Wealth Platform Analyst — AVP
Morgan-Stanley
Morgan Stanley in New York is seeking a Business Analyst – Assistant Vice President to enhance their Wealth Management Platforms. The role involves supporting the team that delivers next-generation solutions and improves the client experience across various platforms. The ideal candidate has a Bachelor's degree and experience in investment advisory platforms. Strong analytical, organizational, and communication skills are essential, alongside a commitment to delivering high-quality results. #J-18808-Ljbffr Morgan-Stanley
$85k - $140k
Morgan Stanley is seeking a Risk Officer, Assistant Vice President, to join their Wealth Management Platforms team in Town of Islip. In this role, you'll support risk management and operational tasks while collaborating with multiple stakeholders. The ideal candidate should...Platform- Morgan Stanley is seeking a UX Designer to enhance financial products with a user-centered design approach. You will collaborate with teams to improve the user experience, design intuitive interfaces, and contribute to a diverse and innovative environment. This role requires...Platform
$110k - $190k
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between... ...identify cyber, fraud, and control design risks across digital asset platforms and supporting servicesAssessing the risk implications of...PlatformTemporary workWork at office$85k - $140k
...range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients... ...so they can pursue their financial goalsWealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and...PlatformTemporary workWork at officeWorldwide$85k - $140k
Business Analyst - Assistant Vice PresidentWealth Management PlatformsOne New York Plaza... ...Morgan Stanley provides a wide range of wealth management, investment banking, institutional... ...Division Profile :The Wealth Management Platforms organization manages digital platforms...PlatformTemporary workWork at office- Morgan Stanley in Purchase, NY is seeking a Strategic Change Manager to join our Wealth Management Platforms team. The successful candidate will support transformative change initiatives, manage critical workstreams, and liaise across various functions to enhance operations...Platform
- Morgan Stanley seeks an experienced Product Owner for Client Reporting in Wealth Management Platforms. The role focuses on shaping the reporting strategy, translating business needs into tech initiatives, and coordinating with Advisors and staff across the organization....Platform
- Morgan-Stanley is seeking a Workplace Platforms Product Manager to join their Wealth Management team located in Purchase, NY. The role involves collaborating with various partners to define and drive platform experiences that enhance financial wellness for clients. Candidates...Platform
- ...Responsibilities Generate, validate, and distribute standard and advanced reports from core banking, data warehouse, and third‑party application platforms. Maintain and enhance reporting dashboards and data models to support business operations and strategic planning. Ensure data...Platform
- Morgan-Stanley is seeking a Vice President as an Advisory Platforms Product Owner to enhance Wealth Management platforms in Purchase, NY. This role involves managing technology delivery, collaborating across diverse teams, and ensuring high-quality product outcomes. The...Platform
- Morgan Stanley seeks a UX Designer - Vice President to lead user experience strategy for its Wealth Management Platforms in Purchase, NY. The role involves collaborating with cross-functional teams to create intuitive and measurable user experiences for digital financial...Platform
$110k - $140k
...First Eagle Investments company, is a leading alternative credit platform with approximately $39billion in assets under management as of... ...achieve their long‑term objectives. Role Overview The Research Analyst will join the credit research team on the trading desk, working...PlatformLocal areaFlexible hours$125k - $190k
...First Eagle Investments company, is a leading alternative credit platform with approximately $39billion in assets under management as of... ...strategies. Position Summary We are seeking a Senior Research Analyst to join our credit research team. This hire will be located on...PlatformPermanent employmentLocal areaFlexible hours$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...the ability to learn and adapt to new information and technology platforms Desired Qualifications: Has experience working with...PlatformHourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary: $80,000-$115,000 base + bonus Schedule... ...0k + bonus Stable, reputable firm with a modern, tech‑forward platform Work closely with advisors and a sophisticated, multi‑...PlatformWork at officeLocal areaMonday to Friday$85k - $135k
...range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients... ...dynamic environment, and quickly learning/adapting to new tools and platforms.Qualifications:Bachelor’s degree requiredMinimum of 3-5 years...PlatformTemporary workWork at officeWorldwide$85k - $140k
Workplace Platforms Product Manager, Associate- AVPWealth Management PlatformsPurchase, NYWe are seeking a Product Manager to join the Workplace... ...of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients...PlatformTemporary workWork at officeWorldwide$32.22k - $90k
...POSITION SUMMARYClient Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$86k - $95k
Business Analyst, Information Systems Evaluates business processes, identifies needs, and develops strategies to maximize efficiency and... ...as liaison among business stakeholders, IT, and third‑party platforms to deliver scalable solutions aligned with institutional priorities...PlatformWork at officeLocal areaFlexible hours- ...metadata management, we’d love to hear from you! Description You will support the viewing experience of the client’s streaming platform by completing a variety of tasks requiring research, metadata, and film content expertise. Some of these tasks work in tandem with...Platform
$86.1k - $129.1k
...Salesforce (SFDC). May perform as a sales business lead on proposed configuration, training, and maintenance, for global CRM, PRM platforms sales playbooks, and other cloud based tools. This role will represent and define the sales business needs and transforming them into...PlatformWork at officeRemote work$86.08k - $129.12k
...Salesforce.com, CRM/PRM, and cloud‑based tools, providing business solutions that enhance efficiency. Seek ways to utilize Salesforce.com platform and AI tools to improve processes, productivity, and scaling capability. Provide direction and support for user support/training,...PlatformSummer workWork at officeRemote workFlexible hours- ...Description Job Description SUMMARY: The Data Report Analyst is responsible for generating, analyzing, and delivering reports... ...core banking system, data warehouse, and third-party application platforms to support business operations, financial reporting, and...PlatformWork at office
- ...Friday at our Central Islip location. The Data and Performance Analyst supports quality improvement, Population Health, and value-based... ...and maintain dashboards and reporting tools (using available platforms and Excel-based solutions). Ensure timely refresh of performance...PlatformFull timeMonday to Friday
$120k - $160k
...environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters....Temporary workLocal area$110k - $185k
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and... ...strategies for portfolios.The GIMA Operational Due Diligence Analyst will perform operational due diligence on alternative investment...Temporary workWork experience placement$120k - $205k
...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...Temporary workWork experience placementWorldwide$185 per hour
...insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required. About you ● You’re a fully-licensed Clinical Psychologist at a Master’s level or above with PSY,...PlatformBi-weekly payPrivate practice$121 per hour
...insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required. About you ● You’re a fully-licensed Marriage and Family therapist at a Master’s level or above...PlatformBi-weekly payPrivate practice$121 per hour
...insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required. About you ● You’re a fully-licensed Professional Counselor at a Master’s level or above with LPC,...PlatformBi-weekly payPrivate practice
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