Digital Client Experience & Platforms Analyst - Wealth Mgmt
Morgan-Stanley
Morgan Stanley is seeking a Digital Client Experience and Platforms Business Analyst – Associate in Purchase, NY to support product owners on the Digital Advice & Planning team. You will help execute the product roadmap for Morgan Stanley's Digital Client Experience and Platforms, applying financial services expertise to design engaging digital products for clients. You will collaborate with technology, UX, risk, legal, and business stakeholders to define requirements, draft user stories, and #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Digital Client Experience & Platforms Analyst - Wealth Mgmt in Central Islip, NY vacancy
$58k - $115k
Job DescriptionDigital Client Experience and Platforms Business Analyst - AssociateWealth Management PlatformsPurchase... ..., investment management and wealth management services. The Firm’s employees... ...segments, to provide a unified digital experience, unlock growth, and deliver...PlatformDigitalTemporary workWork at officeWorldwide$33.11k - $90k
...DescriptionPOSITION SUMMARYRegistered Client Relationship Analysts provide exceptional... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...clients in digital tools (e.g. MS... ...procedures, and new platforms• Participating in firm... ...FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS...PlatformDigitalTemporary workWork at officeLocal areaMorgan Stanley
Islip, NY5 days ago$16 - $43.27 per hour
...SUMMARYClient Relationship Analysts provide exceptional service to our clients and support... ...s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...clients in digital tools (e.g. MSOnline... ...procedures and new platforms• Participating in... ...FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS...PlatformDigitalHourly payTemporary workWork at officeLocal areaWork visaMorgan Stanley
Central Islip, NY3 days ago- ...Stanley in New York is seeking a Wealth Management Service Associate... ...Financial Advisor teams with client service, portfolio tools, and... ...also involves assisting with digital marketing, reporting, and... ...at least 2 years of relevant experience, a four-year degree or professional...Digital
- Morgan Stanley is seeking a Wealth Management Associate to provide senior client support to Financial Advisors, PWAs, and... ...relationships, assist with digital marketing, portfolio tools, and financial... ...tasks, ensuring a client-first experience. In this role, you will...Digital
- Morgan Stanley is seeking a Mobile Product Manager to support the Digital Client Experience & Platforms teams for Wealth Management and E*TRADE mobile apps in Purchase, NY. You will drive modernization of mobile platforms, expand digital capabilities, and ensure alignment...PlatformDigital
$90k - $130k
...POSITION SUMMARY:Wealth Management Associates provide... ...service to our clients and support Financial... ...an exceptional client experience. In supporting Financial... ...assisting in areas such as digital marketing, portfolio... ...policies, procedures and new platforms and sharing reminders...PlatformDigitalTemporary workLocal areaMorgan Stanley
Central Islip, NY1 day ago- ...SEO Analyst OpportunityHozio is a leading digital marketing agency based in Holbrook, NY, specializing... ...results for our clients across various industries... ....2+ years of experience in an SEO-focused role,... ..., or other relevant SEO platforms are a plus.Basic understanding...PlatformDigitalWork at officeLocal area
HOZIO
Holbrook, NY5 days ago - ...Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams in New York. The role emphasizes client-first service, relationship... ...with account documentation, educate clients on digital tools, and help implement the team's marketing...DigitalWork at office
Morgan Stanley
Islip, NY5 days ago $17.12 - $26.97 per hour
...Branch Banking Client Consultant II Location: Brentwood, NY 1... ...Consultant II provides best in class experience by resolving concerns and... ..., including products and platform procedures. Preferred Qualifications... ...with using and demonstrating digital products and self-service...PlatformDigitalLocal area- ...Stanley in New York seeks a Registered Client Relationship Analyst to support Financial Advisors and... ...onboard clients and educate them on digital tools while maintaining account information... ...or 63/65), and 2+ years of industry experience; a college degree is preferred. #J-1...Digital
- ...support branch operations and deliver daily client-facing services. You will handle... ...emphasizes strong service, teamwork, and learning about digital options. Part-time hours are offered with a focus on delivering a high-quality customer experience. #J-18808-Ljbffr CitiDigitalPart time
- ...create, protect, and grow wealth through personalized,... ...impact and trusted client relationships. Position... ...development Prior experience in sales, finance, or... ...Advanced planning resources, digital marketing support, and... ...Technology platforms and tools to help streamline...PlatformDigitalTraineeshipFlexible hours
- ...protect, and grow their wealth. We don’t do one-size-... ...to be the advisors clients trust for life, not just... ..., or client-service experience helps, but hunger and... ...advanced planning resources, digital marketing support, and... ...technology. Our platforms streamline client engagement...PlatformDigitalFlexible hours
WealthBridge Financial Group
