Jobs at Morgan Stanley

Build and maintain client relationships on a Financial Advisor team, assess client objectives, recommend investment and wealth-management strategies, deliver presentations for business development, ensure compliance with industry rules, and coordinate with team members to implement customized financial plans.

The Financial Planning Director collaborates with Financial Advisors to deliver personalized financial plans for high-net-worth clients, providing expertise in tax, estate planning, and wealth strategies while leading client conversations and enhancing advisor integration.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors including executing money movements, answering account inquiries, data entry, preparing client meeting materials, managing calendars and travel, enrolling clients in digital tools, and participating in firm initiatives. Maintain compliance with policies and support marketing and business plan activities.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors: execute money movements, answer account questions, enter profile and account data, enroll clients in digital tools, prepare client meeting materials, support marketing and travel/expense logistics, and participate in firm initiatives.

The Platinum Relationship Manager is responsible for retaining and growing high-value retail clients, delivering exceptional client service, and understanding their investment needs while managing client interactions effectively.

The Active Trader Relationship Manager is responsible for retaining and growing active trader clients through proactive outreach, product education, and technical support in trading strategies.

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

Provide front-to-back supervisory oversight of listed equity/index options, futures, and FX forwards for HNW/UHNW clients. Monitor trading, positions, limits and exceptions; conduct risk reviews, escalations, documentation, and stakeholder communications to ensure compliance with CFTC, NFA, FINRA, SEC, and exchange rules. Partner with Financial Advisors, Branch/Complex leadership, Compliance, Legal, and Operations to resolve issues and improve controls.

Lead CICS systems engineer responsible for CICS engineering, maintenance, performance tuning, debugging and dump analysis in a 24x7 Sysplex/CICSPlex environment. Interface with developers and operations, perform upgrades and SMP/E maintenance, monitor with Sysview/CICS tools, support WebSphere MQ and COBOL applications, and provide on-call support to resolve production issues.

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.

Support Financial Advisors/Private Wealth Advisors by cultivating client relationships, executing business development and marketing tasks, preparing client reports and financial plans, assisting meetings and research, executing clerical client-service tasks (transactions, order entry), and partnering with internal stakeholders to drive practice efficiency and deliver exceptional client experiences.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial and portfolio reports, assisting in financial planning and business development, coordinating events, and ensuring timely, compliant account servicing.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors, executing transactions, answering account queries, preparing meeting materials, managing calendars and travel, assisting with account documentation and digital tool enrollment, and participating in firm initiatives.

This role manages client inquiries in the financial services sector, providing support for complex trading orders, margin issues, and regulatory communications. Strong customer service, problem solving, and knowledge of derivatives trading are essential.

The Director of Software Engineering will develop software solutions for internal business needs in the financial services sector. Responsibilities include designing technical platforms, developing prototypes, and integrating third-party services using Agile methodologies and across various financial markets.

The role involves answering customer inquiries regarding stock portfolios, providing solutions, and driving sales by identifying opportunities. Training for licenses is included.