Private Share Lending Transactor- Executive Director Morgan StanleyPrivate Share Lending Transactor- Executive DirectorNew York, NY$150,000–$250,000 / yearMinimum 8-10 years of relevant experience in private bank lending, alternative asset lending, structured finance, or investment banking with a focus on complex lending transactions and/or capital markets distribution (experience with private share lending, employee liquidity programs, or similar products strongly preferred). The Executive Director Transactor will serve as the central coordinator across Issuers (corporate clients), internal Morgan Stanley teams, and third-party funding sources (including hedge funds and private equity firms) to arrange participation and syndication structures.
Vialto Private Tax - Director Vialto PartnersVialto Private Tax - DirectorNew York, NY$161,300–$264,900 / yearRole Summary: We are growing our Vialto Private practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Institutional Consulting Relationship Manager Morgan StanleyInstitutional Consulting Relationship ManagerNew York, NY$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management.
PBG UX Designer Lead - Executive Director Morgan StanleyPBG UX Designer Lead - Executive DirectorPurchase, NY$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and ETRADE from Morgan Stanley platforms.
Liquidity, Investments, and Funding Control Group - LIFC Reporting team, Vice President Morgan StanleyLiquidity, Investments, and Funding Control Group - LIFC Reporting team, Vice PresidentNew York, NY$120,000–$205,000 / yearThe team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Account Manager, Strategic Accounts - RIA Aggregators Pacific Investment Management Co LLCAccount Manager, Strategic Accounts - RIA AggregatorsNew York, NY$265,000–$305,000 / yearPIMCO Investment Professionals: Engage with a diverse group of professionals, including Account Managers in US GWM Strategic Accounts and US GWM Private Client Group, US GWM Alternatives Specialists, US GWM Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers. A key responsibility is to advance the distribution of PIMCO's strategies to RIA Aggregators by developing a deep understanding of client and prospect-specific investment goals, helping them navigate complexity, and effectively communicating PIMCO's capabilities.
Residential Mortgage Credit Risk VP Morgan StanleyResidential Mortgage Credit Risk VPNew York, NY$95,000–$165,000 / yearFirm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, model and other risks. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Liquidity, Investments, and Funding Control Group - LIFC Reporting team, Executive Director Morgan StanleyLiquidity, Investments, and Funding Control Group - LIFC Reporting team, Executive DirectorNew York, New YorkThe team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewComplex Products Risk Officer (CPRO) – Listed Derivatives & FX Forwards, Assistant Vice President Morgan StanleyComplex Products Risk Officer (CPRO) – Listed Derivatives & FX Forwards, Assistant Vice PresidentPurchase, New York$85,000–$140,000 / yearAs a Complex Products Risk Officer (CPRO), you will deliver centralized, front-to-back supervision using exception-based risk management—partnering closely with Financial Advisors and branch/complex leadership who support High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to help enable responsible, compliant growth. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Complex Products Risk Officer (Cpro) - Listed Derivatives & FX Forwards, Assistant Vice President Morgan StanleyComplex Products Risk Officer (Cpro) - Listed Derivatives & FX Forwards, Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearAs a Complex Products Risk Officer (CPRO), you will deliver centralized, front-to-back supervision using exception-based risk management-partnering closely with Financial Advisors and branch/complex leadership who support High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to help enable responsible, compliant growth. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Liquidity, Investments, And Funding Control Group - Lifc Reporting Team, Executive Director Morgan StanleyLiquidity, Investments, And Funding Control Group - Lifc Reporting Team, Executive DirectorNew York, NY$120,000–$205,000 / yearThe team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Director - Family Office Accounting Services (CPA Firm) PKFOD CareersDirector - Family Office Accounting Services (CPA Firm)New York, New York$100,000–$150,000 / yearEvaluate and implement accounting software and workflow tools within the Family Office Services practice, leveraging deep knowledge of platforms such as Sage Intacct, QuickBooks Online, and NetSuite while actively exploring and adopting emerging solutions — including AI-driven asset management platforms (e.g., Asseta.ai), Engage with and develop fluency in next-generation platforms such as Asseta.ai for real estate and investment asset tracking — an opportunity to help shape how PKF O’Connor Davies delivers cutting-edge family office services; prior Asseta.ai experience is a plus, not a prerequisite.
NewMarket Manager Morgan StanleyMarket ManagerNew York, NY$190,000–$200,000 / yearLeadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Administrative Assistant/Office Manager Upward OnAdministrative Assistant/Office ManagerNew York, New YorkAbout the Opportunity Our client is seeking an Administrative Assistant & Office Manager to play a vital role in maintaining the efficiency of daily office operations while providing essential administrative support to a high-performing wealth management team in a hybrid work environment. For this Administrative Assistant & Office Manager position, regular in-office presence is required at least two days per week, with additional in-office days as business needs dictate.
