Wedbush Securities jobs in Chicago, IL

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. We are seeking a motivated and detail-oriented Futures Support Specialist to join our operations team. This position plays a critical role in ensuring the smooth functioning of trade operations, customer service, and risk oversight during off-peak hours, including weekends and second/third shifts. The ideal candidate will have a strong understanding of futures markets, excellent communication skills, and a proactive approach to issue resolution and client service. The schedule for this role is Saturday through Monday from 12am to 8am. Including Holidays. Responsibilities include, but are not limited to: * Serve as the point of contact for client inquiries received during evening and weekend hours * Assist customers with account access, trade inquiries, position questions, and general support * Log and escalate client issues through established internal systems (Salesforce, ticketing, etc.) for follow-up * Monitor order flow, executions, and clearing activity for accuracy and completeness * Support electronic trading platforms and assist with exchange connectivity issues * Monitor client positions, intraday exposure, and margin utilization using internal risk systems * Identify and escalate potential trading anomalies, limit breaches, or system alerts to senior staff * Participate in overnight surveillance procedures to ensure compliance with firm and regulatory policies * Process new account documentation, ensuring accuracy and compliance with regulatory requirements * Assist with internal onboarding workflows * Update client account information and support maintenance requests as needed * Monitor cash flows into books and records along with client reports * Perform other tasks and duties as required and assigned Experience and Skills * 1-3 years of experience in the futures, derivatives, or financial-services industry * Familiarity with exchange-traded derivatives, FCM operations, or clearing processes * Working knowledge of risk management and trade-support systems * Strong communication and analytical skills * Ability to work independently in a fast-paced, time-sensitive environment What We Offer Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed. The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $28.00-$43.00/ hour . Colleagues may be eligible for additional , discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

The Wealth Management Client Segments division within Morgan Stanley Wealth Management includes the Advisor-led, Workplace, Institutional and Digital Direct businesses which work to meet clients wherever they are on their financial journey, supporting their growth and deepening relationships over time. The Client Segments & E*TRADE Strategy & Execution team is responsible for driving execution priorities within the self-directed channel (E*TRADE) and delivering against cross-channel growth initiatives across the broader Client Segments division. The team's remit can be categorized across four verticals: (i) Strategic Planning/Execution & Corporate Development, (ii) Business Management, (iii) "Chief of Staff", and (iv) Special Projects across. The team's portfolio is ever-changing: in the past, projects included driving inorganic growth initiatives, building out financial models, assessing the impact of strategic investments, managing the financial budget across Client Segments, and preparing briefing memos for the Head of Wealth Management Client Segments. Position Summary: We are seeking a Vice President to support Strategy and Execution efforts across the E*TRADE business with focus on the defining, enhancing, and delivering the Active Trader client segment value proposition: * Conducting internal and external market research to identify key segment attributes, define segment personas, and identify competitive gaps * Partnering with the business, service, platforms, marketing, technology, and legal / risk / compliance to define roadmap for driving share of wallet expansion across the Active Trader client segment * Leading cross-functional teams across execution of key initiatives, managing a matrixed leadership structure and ensuring alignment of priorities across business partners * Serving as a "client advocate" and representing the segment across internal and external forums, articulating segment needs, wants and desires internally and helping build consensus across execution * Providing strategic and tactical updates to E*TRADE and Wealth Management Client Segments leadership * Driving and maintaining prudent expense management across the segment initiatives * Partnering with the broader Wealth Management Client Segments Strategy and Execution team to support cross-divisional initiatives, chief-of-staff responsibilities, and occasional execution across non-E*TRADE focused projects * Building close relationships with all our functional partners (Finance, HR, Legal, Risk, Compliance, etc.) and overseeing monthly management reporting in collaboration with the functional partners Experience: * Bachelor's degree required, Master's degree will be a plus * Experience in Wealth Management (Full-Service or Self-Directed segments) or related strategy/corporate development roles in the financial services industry Required Skills: * Strong leadership skills with the ability to drive initiatives and influence at all levels of the organization * Ability to manage complex projects, distilling abstract ideas into actionable plans and executing against them * Excellent interpersonal and communication skills and the ability to interact with colleagues at all levels across a complex and dynamic organization * Highly detail-oriented individual with ability to manage multiple priorities and competing deadlines * Exceptional analytical and strategic problem-solving skills * Ability to work independently and solve problems with limited information * Knowledge of the Active Trader client segment a plus * Ability to travel ad-hoc as needed to other satellite offices (primarily Chicago and Alpharetta) * Knowledge of Excel, PowerPoint, DataIKU, Thinkcell & Tableau preferred 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. Illinois: Salary range for the position: $110,000 and $190,000 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 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 consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid 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 our benefit offerings. New York: 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).

