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Reposted 17 Days AgoSaved
In-Office
Harrison, NY, USA
115K-190K Annually
Senior level
115K-190K Annually
Senior level
Fintech • Financial Services
Lead strategy and execution for Morgan Stanley’s Path to Advice team, developing initiatives that drive client and asset growth across wealth management channels. Responsibilities include corporate and program strategy, executive presentations, test-and-learn campaigns, cross-functional program leadership, data-driven analysis, operational improvement, and coordination with Financial Advisors and field management. The role supports initiatives involving Generative AI, automation, lead generation, strategic partnerships, and new product areas.
Top Skills: AutomationGenerative AiExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Reposted 17 Days AgoSaved
Hybrid
Budapest, HUN
Mid level
Mid level
Fintech • Financial Services
Supports second-line risk oversight for private markets investment portfolios. Responsibilities include asset risk and valuation analysis, developing risk tools, monitoring investment, credit, liquidity, counterparty, concentration, scenario, and sustainability risks, producing reports, validating models and policies, tracking regulatory developments, and contributing to risk framework projects.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordPython
Reposted 17 Days AgoSaved
In-Office
2 Locations
115K-190K Annually
Senior level
115K-190K Annually
Senior level
Fintech • Financial Services
Supports Morgan Stanley’s Executive Services business by coordinating specialized Financial Advisor networks, managing cross-functional initiatives, improving workflows, and driving technology adoption. Responsibilities include stakeholder alignment, advisor support, training coordination, process optimization, reporting, data-informed performance evaluation, and executive-level communications. The role requires strategic thinking, project management, strong communication, financial-services experience, and proficiency with Microsoft Office; coding and analytics skills are advantageous.
Top Skills: DataikuExcelMS OfficePowerPointPythonSQLTableauVBAWord
Reposted 17 Days AgoSaved
In-Office
2 Locations
85K-120K Annually
Senior level
85K-120K Annually
Senior level
Fintech • Financial Services
Administers nonqualified deferred compensation plans from implementation and enrollment through ongoing contributions, distributions, audits, reconciliations, reporting, and compliance. Partners with clients, sales, implementation, service, payroll, finance, HR, treasury, and tax teams. Manages escalated inquiries, client communications, event calendars, funding analysis, process improvements, and service model optimization while providing subject matter expertise on NQDC plans and regulatory requirements.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Reposted 17 Days AgoSaved
In-Office
Harrison, NY, USA
46-75 Hourly
Entry level
46-75 Hourly
Entry level
Fintech • Financial Services
Supports Wealth Management Employment Law attorneys with employee relations matters, investigations, litigation, arbitration, regulatory inquiries, and administrative charges. Prepares legal documentation, collects and preserves documents and data, tracks deadlines and case status, maintains matter management systems, compiles reports, and coordinates with counsel, HR, Compliance, and other stakeholders. Handles confidential employee information and supports cross-functional legal initiatives.
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Reposted 17 Days AgoSaved
In-Office
New York, NY, USA
195K-275K Annually
Senior level
195K-275K Annually
Senior level
Fintech • Financial Services
Lead the architecture, development, delivery, and production support of high-performance electronic trading systems. Partner with traders, desk heads, product teams, and technology stakeholders to translate complex requirements into scalable solutions. Mentor developers, establish engineering standards, drive Agile delivery, manage technical trade-offs, and ensure production stability, risk controls, and maintainability. Remain hands-on with architecture, coding, code reviews, troubleshooting, and responsible use of AI-assisted engineering tools.
Top Skills: AgileAi-Assisted Development ToolsDistributed SystemsHigh-Performance SystemsLow-Latency Systems
Reposted 17 Days AgoSaved
In-Office
Morristown, NJ, USA
75K-125K Annually
Expert/Leader
75K-125K Annually
Expert/Leader
Fintech • Financial Services
Leads client service and business operations for Financial Advisor and Private Wealth Advisor teams. Responsibilities include developing service models, coordinating client communications, preparing reports and financial plans, improving team efficiency, overseeing support professionals, supporting hiring and performance management, tracking business plans, and executing firm initiatives. The role requires strong leadership, financial services knowledge, organizational ability, client service skills, and active securities licenses.
Top Skills: ExcelMS Office
Reposted 18 Days AgoSaved
In-Office
Farmington Hills, MI, USA
Entry level
Entry level
Fintech • Financial Services
Oversees branch risk, supervision, compliance, surveillance, audits, regulatory adherence, data security, client suitability, and remediation activities. The Risk Officer advises Financial Advisors and clients, escalates significant issues, supports investigations and litigation matters, maintains supervisory procedures, facilitates compliance training, and assists with recruiting and onboarding Financial Advisors. The role requires strong knowledge of SEC, FINRA, and firm policies, along with required securities licenses.
Reposted 19 Days AgoSaved
In-Office
Glasgow, City of Glasgow, Scotland, GBR
Senior level
Senior level
Fintech • Financial Services
Leads sustainability disclosure production for European legal entities, including Pillar 3 ESG, EU Taxonomy, STE, and regulatory submissions. Establishes governance, documentation, controls, reconciliations, and assurance processes; coordinates inputs across Finance, Risk, Legal, Sustainability, and Corporate Services. Reviews disclosures and analytics for senior Finance management, manages remediation, and drives continuous process improvement. Requires qualified accounting credentials, strong financial controls and external reporting experience, analytical ability, stakeholder management, and large-dataset experience.
Top Skills: Eu TaxonomyIfrsPillar 3 EsgUs Gaap
Reposted 19 Days AgoSaved
In-Office
Rochester, MI, USA
Entry level
Entry level
Fintech • Financial Services
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movements, answering account questions, entering client and account data, supporting digital tool enrollment, preparing meeting materials, assisting with portfolio research, maintaining calendars and travel itineraries, processing expenses, handling calls, and supporting marketing activities. Requires strong organization, communication, client service, Microsoft Office, and multitasking skills.
Top Skills: EauthorizationEsignExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMsonlineZoom
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