W. R. Berkley jobs in Stamford, CT - 94 jobs

Company Details Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the Berkley brand. Why Join Us? At Berkley One, you'll be part of a forward-thinking team that's reimagining personal insurance. We're building solutions that are as sophisticated and agile as the clients we serve-individuals and families who value innovation, simplicity, and exceptional service. You'll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry. #FieldUnderwriter What We Value * A client-first mindset with a passion for delivering exceptional experiences * Curiosity, creativity, and a drive to challenge the status quo * Collaboration across disciplines to build smarter, more intuitive solutions * Integrity, expertise, and a commitment to excellence Join us in creating a new standard in personal insurance-where protection meets possibility. This role involves frequent travel and occasional in-office presence in Stamford, CT therefore, this role is meant for those who are based in the local area. #LI-AV1 #LI-Remote The Company is an equal employment opportunity employer. Responsibilities As an Business Development Underwriting Partner, you'll be a key individual contributor to the Berkley One brand, responsible for driving profitable growth through expert underwriting and strategic business development. The ideal candidate will blend deep underwriting expertise with a passion for building and nurturing agency relationships, contributing to both the financial success and brand presence of Berkley One. What you can expect: * Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent * Internal mobility opportunities * Visibility to senior leaders and partnership with cross functional teams * Opportunity to impact change * Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you for: Underwriting & Risk Evaluation * Underwrite new business daily, selecting and pricing risks aligned with profitability goals. * Collaborate with risk management to assess exposures and recommend solutions that enhance risk quality. * Utilize advanced underwriting tools and analytics to monitor portfolio performance and inform decisions. * Educate agents on Berkley One's risk appetite and guide appropriate risk selection. Business Development & Agency Management * Execute agency management strategies to meet or exceed growth and profit targets by state and agent/broker. * Identify and appoint new agent/broker partners; manage out non-performing agents. * Lead agency business planning focused on new business, retention, hit ratio, profit, and efficiency. * Develop and maintain a pipeline of profitable target market opportunities in the territory. * Provide quote coaching and new business support to agency partners. * Track agency performance and adjust strategies to maximize revenue and brand impact. Strategic Collaboration & Brand Building * Partner with Distribution and Marketing teams to co-develop growth strategies and enhance market presence. * Execute initiatives related to lead generation, networking, events, campaigns, and brand storytelling. * Build strong connections between agency partners and internal teams to ensure exceptional service delivery. * Contribute to the development of distribution capabilities aligned with Berkley One's strategic goals. * Gather and disseminate market intelligence, broker insights, and competitive analysis to inform broader organizational strategy. Innovation & Continuous Improvement * Identify opportunities for innovation in underwriting and business development practices. * Challenge norms and contribute to process optimization and organizational priorities. Travel Requirement * Travel throughout the assigned territory is required, averaging 40% each week. * Other work as assigned Qualifications What you need to have: * Bachelor's degree (BA or BS) or equivalent professional experience * 3-5 years of successful agency management and underwriting experience in the high-net-worth personal lines. * Exceptional communication skills-verbal and written-with the ability to adapt to diverse audiences. * Strong customer-centric mindset with empathy for insureds and agents. * Highly organized, accountable, and composed under pressure. * Collaborative and innovative, with natural curiosity and drive for continuous improvement. * Tech-savvy and proficient in underwriting tools and analytics. * Able and willing to meet travel requirements. Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $110-130k • Eligible to participate in annual discretionary bonus. • Benefits: Company Fleet Vehicle, Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and generous Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities As an Business DevelopmentUnderwriting Partner, you'll be a key individual contributor to the Berkley One brand, responsible for driving profitable growth through expert underwriting and strategic business development. The ideal candidate will blend deep underwriting expertise with a passion for building and nurturing agency relationships, contributing to both the financial success and brand presence of Berkley One. What you can expect: - Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent - Internal mobility opportunities - Visibility to senior leaders and partnership with cross functional teams - Opportunity to impact change - Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you for: Underwriting & Risk Evaluation - Underwrite new business daily, selecting and pricing risks aligned with profitability goals. - Collaborate with risk management to assess exposures and recommend solutions that enhance risk quality. - Utilize advanced underwriting tools and analytics to monitor portfolio performance and inform decisions. - Educate agents on Berkley One's risk appetite and guide appropriate risk selection. Business Development & Agency Management - Execute agency management strategies to meet or exceed growth and profit targets by state and agent/broker. - Identify and appoint new agent/broker partners; manage out