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 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. Salary range for the position: $120,000 - $160,000 / Yr. 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our 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).

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR. Responsibilities Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements 1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Responsibilities * Assist in managing team's ultra-high-net-worth wealth management relationships and accounts * Prepare timely and accurate performance reports and account analysis * Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed * Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools * Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business * Assist in facilitating client investment trades and portfolio modifications * Respond timely to inbound client requests for information and services such as transfers and settlement * Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments * Take and execute on client trade instructions using firm OMS * Assist Advisor in prospecting and business development activities including outreach, tracking and list management * Qualifications: * Bachelor's degree in Finance, Economics, Math or a related field preferred * Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg * Minimum of 2 years of related work experience in financial services * Strong quantitative, analytical and problem-solving skills * Solid communication skills and "presence" to interact effectively with the team and clients * Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate * Series SIE/Series 7 and Series 66 or Series 63 and Series 65 Additional Differentiators: * Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus * Experience with Pershing NetX360 or similar custodial and client management systems a must * Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable * Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions * Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow Primary Location Full Time Salary Range of $75,000 - $95,000.

E*TRADE by Morgan Stanley About the Job More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first. Job Summary E*TRADE from Morgan Stanley is looking for an experienced candidate with a solid background in crypto, derivatives, and Retail Trading platforms. Knowledge of crypto and retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around mobile applications and trading tools & features will be a valuable skill set. The primary responsibility of the position is to help lead initiatives within the Derivative and Crypto Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios. This position will also support various business lines in its day-to-day functions inclusive of audits, operational controls and administrative tasks. The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues. Key Responsibilities * Work with Risk and Service partners to identify system or experience gaps that need to be addressed. * Lead new initiatives to introduce new functionality designed to enhance the crypto experience * Manage day to day business needs as required to support derivative business lines. * Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes * Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends * Provide Product Support: Research and resolve complex issues related to assigned products or core competency * Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light. * Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products * Champion new products throughout the organization * Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Qualifications Basic * 3-5 years of experience in Product Management preferably in the Financial Services Industry * Bachelor's degree Preferred * 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry * Excellent understanding of crypto trading, and trading platforms * Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories * Knowledge and passion for the mobile space * Ability to engage and find opportunities beyond individual responsibilities * Excellent written and verbal communication skills * Ability to clearly articulate complex ideas to a diverse audience * Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery * Demonstrates effectiveness in a fast-paced, demanding, client-driven environment * Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client * An energetic person with an entrepreneurial attitude 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 $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. 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 Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… Continue to evolve and refine a design language that resonates with our clients Partner closely with UI/UX leadership to create design consistency and quality across the platform Foster continual design system education throughout the team Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) Form strong partnerships with engineering teams to create frictionless design system implementation Implement and maintain processes tools for UI/UX engineering team to utilize our design system Review in-flight designs with Product Designers for holistic application of a design solution Contribute to a culture of continual creative improvement and innovation, excellence and accountability Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… You have 2-5 years of experience as a UI Designer working in a cross-functional team You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs Candidate required to submit portfolio with previous case studies; linked to resume You have a bachelor's degree in design or related field preferably, master's degree a plus You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule You have excellent skills in Figma You have a basic understanding of HTML/CSS You have an advanced understanding of web components, interaction design, visual design and industry trends You are fluent in responsive design, mobile/tablet UI You can establish deep relationships across the entire Design department You are a ‘self-starter' who is driven and seeks out opportunities You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. 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. Salary range for the position: $80,000 and $115,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).

