Most recent job postings at Morgan Stanley
via The Muse posted_at: 15 hours agoschedule_type: Full-time
General Description The Administrative Associate is responsible for operating the switchboard, greeting guests, and performing a variety of administrative duties. This position also serves as a contributing member to the Corporate Services team... Primary Responsibilities • Responsible for managing the executive switchboard, opening promptly at 8:00 a.m., and throughout the day until 5:00 p.m. • Primary contact/greeter for all PPA visitors • General Description

The Administrative Associate is responsible for operating the switchboard, greeting guests, and performing a variety of administrative duties. This position also serves as a contributing member to the Corporate Services team...

Primary Responsibilities
• Responsible for managing the executive switchboard, opening promptly at 8:00 a.m., and throughout the day until 5:00 p.m.
• Primary contact/greeter for all PPA visitors
• Maintain office security by following safety procedures and controlling access via the reception desk (monitor logbook, issue visitor badges)
• Professionally administer all incoming calls
• Ensure phone calls are redirected accordingly
• Greet guests in a professional, friendly, hospitable manner
• Prepare and ship all outgoing materials; (US Mail, UPS, FEDEX)
• Process and log incoming deliveries; (US Mail, UPS, FEDEX)
• Process all catering requests as well as coordinate delivery to meeting locations
• Perform tasks of managing schedule calendar(s) for conference rooms and visitor offices
• Ensure that conference rooms are maintained on a daily basis, organize and tidy up conference rooms after meetings
• Handle tasks of sending mails, scanning and sending important documents, filling and photocopying
• Process multiple monthly expense reports through Concur
• Create agendas and schedule onsite meetings
• Coordinate details with office administrative services team regarding special events
• Responsible for receiving, identifying and sorting mails
• Manage visitor access with the building and maintain security awareness
• Tidy and maintain a clean and organized reception area
• Additional administrative responsibilities as they arise
• Other duties may be assigned to meet business needs

QUALIFICATIONS

Job Requirements
• Associate's Degree
• 1+ years prior industry-related administrative experience or 2+ years customer service experience
• Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on projects
• Exceptional communication skills
• Must be proactive and anticipate problems and events before they happen
• Proficient in Microsoft Outlook, PowerPoint, Word and Excel
• Strong attention to detail; must demonstrate accuracy and thoroughness
• Must be customer service oriented and possess excellent written and verbal communication skills.
• Ability to work autonomously and as part of a multi-disciplinary team
• Reliability
• Stress tolerance

Wage Transparency Statement

Salary range for the position: $60,000 - $90,000. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet
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via LinkedIn posted_at: 2 days agoschedule_type: Full-time
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director... position offers a unique opportunity to work in a local Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director... position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career – You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities
• Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
• Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
• Collaborate effectively with local management team to prioritize financial planning engagements
• Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
• Facilitate business growth by driving client loyalty
• Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
• Drive goals based wealth management strategy with Financial Advisors and their clients
• Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
• Remain current with all CFP and/or CPWA continuing education requirements
• Comply with all regulatory requirements, including licensing and registrations.

Salary range for the position: $125000.00 - $150000.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm’s clients in addressing a spectrum of financial and investment needs:
• Holder of a bachelor’s degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
• Current holder of the CFP and/or CPWA designations
• Series 7, 66 licenses required
• Exemplary in communication, presentation, time-management and organizational skills
• Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
• Authorization to work in the U.S. without durational restrictions
• Successful completion of background check and pre-employment assessments
• Knowledge of Money Guide Pro preferred but not required

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.

Posting Date

Feb 10, 2023

Primary Location

Americas-United States of America-California-Woodland Hills

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Vice President
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via The Muse posted_at: 15 hours agoschedule_type: Full-time
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The Stock Plans business is part of a broader business unit called Morgan Stanley at... Work that provides a suite of workplace financial Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The Stock Plans business is part of a broader business unit called Morgan Stanley at... Work that provides a suite of workplace financial solutions.

