NewManager, Registrations LPL Financial ServicesManager, RegistrationsTempe, AZ$81,267–$135,445 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
NewAssociate Product Manager Edward D Jones & Co LPAssociate Product ManagerTempe, AZTeam Overview: The Managed Investments team is seeking an Associate Product Manager to partner with product leaders, business stakeholders, and external partners to support the development, management, and execution of product strategies that help financial advisors deliver exceptional client outcomes. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Senior Data Steward AssetMark Financial HoldingsSenior Data StewardPhoenix, Arizona$135,000–$150,000 / yearActing as a Data Product Manager, you will define stewardship roadmaps, establish domain priorities, and lead cross-functional initiatives that improve the quality, accessibility, trustworthiness, and business value of enterprise data. In this senior role, you will own the stewardship strategy, governance, quality, and lifecycle management of key data domains while partnering closely with Product, Engineering, Analytics, Operations, Compliance, and Business leaders.
Advice Client Service Representative The Vanguard GroupAdvice Client Service RepresentativeScottsdale, ArizonaPotential applicants will have strong written and verbal communication skills, a desire to learn about Vanguard’s investment and advice methodology, and the desire to interact with clients and internal business partners. In this role, you will work alongside Vanguard’s financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.
NewManager, Registrations LPL Financial Holdings IncManager, RegistrationsTempe, AZ$81,267–$135,445 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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 Data Steward Asset MarkSenior Data StewardPhoenix, AZ$135,000–$150,000 / yearActing as a Data Product Manager, you will define stewardship roadmaps, establish domain priorities, and lead cross-functional initiatives that improve the quality, accessibility, trustworthiness, and business value of enterprise data. In this senior role, you will own the stewardship strategy, governance, quality, and lifecycle management of key data domains while partnering closely with Product, Engineering, Analytics, Operations, Compliance, and Business leaders.
Senior Regional Supervisory Principal LPL Financial Holdings IncSenior Regional Supervisory PrincipalTempe, AZ$84,151–$140,183 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
NewService Team Lead LPL FinancialService Team LeadTempe, South CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
Operations Processing Specialist TRC Talent SolutionsOperations Processing SpecialistScottsdale, AZAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.#ZR The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests.
Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice President The Goldman Sachs Group IncAsset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Arizona Territory, Vice PresidentPhoenix, AZDevelop and maintain deep relationships with Financial Advisors, Branch Managers, Home Office personnel, and key decision makers across Wirehouses, Independent Broker Dealers, Regional Broker Dealers, and RIAs. Responsible for marketing Goldman Sachs Asset Management (GSAM) products within the Intermediary channel, including Mutual Funds, ETFs, SMAs, and Private Alternatives.
Senior Registered Service Assistant ExcitingSenior Registered Service AssistantPhoenix, ArizonaThe SRSA is an experienced, credentialed professional operating as a true extension of the advisor owing the client experience, driving practice efficiency, and executing trades and service with precision across a complex and sophisticated book of business. The SRSA is the primary operational and relational anchor for the advisor’s practice, managing complex client relationships with discretion, executing trades as directed or authorized, and ensuring the advisor’s time is protected and focused on high-value activities.
NewProduct Analyst II Edward D Jones & Co LPProduct Analyst IITempe, AZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. What Experience You Need: Bachelor's degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerScottsdale, AZOur 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. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Branch Office Examiner Advisor GroupBranch Office ExaminerScottsdale, ArizonaRemote$65,000–$75,000 / yearKnowledge of the retail brokerage business, fee based advisory business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds. The branch exams involve independently inspecting and evaluating branch activities to assess and/or monitor compliance of applicable regulations and to ensure adherence to compliance of all applicable regulations.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateScottsdale, ArizonaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Service Associate Bank of America CorpClient Service AssociateChandler, AZOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Partner Custodian Case Manager AssetMark, Inc.Partner Custodian Case ManagerPhoenix, AZ$55,000–$60,000 / yearA PCCM is expected to execute according to key performance measures - including Platinum, Gold and New Advisor NPS loyalty scores, accuracy, productivity, service level adherence, contact quality and call containment, and on-time delivery of improvement initiatives prioritized from Customer Experience and business impact. A PCCM is responsible for reviewing all new account paperwork, working closely with Advisors and their staff to resolve any outstanding items, opening and funding the account, and providing clear and complete status updates and next steps all throughout the process.
