Jobs at Morgan Stanley

Lead and coach premier relationship managers and their teams to meet performance metrics (retention, net new assets, referrals). Drive client satisfaction, growth, and share-of-wallet while ensuring compliance and strong controls. Partner with cross-functional teams, set performance standards, forecast results, recruit and retain talent, and improve end-to-end client experience.

Senior operational leader supporting Private Wealth Advisors by managing team support staff, driving strategic initiatives, overseeing client service and communications, coordinating business development and marketing, optimizing processes, and partnering on hiring, training, and implementation of firm services to scale the advisory team.

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.

Lead insured products sales (annuities, life, disability, P&C) across a territory by identifying opportunities, partnering with regional and product teams, coaching Financial Advisors, using data-driven territory segmentation, and managing initiatives via Salesforce to meet revenue targets.

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 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.

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.

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.

Senior client-service leader supporting Financial Advisors/Private Wealth Advisors by designing and managing the team's client service model, overseeing daily operations, supervising support staff, coordinating business matters, preparing client reports, participating in client meetings, and executing business plans and firm initiatives to optimize efficiency and client experience.

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

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

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

The Team COO role involves overseeing business operations for Financial Advisors, managing client relations, guiding strategic initiatives, and ensuring effective execution of investment strategies and team performance.

Support financial advisors and teams by providing client service, preparing meeting materials, executing administrative and clerical tasks, producing reports and financial plans, assisting with digital marketing and research, and ensuring adherence to policies and performance measurement for advanced accounts.