non-performing agents. - Lead agency business planning focused on new business, retention, hit ratio, profit, and efficiency. - Develop and maintain a pipeline of profitable target market opportunities in the territory. - Provide quote coaching and new business support to agency partners. - Track agency performance and adjust strategies to maximize revenue and brand impact. Strategic Collaboration & Brand Building - Partner with Distribution and Marketing teams to co-develop growth strategies and enhance market presence. - Execute initiatives related to lead generation, networking, events, campaigns, and brand storytelling. - Build strong connections between agency partners and internal teams to ensure exceptional service delivery. - Contribute to the development of distribution capabilities aligned with Berkley One's strategic goals. - Gather and disseminate market intelligence, broker insights, and competitive analysis to inform broader organizational strategy. Innovation & Continuous Improvement - Identify opportunities for innovation in underwriting and business development practices. - Challenge norms and contribute to process optimization and organizational priorities. Travel Requirement - Travel throughout the assigned territory is required, averaging 40% each week. - Other work as assigned

Executive Assistant - Legal & Compliance Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even the most challenging goals. As a market leader, the talent and passion of our people is critical to our success. We embrace integrity, excellence, teamwork and giving back. As an administrative assistant, you'll be expected to provide administrative support to senior members of the division and perform the following duties: Act as first point of contact for inbound and outbound phone calls for managers, applying discretion and judgement when dealing with sensitive information Understand the important clients/colleagues of each manager, take accurate messages and stay informed of manger's whereabouts Interface with various departments to collect information, respond to requests and obtain services on behalf of managers Maintain managers calendars via Outlook which includes scheduling meetings/ conference calls, addressing meeting conflicts and assisting with hosting video conferences Plan and organize internal events including event registrations, conference room reservations, multimedia support, and catering requests Arrange all aspects of domestic and international travel which includes booking flights, providing travel itinerary, arranging hotels and car service, assisting with international travel requirements (ie, visas, entry letters) Prepare and submit expense reports on a timely basis for travel or business-related expenses, follow up on discrepancies and missing receipts to keep balances current. Create, edit and format documents using Microsoft Office Suite and Adobe Pro Collaborate and gather documents for upload onto internal and regulatory systems or for printing and binding, if necessary Manage team's shared sites such as Microsoft Teams, SharePoint and other collaborative sites. Support your dedicated team by assisting with the onboarding/offboarding of contingent workers and employees, creating and maintaining mail groups, ordering office supplies, receiving guests/visitor and handling all incoming/outgoing mail and packages. Process invoices and create funding requests using internal platforms Assist on adhoc projects and provide backup coverage for other administrative assistants, as needed Qualifications - External Skills Required: Experience supporting multiple senior professionals including heavy calendars management and phone coverage Must be flexible covering different managers' as group grows or changes Experience working in the financial services industry (5-10 years) College Degree Preferred (or 5+ years of relative corporate experience preferred) Excellent communication, writing, judgment, and problem-solving skills Strong attention to detail as well as solid organization/time management skills Must be an enthusiastic and positive team player who is willing to help out and work well with others Able to work in a fast-paced environment and handle multiple tasks concurrently Proficient in the Microsoft Office suite especially PowerPoint, Excel and Outlook for email, calendar and contacts Knowledge of O365 and Microsoft Teams a plus Ability to be proactive and keep current with office procedures and technical training as well as all policy guidelines and compliance requirements Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba a plus Solid typing skills (60+ wpm) 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). Expected base pay rates for the role will be between $60,000.00 and $105,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide an outstanding foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Wealth Management ("MSWM") provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets, and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry. The Alternative Investments Transfers for Illiquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as an Associate in Fixed Income Operations to support the Global Loans Secondary Trade Closing team in coordinating with trade counterparties and clients to receive and review loan trade documentation while managing a trading portfolio of secondary loan trades. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process Train others, allocate tasks and support with first line escalation where required Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm Assist the closing team in managing the trade closing process through communication with custodians, admin agents , counterparties, and fund administrators while maintaining minimal operational risk. Operate and understand proprietary trading systems as well as external trading platforms such as ClearPar & Virtus Trade Settlement as it pertains to the loan trading function. Interact with senior members of the Loan Trading desk, Legal, Sales, and Operations groups in order to deliver solutions for Morgan Stanley?s clients. Develop strong working relationships with outside Deal Administrators to ensure accurate and timely execution of trades. Provide management with daily updates on activities, review issues within the assigned portfolio, and dimension solutions to achieve client satisfaction and targeted goals. Actively converse with internal and external legal counsel to generate loan documentation and accelerate the closing process while ensuring Morgan Stanley?s legal risk has been approved by the appropriate personnel prior to execution. What you'll bring to the role: Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently with respect to some job responsibilities Culture carrier across Operations, embracing the Firm's core values Understanding of Loan Syndication and Trading Association (LSTA) documentation and guidelines and a thorough understanding of the mechanisms which govern the corporate loan market. At least 4 years' relevant experience would generally be expected to find the skills required for this role Familiarity with Par loan trading market convention Very strong customer service skills with exceptional written and verbal communication skills Strong problem solving, research and analytical skills with the ability and willingness to work in a structured, high paced environment, with daily routine operations Detail-oriented, conscientious and energetic professional with ability to think creatively. Self driven and highly motivated team player Strong knowledge of Microsoft Office with focus on Word and Excel Self-motivated and willing to assume extended responsibility Ability to work in a fast paced environment, both independently and as part of a team Can identify key control points within a process, and then provide assessment of the preventative and detective control LoanIQ and ClearPar system knowledge and trade closing and or trading desk exposure Role is hybrid and will require in office attendance 3 days/week. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Details Responsibilities : Independently analyze and price reinsurance submissions and provide recommendations. Work closely with underwriters to help them understand the conclusions and the key assumptions built into the pricing analysis. Effectively communicate findings and results to internal and external stakeholders and all levels of management as required. Present pricing findings to the company President and serve as a key member in the referral process. Develop, maintain and enhance actuarial pricing tools and parameters. The role will focus on the reinsurance treaty pricing function, but will also participate in other functions with the department, including reserving, CAT modeling, and ERM. Perform CAT modeling and treaty profitability simulation analysis using ReMetrica or MetaRisk. Program using VBA or SQL to develop actuarial models or data manipulation. Develop actuarial pricing models with Excel to price reinsurance treaties. Train, mentor and develop junior staff. Support reserving, financial reporting and management reporting functions, as needed. Some telecommuting permitted. #LI-DNI Qualifications Education Requirement: Master's degree in actuarial science, operations research, applied analytics, or related Experience Requirement: Two (2) years of experience as an actuarial analyst, credit analyst or related Special Skills/Certifications: Must have passed at least 5 Casualty Actuarial Society (CAS) exams. Additionally, must have some work experience in each of the following: (1) Hands-on experience with pricing reinsurance treaties; (2) Develop actuarial pricing models with Excel to price reinsurance treaties; (3) CAT modeling and performing treaty profitability simulation analysis using ReMetrica or MetaRisk; and (4) Programming using VBA or SQL to develop actuarial models or data manipulation within pricing reinsurance Additional Company Details Salary: $135,616 to $142,560 Apply: berkley.com/careers Responsibilities Job Description: Independently analyze and price reinsurance submissions and provide recommendations. Work closely with underwriters to help them understand the conclusions and the key assumptions built into the pricing analysis. Effectively communicate findings and results to internal and external stakeholders and all levels of management as required. Present pricing findings to the company President and serve as a key member in the referral process. Develop, maintain and enhance actuarial pricing tools and parameters. The role will focus on the reinsurance treaty pricing function, but will also participate in other functions with the department, including reserving, CAT modeling, and ERM. Perform CAT modeling and treaty profitability simulation analysis using ReMetrica or MetaRisk. Program using VBA or SQL to develop actuarial models or data manipulation. Develop actuarial pricing models with Excel to price reinsurance treaties. Train, mentor and develop junior staff. Support reserving, financial reporting and management reporting functions, as needed. Some telecommuting permitted. #LI-DNI