Morgan Stanley at Work is seeking to hire an experienced lawyer or contracts professional to review, negotiate and advise on corporate client contracts for Equity Edge Online. This position will be part of a team of lawyers and contracts professionals who support the Equity Edge Online business. This position will have significant interaction with business personnel in the E*TRADE division and will work closely with lawyers in the Morgan Stanley Legal department, including risk, privacy and compliance.

The primary role of this position will support the lifecycle of business contracts related to our stock plan administration product, EEO, driving contracts to completion that meet the legal, compliance and risk requirements of the business. This involves careful review, excellent drafting and successful negotiation. The position may also work with our business and legal teams on other contract, process, and legal matters involving the Stock Plan business.

Key activities:
• Starting with existing contract templates, review, redline, and negotiate a wide variety of commercial agreements, including US and Canadian customer agreements, NDAs, amendments, SOWs, and various privacy and data security schedules.
• Be accountable for agreement terms and determine when it is necessary to escalate issues to internal support resources, such as lawyers within the Stock Plans legal coverage team.
• Provide support to management and advise the business unit on issues related to contract terms, interpretation, and negotiation.
• Identify and work to minimize legal and compliance risks to Morgan Stanley.
• Manage a diverse portfolio of active contract files and maintain well-organized electronic records in a contract management system.
• Work with colleagues to continuously improve contract templates and processes, as well as implementation and adherence to best practices.
• Develop and maintain trustworthy and productive working relationships with all stakeholders, including our customers.

QUALIFICATIONS
• A minimum of five years relevant experience
• Proven experience with complex commercial and technology contracts, as well as familiarity with SaaS offerings, online legal terms, financial services, IP law, and privacy regulations
• Four-year college degree
• In-house legal experience is considered a plus
• Excellent contract negotiation and drafting skills
• Candidates should have experience in managing multiple projects and deadlines and must be able to work both in group settings and independently
• Candidates must be able to communicate effectively, both in writing and over the phone, with sales and account management teams, as well as with customers. This position plays a key role in the sales process and requires excellent judgement, negotiation, and inter-personal skills
• Demonstrated ability to quickly digest complex information and make good, informed decisions
• Professional maturity, confidence, presence, and initiative

Salary range for the position: $100k - $180k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet
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via Eightfold posted_at: 1 day agoschedule_type: Full-time
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. At Morgan Stanley, we deliver first-class business in a first-class way which takes... first-class employees. The Firm's Human Resources Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. At Morgan Stanley, we deliver first-class business in a first-class way which takes... first-class employees. The Firm's Human Resources team advises and acts as guardians for the Firm by attracting, managing, developing, rewarding and retaining our global workforce, our most important asset.

Morgan Stanley is seeking an HR Manager to join the HR Employee Solutions Business Partner team. This function provides operational and advisory support to our Senior HRBPs, as well as to employees and managers across the Firm on a number of processes across the employee lifecycle. In addition, the function partners closely with HR product areas within the department to drive efficiencies and best practices in our HR processes.

The HR Manager will report into the Alpharetta HRBP team lead. Responsibilities include the following:
• Provide high quality advisory support to HR Business Partners as well as to managers and employees on both routine, cyclical and adhoc HR focus areas including but not limited to performance management, diversity and inclusion efforts, professional development, promotion and compensation.
• Partner with global and regional HR colleagues to support people initiatives.
• Provide day to day support for employees and managers on advisory HR matters in a timely and accurate way. Examples include coaching and supporting managers as it pertains to performance management and professional development, assisting with employee issues, providing career guidance and mobility support to employees, liaising with employee relations and employment law as required, assisting with immigration/relocation processes, supporting special projects and assisting with the annual year-end processes (performance evaluations, talent ranking, promotion, and compensation), etc.
• Ensure requests are tracked appropriately to completion; log information into systems and update information in a timely and accurate manner in order for team to track service inquiries, resolutions and provide metrics to stakeholders
• Project manage planned and ad-hoc activities for the HR Business Partner teams
• Liaise with HR Solutions teams and product areas to deliver HR services to senior HR Business Partners, managers and employees
• Proactively identify trends and suggest actions to reduce risk, provide proactive guidance to managers that will ultimately improve the employee experience
• Ensure that service delivery standards are consistently met or exceeded by the HRBP Advisory team by providing high quality support and guidance