User Experience Researcher, Assistant Vice President 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. Are you a senior UX Researcher who wants to lead high-impact projects, work with cross-functional teams, conduct moderated and unmoderated studies, and mentor other team members? Our growing team is looking for an expert in the practice of user research to be an influential voice in the future of our discipline while inspiring change, delivering written and oral presentations, evaluating qualitative and quantitative insights, and being an advocate for a more intuitive, seamless user experience. The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily. Our team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and a user-centered approach to solve real business problems. If you can bring clarity to complexity, discover compelling user insights, and have gone the extra mile to create delight, we want you! Once Here You Will... * Manage both large and small research initiatives collaboratively with your peers in UX Design, Product Management, Technology, Data and Analytics, and more. * Define research questions and goals, conduct appropriate studies, analyze the findings, and communicate results with clear and compelling presentations. * Evangelize design thinking, including conducting workshops, helping develop user journeys, and asking the right questions to ensure teams are putting users at the center. * Plan, design, and conduct both quantitative and qualitative user research studies (i.e., write moderator's guides, conduct in-depth interviews, design surveys, moderated and unmoderated sessions, etc.). * Identify, track, and share overarching research trends. * Make recommendations on research best practices from previous professional and educational experiences. * Be willing to take on any task or responsibility, big or small, that furthers the growth of the team. * Mentor more junior researchers throughout the research process. * Help to adapt and innovate research practices to meet a rapidly growing team's need. * Help to identify opportunities for impactful UX research across the firm. * Facilitate UX workshops with cross-functional teams. * Help promote a data-driven culture that prioritizes user insights and combats assumptions. * Thrive in a work culture that is full of collaboration, teamwork, inclusiveness, and warmth. Skills You'll Bring * 4+ years UX research experience. * Willingness to run studies from end-to-end (you'll be responsible for every single step, from recruiting participants to sharing insights). * Experience implementing a range of methodologies, both qualitative (e.g., moderated, unmoderated etc,.) and quantitative (e.g., A/B or multivariate testing, card sorting, survey design etc,.) * Experience leading and mentoring junior team members. * An interest in working with both enterprise and consumer technology. * A persuasive and compelling presentation style and being able to clearly communicate research insights. * The ability to adapt, pivot, and roll with the punches. * Preferably M.A./M.S. or PhD in Human-Computer Interaction, Human Factors, Psychology, Anthropology, or related fields * Familiarity with tools like Figma, UserZoom, UserTesting, Optimal Workshop, and Enjoy HQ preferred. * Experience in financial services, or a large corporate environment preferred. Why Work at Morgan Stanley Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. 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. Salary range for the position: $85,000 and $140,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Compensation and Benefits: $27.03 -$35.90 hourly rate Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment 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 $110,000 - $225,000 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 Illinois- Salary range for the position: $110,000 - $225,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).

