Jobs at Morgan Stanley

Client Engagement Analyst Job Description: With a focus on enhancing client satisfaction and engagement, Client Engagement Analyst drive forward the transformation of service delivery within the organization. Their efforts are pivotal in cultivating client relationships and leveraging the firm's resources for mutual benefit. This role demands a nuanced understanding of organizational policies, protocols, and competencies to effectively showcase the full range of services to clients. Duties and Responsibilities: Client Support: • Develop and enrich client relationships by actively communicating with clients, addressing their requests, resolving questions, providing recommendations, and ensuring the accuracy of important information and records • Recognize and aid in selecting Firm services and solutions that align with clients' needs, comprising banking products and services as well as secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Validate permission and confirm the authenticity of the client when handling their requests • Manage and sustain client accounts, including the acquisition of client information and required documentation, conducting financial transactions for demonstration • Assess client account alerts and implement necessary measures Other: • Engage with financial experts to develop a business roadmap and deliver on client servicing standards • Contribute to the team's marketing strategy by upkeeping marketing resources, such as online and social media platforms, and coordinating events and workshops for clients • Stay actively involved in relevant training sessions and educational initiatives that support the organization's strategic goals, personal advancement, and awareness of policies, protocols, and innovative platforms, while also making a commitment to attending designated monthly training calls for field service personnel • Carry out administrative tasks to aid Financial Advisors in their daily operations, such as managing phone calls, organizing business trips, scheduling client meetings, creating travel expense reports, and maintaining files and schedules • Take an active role in projects led by the local management team • Always be on the lookout for opportunities to utilize company resources for peer sharing and collaborating with Financial Advisors Formal education, direct experience, intelligence, and competences are all pivotal components in a person's skillfulness: Education and/or Experience: • High School Diploma/Equivalency • College degree preferred • Industry knowledge is a valuable asset • Intent to acquire Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) paired with Series 65 (RA) credentials Knowledge/Skills: • Proficiency in computer technology and adept at utilizing Microsoft Office applications effectively • Remarkable skills in written communication, client interactions, and service delivery • Demonstrates a commitment to precision, showcasing superior organizational talents and adeptness at task prioritization • Capable of collaborating effectively with peers and contributing to group success • Capability to thrive in a rapidly changing and dynamic work setting • Goal-driven, self-propelled, and outcome-oriented Anticipated features of Morgan Stanley's service: Morgan Stanley provides opportunities to work with leading professionals in a supportive environment where employees are encouraged to excel. Our teams are known for their collaboration and innovative thinking, drawing on their diverse backgrounds for inspiration. We offer attractive benefits and perks to support our employees and their families throughout their careers, with opportunities for advancement for those who demonstrate dedication and determination. Morgan Stanley aims to establish and uphold a team with diverse experiences and backgrounds, while ensuring a consistent reflection of integrity and excellence. Consequently, our recruitment strategies are geared towards attracting and retaining the best talents from all talent pools. We strive to be the preferred employer for potential candidates.

Salesforce Developer w/ AI
Brokerage
Location : Alpharetta , GA -hybrid 3 days on site
Duration 6 -18mth+ Contract
USC and GC
1-2 In-person Interview

Must have:

• 5-7 years of relevant Salesforce development experience
• Experience in Lightning Web Components (LWC)
• Apex, Triggers, Lightning Web Components (LWC), Aura Components, and Flows
• Salesforce Agentforce including AI agents, autonomous actions, and prompt templates
• Data Cloud capabilities like data models, streams, segments, and identity resolution, is essential.
• Proficient in a modern OO language (preferably Java)
• must be able to lead requirement gathering sessions, drive discussions, and define requirements with our Product team.
• Strong Communication
• LinkedIn Profile

Extensive Salesforce and integration experience.

The ideal candidate should demonstrate hands-on proficiency in Apex, Triggers, Lightning Web Components (LWC), Aura Components, and Flows. Additionally, foundational knowledge of Salesforce Agentforce including AI agents, autonomous actions, and prompt templates as well as Data Cloud capabilities like data models, streams, segments, and identity resolution, is essential.

