * Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, * Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. * 10% domestic travel required, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift: 1st shift (United States of America) Hours Per Week: 40

Responsibilities: Ensure top-notch briefing materials and reports by working with stakeholders and pulling together research into clear, actionable insights. Explore how we might use new technology and systems to drive better quality and efficiency (e.g., AI enhanced systems). Develop a structured systems approach to keep the Office and key stakeholders coordinated and aligned. Shape a comprehensive work system map to drive coordination and advanced planning. Ensure CEO preparedness for key meetings: Proactively coordinate with communications, PR, distribution teams, and executive admins to lead advance preparation sessions, maintain a forward-looking view of the CEO's calendar, and ensure all Senior Executive meetings are strategically planned for maximum impact. Drive strategic projects: Take ambiguous challenges, add structure and analysis, synthesize recommendations, and present them clearly. Create compelling presentations: Design high-level decks for internal and external speaking engagements, turning data into user-friendly insights that drive outcomes working closely with the Executive Communications team. Analyze on demand: Complete ad-hoc data analysis as needed to support decision-making. Qualifications: Minimum of seven years general experience. Four years of strategic project management experience preferred. Experience interacting with and acting as a trusted advisor to senior leadership. Experience influencing senior-level executives on critical business decisions. Graduate degree (e.g., MBA, JD, PhD) preferred. Undergraduate degree or equivalent level of training and experience required. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Join J.P. Morgan, a global leader in custody services, and help shape the future of the industry through strategic advocacy, innovation, and engagement with key market participants and regulators. As Vice President in Custody Industry Development, you will be at the forefront of industry change, working with internal teams and external partners to analyze, strategize, and execute on the development agenda. You'll engage with policy makers, regulators, FMIs, and industry associations to position J.P. Morgan as a thought leader, while supporting product innovation and regulatory strategy. This New York-based role offers the opportunity to influence the future of custody services and drive impactful change across the post-trade landscape. Job responsibilities Foster relationships with key industry associations (AGC, SIFMA, BPI, ABA, ISITC) Track and engage in U.S. regulatory developments impacting post-trade, including DTCC Modernization, extended trading hours, UST clearing, and emerging technologies Lead advocacy and influence on regulatory topics, including coordinating responses to consultations and engaging policymakers Support analysis, strategy recommendations, and engagement for key FMIs and industry utilities (DTCC, Federal Reserve, SWIFT) Analyze opportunities from evolving regulations to support new product and partnership development Prepare and update briefing papers with recommendations for senior management Coordinate with product industry development leads and SMEs to define project requirements Work with product owners to ensure resources are applied to key projects Create key metrics and reporting packages to track progress, risks, and challenges of industry initiatives Provide thought leadership and client engagement through discussions and publications on regulatory developments Required qualifications, capabilities, and skills Self-starter with ability to work autonomously and creatively Strong understanding of custody/securities services, ideally from operations, product management, or client service Excellent organizational skills and ability to drive stakeholders toward objectives Experience in product management and regulatory environments, or strong grasp of core concepts Ability to quickly understand and articulate post-trade business concepts Commercially focused, with experience analyzing data and building business cases Knowledge and interest in digital innovation (Digital assets, AI) and its impact on custody services Strong business analysis, collaboration, and communication skills Proficiency in Microsoft Office tools for communication and presentation Ability to use Machine Learning tools Preferred qualifications, capabilities, and skills Experience in product management within custody or securities services Demonstrated ability to create actionable strategies and drive innovation Proven track record in maximizing business goals and ROI Experience engaging with regulators, FMIs, and industry associations