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
• Bachelor's degree required with at least 4 years of relevant professional experience
• Exceptional judgement; knows when to escalate
• Outstanding interpersonal and customer service skills; ability to flex style based on situation and audience
• Strong relationship building skills and ability to engender trust quickly
• Strong understanding of the Human Resources function and labor laws
• Must be a team player who enjoys a high volume, fast paced and dynamic environment
• Strong organizational skills and ability to manage multiple workstreams and assignments
• Successful candidate will have a roll up your sleeves ?can do? mindset and be open to change
• Strong ability to multitask and maintain attention to detail while dealing with a heavy volume of workflow
• Results orientated and able to meet deadlines
• Exhibits ownership and accountability to ensure tasks are completed in a thorough and timely manner
• Effective problem solving skills with a high degree of initiative and resourcefulness
• Ability to handle confidential information in a professional and discreet manner
• Strong Microsoft Office skills in Excel, Power Point, Word, etc. Experience with HR systems and ability to pick up new systems quickly
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via LinkedIn posted_at: 3 days agoschedule_type: Full-time
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley's goal is to build and maintain a workforce that is diverse in... experience and background but uniform in reflecting our Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in... experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley is a global financial services firm that conducts business through three principal business segments - Institutional Securities Group (“ISG”), Wealth Management (MSWM”), and Investment Management (“MSIM”). MS at Work, a division of MSWM, is focused on institutional and corporate relationships and was created to break down business silos to identify cross-sell opportunities and drive efficiencies across all functions and platforms that support institutional businesses. Our goal is to work in partnership with all of our businesses to deliver a better institutional client experience and increase product penetration and wallet share among our institutional clients and prospects.

Role Profile

Based out of our New York, NY office, the Vice President, Program Management and Strategy will work with a dedicated team and partner with groups across Morgan Stanley to develop new products and services that will enable wealth management clients to transact in private company stock. The role will also contribute to developing solutions for private company issuers to manage secondary transactions and liquidity events.

Primary Responsibilities
• Work closely with a variety of stakeholders (legal, risk, compliance, technology, marketing etc.) to define strategy and direction for new liquidity solutions
• Develop material needed for a new business (policies and procedures, training material, educational presentations etc.)
• Develop tight project management plans; Identify program execution risks and provide possible solutions and remediation
• Work closely with operations and technology to scale newly developed services – have a mindset of continuous improvement
• Develop guidelines for product operations, reporting metrics and go-to-market strategy
• Bachelor’s degree required
• Strong interpersonal skills and communication skills - capability to develop and build relationships across the organization
• Experience and understanding of the private market landscape highly preferred
• At least 5 years of experience in the financial services industry; Wealth Management experience greatly preferred
• Previous experience with a top tier consulting firm preferred
• Must be highly motivated with a strong work ethic and a will to succeed; willing to roll up sleeves and get work done

Skills
• Expert user of MS Excel, PowerPoint, Word and Adobe Acrobat
• Effective written and verbal communication skills
• Strong attention to detail
• Ability to organize and prioritize work, meet pressing deadlines, and complete projects

Benefits

https://mybenefits.morganstanley.com/

While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between [$100000.] and [$180000.] per [year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Posting Date

Mar 8, 2023

Primary Location

Americas-United States of America-New York-New York

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Vice President
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via LinkedIn posted_at: 3 days agoschedule_type: Full-time
About Us We know a lot about investing and are certain that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that help build employee financial confidence... foster loyalty and help our corporate clients About Us

We know a lot about investing and are certain that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that help build employee financial confidence... foster loyalty and help our corporate clients attract and retain top talent. The Global Private Equity Solutions business provides equity solutions designed for the unique needs of innovative private companies. We provide support for private companies’ various liquidity events as well as make equity compensation more personal by simplifying the complexities of equity plan management, while helping employees realize the full potential of their benefits. The Global Private Equity Solutions team focuses on helping companies and employees make the most of their equity through scalable, end-to-end solutions and cutting-edge technology paired with outstanding client service and global plan management -- that support companies at every stage of growth.