Company Profile At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Middle Office is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for Core Brokerage, one of the strategic growth areas of the Firm. Middle office is a core foundation for Morgan Stanley. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances, and risk management on all digital channels. It also provides the capabilities for Morgan Stanley B2B stock plan business to manage participants lifecycle. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Middle office is the place for you. Position Description We are seeking highly driven technologist, possessing strong technical and analytic skills with the ability to work in a fast-paced collaborative environment. This is an excellent opportunity to work in a real-time environment where one can make immediate contributions. Director Software Engineering is viewed as a senior level position in applications development who can work on the complex projects requiring specialized technical knowledge. They can work with and solve complex software development tasks. They additionally coordinate with users to determine requirements, ensure that system improvements, responsiveness, resiliency, scalability, and observability are successfully implemented. RESPONSIBILITIES * Effectively work with the leadership in the PMO, Development, Product Management, Business and Technical Operations, Systems Engineering, Infrastructure, Networks and Architecture teams * Design and develop Java based applications. * Acquire a robust understanding of E*TRADE/Morgan Stanley products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives * Build services and systems that involve security, scalability as primary consideration. * Draft and review architectural diagrams, specifications, business requirements as well as various design documents * Work with our existing technology stack (Java, Linux, Unix, Open-Source Platforms, and SOA) as well as new technologies for our next generation solutions * Create project documents and requirements (presentations, user stories, migration plans, communication plans) * Deliver well instrumented systems that provide insight in Operational Metrics and helps resolving issues REQUIREMENTS * Self-motivated, highly organized, team player who thrives in a fast-paced environment with the ability to learn quickly and work independently * Strong experience in Java, Spring, Spring Boot. * Experience in developing prototypes, third party service integration. * Strong experience with multi-threading and networking protocols (TCP/IP, Multicast) * Practical experience and understanding of low latency messaging middleware * Experience working with streaming technologies is highly desirable. * Experience in the financial markets with understanding of Equities, Futures, Options and Crypto is highly desirable * Practical experience working within the Scrum Framework and Agile methodologies * Experience working with AMQ, Kafka and distributed caching like Hazel Cast solutions is a plus. * Strong communication with exceptional written, verbal and presentation skills * Practical experience with relational databases (Oracle, Sybase) is a plus EDUCATION - BS or MS in Computer Science or related field. 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. Salary range for the position: $100,000 and $150,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).

Investment Banking Associate Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For list - its 21st consecutive year on the list. As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors. Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. What makes this opportunity great: Work closely with client management and C-Suite executive team through M&A process. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. What we look for: Candidates must have one year of work experience in a solution-focused financial or quantitative role. Baird values superior intellect, demonstrated leadership ability, attention to detail, effective team play and a commitment to excellence. Candidates must display proven analytical skills and an ability to learn in a collaborative environment. Candidates must have a proven academic record and a passion for Finance. SIE, Series 63 & 79 licensing preferred or the ability to quickly obtain. The Baird Difference: In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird's unique additional benefits here Additional Details: Compensation Information: Min: $175,000 - $200,000 Max Annual Salary Bonus Eligible *Compensation and bonus are commensurate with experience, performance and/or GIB profitability #DI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role. Responsibilities * Work in partnership with the senior analyst to conduct extensive company and industry research * Create financial models and valuation analyses * Write company reports, industry reports, and develop investment recommendations * Form relationships with company management teams through meetings, calls, roadshows, etc. * Make company visits and attend industry conferences * As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements * Must have at least one year of Equity Research or Investment Banking experience preferred * Financial Services industry background preferred (Banking, Fintech, Payments, etc.) * The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently * Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement * Outstanding interpersonal and written communication skills * Outstanding quantitative and organizational skills * A strong competitive spirit balanced by a proven ability to work as part of a team * Bachelor's degree in Accounting, Finance, or Economics required * Strong financial modeling experience required * Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-AH1

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first. SUMMARY E*TRADE Financial is looking for an experienced candidate with a solid background in Retail Trading platforms. Knowledge of retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around trading tools and features such as options chains, charts, buying power, and margin and risk vetting systems will be a valuable skill set. The primary responsibility of the position is to lead initiatives within the Trading Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios. The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues. RESPONSIBILITIES > Lead new initiatives to introduce new functionality designed to enhance the trading experience > Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes > Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends > Work with Risk and Service partners to identify system or experience gaps that need to be addressed. > Provide Product Support: Research and resolve complex issues related to assigned products or core competency > Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light. > Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products > Champion new products throughout the organization > Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Basic > 5 years of experience in Product Management preferably in the Financial Services Industry > Bachelor's degree Preferred > 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry > Excellent understanding of Equities/Options/Futures trading, and trading platforms > Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories > Ability to engage and find opportunities beyond individual responsibilities > Excellent written and verbal communication 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. 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). > Ability to clearly articulate complex ideas to a diverse audience > Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery > Demonstrates effectiveness in a fast-paced, demanding, client-driven environment > Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client > An energetic person with an entrepreneurial attitude 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. Salary range for the position: $85,000 and $140,000 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 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 consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid 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 our 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).

