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Lead assurance activities for applications and infrastructure supporting Institutional Securities, assess technology risks and controls (development, change management, resilience, cybersecurity, data), identify emerging risks, align audit projects with priorities, communicate findings to senior management, partner globally, and manage and develop audit staff.

Provides inbound customer service for investment accounts, handling money movement, account updates, trade requests, and follow-ups. Educates clients about financial products, identifies sales opportunities, resolves issues collaboratively, manages risk, and maintains compliance. Morgan Stanley provides training for Series 7 and 63 licensing. The role requires a hybrid schedule, ongoing financial-market education, and strong customer-service, sales, communication, and problem-solving skills.

Supports private wealth advisors with client service, account transactions, meeting preparation, follow-ups, financial planning, portfolio and client reporting, research, and business development. Assists with digital and in-person marketing initiatives, client communications, seminars, and prospective client meetings. Requires financial services product knowledge, strong organizational and interpersonal skills, proficiency with Microsoft Office and active securities licenses.

Drive enterprise architectural vision, target-state business architecture, technology roadmaps, standards, governance, and cross-domain solution alignment. Lead modernization and optimization initiatives across applications, data, and technology while collaborating with engineering, cloud, DevOps, data, and product leaders. Govern architecture processes, audit project compliance, manage interdependencies, resolve blockers, monitor regulatory impacts, and promote risk controls and architectural convergence across a complex global organization.

Supports private wealth advisors with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio and client reporting, research, and business development activities. The role also assists with digital and in-person marketing, client communications, seminars, webinars, and firm initiatives. Requires financial services product knowledge, active Series 7 and Series 66 or Series 63 and Series 65 licenses, strong organization, technical proficiency, and client service skills.

Senior portfolio management role responsible for developing, implementing, and overseeing investment strategy and asset allocation within the firms Portfolio Management program. Collaborates with Financial Advisors to analyze portfolios, recommend asset allocations and benchmarks, rebalance holdings, and lead client meetings. Manages discretionary advisory accounts, develops PM policies/procedures, and tracks reporting and performance metrics. Focused solely on accounts within the firms Portfolio Management program.

Structure, price, trade, hedge, and risk-manage equity derivative transactions for corporate and high-net-worth clients. Analyze equities and market conditions, manage complex derivative exposures, collaborate with trading, capital markets, brokers, and counterparties, develop client solutions, generate business opportunities, and lead technology and infrastructure initiatives supporting trading and risk-management efficiency.

Provides inbound customer service for stock portfolios, account updates, money movement, and trade requests. Resolves client issues, identifies product and sales opportunities, follows procedures, manages risk, and collaborates with internal teams. Morgan Stanley provides training for Series 7 and 63 licensing. The role requires a passed SIE exam, customer-facing experience, a bachelor's degree or equivalent, and a hybrid schedule.

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.

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.