What You’ll Be Part Of – Our Culture

We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Who We’re Seeking To Join The Team

The Associate Vice President, Field Marketing for Global Private Equity Solutions will lead partner and client marketing initiatives in lockstep with our Partner, Relationship Management and Sales teams, including events management to drive deeper customer and partner relationships. This individual will be responsible for creating and implementing the client and partner marketing plans in line with overall business objectives while ensuring strong presence at the face to face and virtual events. This individual will serve as a growth partner to the Field and Relationship Management organizations to establish, grow and deepen relationships with our partners and clients across the ecosystem, as well as collaborate with a high-performing team of marketers spanning key functions including demand generation and content marketing.

Key Responsibilities
• Devise, execute and evolve the marketing plans for the Relationship Management and Strategic Partner organizations to deliver key content and tools to more effectively land and expand relationships with B2B prospects, partners and clients, aligning to short- and long-term growth plans, including OKR setting hand in hand with the business partners
• Tap into customer insights and competitive intelligence to inform the go-to-market strategy and over time, improve adoption tactics
• Execute preparation and delivery of client marketing content, partnering with teams throughout the organization to determine the best channel for the message, securing legal, compliance and risk approvals, and working with Marketing Operations to ensure flawless execution
• Guide the prioritization of partner marketing initiatives as the initiatives and teams scale
• Support the creation of an authentic and compelling value proposition for strategic partners and Law Firms, bringing the Morgan Stanley at Work story to life and differentiating it in the marketplace
• Manage and standardize partner collateral, prioritizing key initiatives, and tracking success and adoption of the new collateral assets
• Build effective communication assets (e.g. emails, slide decks, one-sheeters, case studies) and internal guides (e.g. playbooks, battlecards), working with content teams
• Communicate with the sales and client success organizations, and other teams on current marketing activities and report on the results

Qualifications
• 5+ years in B2B marketing roles of increasing responsibility, preferably for tech-led solutions
• Fluency in Customer and Channel Marketing program strategy, execution, and measurement
• Ability to advocate for what is best for the clients and business with vendors and stakeholders
• Demonstrated ability to manage third party, client-facing and partner-facing events, in collaboration with the corporate events organization
• Proven success in pipeline contribution via integrated co- marketing campaigns
• Ability to simultaneously manage multiple engagements, prioritize and resolve complex problems and escalate as necessary, in a deadline-oriented environment
• Ideal: Familiarity and connectivity with the start-up/private company space, experience in FinTech or Financial Services. Knowledge of legal and compliance policies related to financial service industry a plus
• Comfortable with change and wearing different hats often
• Excellent written and verbal communication skills
• Strong presentation and creative development skills
• Ability to effectively manage through change, maintaining a sense of humor and perspective

Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Mar 7, 2023

Primary Location

Americas-United States of America-Colorado-Denver

Education Level

Bachelor's Degree

Job

Global Sustainable Finance

Employment Type

Full Time

Job Level

Assistant Vice President
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via LinkedIn posted_at: 2 days agoschedule_type: Full-time
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals... As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals...

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and to grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Technology

Technology works as a strategic partner with Morgan Stanley business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modelling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses and to our own.

Institutional Securities Group Finance Technology (ISGFT)

The Institutional Securities Group Finance Technology (ISGFT) Team is looking for a highly skilled, motivated, innovative Java/Scala developer with breadth and depth of technology skills to design, develop, and integrate different system components varying from in house to vendor systems towards the goal of renovating the firm's accounting engine, models, and data processing for many areas of Finance. This will require architecture and infrastructure expertise in addition to Java/Scala development. The role also requires expertise in database and data warehousing concepts, including relational modeling, ETL, and query optimization.