Hauppauge, NY4 days ago $25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading... ...Advisors and Wealth Management Client Associates help clients pursue... ...array of different skills and experiences that individuals bring from all... ...information and technology platforms Desired Qualifications:...PlatformHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Melville, NY3 days ago$18.34 - $27.68 per hour
...Branch Banking Client Consultant II-Licensed Location: North... ...Licensed provides best in class experience by resolving concerns and... ...others, including products and platform procedures Life and Health... ...with using and demonstrating digital products and self-service technologies...PlatformDigitalLocal area$85k - $140k
Digital Platforms (Banking) Product Owner, AVPPurchase, NYCMorgan Stanley is... ...edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances in one... ...partners to transform the experience for all of our customers. You...PlatformDigitalTemporary work- ...ve been transforming how businesses experience IT. As a national managed service provider... ..., and human touch to help our clients thrive in a digital-first world. Sourcepass is owned and... ...professionally. ~ Proficiency with CRM or PSA platforms, Microsoft Office Suite, and...PlatformDigitalCasual workWork at officeRemote work
Sourcepass
Melville, NY3 days ago $85k - $140k
...Product Manager - AVPDigital Client Experience & PlatformsPurchase,... ..., investment management and wealth management services. The Firm... ...culture.Wealth Management (WM) Platforms manages industry-leading platforms... ..., to provide a unified digital experience, unlock growth, and...PlatformDigitalTemporary workWork at officeWorldwide- ...application process. Innovation Studio & Brand Experience Manager OFFICE-BRIGGS Full-time Regular... ...consumer insights, retailer engagement, digital appointments, and premium brand... ...projects simultaneously. Familiarity with CRM platforms, scheduling systems, or operational...PlatformDigitalFull timeTemporary workSeasonal workWork at officeMonday to FridayFlexible hours
- ...NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation... ...using MoneyGuidePro and Holistiplan, and maintaining accurate data across Salesforce and other platforms. #J-18808-Ljbffr MOHR TalentPlatform
- ...spreadsheets. Help organize and maintain digital and physical records. Assist team... ...confidentiality and handle sensitive information. Experience with insurance and other negotiations is... ...in Long Island, NY, ASR serves its clients with a full spectrum of complex...DigitalFull timeContract workPart timeWork at officeWorldwideFlexible hours
$50k - $150k
...industry-leading technology platform to maximize your production.... ...originating loans and building client relationships. Whether you... ...year of mortgage origination experience preferred Knowledge of conventional... ...fully leverage our CRM and digital tools Professional, client...PlatformDigitalFull timeWork at officeRemote workFlexible hoursSilver Lining Funding Inc
Hauppauge, NY1 day ago$112k - $208k
...environments, and collaborating with client counterparts. The Sales... ...’s why we offer a rewards experience designed to help you thrive personally... ...access. ~ Integrate digital solutions and capabilities to... ...artificial intelligence platforms to produce, edit, or guide...PlatformDigitalTemporary workLocal areaInizio Engage
Ronkonkoma, NY1 day ago- ...cable, satellite, production, digital cinema, surveillance,... ...international footprint. understand clients’ requirements into functional... ...7+ years of progressive IT experience, combining infrastructure/systems... ...infrastructure and SaaS platforms. · Develop and implement IT policies...PlatformDigital
MultiDyne Video & Fiber Optic Systems
Hauppauge, NY2 days ago - ...Required) Associate's Degree or equivalent experience (Preferred) Minimum 2 years of... ...with mobile reporting applications and digital platforms Position Overview The Merchandiser... ...will execute against A.P. Keaton and client objectives while supporting the implementation...PlatformDigitalFull timeAfternoon shift
A.P. Keaton
Hauppauge, NY19 days ago $100k - $135k
...delivering real value to our clients.Our mission is to provide exceptional... ...to income, estate, gift, and wealth transfer taxes.Serve as a... ....7+ years of progressive tax experience in public accounting, with a... ...Suite and tax research platforms (e.g., CCH Tax, Engagement or...PlatformFull timeLocal areaVisa sponsorship3 days per weekPKF O’Connor Davies
Hauppauge, NY4 days ago$275k
Divisional ProfileWhen clients need capital, Global Capital Markets (GCM) responds... ...leading data center operators, digital infrastructure platforms, hyperscale sponsors, private equity... ...initiativesQualifications5-8+ years of relevant experience in investment banking, structured...PlatformDigitalTemporary work$65k - $103k
...to join our team as an Associate in Wealth Management Client Reporting Operations to support the onboarding... ...Morgan Stanley's Wealth Management platform.In the Operations division, we... ...outcomes- At least 2 years' relevant experience would generally be expected to find the...PlatformTemporary work$17 - $43.27 per hour
Client Service Associates provide exceptional service to our clients... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...PWAEducating or enrolling clients in digital tools (e.g. MSOnline, eSign,... ...of the FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:High...DigitalHourly payTemporary workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Digital Client Experience & Platforms Analyst - Wealth Mgmt. Be the first to apply!
