Winrock International job in Arlington, VA or remote
Technical Specialist (Consultant) Scope of Work
Technical Specialist
Background: Winrock International is recruiting a Technical Specialist (Consultant) with experience in engaging the private sector in reducing greenhouse gas (GHG) emissions within food and agriculture. This Consultant will focus on supporting clients in building effective climate mitigation strategies towards their science-based targets (SBTs) and net zero goals. This is a remote opportunity.
Language Skills and Working Hours Requirements:
Multilingual proficiency in Mandarin and English is required.
The Consultant must be available to meet with clients during normal business hours Malaysia Time (MYT), in addition to meeting with the Winrock Team based in the United States for coordination and training, as needed, on Monday-Thursday from 8-10p MTY. This is a remote opportunity.
Anticipated Level of Effort is between 20- 30 hours per week.
Scope of Work:
Collaborate with Winrock and client teams to support the technical advisory and project validation of climate programs and projects.
Work closely with the Winrock team and external stakeholders to address technical assistance requests, assess project feasibility, review technical documentation, and provide guidance on compliance with sustainability frameworks.
Ensure the technical rigor and credibility of GHG mitigation projects by providing technical advisory, conducting in-depth validations, managing stakeholder communications, and supporting alignment with key industry standards.
Support the data collection and development of guidance to improve the quality of peatland restoration projects within palm supply chains.
Analyze data and support the evaluation of carbon projects using Verra methodologies, SBTi standards and guidance, and the GHG Protocol Corporate Suite of Standards as guides.
Deliverables
Support project validation efforts, ensuring that projects meet technical requirements and align with recognized GHG accounting standards (e.g., GHG Protocol, Science-Based Targets Initiative, Value Change Initiative [VCI]).
Review, assess, and translate project documentation, methodologies, and evidentiary materials to validate emission reductions and removals estimates.
Engage in stakeholder communications with project developers, suppliers, and internal teams, particularly for projects in the Asia-Pacific region.
Facilitate risk and co-benefits evaluations of climate projects, ensuring alignment with corporate sustainability goals.
Provide technical advisory support on the development of guidance and evaluation of peatland restoration projects within palm supply chains.
Coordinate with the Winrock team to ensure seamless project execution and follow-up actions
Payment process:
The consultant will send a monthly invoice based on actual hours worked.
Budget:
When applying for the project, please provide your hourly rate. CONSULTANT QUALIFICATIONS Education:
Bachelor's degree in agriculture, forestry, or environment-related field required. Master's degree in climate change, food and environment, or a related discipline is preferred.
Experience:
Minimum 3 years of relevant experience in food systems and GHG accounting for land use required. Additional years of experience are strongly preferred.
Experience managing technical aspects of greenhouse gas accounting in the palm sector and a strong understanding of certification and sustainable sourcing initiatives in the industry (e.g. Verra, RSPO, the Accountability Framework initiative [Afi])
Field or research experience with forest carbon or palm production models, data management for land use change, and greenhouse gas profiles of agricultural commodities from Southeast Asia preferred.
Knowledge of relevant carbon model design methods and monitoring, reporting, and verification (MRV) approaches to ensure GHG reduction measurements are repeatable, scalable, and GHG protocol compliant.
Experience working with GHG accounting frameworks for insetting (e.g., GHG Protocol, SBTi, VCI) and MRV of GHG emissions impacts.
Understanding of corporate supply chain management or procurement.
Ability to synthesize scientific research into accessible, actionable knowledge products.
Position-Specific Skills:
Fluency in Mandarin and English is required. The ability to speak other languages commonly spoken in the Asia-Pacific region is a plus.
Strong research and analytical abilities, including in-depth knowledge of sustainability issues and opportunities for forest-based commodities.
Ability to translate technical topics into clear, structured content for different audiences.
Excellent writing, editing, and document design skills.
Proficiency in using Microsoft Office software, including Word, Outlook, and PowerPoint. Advanced proficiency in Excel is preferred.
Winrock is an equal opportunity employer committed to providing equal treatment for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
$55k-69k yearly est. Auto-Apply 39d ago
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Technical Lead, Sustainability Services (Palm oil and soy focus)
Winrock International 4.6
Remote Winrock International job
Location: Remote, (Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered. )
Winrock International is recruiting a Technical Lead in the Sustainability Services Unit with deep expertise in engaging the private sector in greenhouse gas (GHG) emissions reduction within food and agriculture. This position works with private sector clients to assess critical investments that finance emission reduction and removals within food and forest systems. The Technical Lead will be responsible for developing carbon inset guidance and leading evaluations of peatland restoration projects to mitigate corporate Scope 3 GHG emissions within palm supply chains.
Position Overview: The Technical lead interacts with clients, conducts qualitative technical analyses, and collects and analyzes quantitative data for the greenhouse gas measurement and analysis of peatland restoration projects around the world.
This position may be based remotely within the United States .
This role will be fully remote, however, only employees residing in: Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered.
POSITION RESPONSIBILITIES
Major Responsibilities
Lead project review and communications with clients to scope the quality of peatland restoration projects and address relevant technical aspects and their methodologies.
Manage the analysis of climate projects at the intersection of agriculture, forestry, and greenhouse gas emissions, at the farm and corporate level, ensuring timely production of high-quality deliverables.
Provide effective supervision including setting performance expectations, conducting regular performance evaluations, and providing ongoing feedback and coaching.
Perform calculations using greenhouse gas and activity data. Support critical thinking and innovative approaches, new analyses, and new analytical methods.
Lead the development of guidance on carbon inset approaches to peatland restoration projects within palm supply chains and contribute to critical thinking on the analyses and analytical methods related to food systems and regenerative agriculture.
Prepare technical analysis reports, presentations, and other communication materials related to carbon accounting and project risk analysis, translating technical topics into terms that are meaningful to more diverse audiences.
Maintain day-to-day client communications. Provide accurate, consistent, and coherent technical guidance and explanations to clients and donors.
Provide training to counterparts/stakeholders in the use of methods and internationally accepted best practices.
Create decision-support tools for the measurement and monitoring of GHG emissions and ecosystem services in the land use and forestry sectors.
Develop and implement statistically sound approaches to project design and data analysis for carbon projects, including use of field data, new statistical tools, and models. Recommend and implement new approaches that strengthen Winrock International's reputation for sound science and expand the visibility of Winrock International as a leading developer of measurement and monitoring methods.
Develop project work plans, budgets and reports, including tracking and monitoring programs as assigned to ensure they are fulfilling deliverable and performance requirements at a high quality, on time, and on budget.
POSITION QUALIFICATIONS
Education: Bachelor's degree in agriculture or environment-related field required. Master's degree in climate change, food and environment, or a related discipline is preferred.
Experience:
Minimum 7 years of relevant experience in food systems and GHG accounting for land use required. Additional years of experience are strongly preferred.
Experience developing, mentoring, and managing teams of technical staff.
Experience managing technical aspects of GHG accounting in the agriculture field.
Field or research experience with forest carbon or palm production GHG accounting, land use change models, and GHG profiles of agricultural commodities from Southeast Asia preferred.
