Jobs at Morgan Stanley

Supports financial advisors and private wealth teams with client service, meeting preparation, follow-up tracking, account transactions, digital tools, business planning, marketing execution, client reports, financial plans, research, and client meetings. Requires financial services product knowledge, strong organizational and communication skills, technical proficiency, 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.

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.

Oversee risk, supervisory, and compliance functions for branch(es). Monitor regulatory adherence (SEC/FINRA), coach staff, respond to audits and escalations, liaise with Legal/Compliance, manage client suitability and people risk, and support FA onboarding and investigations.

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

Lead and coach a team of relationship managers to drive retention, net new assets, banking and referral conversion while protecting client experience and risk standards. Set performance culture, manage forecasting and scorecards, partner with cross-functional teams, recruit and retain talent, and ensure compliance with policies and regulatory requirements.

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 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.

The Consulting Group Analyst supports Financial Advisors/Wealth Advisors by providing client service, assisting in business development, and managing digital marketing efforts.

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.

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.

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