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The Team Manager oversees service, sales, and relationship management for stock plan participants, focusing on performance targets and team development.

Support FP&A for Investment Management by developing and reviewing revenue and expense forecasts, monitoring weekly investment revenue, preparing disclosure calculations, maintaining CCAR stress models, supporting new product forecasts, delivering AUM/net flows reporting, partnering with technology for reporting automation, and serving as liaison among FP&A, Risk, Accounting and business units.

Evaluate and manage credit risk for a CRE warehouse lending portfolio: analyze collateral and sponsor strength, recommend credit decisions, lead stakeholder meetings, monitor portfolio performance, prepare reporting, and use CRE databases. Mentor junior team members and ensure risk assessments inform business decisions.

Responsible for supervisory, compliance, and risk management for branch locations: monitoring regulatory adherence, coaching on policies, liaising with Legal/Compliance, supporting audits, managing people and client risk, and ensuring remedial actions. Reports to Senior Risk Officer and supports training, FA onboarding, and escalation of significant matters.

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, managing follow-ups, assisting with digital marketing, client reports, financial planning, and executing administrative and transaction-related tasks.

Lead design and delivery of end-to-end software solutions for capital markets. Partner with business owners to gather requirements, architect systems, implement features, drive agile practices, support production, and resolve user issues. Focus on electronic trading domain and front-office engagement.

Lead product ownership for Account Maintenance across Morgan Stanley and E*TRADE web and mobile platforms. Drive discovery, strategy, and execution for profile, market data, preferences, beneficiary management, and advisor/customer service features. Partner with technology, UX, delivery, and stakeholders to increase self-service, regulatory compliance, and feature adoption; present to leadership and optimize workflows.

Lead the EUCS engineering squad as a hands-on technical and people leader to design, implement, and support enterprise SaaS integrations (Box, Google Workspace, Qualtrics, Microsoft 365). Own cloud tooling, onboarding and lifecycle automation, CI/CD/DevOps, incident escalation, vendor coordination, and compliance/security standards while executing the platform roadmap and mentoring the team.

The AI Product Owner is responsible for the strategy and development of AI-enabled digital experiences, managing product outcomes and partnerships within a complex, regulated team environment. Key responsibilities include defining product vision, managing backlogs, ensuring quality, and overseeing AI evaluation and risk management while driving improvements in client experience and operational efficiency.

This role manages client inquiries in the financial services sector, providing support for complex trading orders, margin issues, and regulatory communications. Strong customer service, problem solving, and knowledge of derivatives trading are essential.