Knowledge of monitoring, reporting, and verification (MRV) approaches within palm supply chains to ensure GHG reduction measurements are repeatable, scalable, and GHG protocol compliant.
Knowledge of one or more of the additional soft commodities is a plus: vegetable fats & oils; spices; cereals & grains; cocoa; coconut; soybeans; and coffee.
Working understanding or experience with preparing submissions or reporting against key climate corporate leadership standards (e.g., Verra, GHG Protocol, Science-Based Targets Initiative's standards).
Understanding of corporate supply chain management or procurement.
Demonstrated experience in research and public communication on technical issues.
Computer Skills: Proficiency in using Microsoft Office software, including Word, Outlook, and PowerPoint. Advanced proficiency in Excel is preferred.
Communication Skills: Strong written and verbal communication skills are required, including effective public speaking and the ability to communicate complex issues both verbally and in written form.
Language: Fluency in English required.
Position-Specific Skills:
Strong analytical capability and problem-solving abilities required.
Ability to contribute to project operations and workflow effectively, to track and meet deadlines for multiple tasks, and work effectively under pressure.
Understanding of carbon quantification methodologies (e.g., for carbon credits/offset credits), carbon credit or other sustainability product certification standards, carbon credit project development, monitoring reporting and verification of GHG emissions impact.
Ability to foster and maintain good working relationships with clients and partners, including non-profit organizations, the private sector, foundations, and multilateral organizations.
Experience developing proposals for a variety of funders is desired.
Experience leading complex technical projects with a diverse team of staff and consultants.
Knowledge of geospatial technologies, tools and methodologies is a plus.
Physical Demands: Capability to sit and operate a computer for long periods of time.
Must be authorized to work in the United States. This position is based on-going donor funding.
The pay range for this role is between $115,000 and $120,000 per year depending on level of experience, specialized knowledge in the role and function and business needs. Winrock offers an excellent benefits package.
Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
$115k-120k yearly Auto-Apply 4d ago
Regional Wealth Director (Alternatives) - West Coast
CFA Institute 4.7
Remote or San Francisco, CA job
A global asset management firm is seeking a Wealth Management professional to drive investment sales across Northern California and the Pacific Northwest. Ideal candidates will have a Bachelor's degree and significant experience in sales with financial advisors. Responsibilities include marketing investment strategies and building client relationships. The role offers a salary range of USD 100,000 - 225,000, part-time remote work flexibility, and extensive benefits including health coverage and retirement plans.
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$142k-207k yearly est. 3d ago
Annual Fund Associate
Ipas United States 4.4
Remote job
This position may work remotely from any of the following US states: AZ, CA, CO, DC, FL, GA, IL, MD, MA, MI, NJ, NY, NC, PA, SC, TX, VA, WA. Hiring range for a US-based candidate is $58,000 to $65,000.00. Compensation for this position will be determined by the prevailing market rate in the employee's country and the applicable statutory laws, in addition to Ipas's own pay philosophy and other factors, such as the employee's experience level and expertise.
The Annual Fund Associate will coordinate Ipas's individual annual giving program, including online appeals, donor acquisition, cultivation and solicitation programs. The Annual Fund Associate is responsible for supporting the team in building relationships with and cultivating current and prospective donors with a goal of increasing revenue from annual fund donors and building a pipeline of future major donors. Reporting to the Individual Giving Director, the Annual Fund Associate will play a critical role on the Individual Giving (IG) team to meet organizational revenue targets. This position also plays a support role in donor management and is responsible for identifying, recruiting, stewarding, soliciting, and engaging donors across the Ipas community and beyond.
Primary Responsibilities:
Coordinate development and implementation of annual giving, including recurring and peer-to-peer giving, engagement and solicitations.
Collaborate with Communications to ensure all mailings, emails and other communications remain on schedule. Work to ensure that branding and messaging is consistent across materials used for marketing and fundraising.
Liaise with Communications to develop and support social media fundraising efforts.
Support mid-level and major donor efforts, including but not limited to, creation of cultivation, appeal, and impact reporting materials, and event support and management (in-person and virtual).
Responsible for administration of digital communication pathways and donor communication content.
Ensure Ipas is accurately and compellingly presented on fundraising due-diligence platforms, consistent with current best practices (Charity Navigator, Candid, BBB)
Update Ipas profiles on Global Giving and workplace giving platforms. These platforms are aggregators of non-profit organizations and INGOs, so having Ipas's online information and credentials be accurate and up to date helps new and existing donors to independently cross reference and research Ipas
Record calls, emails, and other outreach efforts in CRM
Minimum Requirements:
Bachelor's degree
Minimum of two years relevant industry experience
Strong project management skills involving simultaneous, multiple work streams
Proficiency with Microsoft Office and database mining
Experience working with donor database, knowledge of Bloomerang a plus
Superior relationship-building and communication skills
Demonstrated ability to work effectively in a collaborative team environment with a dynamic range of people
Detail-oriented with strong organizational skills and the ability to manage multiple projects
Experience with Canva or other graphic design platform a plus
Preferred Qualifications:
Knowledge of fundraising fundamentals, i.e. prospect identification/evaluation, cultivation, solicitation and stewardship
Practical knowledge of annual giving operations and understanding of what is required to expand donor and prospect participation
Ability to think critically, strategically and creatively about the tasks and progress of the annual fund
Excellent face-to-face, telephone and email communications skills
Exceptional donor-focused written and communication skills
Competencies
•Must be able to take initiative, be a self-starter and be able to work independently
• Ability to maintain professionalism, be flexible and able to handle multiple tasks
• Ability to effectively communicate the mission, values and vision of Ipas
• Personable, adaptable and comfortable in an ever-changing environment
• Ability to perform detailed administrative tasks while connecting tactical steps to the broader context
Ipas is strongly committed to providing a work environment that is free from all forms of harassment, discrimination, and inequity. We recruit, employ, train, promote, and compensate our personnel without regard to race, age, sex, religion, national origin, color, creed, ancestry, citizenship, caste, ethnicity, regional identity, tribal identity, marital status, veteran status, disability, genetic information, gender identity, transgender status, sexual orientation, or any other personal characteristic protected by law or outlined by Ipas policy. Ipas acknowledges that these personal characteristics may differ in different contexts.
$58k-65k yearly Auto-Apply 7d ago
Valuation Risk Controller
Morgan Stanley 4.6
Remote or New York, NY job
We offer: - The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business - Work with and obtain in-depth knowledge of a wide range of financial products from plain vanilla products to the most exotic structured derivatives
- Engagement with Morgan Stanley offices globally in an open minded and welcoming environment, including New York, London, Hong Kong and Tokyo
- Professional development opportunities including access to Morgan Stanley's world-class internal trainings, financial and study-leave support for selected professional qualifications
- Flexible working arrangements - core hours and opportunity to work from home
- A competitive salary and benefits package, including eligibility for annual bonus, a fully funded sports package, healthcare plan, firm contribution to voluntary pension fund, and 16 weeks paternity leave
You will:
- Undertake Independent Price Verification (IPV) of a global portfolio of assets using external data sources and financial models
- Debate IPV results and marking methodologies with front-office traders
- Review valuation and risk models while working closely with model developers
- Analyze pricing factors in complex financial products and comprehend market movements' impact on the portfolio and firm
- Identify and eliminate control gaps within the pricing framework
- Drive development on regulatory deliverables and automation projects using Agile You have:
- Completed degree in Finance, Economics, Mathematics, Engineering, or Business related discipline
- Deep knowledge of main financial products, their market context, and associated risks
- Clear, structured communication and interpersonal skills
- Willingness to adapt to new challenges in a dynamic environment with shifting priorities
- Strong analytical, quantitative skills and proficient user of Excel
- Knowledge of relevant pricing models and risk management techniques is an advantage
- Ability to understand code in VBA/Python or another programming language commonly used in the financial industry is an advantage
Team Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, testing for adherence to such methodologies, evaluating internal valuation marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to senior trading and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure with a view towards global and cross-product standardization.
About us: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center.
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.
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 $80,000and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$80k-115k yearly Auto-Apply 60d+ ago
Registered Client Service Associate
Morgan Stanley 4.6
McLean, VA job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$52k-71k yearly est. Auto-Apply 43d ago
Principal Business Analyst
CFA Institute 4.7
Charlottesville, VA job
Do you thrive in complexity, enjoy shaping solutions before the path is clear, and want your work to influence decisions that truly matter? As a Principal Business Analyst, you'll partner with leaders and teams across the organization to bring clarity to ambiguity, drive enterprise-wide solutions, and ensure initiatives deliver real value. You'll help set the standard for how analysis is done, mentor others, and leave a lasting mark on how the organization thinks, plans, and evolves.
The Principal Business Analyst provides expert-level business analysis leadership across complex initiatives, enterprise-scale programs, and cross-functional domains. This position is responsible for leading requirements strategy, advanced process and systems analysis, enterprise business analysis, feasibility studies, and governance of business analysis practices. The Principal Business Analyst applies deep analytical expertise, systems thinking, and structured problem-solving to ambiguous, multi-dimensional challenges. The role collaborates closely with senior leaders, architects, engineers, data teams, and business stakeholders to define solution scope, guide decision-making, and ensure technology investments maximize organizational value. This position strengthens organizational maturity in analysis, discovery, change strategy, and continuous improvement.
What You'll Do
Lead enterprise-level requirements elicitation, analysis, validation, and traceability across highly complex or multi-system initiatives.
Translate strategic business needs into detailed functional and technical specifications.
Establish requirements quality standards, verification processes, and change-control practices.
Guide product teams and stakeholders in prioritization and solution evaluation.
Document and model complex as-is and to-be processes, data flows, integrations, and organizational impacts.
Conduct advanced gap analyses and define transition states aligned to business and technology strategy.
Perform feasibility assessments and cost-benefit analyses to support investment decisions.
Interpret enterprise business needs and recommend solution approaches at business-unit or organizational scale.
Lead data analysis activities, including synthesis of insights from diverse sources to identify trends, risks, and opportunities.
Define data requirements, influence data architecture and modeling discussions, and contribute to reporting specifications.
Advise on data governance, data integrity, and database specifications.
Serve as the analytical lead during discovery, scoping, solution evaluation, and roadmap definition.
Partner with UX, architecture, software engineering, data engineering, data science, and QA to translate requirements into actionable build specifications.
Support release planning, enterprise readiness assessment, user acceptance testing, and post-launch validation.
Facilitate complex workshops, decision-making forums, and cross-functional alignment sessions.
Present findings and strategic recommendations to senior leaders.
Lead governance processes for business analysis activities including standards, metrics, and quality assessments.
Identify opportunities to optimize processes, reduce friction, and improve analytical rigor across the organization.
What We're Looking For
Bachelor's degree or equivalent experience required; advanced degree preferred.
6+ years of experience in business analysis, systems analysis, data analysis or related disciplines; experience leading complex or enterprise-level initiatives strongly preferred.
Expert-level proficiency in requirements elicitation, process modeling, data analysis, feasibility studies, and business case development.
Demonstrated ability to operate independently on highly complex analytical problems.
Advanced experience working in Agile or hybrid environments.
Strong communication, facilitation, negotiation, and advisory skills.
Ability to navigate ambiguity, drive clarity, and support strategic decision-making.
Familiarity with modern data platforms and tools (e.g. Snowflake, SQL, Tableau), database design, SaaS/PaaS systems, and enterprise solution architecture.
Fluency in English required.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $106,400 - $170,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to ******************************* noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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$106.4k-170k yearly Auto-Apply 8d ago
Country Investment Manager - WEECAP Project - Guinea Bissau
Winrock International 4.6
Winrock International job in Arlington, VA
Job Description
Country Investment Manager
GROUP: Agriculture, Resilience and Water
REPORTS TO: Regional Investment Director
Winrock International works with people around the world to empower the disadvantaged, increase economic opportunities, and sustain natural resources. Winrock is seeking a Country Investment Manager for a multi-country program that will facilitate the growth of a competitive market system for raw cashew processing that optimizes revenues across all segments of the processing chain and fosters equitable and sustainable employment opportunities for young women and men. Working with processors and empowered service-driven producer organizations and networks, the program will facilitate investment in production, processing, market access, and supporting services needed for the sector to capitalize on the market push created by favorable global market trends and improvements to local systems over the last 15 years. In support of this objective, the program will manage a $23 million catalytic fund that will be strategically invested in the sector. The program focus countries are Guinea Bissau, Senegal, and Cote d'Ivoire.
POSITION SUMMARY:
The Country Investment Manager will lead WEECAP's efforts to expand and improve access to finance for women and youth engaged in the cashew value chain. This includes contributing to the design and execution of strategies that unlock capital through catalytic funding, blended finance, financial product innovation, and partnerships with financial institutions. The role focuses on addressing systemic barriers to financial inclusion and facilitating scalable investment models that strengthen enterprise viability and resilience.
The Country Investment Manager will work with entrepreneurs, producer groups, processors, financial institutions, and investors to expand access to financial services required to optimize cashew sector productivity, growth, and catalyze employment for young women and men in Guinea Bissau. The Country Investment Manager will be responsible for building diverse pipeline of micro, small, medium and large cashew producer groups, processing enterprises, and value chain service providers with bankable business models that are positioned for scaling and growth, attractive to financial institutions and investors, and that are owned by, employ, or serve women and youth in the sector. The Country Investment Manager will deploy Catalytic Fund resources to support business innovations, improve financial inclusion of women and youth, enhance investment readiness of MSMEs, and raise capital for growth-oriented entrepreneurs and businesses.
ESSENTIAL RESPONSIBILITIES:
Strategic Leadership & Financial Innovation
Contribute to the development and implementation of the project's access to finance strategy, ensuring alignment with WEECAP's overall goals and synergies with other pillars.
Identify and advocate for innovative financial instruments that align market incentives with inclusive business models.
Contribute to the design of financial mechanisms, through the Catalytic Fund, that de-risk investment in women- and youth-led cashew enterprises (e.g., credit guarantees, catalytic matching grants, results-based financing).
Partnership Development & Engagement
Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to identify high potential opportunities offered by end markets and the private sector buyers in the Guinea Bissau cashew sector.
Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to develop a network of lead/anchor firms and micro, small, and medium processors and value chain actors and a strategic plan for engaging them.
Establish and manage partnerships with commercial banks, MFIs, social impact investors, and development finance institutions (DFIs) in Guinea Bissau to increase the availability of affordable and appropriate financial products.
Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to contribute to the design and implement integrated interventions that leverage the interconnections between producer groups, processors, and value chain service providers providing tailored Catalytic Fund resources (grants, results-based financing, acceleration) to incentivize business innovations and new local sourcing arrangements.
Coordinate blended finance approaches that leverage WEECAP resources to crowd in private capital for supply chain actors in Guinea Bissau.
Build linkages between processors and financial service providers in Guinea Bissau to support co-investment in inclusive sourcing models.
Financial Inclusion for Women and Youth
Analyze and facilitate relationships among actors in Guinea Bissau that translate into shared benefits to incentivize new investment in the cashew sector. Provide incentives to de-risk and strengthen Guinea Bissau's financial institutions capacity to increase the flow of credit to cashew sector entrepreneurs and businesses.
Oversee the provision of transaction advisory services to a range of cashew sector businesses that demonstrate growth potential, and work through financial intermediaries and with investors to bring new firm and project financing deals to a successful close.
Facilitate financial literacy, business planning, and investment readiness training with the Business Development Service Providers, in coordination with other pillars.
Work closely with the Competitiveness and Supply Chain teams in Guinea Bissau to ensure that collective action platforms (e.g., cooperatives, groups) are used as channels for financial service delivery.
Learning, Monitoring, and Adaptive Management
Work with Head of Portfolio and Fund Performance Analysis to analyze the performance of Catalytic Fund financing mechanisms and recommend adjustments based on real-time evidence and feedback.
Contribute to impact documentation, learning products, and investment cases to influence investors, processors, and policymakers.
Coordinate with the Operations team to provide technical and management oversight over for distribution of funds to recipients in Guinea Bissau.
Collaborate with the Policy and Social Safeguarding team in Guinea Bissau regarding private sector policy requirements in the Guinea Bissau cashew sector.
Collaborate with Gender Integration team in Guinea Bissau to ensure integration of GESI considerations.
QUALIFICATIONS AND BACKGROUND:
Education: Degree in finance, business administration, or related field required.
Experience:
Minimum 3 to 5 years' experience as a Team Leader managing teams.
Minimum 7 to 10 years' experience managing complex finance, entrepreneurship, or agriculture market systems programs, with demonstrated results in expanding access to finance.
Experience working within the private sector on cashew nut production and marketing, including trade, production and business linkages.
Experience applying a market systems development approach to strengthen the inclusivity-with a particular focus on young women and men-in cashew production and marketing systems.
Technical experience working in Guinea Bissau with strong business relationships with Guinea Bissau's cashew industry stakeholders and international buyer.
Experience managing large grant funds, catalytic funds, or impact funds is a plus.
Skills/Knowledge:
Familiarity with market systems development framework, including tools, strategies, and approaches.
Ability to build coalitions and networks with private sector actors that can provide synergies and sustainable solutions.
Ability to supervise, challenge, and build capacity of staff and coordinate activities with partners from a broad range of backgrounds and experiences.
Strong training design, training delivery, and facilitation skills.
Strong personnel management skills.
Excellent written and oral communication skill in English required.
Winrock is an equal opportunity employer committed to providing equal treatment for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
$147k-228k yearly est. 26d ago
NetSuite Architect
CFA Institute 4.7
Charlottesville, VA job
At CFA Institute, we are advancing the systems that power our global financial and operational workflows, and we're seeking a NetSuite Architect to lead that transformation. In this role, you'll serve as the organization's primary technical authority for our NetSuite ecosystem-designing scalable architectures, optimizing integrations, and shaping solutions that support our most critical business processes. You'll connect deep technical expertise with strong analytical and architectural skills to deliver robust, high-performing application designs. If you thrive on solving complex system challenges and building enterprise-grade platforms that drive real operational impact, this is an opportunity to define the future of NetSuite at CFA Institute.
The NetSuite Architect serves as the enterprise's primary technical authority for the design, integration, and optimization of CFA Institute's NetSuite ecosystem. This role defines application architecture, ensures platform scalability and stability, and leads solution design for financial, operational, and enterprise workflows. It requires deep technical knowledge combined with strong analytical, architectural, and business process skills in order to design complex application solutions, perform systems integration, conduct gap and requirements analyses, and maintain enterprise architectures.
The position may be based in eligible jurisdictions in the United States and reports to the NetSuite Platform Owner.
What You'll Do
Own the conceptual, logical, and technical architecture for NetSuite and related integrations, ensuring alignment with enterprise architecture standards.
Maintain and evolve architecture artifacts, including future-state roadmaps, data flows, integration patterns, and governance standards.
Define enterprise-wide solution scope for NetSuite enhancements, ensuring compliance with best practices and organizational objectives.
Design end-to-end solutions for complex application and data problems spanning financials, revenue management, procurement, CRM integrations, and reporting.
Provide hands-on ownership of the design of application customizations, scripting frameworks, workflow automation, and modular configuration approaches.
Lead evaluation of technical developments and recommend improvements to enhance application quality, performance, and scalability.
Conduct and document “as is” and “to be” processes to inform solution strategy and implementation pathways.
What We're Looking For
Bachelor's degree in Information Systems, Computer Science, Engineering, or equivalent experience.
3+ years in architecture or advanced ERP roles.
Applied experience designing and implementing NetSuite solutions at enterprise scale.
Mastery of ERP architecture, NetSuite SuiteCloud development, integration frameworks (REST, SOAP, middleware), and cloud ecosystem patterns.
Ability to translate user needs into clear, structured requirements and technical specifications.
Expertise in process modeling, change strategy, and enterprise readiness assessment.
Skilled in interpreting data trends to support decision-making and solution optimization.
Knowledge of access controls, data lifecycle management, and ERP security principles.
Skilled in build-vs-buy evaluation, risk analysis, and ROI articulation.
Demonstrated ability to provide technical guidance to non-technical colleagues or cross-functional teams.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $115,000 - $192,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to ******************************* noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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$115k-192k yearly Auto-Apply 32d ago
Intern
Morgan Stanley 4.6
Richmond, VA job
Responsibilities
Gain industry and organizational knowledge through daily business interactions and job assignments.
Develop business, financial and analytical skills needed for career in global wealth management and financial services.
Provide marketing and sales support to branches and their teams.
Perform market research.
Gain exposure to wealth management business, products, services and clients' financial needs.
Requirements
High school diploma required. In pursuit of college degree preferable.
At least 18 years of age.
Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
Strong desire to gain further understanding of the global wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team.
Strong analytical skills and ability to interpret.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$29k-40k yearly est. Auto-Apply 10d ago
Senior Business Analyst (VP)
Morgan Stanley 4.6
Arlington, VA job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities.
This is a Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
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
WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you.
Position Description
The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications.
What you'll do in the role:
• Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure).
• Analyze business processes, functions and procedures across multiple business units.
• Mentor less experienced team members, lead by example and produce high quality requirements.
• Create user stories for business and functional requirements, including workflow, business rules and use cases.
• Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs.
• Meet business unit objectives including cost estimates, date commitments and functionality.
• Act as liaison between business units, technology, management and users.
• Assist with QA/Testing to develop test plans and more detailed test cases.
• Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations.
• Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions.
What you'll bring to the role:
• 10+ years of experience in a business analyst role.
• Hands-on SQL skills and understanding of databases.
• Understanding of basics of systems design such as multi-tier platforms
• Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality.
• Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
• Excellent verbal and presentation skills.
• Self-motivated, innovative and can work independently as well as in a team environment
• Ability to multitask across a number of projects.
• Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint.
• Willingness to learn and grow.
• Experience within an Agile framework.
Desired skills
• Experience in financial services field, with emphasis on banking and deposits.
• Understand how to create user flows and UI mockups.
• Ability to read basic Java or pseudo code
Educational Qualification:
• Minimum BS degree in Computer Science, Engineering or a related field.
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.
All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.
Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$107k-140k yearly est. Auto-Apply 60d+ ago
Resident Manager
Morgan Stanley 4.6
Charlottesville, VA job
The Resident Managers primary focus is to drive revenue and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. Resident Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Resident Manager reports directly to either the Market Executive, Non-Producing Branch Manager or Producing Branch Manager. The Resident Manager will manage a smaller producing branch office.
DUTIES and RESPONSIBILITIES
Production-related
Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships
Help manage client investment needs consistent with Firm policies and industry requirements
Keep current with information regarding regulatory requirements, financial markets and current and new products.
Product/Business Knowledge
Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner
Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs
Sales/Marketing
Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
Promotes corporate and complex initiatives and is able to effectively communicate these initiatives to Financial Advisors within their branch.
Team Building
Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach.
Leadership
Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.
Leads their Branch's efforts of Sales, results, and client-centered approach Experience.
Leverages the resources of the Firm to achieve the highest level of success.
Acts as a coach and mentor for Financial Advisors in order to help drive results.
Accountability
Responsible for the Branch's sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulator practices.
Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.
Responsible for executing the Annual Supervisory Plan.
Responsible for effectively communicating the status of performance and issues to the Market Executive/Non-Producing Branch Manager/Producing Branch Manager.
Education and/or Experience
* Bachelor's degree required or equivalent education or experience
* At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or equivalent branch management or industry experience.
Licenses and Registrations
* Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only )
* Other licenses as required for role or by management
Skills
* Effective written and verbal communication skills
* Ability to think critically
* Ability to manage a team
* Strong attention to detail
* Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
* Ability to own projects at a Branch level
* Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to
* Direct: Market Executive/Non-Producing Branch Manager/Producing Branch Manager
Direct reports
* Financial Advisors and Branch support staff
This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis
All candidates should verify that they meet the minimum eligibility requirements prior to applying.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$63k-91k yearly est. Auto-Apply 60d+ ago
Mainframe CICS Systems Engineer- Vice President
Morgan Stanley 4.6
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
Knowledge of SMP/E, software upgrades and maintenance
Knowledge of all CICS parameters that control performance in a CICSPlex environment.
Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
Experienced with the CICS monitoring tools such as Sysview for CICS.
Ability to perform problem determination, dump analysis and performance tuning
Knowledge of Cobol to support application developers
Experience with Mainframe Websphere MQ
Excellent oral/written communication skills
Skills desired:
Assembler, COBOL and REXX coding and knowledge of CICS Exits
Web application support in a CICS TS V6.x environment
Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
Utilization of CICS Configuration Manager
Working knowledge of zOS & CICS Explorer
Understanding of CICS REST Services
Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 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).
Senior Manager, Beyond Carbon Benefits Certification
BUSINESS UNIT: Environmental Resources Trust / ART
REPORTS TO: Managing Director, ART
The Senior Manager, Beyond Carbon Benefits Certification, is a key position within the ART team responsible for coordinating the finalization and execution of ART's Beyond Carbon Benefits (BCB) Certification alongside ART's existing carbon credit Standard. This position will liaise with other teams within ART to complete the Certification's development process, launch, and implementation, responding to stakeholder demand for certified co-benefits reporting across an array of environmental, economic, social and biodiversity benefits.
KEY RESPONSIBILITIES
Lead the final steps of the development process for the BCB Certification in collaboration with the ART staff and ART Board to ensure BCB is applicable across jurisdictions, practical to use, rigorous in outcomes and aligned with international frameworks (e.g. biodiversity) and corporate ESG reporting.
Manage the implementation of the BCB Certification including
developing reporting templates for jurisdictions and verifiers,
developing materials for and providing training to stakeholders, and
providing verifier oversight.
Support the development of website and social media content for the BCB Certification as well as newsletters and blog posts, and compelling print collateral and press releases to ensure engagement with existing and new ART Participants for the Certification.
Present to internal and external audiences on the BCB Certification to raise awareness and support broad market acceptance and uptake.
QUALIFICATIONS AND BACKGROUND
Education: Degree in Environmental Sciences or related field.
Experience: The candidate must have at least 10 years of experience in the development and implementation of climate, sustainability, and/or social standards / certifications, knowledge of climate and sustainability markets and policy, strong understanding of jurisdictional REDD+ and an extensive network with key stakeholders including governments, verifiers, NGOs, Indigenous Peoples and Local Community organizations, and the carbon market industry in general. Knowledge of corporate ESG reporting frameworks desired.
Skills:
Strong writing, editing and speaking / presentation skills; an eye for detail
The ability to articulate complex concepts and tailor messaging to multiple audiences with varying degrees of technical knowledge
Demonstrated project management skills, with the ability to oversee contractors / consultants as well as to work independently, be persistent, and juggle multiple, sometimes competing priorities
Ability to consistently interact with others in a professional, courteous, and tactful manner, maintain a positive attitude and good working relationships, and work effectively in a team setting.
Strong interpersonal skills, impeccable integrity and trustworthiness, sense of humor, and diplomatic approach to problem solving.
Fluency in spoken and written English and either Spanish, Portuguese, or French is required. Fluency in additional languages is an asset.
Other: Must be available to travel for short-term assignments. Commitment to Winrock's mission and interest in market-based approaches to reducing GHG emissions required.
Winrock offers competitive pay and an excellent benefits package.
Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
Are you energized by helping people solve real problems? Do you thrive on delivering exceptional service in a fast-paced, global environment? As a Client Services Representative (CSR) at CFA Institute, you will be on the front lines of our Global Contact Center, serving candidates, members, and prospective applicants from around the world. Your empathy, agility, and problem-solving skills will directly shape the experience of individuals pursuing one of the most respected credentials in finance.
This mid-shift role (11am-8pm ET) offers a unique opportunity to support our global audience during high-demand hours while growing your career in a mission-driven organization. CSRs gain broad organizational knowledge-an excellent foundation for future advancement across CFA Institute.
What You'll Do
* Serve as the first point of contact for global candidates and members, providing accurate, empathetic support across voice, chat, and written channels.
* Act as a brand ambassador, personalizing each interaction and striving for first-contact resolution.