Strong independent debugging skills are a must, along with excellent communication abilities for collaborating with both technical and business teams. Candidates should be comfortable coordinating and guiding offshore resources. Finally, they must be able to lead requirement gathering sessions, drive discussions, and define requirements with our Product team.


5-7 years of relevant Salesforce development experience
MUST have experience in Lightning Web Components (LWC)
Must also have experience in Co-Pilot is a plus
Strong knowledge of AI is highly desirable
" Exposure to integrations experience with Salesforce, REST API, Connected APP, OAUTH Flows
" Proficient- Apex, Visualforce, triggers, objects, security model, etc.
" Proficient to Lightning, Lightning Components, Lightning Web Components
" Proficient to Salesforce OOO Workflow Rules, Process Builder and Visual Flows
" Proficient to Salesforce Content Management Content Version, Document and Distribution
" Proficient to Apex design pattern
" Experience with HTML, CSS, Java Script is a plus
" Proficient in a modern OO language (preferably Java)
" Experience in destructive testing methodologies and tools
" Proficient to a cloud computing platform and the associated automation patterns they provide
" Exposure to application of design patterns
" Exposure to CICD tool like Flosum will be plus point

Knowledge, Skills, Abilities and Competencies:
" Cultivates Innovation: Creating new and better ways for the organization to be successful
" Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
" Collaborates: Building partnerships and working collaboratively with others to meet shared objectives
" Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
" Drives Results: Consistently achieving results, even under tough circumstances
" Interpersonal Savvy: Relating openly and comfortably with diverse groups of people
" Manages Ambiguity: Operating effectively, even when things are not certain or the way forward is not clear
" Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
" Self-Development: Actively seeking new ways to grow and be challenged using both formal and informal development channels
" Situational Adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations

Instructional Designer
Citizen Only
End Client : Brokerage
Location: Baltimore, MD 21230 (3 days onsite, Local to DC metro Area)
Duration 12-18mth+
Interview 1 virtual round and Last round On-site


Must Have:
"Instructional design experience for online training.
"Background in Cybersecurity, Technology, or Compliance training
Cybersecurity training is a MAJOR plus
"Advanced proficiency in Articulate Storyline 360, Rise, and Adobe Creative Suite as well as AI authoring tools.
"Experience using collaboration and content management platforms such as SharePoint, Jive, and MS 365 tools.
"Collaborate with senior SMEs to develop and refine learning solutions.
"Excellent communication
"LinkedIn Page with headshot photo and long term projects


CDRR FTC Requisition Instructional Designer:
"The CDRR Training team covers regulatory required training for the Cybersecurity and Information Security Policy as well as the Global Technology Policy.
"The Instructional Designer will build and/or rebuild engaging online learning solutions, based on content in our current training library.
"The new courses would be created via in-house tools and Firm assets for design.
"As needed, they will edit and advise on course scripts.
"This role partners closely with the CDRR training team and other subject matter experts to modernize learning and driver learner engagement.

Key Responsibilities:
"Design, develop, and maintain scalable digital learning solutions on regulatory required topics such as cybersecurity and technology procedures.
"Utilize internal tools such as Articulate Storyline, Rise, and Articulate AI Assistant.
"Partner with subject matter experts, team members, and stakeholders to ensure that the custom courses align with business and training goals.
"Develop course templates for future learning projects.
"Maintain and update learning assets and documentation within SharePoint and other internal knowledge platforms.

Skills Required:
"Instructional design experience for online training.
"Advanced proficiency in Articulate Storyline 360, Rise, and Adobe Creative Suite as well as AI authoring tools.
"Understanding of Accessibility Standards (WCAG).
"Experience using collaboration and content management platforms such as SharePoint, Jive, and MS 365 tools.
"Strong communication skills, including the ability to simplify technical material into learner-friendly content.
"Ability to collaborate with senior SMEs to develop and refine learning solutions.

Optional/Preferred Skills:
"Administrative and/or reporting experience with Cornerstone on Demand.
Background in Cybersecurity, Technology, or Compliance training.