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. We are currently expanding our Equity Sales leadership presence in New York City, and are seeking an entrepreneurial, high-performing Managing Director, Equity Sales to drive institutional relationships and revenue growth across our Capital Markets platform. This is a premier opportunity for a seasoned professional with a proven institutional network, a passion for markets, and the desire to build a high-revenue book within an entrepreneurial and performance-oriented platform. Why Wedbush? Wedbush combines the agility of a boutique with the resources and reach of a major national platform. Headquartered in Los Angeles with more than 100 offices nationwide, we empower top producers with unparalleled autonomy, robust research, and deep corporate access-backed by a firm culture that rewards excellence and innovation. Here, you own your success: we provide the infrastructure, you drive the results and share in the upside. The Opportunity * Drive and monetize institutional client relationships * Deliver differentiated research, corporate access, and market insights * Collaborate with research, trading, and investment banking teams to generate revenue opportunities * Leverage Wedbush's expansive resources while maintaining entrepreneurial control over your book Key Responsibilities * Develop, grow, and monetize institutional client relationships, including hedge funds, mutual funds, and asset managers * Deliver timely, differentiated research, market insights, and actionable investment ideas * Attend and coordinate corporate access events, including conferences, non-deal roadshows, and bespoke management meetings * Partner closely with research analysts, traders, and investment bankers to drive integrated client solutions * Leverage CRM and analytics to track activity, manage performance, and identify revenue opportunities * Represent Wedbush with professionalism and integrity at all times What You'll Bring * Proven success in institutional equity sales with a strong revenue track record * Established institutional client relationships (hedge funds, mutual funds, asset managers) * Expertise in market dynamics, investment trends, and client strategy * Professional presence, strong negotiation skills, and a results-driven mindset Experience and Skills * Bachelor's degree from an accredited institution * 10+ years of experience in equity sales; our verticals cover Technology (TMT/TMS), Financial Institutions and Real Estate (FIRE), Industrials, Healthcare, and Consumer sectors * Proven ability to originate, grow, and monetize institutional relationships * Demonstrated success in institutional equity sales, preferably with a proven track record of strong production * Deep understanding of financial markets and investment dynamics * Proficiency in Thomson Eikon, Bloomberg, and Microsoft Office, particularly Excel * Outstanding sales, communication, and negotiation skills, with a polished and professional client presence * Entrepreneurial drive, analytical rigor, and the ability to thrive in a fast-paced, results-oriented environment * Expert-level command of financial markets, global equity trends, and sector-specific dynamics * Superior communication and presentation skills, including written, verbal, and digital * Exceptional Excel, PowerPoint, and analytics capabilities * Strategic thinker with elite execution skills and relentless attention to detail What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family * Health Savings Account with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) plan with discretionary, competitive company matching and profit-sharing contributions * Tuition reimbursement up to $5,250/year * 3 weeks of Paid Time Off * 2 weeks of Paid Sick Time (may vary by location) * 10 Paid Holidays * Charitable Donation Matching Contributions * Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.) * FINRA License Sponsorship * Travel & Employee Assistance and Employee Discount Programs The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Responsibilities Assist in managing team's ultra-high-net-worth wealth management relationships and accounts Prepare timely and accurate performance reports and account analysis Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business Assist in facilitating client investment trades and portfolio modifications Respond timely to inbound client requests for information and services such as transfers and settlement Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments Take and execute on client trade instructions using firm OMS Assist Advisor in prospecting and business development activities including outreach, tracking and list management Qualifications: Bachelor's degree in Finance, Economics, Math or a related field preferred Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg Minimum of 2 years of related work experience in financial services Strong quantitative, analytical and problem-solving skills Solid communication skills and “presence” to interact effectively with the team and clients Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate Series SIE/Series 7 and Series 66 or Series 63 and Series 65 Additional Differentiators: Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus Experience with Pershing NetX360 or similar custodial and client management systems a must Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow Primary Location Full Time Salary Range of $75,000 - $95,000.

