Jobs at Morgan Stanley

The Risk Officer ensures compliance and risk management at branch locations, promotes business ethics, oversees audits, and supports training.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Provides client service and business development support to Financial Advisors and Private Wealth Advisors. Responsibilities include cultivating client and partner relationships, coordinating service activities, supporting money movement and account inquiries, preparing financial plans and reports, assisting with digital and in-person marketing, conducting research, and participating in client meetings. The role also assigns team work, supports firm initiatives, and ensures compliance with policies and procedures.

Leads insurance product sales across an assigned territory, including annuities, life insurance, disability, and property and casualty products. Develops market opportunities, coordinates sales initiatives with regional and home-office teams, segments Financial Advisor populations, supports advisor education, and manages Salesforce-based activities. Presents at regional, branch, and client events while driving revenue growth and achieving sales targets.

The Premier Relationship Manager delivers exceptional client service by engaging, onboarding, and deepening relationships with high-net worth clients, while promoting Morgan Stanley's financial services.

Supports financial advisors and private wealth teams by preparing client reports, researching investments, adjusting asset allocations, updating financial objectives, participating in client meetings, reviewing prospects, and executing marketing-related administrative tasks. Requires knowledge of financial products, strong client service and organizational skills, proficiency with Microsoft Office and Excel, and active securities licenses.

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.

Support Financial Advisors and Private Wealth Advisors by delivering high-quality client service, preparing for meetings, executing transactions, assisting with financial planning and reports, and supporting digital and in-person marketing and business development activities. Act as a senior service-team member, mentor others, and participate in firm initiatives and special projects.

Lead and support Market operations to drive revenue, retain staff, manage risk and compliance, and grow market share. Oversee hiring, training, financial performance, and sales/marketing initiatives while collaborating with senior management and ensuring regulatory and ethical compliance.

Support wealth management teams through market research, marketing and sales assistance, and analytical tasks. Gain exposure to products, clients, and financial services while developing business, financial, communication, and teamwork skills in a limited-duration internship.

The Chief of Staff manages operations and supports Private Wealth Advisors by coordinating team activities, enhancing client relations, and overseeing business initiatives.

Support wealth management teams through marketing and sales assistance, market research, and business exposure. Develop analytical, financial, and interpersonal skills while working on team assignments and learning about products, services, and client needs.

Provide marketing and sales support, perform market research, and assist branches while developing business, financial, and analytical skills. Gain exposure to wealth management products, services, and client needs through daily assignments and team collaboration.

The Team COO coordinates business operations for a Wealth Advisor Team, oversees client services, enhances team capacity, and drives business initiatives.