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. In this role, the Associate will support the U.S. Banks Data Quality Program by driving compliance with the Firm's Data Quality Policy and procedures, with a focus on BCBS 239 requirements across Risk and Finance. The Associate role is in the U.S. Banks First Line Business Risk team. This team is responsible for managing risks associated with Data Quality. This role requires regular interaction with other divisions across firm, technology, Bank Business partners, Bank Data Stakeholders, Compliance, Second Line Risk and Internal Audit. Primary Responsibilities Include: Ensure compliance with the Global Data Quality Policy and BCBS 239 standards for prioritized data domains across U.S. Banks. Partner with the Firm Data Office, Divisional Data Offices, and Technology teams to: Conduct data flow analysis. Assess and monitor data quality controls. Identify data owners and catalog metadata in Collibra. Manage annual re-attestation processes. Define solutions including dashboards, automated communications, and data quality management processes. Partner with project and technology teams to enhance controls and optimize data processes. Develop and maintain dashboards and performance metrics for periodic reporting to management committees and senior leadership. Maintain procedural documentation, including desktop procedures, to support consistent execution. Partner with technology teams to ensure data sourcing from authoritative systems to improve data quality. Communicate project progress, risks, and issues to stakeholders with clarity and consistency. Qualifications Bachelor's degree in Business, Finance, or a related field. Minimum 2 - 3 years of professional experience, ideally within the financial services industry, with demonstrated expertise in data management, governance, quality, lineage, and issue remediation. Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, Visio and other MS Office Tools. Proven ability to collaborate across functions and manage multiple priorities in a fast-paced, Agile environment. Strong Attention to detail and the ability to handle, prioritize multiple tasks and projects concurrently. Highly motivated / self-starter with a sense of accountability & ownership, willingness to learn, and ability to work independently. Excellent written and verbal communication skills. Experience performing business analysis, writing business requirement document, and creating mock dashboards. The ability to work effectively within a local and global team, as well as independently. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: Responsible for supervision of VEAs including managing their training and development Monitor on-site performance, behavior and general policy adherence Develop effective teams, providing consistent leadership and assuming accountability for results Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity Coach and develop team members to improve their performance across all metrics As needed, create performance improvement plans for underperforming VEAs Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary Conduct regular team meetings to pass along best practices and share ideas Understanding and knowledge across all VEA services and offerings In partnership with the VEA Relationship Manager, conduct performance reviews Stay organized, focused, and highly disciplined Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: Bachelor's degree or equivalent experience Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged. Previous management experience required Excellent written, verbal and presentation communication skills Possess exemplary organization and time-management skills Expert knowledge of PC, MS Office and internet applications Self-starter, must be able to work independently, be flexible and detail-oriented Be authorized to work in the US without durational restrictions Successfully complete background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence."Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.Today the Berkley brand comprises more than 60 + businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth. The Company is an equal employment opportunity employer. Responsibilities The Berkley ESG framework delivers trust to our stakeholders by investing in human capital and communities, incorporating climate risk into our business decisions, and holding ourselves accountable through responsible management and transparent practices. The Director-ESG Reporting supports this framework by overseeing ESG reporting in the annual Sustainability Report and various regulatory requirements. The role will have primary day-to-day responsibility for planning, implementing, managing and controlling all ESG-related reporting of the company. This will include having considerable interactions with stakeholders at all levels in Berkley. The successful candidate will be analytical, a self-starter, able to work independently, deadline oriented, and willing to roll up their sleeves to accomplish daily tasks. * Maintain and enhance Berkley's ESG Framework & Three Pillar Approach• Gather data for and coordinate Berkley's annual Sustainability Report• Work with Enterprise Risk Management and investments teams to perform qualitative and quantitative risk analyses, including long-range scenario analyses, in order to identify and report on climate-related risks• Calculate annual enterprise-wide greenhouse gas emissions• Work with Corporate Legal and Compliance departments to monitor changing regulations in various jurisdictions• Support Berkley Businesses with local regulatory ESG reporting• Develop necessary governance policies to support regulatory ESG reporting• Create processes and controls for gathering ESG-related data included in regulatory reporting• Coordinate internal and external audits or other reviews of ESG information Qualifications * 8-10 years in the area of reporting, controlling, finance or similar functions, preferably in the financial services industry• Knowledgeable in ESG-related disclosures, reporting frameworks, regulations, and industry trends• Requires a comprehensive understanding of multiple areas within the finance area, including internal controls, audit function, and financial reporting• Requires solid communication skills in order to guide and gather information from others• Demonstrated ability to manage competing priorities in a complex and dynamic environment• Self-motivated with ability to make decisions in absence of detailed instructions• Strong Microsoft Office skills Education Requirement: * BS in Accounting or Finance, MBA and/or CPA highly desirable. