Top Tech Jobs & Startup Jobs in Chicago, IL

Leads client service and business operations for Financial Advisor and Private Wealth Advisor teams. Defines service models, oversees support professionals, coordinates business matters, supports client relationships, prepares reports and financial plans, manages communications, tracks performance, assists with hiring and training, and executes business plans and firm initiatives. Requires extensive financial services experience, leadership, client service expertise, and active securities licenses.

Leads the design, development, testing, debugging, documentation, and implementation of complex Java applications. Provides technical solutions, prototypes, integrations, system enhancements, and performance improvements while monitoring system efficiency and resiliency. Collaborates with product owners, business analysts, and delivery management to gather requirements and resolve issues. Mentors team members, reviews code for quality and security compliance, communicates risks to stakeholders, and makes decisions on complex application development matters.

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.

Supports financial advisors and private wealth advisors with client service, account transactions, financial planning, portfolio and client reporting, research, business development, and digital marketing administration. Prepares for client meetings, tracks follow-ups, assists with approved financial plans and reports, supports marketing events and digital communications, and maintains knowledge of firm policies, procedures, and platforms.

Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movements, answering account questions, preparing client meeting materials, supporting account opening and financial planning, managing calendars, coordinating calls and events, handling travel and expenses, and maintaining office documentation. The role also supports digital tool enrollment, marketing activities, business plans, and firm initiatives while maintaining compliance with policies and procedures.

Lead the end-to-end delivery of a strategic cryptocurrency and digital assets initiative within Morgan Stanley Wealth Management. Responsibilities include defining the roadmap and business requirements, coordinating Product, Engineering, Operations, Risk, Legal, Compliance, Finance, Audit, and vendors, establishing governance, managing controls and operational readiness, resolving issues, communicating with executives, and driving post-launch improvements.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movement transactions, answering account questions, entering client and account information, supporting digital tools, preparing meeting materials, managing calendars and travel logistics, processing expenses, handling calls, and assisting with client relationship and business-planning activities. Requires strong organization, communication, Microsoft Office skills, and willingness to obtain applicable securities licenses.

Provides inbound customer support for investment accounts, including money movement, account updates, and trade requests. Identifies customer needs, resolves issues, educates clients about financial products, and identifies sales opportunities. The representative follows compliance and conduct standards, collaborates with internal teams, manages follow-ups, and completes ongoing investment and financial markets education. Morgan Stanley provides training for Series 7 and 63 licensing.

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.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.