NewGlobal Investment Office, OCIO - Endowments & Foundations Portfolio Manager, Vice President Morgan StanleyGlobal Investment Office, OCIO - Endowments & Foundations Portfolio Manager, Vice PresidentNew York, NY$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Outsourced Chief Investment Officer ("OCIO") group partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g.
NewGlobal Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice President Morgan StanleyGlobal Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice PresidentNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g.
NewPractice Strategy, Associate/AVP Morgan StanleyPractice Strategy, Associate/AVPPurchase, NY$70,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Technology Transformation and Execution Management Lead FactSet Research Systems IncTechnology Transformation and Execution Management LeadNew York, NY$200,000–$260,000 / yearThe Technology Transformation and Execution Management Lead is a senior leadership role within the Chief Technology Officer's office, responsible for driving disciplined execution of FactSet's highest-priority technology initiatives. Required Skills: 15+ years in technology program management, transformation leadership, or strategy execution within a global Fintech, Financial Services, or enterprise technology organization, including 7+ years in senior leadership.
Health System Senior Director - Planned Giving NYU Langone Medical CenterHealth System Senior Director - Planned GivingNew York, NY$222,017.06–$275,625 / yearThe Senior Director will collaborate closely with Development Marketing and Communications, serving in an advisory capacity by providing subject matter expertise and input to inform multi-channel gift planning strategy, messaging, and content that grow visibility and engagement among planned gift prospects and members of the John Revere Society. The Senior Director of Planned Giving serves as NYU Langone Healths senior leader responsible for developing, executing, and growing a best-in-class planned giving program that drives significant philanthropic revenue for institutional and campaign priorities.
Head of Brand and Performance Marketing, EquityZen - Executive Director Morgan StanleyHead of Brand and Performance Marketing, EquityZen - Executive DirectorNew York, NY$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Data-driven mentality with the ability to analyze and report data across various mediums and tools including Google Analytics, Hubspot, Excel / Google Sheets, Mixpanel or similar product analytics tools, Impact or similar affiliate marketing tracking tools.
Marketing Specialist, EquityZen - Vice President Morgan StanleyMarketing Specialist, EquityZen - Vice PresidentNew York, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities: In this role, you will be the strategic planning lead for all Private Markets marketing efforts, focused on understanding core business objectives, leveraging deep market intelligence (including clients and competitors), and defining the overarching marketing approach.
Institutional Consulting Business Oversight Specialist Morgan StanleyInstitutional Consulting Business Oversight SpecialistPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Position Summary: The ICS Oversight Specialist will be responsible for ensuring effective review and editing of institutional client-facing materials including but not limited to: request for proposal responses, finals presentations, board book materials and other written communications with institutional clients.
Product Specialist - Impact Private Markets, Vice President Morgan StanleyProduct Specialist - Impact Private Markets, Vice PresidentNew York, NY$140,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Experience supporting investor relations and fundraising/capital raising efforts such as helping prepare LP/investor communications and fundraising materials, coordinating diligence/Q&A and pipeline tracking, and supporting investor meetings/events.
Product Specialist – Impact Private Markets, Vice President Morgan StanleyProduct Specialist – Impact Private Markets, Vice PresidentNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Experience supporting investor relations and fundraising/capital raising efforts such as helping prepare LP/investor communications and fundraising materials, coordinating diligence/Q&A and pipeline tracking, and supporting investor meetings/events.
Marketing Specialist, Equityzen - Vice President Morgan StanleyMarketing Specialist, Equityzen - Vice PresidentNew York, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities: In this role, you will be the strategic planning lead for all Private Markets marketing efforts, focused on understanding core business objectives, leveraging deep market intelligence (including clients and competitors), and defining the overarching marketing approach.
Institutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahNew York, New York$70,000–$115,000 / yearOnboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Head Of Brand And Performance Marketing, Equityzen - Executive Director Morgan StanleyHead Of Brand And Performance Marketing, Equityzen - Executive DirectorNew York, NY$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Data-driven mentality with the ability to analyze and report data across various mediums and tools including Google Analytics, Hubspot, Excel / Google Sheets, Mixpanel or similar product analytics tools, Impact or similar affiliate marketing tracking tools.
Digital Marketing Operations, Senior Associate Farther FinanceDigital Marketing Operations, Senior AssociateHybrid - New York, NYLet's talk!u003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003c/pu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003enu003cpu003eu003cbru003eu003cbru003eu003c/pu003e.
