Morgan Stanley

Full-stack Engineer

• Apply your depth of knowledge and expertise to all aspects of the software development lifecycle.
• Lead the design and development of full-stack applications using Next.js, Remix, React, and Node.js/Express.
• Build and maintain microservices and RESTful APIs that are scalable and robust.
• Take complete ownership of feature development - from requirement analysis to production deployment.
• Write clean, efficient, and maintainable code following best practices (including unit tests, code reviews, documentation).
• Work collaboratively in an Agile/Scrum team environment with designers, product managers, and other developers.
• Ensure responsive and accessible UI design, integrating closely with the UX team.
• Drive decisions around state management, data fetching strategies, caching and performance optimization.

Senior Full-Stack Developer

• Develop, and maintain robust, scalable ETL pipelines and data warehouse solutions using Snowflake, ETL(Talend Enterprise/ Informatica PowerCenter), and Python
• Design and implement cloud-native data solutions, ensuring performance, cost-efficiency, and scalability
• Continuously monitor and optimize ETL processes and data pipelines for maximum efficiency and reliability
• Drive the adoption of Agile methodologies and DevOps best practices to enhance team efficiency and accelerate delivery cycles
• Identify opportunities for automation throughout the data lifecycle and implement innovative solutions to streamline operations
• Work closely with business, analytics, and IT stakeholders to understand data requirements and deliver solutions that drive business value

Director, Snowflake Developer – Software Engineering

Financial Planning and Analysis

• Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
• Partner with FPDs to support planning mandate in assigned region
• Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
• Maintain connectivity with respective market and regional sales/leadership teams
• Execute coordinated tactical outreach to in-scope markets FAs

Associate Planning Director – Financial Planning Engagement Desk

Client Services Representative

• Provide service coverage for an FA including: Supporting the FA in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA
• Supporting the FA's marketing strategy (e.g., website maintenance)
• Assist FAs in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Answering inbound phone calls or making outbound calls with updates on service requests
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Senior Registered Client Service Associate

• Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production.
• Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines.
• Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items.
• Create presentations to update team on project status and strategy.
• Create, validate, deploy, and market advanced AI prompts/agents to bankers.
• Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives.
• Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI.
• Monitor quality and proactively request feedback to drive continuous improvement of products.

Investment Banking Manager

Director

• Provide day-to-day investor services to fund managers and investors
• Act as a primary contact for fund investor queries
• Ensure compliance with fund documentation and regulations
• Process investor transactions and maintain fund records
• Produce internal operational reports to assist team efficiency

Fund Services, Associate/Director

Analyst

• Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Assists Financial Advisor(s) / team in delivering against their business plan and client service model
• Supporting the Financial Advisor/ team marketing strategy
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams

Registered Client Relationship Analyst

Backend Engineer

• Work as a liaison between the business and development team in all phases of development from solution definition to deployment
• Translate high-level business requirements into detailed functional, technical and system specifications
• Responsible for the development, maintenance and support of multiple distributed applications
• Contributing to 24x7 availability and scalability of the solutions
• Analysing existing designs and interfaces and creating design extensions or enhancements
• Designing and enhancing UIs with a focus on the user experience
• Testing software designs and solutions (including debugging and troubleshooting)
• Promote the firm’s values and set an example for team members upholding those values

Java Full Stack Developer – Director, Software Engineering

• Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e. g., training or education programs), special projects and/or other duties directed by local management
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Registered Client Service Associate

• Responsible for the white glove adoption and trade management of 10b5-1 trading plans.
• Enhance strategy and analysis for the UHNW Desk and broader EFS Department.
• Develop and maintain a high level of knowledge in various SEC Rules and corporate equity plans.
• Provide educational support and trade schedule advice to FA’s and clients on executing trade schedules.
• Review legal documents to manage risk and present issues to Legal and EFS management.
• Work closely with various departments for strategic initiatives and expansion of services.

Ultra High Net Worth Executive, Financial Services, Rule 10b5-1 Strategy Associate

Chief Operating Officer

• Manage complex processes and/or support significant process management/project efforts
• Lead in process improvement and project management across multiple teams
• Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
• Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)
• Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization.
• Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion
• Manage & implement group's location strategy commitments
• Partner with recruiting & hiring managers to manage open requisitions & offer approvals
• Maintain transparency on the state of the organization through metrics, project plans, and status reports
• Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.

AVP – CAO/COO, Client Onboarding, Due Diligence, Innovation & Strategy

• Design and implement logical and physical data models to support business requirements
• Develop, optimize, and maintain database schemas, tables, views, and stored procedures
• Collaborate with stakeholders to gather and analyze data requirements
• Ensure database performance through query optimization and indexing strategies
• Implement and maintain ETL processes for data integration and transformation
• Perform data profiling, cleansing, and validation to ensure data quality
• Monitor and troubleshoot database performance, availability, and security
• Work with development teams to integrate databases with applications
• Document database designs, data dictionaries, and processes

Database Developer

• Lead and manage multi-stage processes.
• Coordinate with manager research, legal, risk, compliance, and wealth management product teams.
• Develop and maintain strong relationships with key stakeholders.
• Manage a due diligence team focused on institutional investment research.
• Conduct initial investment due diligence.
• Structure and define accessible institutional investment products.
• Provide regular, detailed reporting of qualitative and quantitative analysis.

Institutional Product Manager – OCIO Investment Team

• Partner closely with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients
• Educate clients and advisors about the firm’s non-personal wealth capabilities and institutional offerings
• Identify and activate new and existing clients and prospect business opportunities, driving engagement across the firm’s diverse capabilities
• Champion the firm’s integrated strategy by aligning field execution with enterprise priorities
• Develop and drive business plans that reflect regional goals and field realities
• Activate advisors by conducting targeted 1x1 sessions to uncover opportunities, guide solution delivery, and deepen institutional thinking

Field Director – Strategic Field Leadership

Manager

• Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience.
• Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals
• Must be able to remain composed, professional and maintain control in high-pressure or volatile environments
• Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients
• Can identify, recruit, develop and retain key talent
• Utilize independent decision-making skills to handle and resolve issues
• Set and manage team standards around attendance, performance metrics, and service quality
• Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment