Morgan Stanley Smith Barney LLC seeks to fill the position of Assistant Vice President, Data Analytics in New York, NY. Serve as the product owner of specific data products and data stores. Develop data-driven product strategy based on an understanding of the data sources and Wealth Management business requirements. Partner with other business stakeholders and SMEs to understand business and client needs Perform detailed hands-on data experimenta...
We're seeking someone to join our Outgoing Transfers team as an Associate in Wealth Management Operations to support outgoing asset transfers. Our team manages requests that carry high risk, which requires high attention to detail, a solid risk mindset, and ongoing process improvement. We have a great team that is engaged and collaborative and are looking for someone that is driven and humble enough to learn how to create a successful career. In ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday...
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO’s mission is to: prevent unauthorized access to or misuse of client sensitive data and assets. abide by relevant privacy laws and regulations. effectively retain, retrieve, and protect information and records. and mitigate risks caused by inaccurate, untimely, or inco...
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their...
Are you interested in financial services. Have you always wanted to learn the inner workings of the stock market. Do you get excited about solving problems and having customers compliment your work. Are you goal-driven and competitive. If you answered yes to these questions, you’re the person we want on our Financial Services team. As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for...
Are you interested in financial services. Have you always wanted to learn the inner workings of the stock market. Do you get excited about solving problems and having customers compliment your work. Are you goal-driven and competitive. If you answered yes to these questions, you’re the person we want on our Financial Services team. As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for...
DUTIES & RESPONSIBILITIES: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. EDUCATION, EXPERIEN...
The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The A&D Strategy team is responsible for leading, structuring, and providing the “rocket fuel” for many of the key projects within analytics. The team focuses on high-impact initiatives iden...
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. 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 i...