The candidate should be able to work well with the full life-cycle of the project from requirements analysis, design, development, rollout into production, as well as DevOps automation for continuous deployment.

The Candidate Will Be Involved But Not Limited To
• Parallelize and optimize accounting calculations using Apache Spark
• Create and maintain backend REST webservices to interact with other applications based on pre-established contract agreements.
• Data Processing Batch Management including data orchestration performance and stability
• Working with a global team across multiple locations; New York, London, Budapest, and Mumbai

NOTE: this position requires the individual to be in office 3+ days per week.

Skills Required
• Relevant experience 5+ years
• Strong proficiency with Java (Spring) and Scala
• Proficiency with Relational Databases such as SQL Server, Oracle, Sybase or DB2, as well as Big Data repositories such as Hadoop and MongoDB
• Experience with modern SDLC methodologies including Agile
• Strong Written and Oral Communication skills

Skills Desired
• Familiar with Apache Spark for parallel processing
• Familiar with UNIX/Linux application debugging
• Familiar with automation scripts such as AutoSys, UNIX shell, Perl, or Python for DevOps automation
• Computer Science or similar complexity analysis and computational optimization background
• Experience with accounting and finance in the financial industry
• Experience with business reporting concepts, design, and data sciences

Expected base pay rates for the role will be between 100000 and 150000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Expected base pay rates for the role will be between $140,000 and $200,000/year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Posting Date

Mar 8, 2023

Primary Location

Americas-United States of America-New York-New York

Education Level

Bachelor's Degree

Job

Development

Employment Type

Full Time

Job Level

Vice President
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via LinkedIn posted_at: 3 days agoschedule_type: Full-time
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries... Department Profile The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries...

Department Profile

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. We offer a welcoming environment where diverse perspectives are valued and where every colleague plays a role in fostering a culture of inclusion and belonging.

Overview

Our Fixed Income Division Product Control team within Finance team is currently seeking to engage with Baltimore's leading talent to fill a position supporting the Foreign exchange (FX) team. The team works with the trading desk and other support areas (Credit, Operations, IT & Legal) to analyze, consult and report on new and existing businesses. This requires an analytical approach to understanding the risks associated with controlling and accounting for the business. The successful candidate will have an interest in understanding relevant products, as well as PnL reporting processes. We are particularly interested in speaking with you if are a highly motivated, detail-oriented self-starter with strong interpersonal skills.

Responsibilities
• You will deliver P&L reporting to traders and business management on daily, weekly and monthly basis.
• You will produce and review month-end close processes for the Fixed Income business.
• You will collaborate with Sales & Trading, Risk Management, Technology, Operations and other Controllers on a day-to-day basis to ensure accurate P&L reporting and analysis.
• You will attribute P&L as transactional, carry, or other market-based portfolio effects.
• You will complete monthly Net Revenue reconciliation identifying and resolving differences between our General Ledger and the P&L reporting systems.
• You will create commentary and required substantiation documentation.
• You will complete analysis and reporting as needed for the Business Unit and Finance Management.

Preferred Qualities
• You have an interest or familiarity with Financial Markets and Products.
• You have previous work experience in Financial Services, Audit or Accounting.
• You have worked against challenging stakeholders and/ or deadlines to deliver positive results.
• You are willing to observe process and disrupt it in order to prioritize the team's efficiency.
• You will be able to maintain a strong sense of organization and time management skills.
• You are a keen multi-tasker and use a high-paced environment to your advantage.

We are focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Mar 7, 2023

Primary Location

Americas-United States of America-Maryland-Baltimore

Education Level

Bachelor's Degree

Job

Finance

Employment Type

Full Time

Job Level

Associate
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via LinkedIn posted_at: 4 days agoschedule_type: Full-time
Description The FID Capital Introduction group is looking for an experienced Vice President to Executive Director level candidate to join the team. The FID Cap Intro VP/ED role will assist in the introduction/distribution of alternative investment funds across multiple asset classes within Fixed Income (including real assets, real estate and private credit and private equity backed... notes). Responsibilities • Reports directly to our Global Head Description

The FID Capital Introduction group is looking for an experienced Vice President to Executive Director level candidate to join the team. The FID Cap Intro VP/ED role will assist in the introduction/distribution of alternative investment funds across multiple asset classes within Fixed Income (including real assets, real estate and private credit and private equity backed... notes).