* Troubleshoot technical, functional, and administrative issues related to CFA Institute portals, registrations, and vendor platforms.
* Handle sensitive information with professionalism and strict adherence to data-security protocols.
* Collaborate with colleagues in IT, Credentialing, Marketing, and other teams to drive continuous improvement.
* Maintain strong performance across customer satisfaction, productivity, quality assurance, and service metrics.
* Demonstrate cultural competency and inclusivity in every interaction with our global community.
What You'll Bring
Minimum Qualifications
* Proven success delivering frontline customer service resolving real-time issues for a diverse customer base.
* Experience in a fast-paced contact center or office environment with phone- and email-based service.
* Strong organizational skills and the ability to manage multiple priorities independently.
* Excellent verbal and written communication skills with a professional, diplomatic tone.
* Detail-oriented, tech-savvy, and eager to learn new systems and tools.
* Fluency in English (additional languages a plus).
* Must reside within a commutable distance to Charlottesville, VA (required for in-office training and monthly hybrid workdays).
Preferred Qualifications
* Experience with Salesforce Service Cloud or similar customer service/case management platforms.
Why Join Us?
Working at CFA Institute means being part of a global mission that advances the highest standards of ethics, education, and professional excellence in the investment profession. You'll enjoy:
* A culture that values empathy, learning, collaboration, and putting clients first.
* An environment where CSRs gain broad institutional understanding-an ideal foundation for career progression into roles across Operations, Credentialing, Member Services, IT partnerships, and more.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:
Expected salary range: $50,000-$55,000 annually
Other benefits include eligibility for annual incentives, 12% retirement employer contribution, and competitive medical benefits.
All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.
#LI-ML1 #LI-HYBRID
About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like:
* Comprehensive health coverage for you and your family
* Generous leave and time off
* Competitive retirement plans
* Flexible work options
* Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to ******************************* noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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$50k-55k yearly Auto-Apply 11d ago
VP, Transformational Change Management
United Way Worldwide 4.3
Alexandria, VA job
(Eligible for Hybrid/ 3 days in office - Alexandria, VA)
The Vice President, Transformational Change Management leads the implementation of change practices to realize the United Way Transformation, a comprehensive global program to ensure that United Way is impactful, relevant, and sustainable in its next century of service. As a senior leader in United Way Worldwide's Transformation Realization Office, the successful candidate will be a seasoned change-management practitioner who embraces and applies UWW's change methodology to deliver large-scale transformation. The position is ultimately accountable to the UWW President and CEO, the initiating sponsor of the United Way Transformation.
The Vice President will apply a broad range of skills to advance successful and large-scale change in a complex, federated, global nonprofit environment. Combining technical acumen with outstanding management, political savvy, engagement skills, and emotional intelligence, the leader will oversee transformational change management for multiple interdependent workstreams in a fast-paced and demanding environment.
The Vice President, Transformational Change Management will partner actively with United Way network leaders and UWW colleagues to ensure seamless, quality change execution.
Additionally, the Vice President will engage the Vice President, Learning & Leadership Development to build change capability within the United Way network to make it a core competency of the organization.
The ideal candidate will actively champion United Way's mission to improve lives by mobilizing the caring power of communities around the world, and our vision: a world where every person in every community is thriving. The Vice President will demonstrate a deep commitment to fully realizing the promise of United Way's transformation.
KEY RESPONSIBILITIES / ESSENTIAL DUTIES OF POSITION:
The Vice President, Transformational Change Management will:
Lead the change-management practices to successfully achieve the goals of the United Way Transformation across the global federation of 1,000+ local United Ways
Lead multiple workstreams to fully achieve the change-management goals of United Way 2030, a five-year network-wide plan that is the first major chapter in the multiyear United Way Transformation
Manage a complex, dynamic, integrated change portfolio
Oversee successful on-time delivery of transformation commitments, both the installation of change activities and full realization of the transformation's promise
Design and facilitate successful change engagements with a wide array of stakeholders, from senior executives and board members to emerging leaders
Design and deliver dynamic large-scale change campaigns across a global environment
Ensure full and seamless integration of United Way 2030 change efforts with ongoing business operations and annual operating goals
Build and manage a global change network to deploy the transformation across 34+ countries and within United Way Worldwide
Manage the communication, measurement, and reporting related to the United Way Transformation, including successful achievement of specific change-management goals across the global United Way network and within United Way Worldwide
Co-create and lead the implementation of change-capability building for the United Way network
JOB REQUIREMENTS
Bachelor's required
10+ years of senior-level change-management experience, including 5+ years in guiding successful, large-scale strategic transformations
Sound judgment and decision-making in a complex distributed environment
Commitment to embrace and apply the United Way change methodology, incorporating their own change experience while sustaining the integrity of a well-established process founded on Daryl Conner's Strategy Execution Framework
Skills in managing a large-scale change portfolio, including excellent planning and integration skills, and the ability to manage many moving parts to achieve impact
Engagement with a wide variety of change sponsors, agents, and stakeholders
Influence, political savvy, and the relationship-building skills to lead effectively in a federated work environment without corporate controls
Leadership skills to oversee and manage critical business processes on behalf of an organization
Operational oversight of a change-management team
Outstanding collaboration, facilitation, and communication skills appropriate for a global work environment
Ability to thrive in a fast-paced, demanding, agile work environment
Exceptional people-management skills
Innovative, future-focused leadership
Passion for nonprofit, community-strengthening work
This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work onsite in the Alexandria, VA location; relocation assistance is not offered.
SALARY STATEMENT
The salary range for this position is currently $175,000 to $191,000 per year. Salaries are determined by several factors including applicant's knowledge, skills, experience, position, equity, and market.
ABOUT UNITED WAY WORLDWIDE
United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.
United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information.
We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.
United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.
$175k-191k yearly Auto-Apply 60d+ ago
Java Developer (Backend/Spring Boot/Kafka)
Morgan Stanley 4.6
Arlington, VA job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering position at Associate level, which is part of the job family responsible for developing and maintaining software solutions that support business needs.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
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
WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you.
Position Description
We are looking for creative individuals who have experience developing cutting-edge, scalable technology solutions. The selected candidate will become a member of the team which develops the platform for banking. The individual will participate in design and architecture sessions and develop code which is in alignment with system architecture and integration design standards. Candidate will work as part of an Agile squad and interact with other squad members as well as external stakeholders including business and technology partners (local as well as global) across Wealth Management, infrastructure team, architecture team to deliver the objectives.
What you'll do in the role:
* Design, architecture and development of multi-tiered Java EE-style applications
* Contribute towards UI development using Angular/React, web protocols and standards, and associated UI development tools
* Code development across Agile practices and methodologies, facilitiate between business and technology
* Take complete ownership for the specified business feature from requirements analysis to implementation in the PROD environment
* Candidate will interface on a regular basis with other teams including other internal IT teams across Wealth Management, BA team, QA team, and global development team
* Role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities, vendor capabilities, proprietary system builds, and the ability to adapt to changing business requirements.
