Teams 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.