Client Service Associate Morgan StanleyClient Service AssociateGreenwich, CT$35,360–$61,200 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
International Client Service Associate- Bilingual: Mandarin/English Morgan StanleyInternational Client Service Associate- Bilingual: Mandarin/EnglishNew York, NY$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
International Registered CSA Morgan StanleyInternational Registered CSANew York, NY$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Relationship Analyst Morgan StanleyClient Relationship AnalystNew York, NY$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
New["Registered Client Service Associate","Registered Client Service Associate"] Morgan Stanley["Registered Client Service Associate","Registered Client Service Associate"]New York$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: • 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).
VP, Data Product Owner - Advisor System of Record (Advisor SOR) LPL Financial Holdings IncVP, Data Product Owner - Advisor System of Record (Advisor SOR)New York, NY$145,925–$243,209 / yearResponsibilities: Define and execute the Advisor SOR product vision, roadmap, and backlog Establish canonical advisor data models, hierarchies, and relationships Define and manage: Data contracts (schema, SLAs, versioning) Critical data elements (CDEs) Data quality SLOs Serve as the authoritative decision-maker for advisor data definitions and product scope Implement scalable frameworks for: Data quality monitoring and remediation Reconciliation and defect management Lineage and impact analysis Partner with Data Governance to ensure: 100% catalog coverage of critical advisor attributes Policy-to-control alignment Audit and regulatory readiness Ensure Advisor SOR is optimized for AI and advanced analytics use cases Partner with AI Business Solutions and Data Science teams to: Define feature-ready datasets and semantic layers Support AI agents and copilots with high-quality advisor data Leverage modern AI-enabled development tools, including: Cursor (AI-assisted coding and development workflows) GitHub (code management, CI/CD, and collaboration) Anthropic tools (Claude-based workflows, prompt engineering, agent design) Contribute to development of agentic workflows and AI-driven automation across advisor lifecycle processes Lead hydrationn of advisor data into Strategic SOR platforms Partner with Technology to: Build scalable data pipelines, APIs, and distribution layers Ensure platform performance, reliability, and scalability Support M&A and migration initiatives, including: Source-to-target mapping Mock conversions and validation Cutover readiness and reconciliation Identify and onboard priority consumers: Advisor platforms Operations workflows AI/analytics use cases Develop: Migration and onboarding playbooks Legacy decommission strategies Partner with Data Distribution and consumer teams to ensure seamless adoption Design and implement scalable patterns: Data contracts Automated quality frameworks Reusable lineage and reconciliation models Contribute to AI-enabled product innovation and workflow automation Familiarity with FINRA, SEC, and privacy requirements impacting advisor data Senior individual contributor with high ownership and decision authority May manage a small team (1-3 resources), but primary focus is product ownership and delivery Leads cross-functional initiatives impacting multiple systems and teams Accountable for delivery of a critical enterprise data product What are we looking for? As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Finance Business Partner Alternatives Alpha Financial Markets Consulting Group LtdSenior Finance Business Partner AlternativesNew York, NY$190,000–$235,000 / yearBusiness Insight and Advisory: Act as a trusted advisor, translating complex financial data into actionable insights to help non-finance stakeholders understand business performance and make data-driven decisions. While consultants focus on delivery client value, our ''Business Operations'' function ensures that the company runs efficiently and appropriately across a number of operational areas: Finance, People, Operations, IT, and Legal, Risk & Compliance.
ICS Sales & Business Analytics, AVP Morgan StanleyICS Sales & Business Analytics, AVPPurchase, NY$85,000–$140,000 / yearPosition Summary: As part of the ICS Scaling Strategy, Insights & Execution team, which functions as a Chief Operating Officer & Strategy shop for ICS, the ICS Sales & Business Insights AVP will work with key stake-holders to provide valuable data insights directly in support of day-to-day sales activity, trends reporting to demonstrate progress towards broader KPIs or potential pivots in strategy and drive in-depth financial analysis to ensure proactive and effective business management across this large & rapidly growing organization. Work closely with the VP of Business Excellence in support of ICS Budget Management & Planning driving various critical execution and support functions, especially via financial analysis: in depth reviews of monthly expenses, alignments to budget, trend reporting, margin assessment, overall resource / PnL strategy, and sales consultant or advisor/client travel analysis.
OCIO Business Development - Endowments & Foundations, Vice President Morgan StanleyOCIO Business Development - Endowments & Foundations, Vice PresidentNew York, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The successful candidate will be expected to build strong, collaborative working relationships with the Nonprofit Client Segment Head, Portfolio Managers, Financial Advisors/Consultants, and internal Subject Matter Experts (SMEs) to help win, expand, and retain client relationships.