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Berkley ESG framework delivers trust to our stakeholders by investing in human capital and communities, incorporating climate risk into our business decisions, and holding ourselves accountable through responsible management and transparent practices. The Director-ESG Reporting supports this framework by overseeing ESG reporting in the annual Sustainability Report and various regulatory requirements. The role will have primary day-to-day responsibility for planning, implementing, managing and controlling all ESG-related reporting of the company. This will include having considerable interactions with stakeholders at all levels in Berkley. The successful candidate will be analytical, a self-starter, able to work independently, deadline oriented, and willing to roll up their sleeves to accomplish daily tasks. • Maintain and enhance Berkley's ESG Framework & Three Pillar Approach • Gather data for and coordinate Berkley's annual Sustainability Report • Work with Enterprise Risk Management and investments teams to perform qualitative and quantitative risk analyses, including long-range scenario analyses, in order to identify and report on climate-related risks • Calculate annual enterprise-wide greenhouse gas emissions • Work with Corporate Legal and Compliance departments to monitor changing regulations in various jurisdictions • Support Berkley Businesses with local regulatory ESG reporting • Develop necessary governance policies to support regulatory ESG reporting • Create processes and controls for gathering ESG-related data included in regulatory reporting • Coordinate internal and external audits or other reviews of ESG information

Morgan Stanley Wealth Management Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal coverage for Morgan Stanley Wealth Management's Alternative Investments and Private Markets businesses. Specifically, the attorney will focus on alternative investment funds and private securities transactions and related matters. The position will be based in Purchase, NY. The successful candidate will join a team of attorneys, reporting to the head of the Alternative Investments legal team. The attorney will have significant interaction with the business unit, and will work closely with the other attorneys on the Alternative Investments and Private Markets legal teams. The attorney will also work and coordinate with a broader group of advisory attorneys covering Morgan Stanley Wealth Management's other products and services. In particular, the position will involve analyzing, reviewing, negotiating, structuring and approving matters relating to the offering and distribution of alternative investment funds and other private securities, as well as ongoing support for such products. In addition, the attorney will advise on various business projects, both independently and in coordination with other team members, as necessary. The attorney will also work closely with internal stakeholders, such as Compliance, Risk and the business units within Morgan Stanley Wealth Management, as well as with counterparties at external financial services firms and outside counsel. The following is an illustrative, non-exhaustive list of the types of responsibilities that the successful candidate will be actively involved in: > Distribution of complex fund or feeder fund offerings, co-investments, secondaries and direct and indirect private securities offerings. > Drafting and negotiating a wide range of legal agreements, including placement agent agreements and other distribution agreements, custom fund offerings, servicing agreements, as well as working with external counsel when needed. > Reviewing offering documents (private placement memoranda, limited partner agreements, side letters), early stage transaction documents (NDAs, term sheets, agreements), subscription agreements and ongoing fund communications. > Advising on legal obligations arising in connection with corporate governance, investor relations, fund raising, distribution, marketing, and investing activities as well as the review and resolution of legal-related issues/questions that arise with respect to order processing (subscriptions, transfers). > Reviewing marketing materials and investor presentations (including track record data) for adherence to FINRA and SEC rules related to advertising and communications with the public. > Improving operational efficiency by partnering with the Mumbai Legal team, including transitioning certain tasks to streamline processes and providing feedback to enhance expertise. > Reviewing and negotiating client account documentation related to alternative investment product and services and ongoing corporate communications. > Reviewing and interpreting relevant statutes, rules and regulations applicable to wealth management products and services. Monitoring and advising on legal developments impacting alternative investments. > Leading deal-specific and general education presentations to the business unit and other Morgan Stanley Wealth Management attorneys. > Maintaining form agreements as well as working on discrete projects, regulatory inquiries, fund maintenance and other matters as appropriate. -- J.D. required. -- A minimum of three (3) years' relevant experience at a top quality law firm and/or in-house, preferably with a financial services firm (including a bank, broker-dealer, investment advisory firm, private equity, real estate or hedge fund). -- Experience with some or all of the following: alternative investments, co-investments, direct investments, and/or secondary transactions in private securities. -- Experience reviewing and interpreting statutes, rules and regulations, with knowledge of U.S. securities laws including Investment Advisers Act of 1940, Securities Act of 1933 (including Regulation D), the Securities Exchange Act of 1934, and/or the Investment Company Act of 1940. -- Experience with broker-dealer/FINRA matters is a plus, along with familiarity with ERISA matters, anti-money laundering (AML) regulations, data protection laws, and tax considerations related to alternative investments -- Candidates should have experience in complex transactions and projects and must be able to work independently when needed and also collaborate with cross-functional groups. This role will be a hybrid role, 3 days in the office Skills Desired: > Professional maturity, confidence, presence, independence, drive, and initiative > Excellent judgment and analytical skills > Excellent oral and written communication skills > Strong interpersonal skills > Strong management and administrative skills > Teamwork and ability to multi-task in fast paced environment > Ability to proactively evaluate and prioritize among multiple tasks Purchase, NY The position will be based in Purchase, NY. This office is the Headquarters of the firm's Wealth Management division. The location recently went through an extensive remodel, creating a state-of-the-art facility featuring a first-class gym, game lounge, eating facilities and more, to enhance the employee experience. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Job Posting Pay Range 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). Expected base pay rates for the role will be between $110,000.00 and $190,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders. Program Overview: Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients. Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst. Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management. Responsibilities: Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients. Potential Home Office roles include (but are not limited to): * Product Development & Management * Investment Research & Due Diligence * Analytics & Data * Field Services * Financial Wellness * Marketing * Business Development * Strategy * Portfolio Construction * Sales Engagement * Digital Strategy * Risk & Administration Qualifications: Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include: * Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028 * Minimum 3.5 GPA * Basic knowledge and strong interest in finance * Analytical, results-driven, and able to multi-task * Team player with a positive attitude * Strong oral and written communication skills * Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status Application Process & Deadlines: In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered. Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Key Message for Candidates: This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles. Job Level Summer Analyst Program Summer Analyst

Join our Team National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there. About this PositionThe Operations Support Specialist involves receiving and processing all forms of communications from original line and student life policy holders. The Ops Specialist maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business.Responsibilities and Qualifications • Deliver exemplary customer service to NBL customers • Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. • Recognizes priority situations and understands when to notify appropriate parties. • Strong computer skills and proficient with Microsoft Office 365 • Minimum 2 years of customer service experience is required • Excellent customer service, verbal and written communication skills • Ability to work independently without close supervision • Ability to set priorities and act with sense of urgency • Ability to communicate and work effectively with leaders and associates at all levels • Excellent organizational skills, including the ability to manage multiple priorities simultaneously • Analytical ability, mathematics skills, knowledge of recordkeeping and attention to detail • Thorough working knowledge of Life Insurance operations • Knowledge of NBL policies and structure • Strong interpersonal relationship skills and ability to communicate professionally with irate customers • Cash Surrender & Loan Processing • Reinstatement, Reversion & Reg 60 • Title Change Processing • Whole Life Conversion & Stand Alone ADB Processing • Customer Service • Imaging & Report Processing • Balance and update reports for vendors • Review reports and perform mailings for aged and paid-up policies • Review and respond to incoming correspondence • Process duplicate policies for old and current product policies • Process address changes for old and current product policies • Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied • Contribute to team effort by accomplishing related results as needed • Perform various administrative and customer service-related duties • Contribute to team effort by accomplishing related results as needed • Annuity death claims • Weekly Status Report • Maintenance of 1099 system Location: Long Island City, New York Schedule: Hybrid role, 40 hours per week working Monday - Friday 8:30 a.m. to 5:30 p.m. Salary Range: $47,000 - $54,000 Hybrid Work Requirements • A laptop will be supplied to you • You must provide Internet Access with speed requirements of Upload - 8 mbps Download - 15 mbps FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: • Day one health, dental, and vision insurance • 401(k) Plan with competitive employer match • Vacation, sick, holiday and volunteer time off • Life and disability insurance • Flexible Spending Account & Health Savings Account • Professional development • Tuition reimbursement It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At National Benefit Life, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request 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 the client and/or FA/PWA/team, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience • 5+ years of work experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be 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 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Wealth Management Associates located in Connecticut receive an annual salary ranging from $48,000 to $92,600. In addition, Wealth Management Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half. Morgan Stanley also offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm's benefit offerings. 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).

