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Supports client account maintenance and terminations, coordinates responses to client requests, assists with team initiatives, liaises with internal and external contacts, maintains policy knowledge, provides portfolio analyses, and supports client relationship coverage. The role requires financial services experience, investment product knowledge, strong communication, organization, problem-solving, attention to detail, and proficiency with Microsoft Office and internal software.

Handles inbound client inquiries about brokerage accounts, money movement, account updates, and trade requests. Provides customer service, resolves issues, educates clients about financial products, identifies sales opportunities, follows compliance procedures, and collaborates with internal teams. Morgan Stanley provides training for Series 7 and Series 63 licensing in a hybrid work environment.

Support the origination, structuring, and execution of privately placed equity and equity-linked transactions, including growth capital raises, structured equity offerings, and PIPE financings. Develop client solutions, prepare marketing materials and transaction documentation, monitor market conditions, and coordinate internal approvals while working with senior bankers and product partners.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.

Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movement, answering account questions, preparing client meeting materials, entering account data, supporting digital tool enrollment, managing calendars and travel, preparing expenses, and assisting with client relationship and marketing activities. Requires strong organization, communication, Microsoft Office skills, and willingness to obtain securities licenses.

Lead capital planning, liquidity, and funding analysis and governance for the Firm. Manage CCAR/capital stress testing and regulatory deliverables (DFAST), produce senior management presentations, enhance automation and controls, and provide strategic capital analysis across legal entities.

Leads AI-enabled operational transformation by identifying workflow improvements, designing and deploying Copilot-driven workflows, task-specific agents, and automated processes. Partners with operations, technology, risk, and platform teams to ensure compliant, scalable solutions. Tracks efficiency, quality, capacity, and adoption outcomes while driving implementation beyond pilots. Coaches teams, delivers hands-on training, and reinforces sustained AI adoption across operational functions.

Reconcile client portfolios against custody records, investigate and resolve trade, currency, and corporate action discrepancies, maintain client records, prepare reports, document procedures, analyze risk, and support process improvements. The role requires managing large Excel datasets, communicating with internal and external stakeholders, meeting strict deadlines, and leading innovation initiatives in a high-volume financial services environment.

Manage business transformation programs across Morgan Stanley divisions, coordinating business, technology, operations, and external stakeholders. Responsibilities include program and readiness planning, governance, roadmap development, risk and remediation tracking, stakeholder reporting, escalation management, and execution oversight. The role requires leading cross-functional teams without direct authority, supporting organizational change and merger integration initiatives, and delivering polished management presentations and consistent reporting.

Support leveraged finance underwriting, marketing, and execution for leveraged loans, high-yield bonds, and private credit transactions. Prepare financial analyses, pitches, presentations, and underwriting memos; coordinate investor outreach, roadshows, feedback tracking, data rooms, and deal allocations. Collaborate with corporate and sponsor clients, investment banking, sales and trading, and investors while managing deadlines and delivering accurate, high-quality work.