Who we are looking for We are seeking a Managing Director, Cryptography to lead the enterprise-wide cryptographic strategy, with a focus on key and certificate management. This role is critical to ensuring the confidentiality, integrity, and availability of sensitive data across our global operations. The MD will oversee cryptographic governance, lifecycle management, and compliance with internal standards and external regulatory requirements. This position requires deep technical expertise, strategic leadership, and the ability to drive alignment across decentralized teams. What you will be responsible for As Managing Director, Cryptography, you will: * Lead the enterprise cryptographic strategy, with a focus on key and certificate lifecycle management. * Define and enforce cryptographic standards, policies, and procedures in alignment with the Information Protection Standard. * Oversee governance of cryptographic algorithms, cipher suites, and certificate authorities. * Manage the enterprise-wide inventory of cryptographic assets, including keys, certificates, and HSMs. * Collaborate with Information Security Officers (ISOs), infrastructure teams, and application owners to ensure secure implementation of cryptographic controls. * Establish and monitor Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) for cryptographic operations. * Ensure compliance with regulatory requirements and support audit and regulatory engagements. * Develop and maintain runbooks, SOPs, and automation for cryptographic operations. * Provide training and awareness programs for teams handling cryptographic materials. * Serve as the primary escalation point for cryptographic incidents and exceptions. What we value These skills will help you succeed in this role * Deep expertise in cryptographic technologies, including PKI, TLS, HSMs, and certificate/key lifecycle management. * Proven leadership in managing large-scale cryptographic programs across complex, global environments. * Strong understanding of regulatory frameworks (e.g., NIST, ISO 27001, PCI DSS) and their cryptographic requirements. * Experience with cloud-native cryptographic services (e.g., AWS KMS, Azure Key Vault). * Exceptional communication and stakeholder management skills. * Ability to lead cross-functional teams and influence without direct authority. * Strong organizational, multi-tasking, and prioritization skills. Education & Preferred Qualifications * 10+ years of experience in cybersecurity or information protection, with a focus on cryptography, specifically key and certificate management programs. * 10+ years of experience in leadership roles, including people and program management. * 8+ years of experience with key and certificate management tools and platforms. * Bachelor's or Master's degree in Computer Science, Information Security, or a related field. * Relevant certifications (e.g., CISSP, CISM, CCSP, GIAC GCLD, or equivalent) are preferred. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit Why this role is important to us Our technology function, Global Technology Services (GTS), is vital to State Street and is the key enabler for our business to deliver data and insights to our clients. We're driving the company's digital transformation and expanding business capabilities using industry best practices and advanced technologies such as cloud, artificial intelligence and robotics process automation. We offer a collaborative environment where technology skills and innovation are valued in a global organization. We're looking for top technical talent to join our team and deliver creative technology solutions that help us become an end-to-end, next-generation financial services company. Join us if you want to grow your technical skills, solve real problems and make your mark on our industry. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $170,000 - $282,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for A Vice President and Senior Counsel will generally have at least 10 years of experience in the financial services industry. A Senior Counsel bears ultimate responsibility for the delivery of quality Legal Administration services to his/her assigned clients and must be able to independently manage his/her client relationships effectively. He or she must work independently with a minimum of management direction from the Department Head. A Senior Counsel must be an expert in 1940 Act issues and possess a highly developed understanding of not only the legal issues but also the business, distribution, marketing and structural issues facing mutual fund clients. This role can be located in Sacramento, Irvine, Austin, Kansas City or Berwyn. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for * Responsible for keeping current with legal developments, coordinating communication of such developments to clients and proactively applying such developments to clients' situations. * · Serves as a mentor or developer of less experienced colleagues. * · Leads resolution of complex client or internal legal issues; issues with potential liability to State Street and difficult client service issues; brings such issues to the attention of senior management; and resolves such issues with input from more senior management. * · May provide support to sales professionals, financial administration personnel, make presentations to potential clients, research and prepare memoranda on general industry issues not related to specific clients and/or participate in seminars and conferences on industry-related topics. * · Provides effective legal support to the Financial Administration Department and or Transfer agency group on contractual, operational, compliance and other issues. What we value These skills will help you succeed in this role * Demonstrates high level of integrity and professionalism. * · Excellent communication skills, both written and verbal. * · Works collegially with other department members and treats other department members with respect. * · Possesses strong time management skills. * · Independently handles complex projects and multiple priorities for multiple clients. * · Establishes close working relationships with clients and provides excellent service to clients with minimal supervisions. * · Has a mastery of relevant statutes and rules. * · Demonstrates keenly developed issue spotting and diagnostic problem solving skills. * · Exercises considerable sound business and legal judgment. * · Demonstrates strong organizational skills and independent follow through on issues and tasks. * · Demonstrates ability to adapt and manage new, changing and often conflicting situations. * · Ability to delegate assignments effectively and efficiently. * · Utilizes resources efficiently. Education & Preferred Qualifications * JD required * 10 years of experience Salary Range: $130,000 - $205,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

JobID: 210657101 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$195,000.00; Baltimore,MD $123,500.00-$190,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 6+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $128,250.00 - $195,000.00 / year; Baltimore,MD $123,500.00 - $190,000.00 / year

