Morgan Stanley

Director

• Responsible for representation of product distribution at RIAs and Family Offices within the Southeast Region
• Product Subject Matter Expert across customized portfolios, tax management and specialized strategies
• Identify client needs and coordinate efforts to service assigned advisors
• Provide technical and sales support and partner with Eaton Vance wholesalers
• Conduct strategy training meetings at branch and regional level

Executive Director, Wealth Strategy Specialist

Vice President

• Managing modifications, renewals, and annual reviews of existing credit facilities within a diverse portfolio of SBL and Life Insurance Loans
• Performing credit analyses covering financial statements and collateral and review of loan documents
• Producing high quality credit memoranda clearly outlining transaction structure, results of the above credit analyses, and evaluation of strengths and risks of the transactions for Credit Risk Managers’ review and approval
• Running point on loan modifications to existing credit facilities in partnership with Lending Transactors and Credit Professionals
• Evaluating, monitoring, and reporting on credit risk factors including: Continuously monitoring financial condition and performance of loan parties, covenant compliance, and collateral valuations and communicating results to business unit and management
• Valuing collateral to advise on margin calls and working with the Business, Operations, FA teams and Clients to resolve
• Tracking developments in the capital markets, macro-economic and geopolitical events to keep abreast of potential impact on the financial conditions of loan parties
• Timely amending loan classifications/risk ratings and performing impairment analysis when necessary
• Partnering with Lending Transactors and Credit Professionals in transition of loans to Asset Management
• Working with all relevant parties including Clients, Financial Advisors, Private Bankers, Loan Operations, Compliance and Legal teams throughout the loans’ lifecycle
• Ensuring portfolio data integrity within internal systems
• Ensuring accurate and timely updates of loan portfolio metrics/reports
• Assisting with the build out and continuous improvement of the asset management processes and procedures within Tailored Lending

Vice President, UHNW Lending Portfolio Management – Liquid Products

Financial Planning and Analysis

• Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools
• Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies, Retirement income distribution planning, Executive compensation and equity planning, Charitable and philanthropic strategies, Risk management and insurance planning, Wealth transfer, trust, and estate planning
• Lead client-facing planning conversations alongside Financial Advisors and Support Professionals
• Serve as a planning subject matter expert and coach for Financial Advisors
• Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics
• Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring
• Stay current on tax laws, estate regulations, product and strategy solutions, and market trends

Vice President, Financial Planning Director – Western Region

Product Manager

• Execution for E*TRADE Mobile API Squad
• Build and maintain prioritized product backlog – identify, groom, and validate epics and user stories for agile sprints; Support backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
• Conduct hands-on functional testing and validation of business requirements in conjunction with Quality Assurance teams
• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
• Own release management of your channel by coordinating with internal and external stakeholders to meet release deadlines
• Coordinate with 5 other Mobile Product Owners to manage overall API release scope and ensure API releases are meeting release-date deadlines
• Map out key release dependencies to ensure team is releasing features in sequential order
• Prepare presentations, user demos, and status updates
• Act as the Mobile Team Liaison between all mobile Product Owners and internal client services team to triage issues with clients and communicate workarounds where applicable
• Monitor qualitative and quantitative feedback channels following releases to identify and triage potential issues across Android and iOS mobile applications
• Coordinate with the entire Mobile PO team to prepare and report weekly on issue statuses with a focus on remediation plans, issue severity and impacted audiences
• Monitor client “wants” to determine and track trends in client feedback for enhancement ideas
• Partner with Marketing team to monitor all feedback channels (i.e. App stores, ratings prompts) to determine trends and plan for feedback campaigns
• Collaborate with iOS and Android Product Owners on enhancements that require Mobile API updates
• Keep in tune with wealth management industry competitor activity and trends related to mobile
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
• Contribute to business justification for key new features and funding requests, factoring in customer needs, quantitative business case projections, and the competitive landscape
• Track and communicate progress on core mobile KPIs

Mobile Product Manager – Associate

Software Engineer

• System management and upkeep of the production environment
• Representing and managing the system with control functions such as internal audit, legal, security teams
• Problem diagnosis, troubleshooting, escalation and notification.
• Ability to convey procedures for operational support of the system, provide training to other groups to share expertise
• Run book documentation - inventories, problem resolution processes, documentation
• Testing of server upgrades and patch deployment
• Python or PowerShell software development to drive archiving, provisioning, reporting and productivity improvements in communications technologies (chat messaging and meetings/unified communications)
• Update and maintain existing scripts and toolset
• Successful navigation of code and security reviews
• Ability to interface with scripting stakeholders to drive improvements, fixes
• Understanding of design and implementation of communications technology infrastructure, to drive efficient design of software interfaces to those platforms
• Ability to work with developers and operational engineers to successfully implement/rollout and debug solutions

Lead Messaging Engineering Specialist

Backend Engineer

• Deliver increased automation to the trading desk
• Expand electronic trading capabilities by creating and expanding Algos.
• Take full ownership of projects from requirement gathering to roll-out.
• Lead the development of new ideas and/or policies in own area.
• Analyze multiple sets of information to create summaries for various stakeholders.

Principal Java Developer

Data Scientist

• Implement various Labs projects by collaborating with Innovation Labs stakeholders, collecting business intelligence data from multiple sources, and building new dashboards, reports and tools
• Analyze data and identify trends to present actional insights to the Labs's leadership and support strategic decision-making
• Prepare analytical reports to summarize findings and share with the appropriate stakeholders using PowerPoint through established communication processes
• Own the data governance process: Develop methods to improve data collection and metric calculation across the Innovation organization, ensuring the data is accurate and fit for purpose
• Maintain and upscale existing internally developed tools, reports, and dashboards created ReadyWorks/ORDO, Python, and JIRA

Labs Data Science Full Stack Developer

Operations

• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
• Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
• Liaising/communicating with Global stakeholders and various operational groups
• Planning and organizing of project, initiatives and team testing
• Providing reporting /information to management and key stakeholders
• Process management of various client related functions such as trade amendments, client queries & reporting within specified timescales
• Ensuring procedures are accurate, relevant and adhered too
• Pro-actively contributing towards the drive to improve process efficiency through root cause analysis
• Identification and timely escalation of risk items to management

Associate – Prime Brokerage Operations

Analyst

• Arrange and nominate the receipt and delivery of natural gas to our customers
• Communicate between our suppliers and customers to ensure that contractual nomination data is coordinated accurately throughout the delivery chain
• Work closely with trading and marketing to help optimize flows on a daily basis
• Track the movement of all physical gas sales and maintain internal spreadsheets showing the contractual movements of gas, storage changes, and imbalances
• Track pipeline tariff costs and review any invoice charges coordinating with operations
• Identify incremental capacity and supply availability which may be acquired by the company in a cost effective and profitable manner
• Actively review the efficiency of the nomination and accounting activities to ensure that those functions are run in the optimal manner

Natural Gas Scheduling Analyst – Commodities, Fixed Income

• Lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
• Develop leaders and build high-performing teams
• Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
• Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
• Serve as a senior client-facing point of contact, proactively managing client communications, setting expectations, and translating client requirements into scalable, well controlled operational workflows