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Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and teams. Responsibilities include handling account inquiries, executing money movement transactions, preparing client meeting materials, assisting with account opening and financial planning data entry, supporting digital tool enrollment, managing calendars and calls, coordinating logistics, processing expenses, and supporting marketing activities. The role requires strong organization, interpersonal, writing, Microsoft Office, multitasking, and client service skills.

Drives revenue growth across assigned wealth management markets by supporting Financial Advisors, executing strategic initiatives, coaching practices, conducting book reviews, coordinating product partners, and rolling out national and regional campaigns. The role develops business plans, delivers advisor training, positions firm products against client needs, facilitates external resources, and aligns stakeholders to improve branch and advisor performance.

Lead SRE/production support for Wealth Management applications, ensuring platform stability, incident detection and resolution, change governance, capacity planning, observability, automation, and knowledge management. Coordinate cross-team escalations, perform deep technical triage, produce guidance and runbooks, mentor the team, and implement DevOps/SRE practices to minimize downtime and improve operational efficiency.

Design, modernize, and build cloud-native applications for quantitative portfolio tools. Integrate third-party data, implement secure coding practices, create unit/integration tests, perform code reviews, and use AWS, Kafka, Docker, Terraform, and NoSQL technologies. Collaborate with business and development teams and drive cross-functional software initiatives.

Lead implementation and ownership of electronic trading risk controls, monitor trading activity in real time, analyze large datasets and system logs to diagnose issues, manage T+1 reporting controls, support algorithm and product development, run cross-functional projects, respond to regulatory/litigation inquiries, and mentor junior team members.

Supports the growth and governance of Morgan Stanley’s 529 Plan platform, including field training, client and product support, risk management, plan conversions, system enhancements, communications, and coordination with internal control teams and external plan managers. The role requires specialized knowledge of 529 Plans, strong project execution, regulatory awareness, and relationship management across financial advisors, vendors, transfer agents, and asset managers.

Leads Asia-wide talent acquisition strategy, executive hiring, workforce planning, recruiting transformation, campus programs, recruitment vendors, and governance. Advises senior business leaders, manages a regional recruitment team, oversees RPO and search partnerships, and drives AI-enabled, data-driven recruiting improvements. Requires extensive financial services recruiting expertise, commercial judgment, stakeholder management, people leadership, and the ability to operate across complex, multinational environments.

Provide client-facing support for Financial Advisors/Private Wealth Advisors: execute transactions, answer account questions, assist with account documentation, prepare client materials, manage scheduling/calendars, support digital tool enrollment, and perform administrative tasks to deliver exceptional client service.

Supports financial advisors and private wealth teams by preparing client reports, researching investments, adjusting asset allocations, updating financial objectives, participating in client meetings, reviewing prospects, and executing marketing-related administrative tasks. Requires knowledge of financial products, strong client service and organizational skills, proficiency with Microsoft Office and Excel, and active securities licenses.

Leads data governance and operations for Private Markets, establishing critical data element ownership, quality standards, lineage, controls, issue remediation, and management reporting. Partners with investment, operations, finance, risk, technology, data governance teams, fund administrators, and external providers to improve data accuracy, completeness, timeliness, traceability, and usability. Helps modernize operating processes through automation, exception-based workflows, and scalable data-quality capabilities within a regulated financial-services environment.