Who we are looking for State Streets Front-to-Back Business Strategy team is seeking a versatile individual with strong business systems and data analysis skills for development and support of services and product offerings. The successful candidate must possess skill in complex business data analysis with expertise in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to liaise between business/implementation and technology teams specializing in Investment Accounting Why this role is important to us The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street AlphaSM redefines the common definition of ‘alpha' to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for. What you will be responsible for As a Cash Services Implementation Lead you will Provide technical analysis and advice to clients (internal and external) on current and future state data-centric operating models. Liaise with stakeholders in order to establish and document implementation requirements in relation to cash, develop “use cases” to document requirements. Maintain an excellent working knowledge of the STT F2B product offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations specializing in IBOR & Investment accounting and Cash servicing but not limited to these product areas Analyze and document data mappings from source systems involved in the solution. Ongoing data / technical requirements analysis to align project expectations. Analyze and document any derivation, workflow and enrichment required for the project/solution. Apply functional business knowledge to system roadmap and be part of agreeing future enhancements / development activities. Lead individual client implementation efforts specializing in cash & IBOR. Support testing activities and immediate post-production transition with the support of test plan development and test scripts. Lead on-going data enhancements to scope of services as needed. Play significant role in contributing input on product offerings. Lead and consult the team in requirement gathering, development, definition and controlling of technical standards and methodologies. Process design and implement solution architectures and concepts in the context of projects and client implementations. Independently compile, analyze and interpret information related to complex business/system processing. Clear, complete and accurate documentation of user requirements and functional specifications Collaborate with other team members to share best practices, raise issues, develop consistent global processes Create common and shared standards across peer group by implementing best practices. Consolidate application design for global strategic model. Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role. Ensure that the highest level of the Code of Conduct is displayed in your behavior. Provide appropriate management information as required to support business unit decision making. Support the ‘Risk Excellence' culture within the business. Serve as a liaison between business users and various IT development and testing teams What we value These skills will help you succeed in this role Strategic thinker with strong business analysis and planning skills. Capable of identifying and interpreting wider-ranging issues: ‘Big picture' understanding. Demonstrate understanding of Operations processes and procedures and an ability to learn quickly. Excellent communication and interpersonal skills, written and oral; confident in interaction with clients and senior stakeholders. Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing detailed business requirements. Very strong interest in the underlying detail of the analysis is a must. Communicate complex analysis and insights to stakeholders and business leaders, both verbally and in writing Education & Preferred Qualifications Bachelor's Degree in technology, finance, business or equivalent, Minimum 10 years related experience in financial services technical projects Knowledge of financial service industry - cash & IBOR / Investment Accounting experience preferred Knowledge of SDLC methodologies About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $190,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. What you will be responsible for As Fund Accounting & Administration, VP you will be responsible for * Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). * Managing client relationships with both client personnel and fund investors. * Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations. * Reviewing quarterly and annual financial statements and footnotes. * Review and/or preparation of annual tax work paper packages. * Review and/or preparation of capital calls and distributions, including notices and release merged documents. * Reviewing monthly bank reconciliations and post journal entries. * Reviewing quarterly management fee calculations. * Review and/or preparation of various client related correspondence. * Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices. * Heavy client interaction on a daily basis. * Coordination of annual audit and tax return preparation with Big 4 accounting firms. * Review and/or preparation of waterfall and capital account allocations. * Understand how to navigate through limited partnership agreement. * Review and/or preparation of estimated tax workpapers. * Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel. * Ensure compliance with investment fund legal documents, i.e. partnership agreement. * Assist accounting managers to ensure compliance with investment fund agreements and other legal documents. * Special client projects. * Manage internal workflow and client deadlines. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree with accounting * 12+ years of general ledger accounting or audit experience * 6+ years of leadership experience * Previous Financial reporting experience * Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP). Additional requirements * Real Estate, Hedge Fund, or Private Market accounting experience * Exceptional interpersonal & communication skills * Experience with Investran, Great Plains and Oracle Financials preferred * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. * Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables Salary Range: $110,000 - $192,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

JobID: 210657101 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$195,000.00; Baltimore,MD $123,500.00-$190,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 6+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life's most complex financial questions. Position Summary The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics - including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation - elevating client engagement and enhancing outcomes. Key Responsibilities Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro , and Morgan Stanley's proprietary planning platform and modeling tools. Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies Retirement income distribution planning Executive compensation and equity planning Charitable and philanthropic strategies Risk management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery What Makes This Role Unique Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management - driving long-term firm growth Qualifications Bachelor's degree required Certified Financial Planner CFP designation required 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Strong knowledge in tax and estate strategies, and insurance planning Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro , or equivalent.) Series 7 and 66 preferred or must be obtained as condition of employment 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).

Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team's client service model. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience * Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies * Oversee team Support Professionals to ensure alignment on team priorities and business goals * Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved * Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance * Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation • Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members * Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 10+ years of work experience in a field relevant to the position required * Advanced degree or professional certification or industry experience required * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Willingness to obtain additional licenses and/or designations as required Knowledge/Skills * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer and/or Market Business Service Officer 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).

Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team's client service model. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies • Oversee team Support Professionals to ensure alignment on team priorities and business goals • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance • Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation • Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members • Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or industry experience required • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Willingness to obtain additional licenses and/or designations as required Knowledge/Skills • Strong leadership skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer and/or Market Business Service Officer 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).

Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team's client service model. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies • Oversee team Support Professionals to ensure alignment on team priorities and business goals • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance • Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation • Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members • Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or industry experience required • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Willingness to obtain additional licenses and/or designations as required Knowledge/Skills • Strong leadership skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer and/or Market Business Service Officer 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).