Responsibilities
• Reports directly to our Global Head of FID Capital Introduction
• Help clients (funds managers/GPs) in their capital raise efforts within Fixed Income markets – initially targeting Private Credit, Real Assets, Real Estate and Private Equity Backed Funds.
• Demonstrate the ability to convert interested institutional investor appetite into commitments for fund manager clients.
• Provide coverage of LP relationships, while managing a series of dialogues with investors and keep the client and colleagues up-to-date with the status of the dialogues.
• Track, research and monitor new investor allocations. Investor types include: pension funds, endowments, foundations, insurance companies, fund of funds, family offices, consultants, OCIOs, sovereign wealth funds etc.
• Create and maintain strong relationships of all top investor accounts with reliable, expectable wallets (in-person meetings, virtual calls, relationship building skills involved)
• Maintain good relationships with fund manager clients.
• Source/reverse originate mandates to meet investor demand in fields where MS can maximize business opportunities across the ecosystem.
• Will be required to take: FINRA SEI, Series 7, 63, 79

You Have
• Strong rolodex of LP investor relationships (North America preferred, a plus if Global or specific focus on niche investor base).
• Superior verbal and written communication skills with demonstrated ability of dealing with clients at a senior level and responding to detailed and challenging questions.
• Good knowledge of capital raising/placement/sales processes
• Ability to understand alternative investment products, Private Credit, Real Assets, Real Estate and Private Equity products.
• Min Required: B.S. or B.A. or equivalent.
• Min Required: 5-10 years related experience.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook and CR-related software to track interactions and introductions are a plus.

You Are
• Transparent, open, inclusive, team worker.
• Self-motivated, self-starter individual with strategic thinking, that thinks as an owner, has a hands-on, entrepreneurial mindset on finding new opportunities.
• Wiling to act on and embrace Morgan Stanley’s 5 Core Values.

Expected base pay rates for VP candidates in this role will be between $225,000 and $250,000 and ED candidates in this role will be between $250,000 and 300,000 at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Mar 6, 2023

Primary Location

Americas-United States of America-New York-New York

Job

Investment Banking/Sales/Trading/Research

Employment Type

Full Time

Job Level

Executive Director
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via LinkedIn posted_at: 20 hours agoschedule_type: Full-time
The Executive Assistant will be responsible for performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive and his/her team. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing... correspondence, receiving visitors, arranging conference calls, The Executive Assistant will be responsible for performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive and his/her team. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing... correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings.

Additionally, the ability to interact with staff (at all levels) in a fast paced environment, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism is crucial to this role. You should demonstrate experience in developing relationships in a highly-matrixed organization as well as experience in handling the administrative and executive support related tasks with minimal supervision. You will need to adapt procedures, processes and techniques to the completion of assignments and in line with the department's activities and goals.
• Minimum of 3 years of experience in an Executive or Administrative Assistant role
• Being able to multi-task in a fast paced environment
• Experience in calendar management
• Adaptable team player
• Good problem-solving ability
• Strong working experience with Microsoft Word, Excel and PowerPoint, including table creation, mail merges and basic formatting
• Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar)
• Effective interpersonal skills and excellent telephone etiquette
• Superior oral and written communication skills
• Tact and good judgment in confidential situations and proven experience interacting with senior management
• High school diploma or GED is required; Bachelor's degree preferred

Expected base pay rates for the role will be between 65000 and 125000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Mar 9, 2023

Primary Location

Americas-United States of America-California-San Francisco

Education Level

High School Diploma/GED

Job

Administrative Support

Employment Type

Full Time

Job Level

Administrative Assistant
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