* Contribute to high level and low-level application design, development and testing
* Work within an Agile team, participating in ceremonies related to the Agile framework
What you'll bring to the role:
* 5+ years of hands-on experience in java/j2ee and related technologies
* Candidate must have hands-on development experience in core Java, and Java 8, Spring, Spring Boot and relational databases
* Experience in integrating and working in a JAVA full stack environment
* Awareness of messaging technologies such as Kafka and MQ
* Strong Linux background
* Ability to learn new concepts and technologies, and implement them to solve business problems
* Exposure to JIRA or other ALM tools to create a productive, high quality development environment
* Previous experience in working with global teams
* Good verbal and written communication skills
* Experience with requirements of large enterprise applications (security, entitlements, etc.)
* Proficient in Agile development methodologies & understanding of DevOps Integration
Skills Desired:
* Knowledge of UI technologies such as Angular
* Knowledge / Experience of DevOps / SRE practices
* Prior experience with public cloud providers such as Azure
* Financial markets, payment solutions or Wealth Management previous experience
Educational Qualification:
* Minimum BS degree in Computer Science, Engineering or a related field.
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.
All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.
Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$98k-125k yearly est. Auto-Apply 60d+ ago
Technical Lead, Sustainability Services (Palm oil and soy focus)
Winrock International 4.6
Winrock International job in Arlington, VA or remote
Location: Remote, (Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered. )
Winrock International is recruiting a Technical Lead in the Sustainability Services Unit with deep expertise in engaging the private sector in greenhouse gas (GHG) emissions reduction within food and agriculture. This position works with private sector clients to assess critical investments that finance emission reduction and removals within food and forest systems. The Technical Lead will be responsible for developing carbon inset guidance and leading evaluations of peatland restoration projects to mitigate corporate Scope 3 GHG emissions within palm supply chains.
Position Overview: The Technical lead interacts with clients, conducts qualitative technical analyses, and collects and analyzes quantitative data for the greenhouse gas measurement and analysis of peatland restoration projects around the world.
This position may be based remotely within the United States .
This role will be fully remote, however, only employees residing in: Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered.
POSITION RESPONSIBILITIES
Major Responsibilities
Lead project review and communications with clients to scope the quality of peatland restoration projects and address relevant technical aspects and their methodologies.
Manage the analysis of climate projects at the intersection of agriculture, forestry, and greenhouse gas emissions, at the farm and corporate level, ensuring timely production of high-quality deliverables.
Provide effective supervision including setting performance expectations, conducting regular performance evaluations, and providing ongoing feedback and coaching.
Perform calculations using greenhouse gas and activity data. Support critical thinking and innovative approaches, new analyses, and new analytical methods.
Lead the development of guidance on carbon inset approaches to peatland restoration projects within palm supply chains and contribute to critical thinking on the analyses and analytical methods related to food systems and regenerative agriculture.
Prepare technical analysis reports, presentations, and other communication materials related to carbon accounting and project risk analysis, translating technical topics into terms that are meaningful to more diverse audiences.
Maintain day-to-day client communications. Provide accurate, consistent, and coherent technical guidance and explanations to clients and donors.
Provide training to counterparts/stakeholders in the use of methods and internationally accepted best practices.
Create decision-support tools for the measurement and monitoring of GHG emissions and ecosystem services in the land use and forestry sectors.
Develop and implement statistically sound approaches to project design and data analysis for carbon projects, including use of field data, new statistical tools, and models. Recommend and implement new approaches that strengthen Winrock International's reputation for sound science and expand the visibility of Winrock International as a leading developer of measurement and monitoring methods.
Develop project work plans, budgets and reports, including tracking and monitoring programs as assigned to ensure they are fulfilling deliverable and performance requirements at a high quality, on time, and on budget.
POSITION QUALIFICATIONS
Education: Bachelor's degree in agriculture or environment-related field required. Master's degree in climate change, food and environment, or a related discipline is preferred.
Experience:
Minimum 7 years of relevant experience in food systems and GHG accounting for land use required. Additional years of experience are strongly preferred.
Experience developing, mentoring, and managing teams of technical staff.
Experience managing technical aspects of GHG accounting in the agriculture field.
Field or research experience with forest carbon or palm production GHG accounting, land use change models, and GHG profiles of agricultural commodities from Southeast Asia preferred.
Knowledge of monitoring, reporting, and verification (MRV) approaches within palm supply chains to ensure GHG reduction measurements are repeatable, scalable, and GHG protocol compliant.
Knowledge of one or more of the additional soft commodities is a plus: vegetable fats & oils; spices; cereals & grains; cocoa; coconut; soybeans; and coffee.
Working understanding or experience with preparing submissions or reporting against key climate corporate leadership standards (e.g., Verra, GHG Protocol, Science-Based Targets Initiative's standards).
Understanding of corporate supply chain management or procurement.
Demonstrated experience in research and public communication on technical issues.
Computer Skills: Proficiency in using Microsoft Office software, including Word, Outlook, and PowerPoint. Advanced proficiency in Excel is preferred.
Communication Skills: Strong written and verbal communication skills are required, including effective public speaking and the ability to communicate complex issues both verbally and in written form.
Language: Fluency in English required.
Position-Specific Skills:
Strong analytical capability and problem-solving abilities required.
Ability to contribute to project operations and workflow effectively, to track and meet deadlines for multiple tasks, and work effectively under pressure.
Understanding of carbon quantification methodologies (e.g., for carbon credits/offset credits), carbon credit or other sustainability product certification standards, carbon credit project development, monitoring reporting and verification of GHG emissions impact.
Ability to foster and maintain good working relationships with clients and partners, including non-profit organizations, the private sector, foundations, and multilateral organizations.
Experience developing proposals for a variety of funders is desired.
Experience leading complex technical projects with a diverse team of staff and consultants.
Knowledge of geospatial technologies, tools and methodologies is a plus.
Physical Demands: Capability to sit and operate a computer for long periods of time.
Must be authorized to work in the United States. This position is based on-going donor funding.
The pay range for this role is between $115,000 and $120,000 per year depending on level of experience, specialized knowledge in the role and function and business needs. Winrock offers an excellent benefits package.
Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
$115k-120k yearly Auto-Apply 39d ago
IT Infrastructure Engineer
United Way of America 4.3
Alexandria, VA job
(Eligible for Hybrid/ 3 days in office - Alexandria, VA) The IT Infrastructure Engineer supports the mission of United Way Worldwide by ensuring the reliability, security, and efficiency of our IT infrastructure. This role is responsible for managing systems, networks, Microsoft 365, and emerging technologies such as AI tools, with a strong focus on security and user support. The ideal candidate is service-oriented, adaptable, and passionate about using technology to empower teams and advance our organizational goals.
Key Responsibilities
* Administer and support Microsoft 365 services including Exchange Online, SharePoint, Teams, OneDrive, and Intune.
* Helps design, configure, and maintain network infrastructure including routers, switches, firewalls, and VPNs.
* Manage Windows servers, both on-premises and in cloud environments (AWS, Azure)
* Maintain core infrastructure services such as Active Directory, DNS, DHCP, and Group Policy.
* Implement and manage security protocols including endpoint protection, patching, identity management, and threat detection.
* Support and integrate AI tools and platforms to enhance IT operations and staff productivity.
