Morgan Stanley

General

• Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies
• Lead, mentor, and supervise a team of Support and Service Professionals
• Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
• Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
• Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion
• Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
• Facilitate and manage resolution of client inquiries/requests
• Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
• Additional operational oversight may be required
• Administer other duties as delegated by the Market Business Service Officer

Business Service Officer

• Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit
• Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets
• Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes
• Process, review and resolve any exception items to ensure accurate reporting of client investments
• Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians

Institutional Reporting Specialist

AI Engineer

• Design and evolve reusable GenAI workflow primitives and services used across Institutional Securities workflows
• Develop AI-powered assistants embedded into core Institutional Securities applications, leveraging agentic and tool-driven workflows
• Define and guide GenAI architecture decisions, including model selection, orchestration patterns, and evaluation strategies
• Establish and evolve LLMOps practices, including evaluation harnesses, prompt/version management, monitoring, and regression testing
• Design and implement controls for entitlements, data security, and PII handling, including usage of open-source models in regulated environments
• Partner with business and platform teams to drive adoption of shared GenAI capabilities across systems and workflows

Applied AI Engineering Specialist – Hybride

Financial Planning and Analysis

• Provide general business support of the Separately Managed Account (SMA) business within the U.S. region
• Negotiate investment management agreements for the separately managed account client base
• Provide support for various projects impacting the global investment management business
• Design and implement solutions to manage legal and other risks for supported business areas
• Collaborate with team members to support geographical regions as required

Investment Management Agreements Specialist – Vice President

Account Manager

• Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
• Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities
• Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
• Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan-level analytics, and relevant enhancements
• Keep clients informed of new product functionality relevant to the client and their plan administration
• Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins
• Aligning client requests and expectations with business needs while maintaining a positive relationships
• Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
• Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments
• Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
• Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
• Promote and share best practices to improve service efficiency and execution

Relationship Manager, Global Equity – VP

Full-stack Engineer

• Lead the architecture, design, and delivery of scalable software systems using Java and/or Python, Angular and/or React
• Drive the design and integration of cloud-based data, reporting, and analytics solutions
• Provide technical leadership and mentorship to a high-performing engineering team
• Partner with business stakeholders and cross-functional teams to define strategy and requirements
• Champion modern SDLC practices to ensure high-quality solutions
• Drive automation, code quality, data quality, and engineering best practices
• Ensure robust governance, security, and compliance throughout software and data lifecycle.

Software Engineering Lead – Data & Analytics Platforms

Manager

• Hold team members accountable for the service, sales, and relationship management delivered to stock plan participants.
• Delegate responsibilities that lend to the career growth of the team.
• Oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics.
• Work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.
• Remain calm, professional and in control in a volatile business environment.
• Set and manage team standards around attendance, performance metrics, and service quality.
• Focus on bottom line performance and constantly look for ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
• Set and achieve stretch team goals.
• Identify, recruit, develop and retain key talent.
• Seek opportunities to grow business and drive sales by capitalizing on firm initiatives.
• Ensure retention of participants through concierge-type comprehensive support.
• Provide a superior level of service and satisfaction to successfully close sales.
• Utilize independent decision-making skills to handle and resolve issues.
• Handle multiple tasks with excellent organizational skills.

Team Manager – Executive Relationship Management

• work with regional and international clients on a wide range of complex transactions
• manage acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations
• deliver high quality advice to clients
• collaborate closely with professionals throughout the firm
• play an important role in a team that includes senior professionals

Investment Banking Technology Associate / Vice President

Business Analyst

• Translate business needs into clear, actionable requirements and analysis artifacts that enable efficient design, development, and delivery with minimal rework.
• Drive alignment across business and technology stakeholders by facilitating decisions, clarifying tradeoffs, and surfacing risks, dependencies, and impacts early.
• Improve solution quality and business adoption by supporting effective user testing, validating readiness for production, and helping teams implement changes successfully.
• Lead complex, cross-functional analysis efforts with a proactive, enterprise-minded approach that connects process, data, and technology decisions to broader business outcomes.
• Model strong business analysis practices through high-quality documentation, stakeholder engagement, and effective use of tools, including AI, to improve team productivity and outcomes.
• Conduct user research and requirements elicitation with business partners to define the business need, clarify impacts, and translate findings into clear analysis deliverables.
• Gather, analyze, and document business requirements to support design and development, including current and future state workflows, user stories, acceptance criteria, data mappings, and wireframes or prototypes as needed.
• Partner with business stakeholders, developers, and cross-functional teams to align solution direction, advocate for business needs, and identify dependencies across systems, data, and processes.
• Facilitate cross-functional meetings and workshops that drive decisions on target operating models, business processes, and data-related policies.
• Support solution delivery by contributing to backlog development and prioritization, advising development teams and product owners on business-facing enhancements, and adapting effectively to Agile or other ways of working.
• Assist with user acceptance testing, validate production readiness and completeness, and support successful business adoption of delivered solutions.
• Apply strong knowledge of Parametric’s asset management business, technology landscape, and enterprise objectives to inform analysis, recommendations, and future-state decision-making.
• Use AI and other tools to improve the quality, efficiency, and strategic value of analysis work products and solution outcomes.

Lead Business Analyst – Parametric

Business Intelligence Developer

• Act as a subject matter expert on the firm’s compensation management system, analytics tools, and compensation reporting capabilities
• Support the maintenance of existing reports and respond to user queries related to compensation analytics
• Design and deliver new compensation analytics dashboards within the system, based on user requirements and analysis of offline tools such as MS Excel and MS Access
• Build strong relationships with compensation analysts to understand existing offline reporting and modelling practices
• Design and implement modelling and scenario analysis capabilities within the compensation application
• Partner closely with system users, Information Technology, and the wider data analytics function to deliver reporting enhancements
• Participate in requirements gathering, creation of test scenarios, and validation of bug fixes related to system reporting
• Contribute to system documentation and training materials to support end users
• Assist with the operational support of the full compensation lifecycle, including monthly accruals, year‑end decision collection, and employee communication processes

BI Analyst/Developer – Compensation Reporting – Director

Risk

• Perform in-depth reviews and investigations into complex matters related to negative news to determine possible/existing financial crimes and/or any relevant reputational risk impact to the Firm
• Execute processes and tasks supporting the Firm’s centralized NNS program
• Communicate with front office and risk personnel during course of reviews where needed
• Complete and document escalation dispositions, including aggravating and mitigating factors
• Engage in further escalations to Senior stakeholders within Wealth Management, US Banks and/or ETRADE businesses, and prepare relevant working group/forum information as applicable
• Assist with actions or remediation of risk issues with partners in First Line Risk and Controls, Global Financial Crimes, Compliance and the Business Units
• Update policies, procedures and desktop guidance
• Participate in projects/initiatives to enhance the NNS processes and mitigate related risk exposure

Associate - First Line Risk and Controls, Negative News Research and Investigations

• Translate business, data, and workflow problems into structured solutions and drive delivery end to end
• Design, build, and deploy AI-powered applications, models, dashboards, and automation tools
• Partner with trading, sales, risk, finance, operations, and technology teams to identify priorities and deliver measurable impact
• Apply strong engineering discipline, including testing, version control, monitoring, and iteration based on feedback and usage
• Communicate technical concepts and analytical findings clearly to both technical and non-technical stakeholders