NewNew Business Case Manager AssetMark, Inc.New Business Case ManagerPhoenix, AZ$55,000–$65,000 / yearBacked by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Branch Office Examiner Osaic IncBranch Office ExaminerScottsdale, AZRemote$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Knowledge of the retail brokerage business, fee based advisory business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds.
NewSource Administrative Specialist EPC Eneric PetroleumSource Administrative SpecialistPhoenix, ArizonaThese advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors.
Vice President Of Sales - Florida Brokers Alliance IncVice President Of Sales - FloridaFountain Hills, AZFull timeWhat You'll Do Call and email financial advisors daily to build relationships and drive product placement across our life insurance, annuity, and wealth management portfolios Walk advisors through our products, features, and how to position them with clients Work alongside your team to coordinate outreach and grow your business Prepare illustrations, proposals, and product materials to support active cases Track your pipeline in our CRM and use our proprietary tools to stay organized Keep up with product changes, competitor activity, and market trends What We're Looking For Sales and/or customer service experience preferred, but will mentor and train the right individual. Vice President Of Sales Brokers Alliance | Florida Brokers Alliance is an independently owned distributor of life insurance, annuities, and wealth management services with over 43 years in business.
Vice President Of Sales Brokers Alliance IncVice President Of SalesScottsdale, AZFull timeWhat You'll Do Call and email financial advisors daily to build relationships and drive product placement across our life insurance, annuity, and wealth management portfolios Walk advisors through our products, features, and how to position them with clients Work alongside your team to coordinate outreach and grow your business Prepare illustrations, proposals, and product materials to support active cases Track your pipeline in our CRM and use our proprietary tools to stay organized Keep up with product changes, competitor activity, and market trends What We're Looking For Sales and/or customer service experience preferred, but will mentor and train the right individual. Vice President Of Sales Brokers Alliance | Scottsdale, AZ Brokers Alliance is an independently owned distributor of life insurance, annuities, and wealth management services with over 43 years in business.
Institutional Reporting Specialist Morgan StanleyInstitutional Reporting SpecialistTempe, New York$57,000–$115,000 / 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. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Branch Office Examiner OsaicBranch Office ExaminerScottsdale, AZRemote$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Knowledge of the retail brokerage business, fee based advisory business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds.
Associate Analyst, Stock Records LPL Financial ServicesAssociate Analyst, Stock RecordsTempe, AZ$20.85–$34.71 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
NewManager, Overlay Trading LPL Financial ServicesManager, Overlay TradingTempe, AZ$106,090–$176,748 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
NewManager, Trading LPL Financial ServicesManager, TradingTempe, AZ$79,928–$133,282 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
NewAlternative Investment Ops Analyst LPL Financial ServicesAlternative Investment Ops AnalystTempe, AZ$27.83–$46.35 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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 Trustee Consultant LPL Financial ServicesSenior Trustee ConsultantTempe, AZ$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
VP, Product Manager - Identity & Access Management (Iam) LPL Financial ServicesVP, Product Manager - Identity & Access Management (Iam)Phoenix, AZ$135,960–$226,600 / yearAs 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. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Avp, Engineering Security Operations Manager LPL Financial ServicesAvp, Engineering Security Operations ManagerTempe, AZ$129,986–$216,609 / yearResponsibilities: Lead and manage a team of security engineers responsible for the day-to-day operations and maintenance of various security technologies, including but not limited to SIEM, EDR, DLP, vulnerability management tools, identity and access management systems, and network security appliances. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
VP, Cloud Security Operations LPL Financial ServicesVP, Cloud Security OperationsTempe, AZ$154,706–$257,912 / yearWork across a broad security technology stack including endpoint detection and response (EDR), email security platforms, SIEM and log management systems, secure browser technologies, cloud security platforms, IDS/IPS, DLP, WAF, firewalls, and AI security and automation platforms. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Field Supervision Director - Investment Advisory Edward D Jones & Co LPField Supervision Director - Investment AdvisoryTempe, AZThe Field Supervision Department plays a critical role in achieving the Compliance Division's purpose of promoting our client's best interests and choices by partnering to improve our culture of compliance and enable the best experience for all. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Relationship Manager Edward D Jones & Co LPRelationship ManagerTempe, AZProvide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.
