Jobs at Morgan Stanley

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.

The Team Administrator supports Financial Advisors with phone coverage, calendar management, expense reports, and general office functions, ensuring organization and efficiency.

As a Financial Services Representative, you will assist clients with stock portfolio inquiries, provide customer service, drive sales, and learn about financial markets while obtaining licenses.

As a Financial Services Representative, you'll assist clients with stock portfolio inquiries, provide customer support, and drive sales by identifying opportunities. You will gain insights into the financial services industry and receive training for Series 7 & 63 licenses.

The Financial Planning Director collaborates with Financial Advisors to create personalized wealth strategies for high-net-worth clients, offering advanced financial planning and guidance on various financial topics.

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.

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.

The Sr. Manager leads the Active Trader Relationship Management team, focusing on performance, client engagement, and operational excellence while coaching team managers and ensuring high-quality client experiences.

Lead the development and delivery of investor education programs, translating complex financial concepts into engaging content, and collaborating with cross-functional teams.

The Associate Market Manager manages market operations, drives revenue growth, leads teams, ensures compliance, and supports sales 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 role involves providing customer service related to futures transactions, assisting with order execution, and addressing inquiries about margin and risks.

Provide client-facing support to Financial Advisors and teams by executing transactions, answering account questions, entering profile/data, preparing meeting materials, managing calendars and travel, and assisting with digital tool enrollment and administrative tasks.

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 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.

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

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.