Top Tech Jobs & Startup Jobs

Provides client service and business development support to financial advisors and private wealth teams. Responsibilities include managing client relationships, preparing meetings and follow-ups, processing account transactions, supporting digital and in-person marketing, preparing client reports and financial plans, conducting research, and coordinating team workflows. The role requires strong knowledge of financial products, client service, organization, leadership, and active Series 7 and Series 66 or Series 63 and Series 65 licenses.

The Business Development Manager drives asset growth across assigned wealth management markets. Responsibilities include developing strategic business plans, coaching and training Financial Advisors, positioning products and tools, coordinating regional and national initiatives, conducting book reviews, executing campaigns, facilitating resources, and partnering with internal product teams to improve advisor capabilities and results.

Plans and executes software testing across all phases, develops automated testing solutions, and integrates scripts with DevOps tools for continuous integration and delivery. The role collaborates with engineering teams on application architecture, communicates with leadership, reviews QA best practices, resolves testing obstacles and defects, and ensures timely closure. Telecommuting is permitted up to two days per week.

Leads U.S. bank regulatory capital reporting, calculations, forecasting, stress testing, capital allocation, and ROE analysis. Oversees Basel, RWA, leverage, capital buffer, FFIEC, and DFAST reporting requirements; manages regulatory, audit, and model risk reviews; and leads a team of capital reporting professionals. The role drives regulatory implementation, process automation, controls, technology enhancements, and capital optimization while advising senior management and regulatory stakeholders.

Supports private wealth advisors and financial advisor teams with client service, meeting preparation, follow-up tracking, account transactions, digital tool education, financial planning, portfolio reporting, research, and business development activities. Coordinates marketing initiatives, prepares client and prospect materials, participates in meetings, maintains policy knowledge, and supports firm projects. Requires financial services knowledge, strong organization and client service skills, Microsoft Office proficiency, and active Series 7 and Series 66 or Series 63 and Series 65 licenses.

Manage day-to-day funding and collateralization processes, resolve breaks and ad-hoc issues, lead and develop direct reports, drive process improvement and system renovation, ensure resource coverage for business-as-usual commitments, and support risk, audit, and control initiatives.

Join a central trading and risk team supporting a market-neutral equity platform. Perform factor attribution, portfolio exposure analysis, portfolio construction and optimization, stress testing, and research new alpha signals. Build Python-based analytics and automation, monitor fund-wide risks, partner with trading and portfolio managers, and communicate insights to senior leadership to improve investment performance.

The Equity Research Associate will maintain financial models, write research reports, analyze industry news, and engage with investors.

Lead strategic planning for Private Markets marketing across EquityZen and Morgan Stanley. Develop cross-channel B2B, B2C, and B2B2C go-to-market strategies, perform competitive and client analysis, define value propositions, set KPIs and budget allocation, enable cross-sell and integration across Morgan Stanley platforms, partner with product and revenue teams, and ensure compliance in a regulated environment.

Lead HR Service Delivery automation and build scalable HR applications, data pipelines, APIs and integrations. Drive process optimization, GenAI adoption, product lifecycle, data governance, and cross-functional stakeholder engagement to deliver production-grade HR tools and analytics.