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… * Continue to evolve and refine a design language that resonates with our clients * Partner closely with UI/UX leadership to create design consistency and quality across the platform * Foster continual design system education throughout the team * Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) * Form strong partnerships with engineering teams to create frictionless design system implementation * Implement and maintain processes tools for UI/UX engineering team to utilize our design system * Review in-flight designs with Product Designers for holistic application of a design solution * Contribute to a culture of continual creative improvement and innovation, excellence and accountability * Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients * Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs * Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products * Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… * You have 2-5 years of experience as a UI Designer working in a cross-functional team * You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs * Candidate required to submit portfolio with previous case studies; linked to resume * You have a bachelor's degree in design or related field preferably, master's degree a plus * You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule * You have excellent skills in Figma * You have a basic understanding of HTML/CSS * You have an advanced understanding of web components, interaction design, visual design and industry trends * You are fluent in responsive design, mobile/tablet UI * You can establish deep relationships across the entire Design department * You are a 'self-starter' who is driven and seeks out opportunities * You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization * You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) * You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles * You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating * You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. 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. Salary range for the position: $80,000 and $115,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).

Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Internship Location, Availability and Hours: Located in our Chicago office, interns must be flexible to work full time during the February - May 2026 timeframe, significant hours are required. What You'll Do Undergo a training and trial work period of approximately 4 months during which you will play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What You'll Gain Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. Receive mentorship both formal and informal from a variety of experienced bankers What It Takes Candidates looking to break into investment banking A full-time minimum 15-week commitment during February - May 2026 timeframe is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. Compensation and Benefits: $110,000 Annual Salary (pro-rated for program) Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Our growing team brings an entrepreneurial spirit to a leading global financial firm. Since launching our practice in 2017, we have grown in design maturity as an organization and are looking for a Design Program Manager to help us implement process and structure, strengthen and expand relationships with our partners, prioritize most impactful work, and find creative solutions to unique growth-stage challenges. 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. The Morgan Stanley UX and Research team works across all Morgan Stanley and E*TRADE digital properties, 500+ tools for Morgan Stanley Financial Advisors and more. Our job is to provide insights and recommendations to our design, product, and tech partners so they can build more effective, user-centered experiences. Once here you will... Oversee and optimize program management processes, tools, timelines and workflow across various UX Studios in Wealth Management Maintain a backlog of projects and keep open communication with UX leads and managers to ensure that work is appropriately allocated. Ensure that all projects are tracked and accounted for in project management tools Create alignment across UX design activities by developing standardized approaches for work intake and maintenance Partner closely with the Design Systems team and Research to ensure tracking of components used, and research needs for each UX effort Define templates and resources for team in Figma Develop and lead team health initiatives and programs to support team moral and growth Collect project and staffing needs from Product Partners and Stakeholders at year end to build out a roadmap of work for the following year Manage change for Program Management processes as we continue to evolve across the UX&R organization Partner closely with the Design Program Management team on Operations projects separate from day-to-day program management work Work to remove roadblocks through creative solutions by maintaining a communication pipeline with all involved stakeholders, help streamline processes and provide inputs into the big picture of the UX Team's staffing, resourcing, and impact. Relevant experience and mindset Minimum Education; Bachelors Degree You have up to 5 years' experience as a key member of a design team or front-end development team and/or up to 5+ years as a Program Manager, Operations Manager, or Resource Manager with proven results in leadership and cross functional collaboration You understand UX Design and can confidently advocate for UXR to technical teams> You have a keen understanding of how design, research, and operations teams work and their role within tech projects You have experience working in financial services or comparable industries, managing complex projects with multiple inputs and phases You have established deep relationships and can influence multi-disciplinary teams and stakeholders across the organization You are a natural communicator You are able to breakdown complex projects into tangible phases/pieces of work You have demonstrable management experience partnering and building bridges with stakeholders, teams, and agencies You are a natural leader and collaborator who can bring organization to high-complexity workflows on moving, changing teams You are organized, resourceful, and comfortable with a changing landscape of work, resources, processes, and tools. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. NY - 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. IL - Salary range for the position: $85,000 and $140,000 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 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid 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 our 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).