Morgan Stanley jobs in California

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Private Wealth Management Client Service Associate

Los Angeles, CA 90079

POSITION SUMMARY: Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm...

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6 days ago

Private Wealth Management Group Director*

San Mateo, CA 94029

POSITION SUMMARY: The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This dynamic leader plays a key role in...

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16 hours ago

Private Wealth Management Service Associate

San Francisco, CA 94199

Private Wealth Management Service Associate Apply locations San Francisco time type Full time posted on Posted 9 Days Ago job requisition id 3262881 POSITION SUMMARY: Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance,...

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20 hours ago

Director of Investments

Los Gatos, CA 95032

The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a critical role in helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program for all client assets managed by the team. The Director of Investments is responsible for the...

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4 days ago

Private Wealth Management Client Service Associate

San Francisco, CA 94199

Position Summary 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...

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16 hours ago

Group Director

California

The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This dynamic leader plays a key role in delivering...

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54 minutes ago

Private Wealth Management Registered Client Service Associate*

San Mateo, CA 94029

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm...

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6 days ago

Associate Service Manager

San Francisco, CA

Associate Service Manager Job Number: 3256018 Posting Date :Oct 7, 2024 Primary Location :Americas-United States of America-Hawaii-Honolulu Other Locations :Americas-United States of America-California-San Francisco Job :Wealth ManagementEmployment Type:Full TimeJob Level:Professional Description POSITION SUMMARY The Associate Service Manager will partner with the Service Manager to...

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11 hours ago

Wealth Management Litigation Attorney

San Francisco, CA 94199

Wealth Management Litigation Attorney Apply locations 101 California - San Francisco Time type: Full time Posted on: Posted 11 Days Ago Job requisition id: PT-3261730 Company Profile 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...

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20 hours ago

Vice President Private Banker

California

Americas-United States of America-California-Los Angeles Education Level: Bachelor's Degree Private Banking Employment Type: Full Time Job Level: Vice President Description Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides...

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4 hours ago

Wealth Management Analyst

San Francisco, CA 94199

Position Summary Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. DUTIES And...

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4 days ago

ICC Equity Client Coverage Sales - ED

San Francisco, CA 94199

Company Profile 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. Department Profile The Equity Client Coverage group (ECC) is a...

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2 days ago

2026 Public Finance Summer Analyst Program (San Francisco)

San Francisco, CA 94199

2026 Public Finance Summer Analyst Program (San Francisco) Institutional Securities Group | Sales and Trading Program Description The Public Finance Summer Analyst Program is a 10-week program, including one week of classroom training. The program provides undergraduate students an opportunity to master the analytical, quantitative and interpersonal skills necessary to develop an exciting and...

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20 hours ago

Wealth Management Analyst

Los Angeles, CA 90079

Direct message the job poster from Morgan Stanley Recruitment Sourcing Specialist @ Morgan Stanley POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)...

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6 days ago

Executive Director, Alternative Investment Sales Specialist - West Coast

San Francisco, CA 94199

Executive Director, Alternative Investment Sales Specialist - West Coast Apply locations San Francisco time type Full time posted on Posted 11 Days Ago time left to apply End Date: February 19, 2025 (4 days left to apply) job requisition id 3264261 Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,200 investment professionals around...

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6 days ago

Client Service Associate* - Part Time

Walnut Creek, CA 94598

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities...

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6 days ago

Wealth Management, Business Development Manager Silicon Valley & South Bay - Vice President

Palo Alto, CA 94306

Wealth Management, Business Development Manager Silicon Valley & South Bay - Vice President Apply locations Palo Alto CA 1400 time type Full time posted on Posted 15 Days Ago time left to apply End Date: April 25, 2025 (30+ days left to apply) job requisition id PT-3264593 Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,...

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2 days ago

Investment Banking Tech Sponsors Vice President – San Francisco

California

Investment Banking Tech Sponsors Vice President – San Francisco Job Number : 3260651 Posting Date: Oct 15, 2024 Primary Location: Americas-United States of America-California-San Francisco Education Level: Bachelor's Degree Employment Type: Full Time Job Level: Vice President Description Morgan Stanley’s Investment Banking Group provides industry, regional and product expertise to...

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6 days ago

Regional Sales Representative - RIA Sales Channel

Los Angeles, CA 90079

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base,...

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a day ago

National Risk Officer

San Francisco, CA 94199

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....

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5 days ago
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