OCIO RFP Writer - AVP/VP Morgan StanleyOCIO RFP Writer - AVP/VPPurchase, NY$85,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio construction, risk management and governance support.
Administrative Assistant (New York, NY) Pacific Investment Management Co LLCAdministrative Assistant (New York, NY)New York, NYCritical Success Factors The successful candidate will have demonstrated a consistent and proven track record in the following key areas: Client Focus Strong focus on understanding and meeting client needs while fostering and nurturing positive relationships with clients and stakeholders, ensuring high levels of client satisfaction. Client & Event Management Organize client meetings and internal events, including venue selection, catering, and logistics management to create a seamless experience (e.g., Global Client Meetings, Due Diligence Meetings, Roadshows, Board Meetings, Department Onsites).
OCIO Business Development – Endowments & Foundations, Vice President Morgan StanleyOCIO Business Development – Endowments & Foundations, Vice PresidentNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The successful candidate will be expected to build strong, collaborative working relationships with the Nonprofit Client Segment Head, Portfolio Managers, Financial Advisors/Consultants, and internal Subject Matter Experts (SMEs) to help win, expand, and retain client relationships.
Investment Banking Operations Officer (Vice President / Executive Director) - New York Morgan StanleyInvestment Banking Operations Officer (Vice President / Executive Director) - New YorkNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Operations Officer serves as a trusted advisor to group leadership, balancing strategic analysis and planning with hands-on execution across business management, talent initiatives, recruiting, compliance, and team operations.
Ocio RFP Writer - Avp/Vp Morgan StanleyOcio RFP Writer - Avp/VpPurchase, NY$85,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio construction, risk management and governance support.
Ocio Business Development - Endowments & Foundations, Vice President Morgan StanleyOcio Business Development - Endowments & Foundations, Vice PresidentNew York, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The successful candidate will be expected to build strong, collaborative working relationships with the Nonprofit Client Segment Head, Portfolio Managers, Financial Advisors/Consultants, and internal Subject Matter Experts (SMEs) to help win, expand, and retain client relationships.
Vice President, Msim Financial Crimes Risk - Sanctions Morgan StanleyVice President, Msim Financial Crimes Risk - SanctionsPurchase, NY$140,000–$205,000 / yearThe role drives remediation of open Sanctions audit actions, leads all the Sanctions control work, oversees disposition and governance of Sanctions alerts, leads the Transformation initiatives initiated by Global Financial Crimes, supports MSIM China where Sanctions risk remains significant, and represents MSIM 1L FCR across firmwide Sanctions forums ensuring MSIM can grow into new products and markets with robust, defensible controls in place. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Alternative Investments Product Development, VP Morgan StanleyAlternative Investments Product Development, VPNew York, NY$110,000–$185,000 / yearIn addition, the candidate will support analytical initiatives for the Alternative Investments group and collaborate cross-functionally with other areas within Investment Solutions, as well as with partners across MSWM - including Sales and Marketing, Global Investment Manager Analysis, Legal, Compliance, Operations, and Finance. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Lead Solution Manager (Platform Product Manager) - Parametric Morgan StanleyLead Solution Manager (Platform Product Manager) - ParametricNew York, NY$115,000–$225,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline.
NewVice President, MSIM Financial Crimes Risk - Sanctions Morgan StanleyVice President, MSIM Financial Crimes Risk - SanctionsPurchase, New York$140,000–$205,000 / yearThe role drives remediation of open Sanctions audit actions, leads all the Sanctions control work, oversees disposition and governance of Sanctions alerts, leads the Transformation initiatives initiated by Global Financial Crimes, supports MSIM China where Sanctions risk remains significant, and represents MSIM 1L FCR across firmwide Sanctions forums ensuring MSIM can grow into new products and markets with robust, defensible controls in place. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Product Marketing, Real Assets - Associate Blue Owl Capital IncProduct Marketing, Real Assets - AssociateNew York City, NY$100,000–$115,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
Director, Delivery Practitioner The Bank of New York Mellon CorpDirector, Delivery PractitionerNew York, NY$130,000–$281,000 / yearIn this role, youll make an impact in the following ways: Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to: o Demonstrate platform and product capabilities tailored to specific client operating models. To be successful in this role, were seeking the following: 10+ years of experience in product strategy, client solutions, platform consulting, or enterprise sales engineering in fintech, wealthtech, or financial services platforms.
Business Analytics Consultant MassMutualBusiness Analytics ConsultantNew York, New YorkWe are committed to building a diverse and inclusive team, aligning priorities with key markets and distribution channels, and fostering strong partnerships grounded in transparency and accountability. The team serves as the business owner for many shared reports within the enterprise reporting platform and partners closely with technology, national sales, marketing, finance, and wealth business teams.