Compliance Manager OsaicCompliance ManagerScottsdale, AZ$90,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Train new examiners on exam requirements through a variety of methods including in-person meetings, web- based training, and/or educational presentations.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneyTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Vice President, Advisory Consulting OsaicVice President, Advisory ConsultingScottsdale, AZRemote$140,000–$175,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.
Institutional Client Specialist, Associate/Avp - Utah Morgan StanleyInstitutional Client Specialist, Associate/Avp - UtahTempe, AZ$70,000–$115,000 / 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. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Institutional Client Specialist, Associate/Avp - Arizona Morgan StanleyInstitutional Client Specialist, Associate/Avp - ArizonaTempe, AZ$70,000–$115,000 / 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. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
NewInstitutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahTempe, AZ$70,000–$115,000 / 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. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Business Development Manager OsaicBusiness Development ManagerScottsdale, AZ$55,000–$60,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. In this role, you will help solicit and support the recruitment of new financial representatives, assist recruiters in managing and accelerating the sales process, and collaborate across departments to deliver a seamless onboarding experience.
Strategy Analyst III - Compensation Strategy Edward D Jones & Co LPStrategy Analyst III - Compensation StrategyTempe, AZThe Strategy Analyst III will join a team of Strategy Analysts and Business Support Specialists responsible for partnering closely with product teams and business areas across the firm to drive compensation strategies into execution. What You'll Do: Partner with firm leaders, including senior and executive leadership, as the incentive compensation subject matter expert (SME) to conceptualize, critique, and recommend enterprise-level compensation strategies aligned to firm priorities.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerPhoenix, AZThe Work: At Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.
Senior Project Leader, Branch Real Estate Edward D Jones & Co LPSenior Project Leader, Branch Real EstateTempe, AZThis role is responsible for managing the full project lifecycle-from planning through execution, monitoring & controlling, and closeout-ensuring delivery aligns with defined scope, schedule, cost, quality, and risk objectives. You will serve as the central point of accountability, coordinating cross-functional teams and external vendors to deliver high-quality built environments that meet business, operational, and regulatory requirements.
NewAssociate Analyst I - Product Review Edward D Jones & Co LPAssociate Analyst I - Product ReviewTempe, AZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Lead, Tax Accounting Edward D Jones & Co LPLead, Tax AccountingTempe, AZThis highly visible position offers the opportunity to provide technical leadership and strategic direction across complex tax and finance matters, ensuring accurate execution, effective risk management, and operational excellence. As a trusted advisor and leader, you will partner closely with cross-functional stakeholders to identify opportunities, solve complex challenges, and drive process improvements that enhance efficiency and business performance.
Executive Relationship Manager Morgan StanleyExecutive Relationship ManagerGilbert, AZ$90,000–$110,000 / yearDepartment Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial 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.
Registered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Client Support Representative OsaicClient Support RepresentativeScottsdale, AZ$50,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
NewFraud Analyst OsaicFraud AnalystScottsdale, AZ$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Fraud Analyst will collaborate with business partners across the organization, advisors, supervisors, clearing firms, and external parties as necessary to conduct thorough investigations, mitigate losses, and protect clients and the Firm from fraud-related risks.