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Provide high-quality client service and administrative support to Financial Advisors/Private Wealth Advisors. Execute money movement transactions, answer non-investment account questions, assist with account documentation and meeting prep, enroll clients in digital tools, maintain calendars and travel/expense processes, and participate in firm projects while staying current on policies and systems.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial and portfolio reports, assisting in financial planning and business development, coordinating events, and ensuring timely, compliant account servicing.

Lead backend engineering for a cloud-native, data-intensive finance and P&L platform. Build and operate services (Java/Scala/Python) on Databricks and cloud, design secure scalable APIs, collaborate with finance and UI teams, and apply engineering best practices and AI/ML where valuable.

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.

This VP role involves managing the firm's cyber incident response, shaping risk strategies, and enhancing readiness against emerging threats through collaboration and structured improvements.

Provide high-touch client service and administrative support to Financial Advisors/Private Wealth Advisors. Execute money movements, onboard and maintain accounts, assist with documentation, prepare meeting materials, manage calendars/travel/expense reports, and educate clients on digital tools while adhering to firm policies.

Provide high-level administrative support to senior Global Capital Markets professionals: manage complex global calendars, coordinate client and stakeholder meetings, handle travel and expenses, draft correspondence and presentations, organize events, use administrative and AI tools to streamline workflows, maintain confidential records, and support ad hoc projects and team operations.

Lead external wholesaling for Morgan Stanley Investment Management's products within the Wirehouse channel in Greater Houston. Develop and execute strategic business plans, build relationships with financial advisors and branch leadership, provide product and portfolio expertise, conduct training and sales presentations, coordinate with internal partners, and complete territory administrative tasks to grow AUM and market share.

Support Financial Advisors/Private Wealth Advisors by providing high-touch client service, preparing meeting materials, executing administrative and digital marketing tasks, producing firm-approved reports and plans, and mentoring or assigning daily work for service-team coverage.

Lead the enterprise Data Quality (DQ) Issue Management program end-to-end: establish and enhance issue management framework, drive identification, classification, root-cause analysis, remediation tracking, and closure validation. Partner with Divisional Data Offices, Technology FDO, and Non-Financial Risk to enforce standards, ownership, and escalation. Define KPIs/KRIs, assess controls, deliver reporting and training, and embed sustainable practices across data lineage, control frameworks, and remediation plans to reduce systemic DQ risk.