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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.

Lead development and delivery of intraday risk management and scenario-analysis applications for global equity trading. Act as senior individual contributor and product lead, coordinate with stakeholders and engineering teams, and drive platform renovation and distributed-systems solutions.

Support Financial Advisors/Private Wealth Advisors by building client relationships, preparing client reports and financial plans, executing digital and in-person marketing, participating in client meetings, performing clerical transaction support, and helping optimize business practice efficiencies. Serve as a client-facing member of the service team and participate in firm initiatives and special projects.

Provides daily client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movement, answering account questions, entering client and account data, supporting portfolio research and meeting preparation, educating clients on digital tools, managing calendars and travel logistics, preparing expenses, handling calls, and assisting with marketing and business-plan activities. Requires strong organization, interpersonal, writing, client service, Microsoft Office, multitasking, and collaboration skills.