The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Complex Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. DUTIES and RESPONSIBILITIES: Expense Management Support * Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems * Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed * Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues * Maintain and review Branch finance and expense management information in collaboration with CBSO and/or Business Service Officer (BSO) Management Support * Navigate the firm's resources and act as a liaison with Complex Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed * Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) * Proactively participate in firm initiatives directed by local management * Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Complex initiatives as directed * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) * Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support * Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance * Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system * Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters), * Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses) * Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System * Assist with firm remediations as needed * Act as a point of contact for technology projects, migrations, equipment installs/ replacements * Coordinate with Complex Administrator as it relates to Complex driven projects and initiatives and ensuring back-up Administrator coverage * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk Officer) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Two or more years of related experience is a plus Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office * Excellent verbal and written communication skills, including telephone coverage * Strong time management skills * Demonstrates good judgement * Exceptional interpersonal and client service skills * Detail orientated with superior organizational skills * Ability to prioritize work * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Proactive or self-starter * Ability to be discreet and maintain confidentiality on sensitive matters * Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: * Branch Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $55,000 - $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. 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).

Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND/OR EXPERIENCE Bachelor's degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 to - $160,000 per year]at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers / Divestitures / Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. As a member of the Business Transformation Services (BTS) team, this individual will support initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This contributor will provide support, and work with project teams to build out a project's governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric. Key responsibilities include: * Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of the initiative * Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. * Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed * Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project * Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline * Support key program leads and resources in executing key deliverables * Independently identify opportunities to drive project/ programs forward * Maintain strong partnerships with business and technology teams to drive successful project execution Qualifications: * BS/BA degree required. Advanced degrees a plus. * A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management * Ability to quickly turn around high-quality work in a fast-paced environment * Ability to drive delivery/execution of a wide range of tasks and initiatives * Ability to work independently, proactively and possess a strong sense of accountability / ownership * Ability to lead and influence cross-functional teams to meet delivery timelines * Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure * Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately * Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management * Independent self-starter who can manage multiple activities to aggressive deadlines * Eagerness to learn the business and understand detailed requirements * Organizational skills and ability to organize information in a meaningful way * Experience managing one or various workstreams * High attention to detail; follows through to ensure accuracy of materials * Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA This role will be filled in one of the following locations: * Dallas, TX * Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. * Please note, final base compensation may vary based on location. 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).

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. Position Summary Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (participants) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for workplace participants. We are seeking an emerging leader to join the Workplace Platforms team as a Junior Product Manager. You will partner and collaborate with stakeholders across the organization to support the planning and execution of key initiatives that will drive execution of the Firm's long term strategy of delivering the firm and integrating a path to advice with the workplace offering. You will also assist with defining an ideal user experience across various digital platforms in support of this mission. Job Responsibilities * Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress. * Write requirements/epics/stories for integrating the workplace into the wealth management client experience and work closely with technology and operations partners through build and delivery phases * Work with cross functional teams to support the design and development of new products * Provide input to group product managers in order to influence and deliver compelling roadmaps that meet stakeholder needs * Identify dependencies and keep constituent groups informed of progress towards delivery * Contribute to and maintain key strategic presentation materials used to inform executive decision-making * Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input * Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests Skills * 2+ years as a product owner/manager/analyst * 2+ years of experience with technology development process and lifecycle (Agile/Waterfall) * Strong understanding of the corporate stock plan business and operating paradigms * Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization * Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making * Strong technical writing skills to assist with user story/requirement writing * Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management * Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels while expanding our banking product reach. We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Product Owner role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will assist in supporting the Digital Client Experience for the following: - The Digital Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing processes. Our