* Automate routine tasks using scripting tools (e.g., PowerShell, Python).
* Monitor system performance and resolve technical issues across infrastructure layers.
* Participate in disaster recovery planning, testing, and documentation.
* Collaborate with program teams to ensure technology supports mission delivery.
* Maintain clear documentation of systems, configurations, and procedures.
Qualifications
* Bachelor's degree in computer science, Information Technology, or related field (or equivalent experience).
* 5+ years of experience in IT infrastructure or systems engineering roles.
* Experience with Microsoft 365 administration and enterprise networking.
* Proficiency in configuring and troubleshooting routers, switches, and firewalls.
* Familiarity with AI tools or platforms (e.g., Microsoft Copilot, automation bots) is a plus.
* Understanding of cybersecurity best practices and tools (e.g., MFA, endpoint protection, SIEM).
* Experience working in or supporting nonprofit organizations is highly desirable.
* Relevant certifications such as Microsoft Certified: Azure Administrator, M365 Enterprise Admin, Cisco CCNA, or CompTIA Security+ are preferred.
Skills
* Strong problem-solving and analytical skills.
* Excellent communication and documentation abilities.
* Ability to work collaboratively with staff across departments.
* Commitment to continuous learning and technology innovation.
* A service mindset and dedication to supporting the nonprofit mission.
This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.
SALARY STATEMENT
The budgeted salary range for this position is currently $92,000 to $101,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market.
ABOUT UNITED WAY WORLDWIDE
United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.
United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information.
We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.
United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.
We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
$92k-101k yearly 5d ago
Vice President, Marketing & Communications
United Way of Greater Lafayette 4.3
Remote job
OPPORTUNITY PROPOSITIONAs Vice President of Marketing and Communications, you will impact the United Way of Greater Los Angeles as a strategic, mission-driven leader responsible for shaping the organization's marketing and communications strategy towards ending poverty and expanding opportunity. As a member of the Executive Team and reporting to the President and CEO, you will contribute to organizational strategy and ensure that marketing and communications initiatives advance overall goals and support the values of equity, dignity, and hope.
PRINCIPAL RESPONSIBILITIESTo elevate visibility, inspire donors and partners, and drive revenue growth through compelling storytelling, innovative campaigns, and effective donor engagement strategies. While leading and developing an integrated team of marketing and communications professionals, the vice president will oversee brand management, media relations, digital platforms, content creation, and marketing initiatives that retain and grow the donor base while deepening community engagement.
SPECIFIC DUTIES
Strategic Leadership
o Develop and execute an integrated marketing and communications strategy to increase awareness, grow revenue, and expand donor engagement and retention. o Serve as chief brand steward, ensuring consistent, effective, and authentic messaging that reflects the organization's mission and impact. o Lead and develop a marketing and communications team, providing mentorship, guidance, and strategic direction to achieve organization-wide goals and objectives. Motivate team to work collaboratively and efficiently across all stakeholders, including fundraising and community impact. o Serve as strategic communications advisor to the CEO, fundraising leader, and executive team, aligning messaging with fundraising, advocacy, and program goals.
Marketing & Donor Engagement
o Oversee the development of multi-faceted, compelling marketing campaigns utilizing targeted content tactics that are impactful and respectful to engage with both existing supporters and new audiences to increase revenue. o Develop donor engagement strategies, in partnership with colleagues in fundraising, that increase acquisition, retention, and lifetime donor value. o Oversee website, social media, email marketing, and digital platforms to grow reach and engagement. o Enhance online presence by optimizing use of website and digital platforms and technologies that support organizational goals. Ensure an effective tech stack that can enable the successful implementation of digital campaigns and analytics capabilities. o Guide small-dollar digital marketing and fundraising efforts to ensure the organization reaches or exceeds an annual online fundraising goal of $500k. o Provide support to Strategic Partnership's fundraising efforts through development of fundraising collateral including cases for support, impact reports, donor presentations, and visual content including videos.
Communications & Brand Management
o Lead the development of high-quality content across channels that inspire giving and strengthens reputation. o Create a communications cadence and calendar for United Way's key constituents: corporate partners, individual donors, foundations, community partners, Board of Directors, and United Way team. o Lead strategic media relations efforts, serving as spokesperson when appropriate, and proactively securing coverage that elevates the mission. o Ensure United Way is engaged in policy and civic dialogue on key topics including economic mobility, education, homelessness, housing affordability, and racial justice. Plan forums and press events, and secure opportunities for team members who are experts in these areas to engage with media outlets both on the record and on background. o Work closely with the Executive Team to effectively anticipate and respond to issues. Help develop a framework for addressing concerns, highlighting positive messages, and communicating to stakeholders within the organization. o Ensure communications advance equity, use inclusive language, and amplify the voices of those with lived experience.
Operational Leadership
o Oversee the selection and relationships with external vendors, agencies, and consultants to extend and make efficient use of staff and resources. o Advance an organizational events strategy that includes plans for effective message delivery, audience engagement, sponsorships, increasing attendance and participation, budget and resource allocation, risk management, and effective return-on-investment. Maximize these community and fundraising events with strong marketing and digital engagement. o Manage department budget and allocate resources to maximize impact and demonstrate clear return on investment (ROI).PROFESSIONAL AND PERSONAL PROFILE
Demonstrated ability to see the big picture and translate it into actionable communications strategies, ideally in a nonprofit or mission-driven organization.
Empowering leadership style and strong emotional intelligence that inspires a positive, respectful culture where individuals are motivated to do their best.
Donor-centered mindset, with a strong understanding of donor motivations, retention strategies, and philanthropic communications; skilled at framing narratives that inspire generosity and partnership.
Demonstrated success in driving revenue growth and donor engagement through integrated marketing and communications.
Creative, innovative, and action-oriented with the ability to assimilate information quickly, test new approaches, and ultimately translate strategies into achievable steps.
Data-driven communications mindset, with a firm grasp on trends and technologies, as well as the ability to effectively deploy tools and resources.
Audience-focused approach; tailors communications to target audience and desired outcomes.
Collaborative, with a strong orientation towards building internal partnerships and trust with development, programs, and executive leadership.
Ten or more years of relevant experience with a minimum of three years supervising direct reports in a marketing communications team, ideally in a nonprofit or mission-driven organization.
Understands the value of racial equity as an organizational operating principle and committed to continued learning on issues related to race, equity, diversity, and inclusion.
Bachelor's degree in marketing, communications, journalism, public relations, or related field (master's degree preferred).
COMPENSATION & BENEFITS
Hiring Salary Range: $175,000-210,000 per year dependent on internal equity and a variety of job-related factors including, but not limited to, experience, training, education, and market demands. This position is bonus eligible.
The benefits available for this position include medical, dental, vision, 403(b) plan, pension, life insurance coverage, disability benefits, paid holidays, paid time off, and car allowance.
CONTACT
This search is being conducted in partnership with The Ward Group. For more information, please reach out to Mike Morris at *********************.
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Winrock International may also be known as or be related to WINROCK INTERNATIONAL INSTITUTE, Winrock International and Winrock International Institute For Agricultural Development.