Top Tech Jobs & Startup Jobs

Lead the design and development of Power BI dashboards, executive visualizations, KPI frameworks, and management reports for Finance stakeholders. Transform financial, risk, and governance data into actionable insights, while driving reporting standardization, automation, data quality, governance, and user adoption. Partner with Finance, Risk, Data, and Technology teams to deliver business intelligence solutions and support strategic Finance transformation initiatives.

Leads the strategy, governance, roadmap, and business oversight of Wealth Management financial data platforms. Serves as Product Owner for the Middle Office platform, prioritizing initiatives, managing stakeholder demands, driving data quality and regulatory compliance, and partnering with technology teams on architecture and delivery. Oversees data governance, audits, reconciliations, remediation, adoption, and innovation using AI, automation, and analytics. Requires substantial wealth management, data strategy, leadership, people management, and Agile delivery experience.

Leads strategy, governance, and optimization of KYC, negative news, PEP, and customer risk-ranking controls. Enhances screening models through tuning, calibration, AI, machine learning, and analytics; partners with Compliance, Technology, Data Science, Operations, and Model Risk teams. Analyzes datasets, monitors performance metrics, supports regulatory examinations and audits, assesses emerging risks, and provides senior management recommendations. Requires deep AML, KYC, sanctions, adverse media, and regulatory expertise.

Provides global security master and reference data support to traders and stakeholders. Reviews and resolves Aladdin and GSD exceptions, reconciliation breaks, coupon and amortization issues, and cash or position discrepancies. Supports process risk identification, control improvements, task allocation, training, escalations, and security master data cleanups. Partners with international teams on new data points and related projects while operating in a high-volume investment management environment.

Lead execution of Morgan Stanley’s Advisor Legacy Program, supporting advisor retirements, client and advisor retention, book reviews, economic modeling, stakeholder alignment, policy execution, training, risk coordination, executive reporting, and strategic process improvements. The role translates data into recommendations, develops AI-enabled automation, partners with corporate functions, and may manage people.

Compiles and validates institutional client performance reports, reconciles investment data and alternative investment transactions, resolves exceptions, and analyzes portfolio activity, performance, and cash flows. The specialist maintains reporting data quality, supports automation and process improvements, collaborates with advisors, investment teams, custodians, and vendors, responds to client inquiries, and contributes subject-matter expertise, training, and operational excellence.

Serve as a technical equity-compensation specialist for UHNW clients and Financial Advisors: build detailed equity compensation plans, analyze holdings and vesting, advise on liquidation and tax timing, deliver presentations and webinars, collaborate with FA teams, and mentor junior planners to grow firm expertise.

Negotiate, draft, and execute trading agreements for institutional clients, including ISDA, securities lending, prime brokerage, derivatives, clearing, and confidentiality agreements. Serve as the primary client and counsel contact, collaborate with Sales, Trading, Legal, Risk, Credit, and Onboarding teams, and advise clients on industry rules and regulations. The role requires substantial trading documentation experience, legal expertise, contract drafting skills, and a J.D.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Provides senior-level client service and operational support to financial advisors and private wealth teams. Responsibilities include managing client relationships, coordinating meetings and follow-ups, handling account service transactions, supporting financial planning and portfolio proposal tools, preparing client reports, conducting approved research, and executing digital and in-person marketing activities. The role also assigns team work, supports business plans, participates in client meetings, and maintains knowledge of firm policies and platforms.