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Manage retention and growth of high-value E*TRADE clients through relationship-building, product education, trade facilitation, and connecting clients to Morgan Stanley services. Deliver exceptional service, resolve client issues, coordinate internal teams, identify cross‑sell opportunities, adhere to compliance, and handle high volumes of client interactions.

The role involves leading the XVA Coverage team within Market Risk, overseeing market risk exposures, engaging with senior stakeholders, and developing risk frameworks and talent in a global investment banking context.

The Strategic Change Manager will lead initiatives to modernize business processes, manage stakeholder relationships, and implement technology solutions in wealth management.

Lead AI solutions development in finance using statistical methods and machine learning. Mentor, implement models, ensure compliance, and collaborate for effective tool integration.

Work within Global Capital Markets' Project, Commodity, and Infrastructure Finance group to structure and execute financing solutions for power, energy/energy transition, and infrastructure projects. Perform financial modeling and analysis, monitor market and regulatory trends, manage deal execution, and coordinate cross-functional teams throughout structuring, marketing, and negotiation.

Manage IFRS tax provision preparation and review, ensuring compliance with regulations while collaborating with stakeholders on tax strategies and issues.

Partner with business units to maintain and enhance the risk and control framework for Private Markets and Alternative Investments. Support migrations, RCSA coordination, exam management, incident monitoring, internal reviews, risk mitigation, IT project risk assessments, vendor and user entitlement oversight, and management reporting.

Lead technical delivery and support for payroll systems, manage payroll-related projects and vendors, collaborate with HR/Finance/IT, drive system improvements and automation, handle incidents, ensure data security and compliance, and communicate with stakeholders.

Advise power & energy clients on equity capital raises (IPOs, follow-ons, convertibles, private placements); originate, structure and execute transactions; perform complex financial analysis; manage multiple projects and distribution; deliver client-focused capital markets solutions under tight deadlines.

Provide ongoing equity plan administration and client support on Shareworks and Equity Edge Online. Process daily and monthly events, reconcile records, manage data updates, handle client inquiries via Salesforce/Zendesk, meet SLAs, document processes, participate in product testing, run client meetings, identify risks, and support onboarding and cross-team collaboration to ensure flawless execution and client satisfaction.