user experiences are targeted to users across the firm in a wide-ranging set of self-directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our team is responsible for delivering the digital client-facing experience. - The individual in this role will be responsible for supporting the product team in defining, building, and reviewing end-to-end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development. Responsibilities: > Disciplined Product Management: Lead the product development life cycle, including problem definition, solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback, competitive and business intelligence. > Roadmap Development & Management: Build and maintain prioritized feature backlog in jira and define product roadmap by partnering closely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines. > Strategic Prioritization: Priority management with a sound metrics driven framework for a balanced approach to trade-offs between value add and resource investment. > Success Metrics Tracking & Reporting: Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support. > Stakeholder management: Collaborate with stakeholders from business, technology, UX, customer service, Ops, and legal & compliance to elicit requirements. > Risk Management: Identify potential risk and issues that may impact roadmap delivery and develop mitigation strategies to address them proactively. > Business Reviews: Orchestrate business reviews and update forums for the project progress and delivery. Responsible for planning, material creation, preparation, execution, and follow through of discussion items. Business Skills: > Looking for a highly motivated individual with strong critical thinking, written and verbal communication, and organization skills. > Naturally curious, analytical, and data-driven > Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goal > Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences QUALIFICATIONS > Proven experience with digital platforms and solutions > Bachelor's degree is required > Knowledge or exposure to wealth management and online brokerage/banking preferred > Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred > Customer service insights: deep familiarity with customer service processes > Exceptional communication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills. 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. All States (NAM) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Digital Assets Strategy Enablement & Governance Lead - Executive Director Wealth Management Platforms Purchase, NY The role of the Executive Director on the Platforms Digital Assets team will serve as the orchestration and governance lead to drive delivery of the firm's digital asset initiatives across technology, product, risk, compliance, legal, operations, and the field. Reporting into the business and product organization, this role is designed for a leader who can translate strategy into execution - establishing the right forums, decisioning, controls, and operating cadence - while actively unblocking teams and accelerating outcomes. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. What you'll do in the role: Orchestrate Delivery Across Digital Asset Portfolio: * Lead cross-functional execution for multiple digital asset workstreams, e.g., custody and wallet infrastructure, client experience, etc., ensuring teams move from concept to production * Translate executive priorities into a structured roadmap with clear milestones, dependencies, and measurable outcomes * Proactively identify and resolve blockers across technology, vendors, data, security, risk sign-offs, and operating model readiness Support Fit-for-Purpose Governance that Enables Speed: * Design and provide oversight for governance forums (SteerCo, architecture review, risk/compliance, etc.) that are decision-oriented with clear agendas, owners, and outcomes * Define the operating model for digital assets in Platforms, including roles/responsibilities, RACI, intake/prioritization, escalation paths, and decisioning * Ensure governance is lightweight but rigorous, enabling delivery while meeting control expectations Embed Risk, Regulatory, and Control-by-Design: * Partner with Risk, Compliance, Legal, and Controls to ensure initiatives are designed to meet evolving regulatory requirements and internal policies * Own the traceability of key decisions, approvals, and control artifacts without creating bureaucracy Organizational Enablement: Field and Home Office Training, Curriculum, and Presentations * Support creation of advisor-ready and home office curriculum (modular content, job aids, playbooks, FAQs, scenario-based learning) covering digital asset fundamentals, firm-approved use cases / products, client suitability considerations, risk disclosures, operational flows, and what can / cannot be said * Develop and maintain a field communications cadence tied to launches and policy updates, e.g., quarterly enablement series, launch toolkits, "what changed" updates * Deliver live and virtual presentations to the field (regional meetings, advisor townhalls, leader forums) translating complex topics into practical, client-relevant narratives * Equip field leadership with presentations and speaking points, and coach internal champions to scale delivery * Create mechanisms to capture field feedback and feed insights back into product, platforms, and governance prioritization Stakeholder Engagement & Leadership: * Partner with product leads and platform engineering to ensure initiatives meet business needs and are scalable, secure, and supportable * Coordinate with Wealth business stakeholders (advisors, client service, operations, finance) to ensure readiness for launch, training, and adoption * Lead through influence and collaboration - bringing teams together, setting a clear cadence, and holding stakeholders accountable to commitments Skills Required: Experience * Bachelor's or Master's degree in Business, Finance, or a related field. * 10+ years of experience in financial services transformation, platform delivery, or strategic program leadership. Digital assets, market infrastructure, or wealth platforms experience strongly preferred. * Demonstrated ability to lead dedicated teams and cross-functional execution in regulated environments. Exceptional stakeholder management and executive communication: can synthesize complexity into clear decisions and next steps. * Strong familiarity with digital asset constructs (custody, wallets, tokenization, stablecoins, blockchain networks, on/off chain data, settlement models) and the related risk/control landscape. * Excellent leadership, communication, and stakeholder management skills. Hands-on orientation to move work forward. Preferred Skills * Proven ability to build compelling presentations to executives and large audiences, translating complex topics into practical conversations. * Knowledge of digital asset products and infrastructure and how to stand up an operating model in a regulated wealth environment. * Strong track record of running decision-oriented governance, managing interdependencies across Tech/Risk/Legal/Operations, and driving outcomes through influence. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between$150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).