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Morgan Stanley logo
Morgan StanleySan Francisco, CA

$68,000 - $120,000 / year

POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

T logo
Two95 International Inc.Alpharetta, GA
Job Title: Warehouse Management System Specialist Location: Alpharetta, GA (REMOTE) Job Type : Contract Rate: $Open/hr. Requirements Job Description The Warehouse Management Developer will provide overall SQL support for an in-house reporting/visibility tool that documents data from multiple databases. Work closely with business teams, analyze & understand the reporting requirements, build SQLs in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports Responsible to coordinate User acceptance of the Business Intelligence tool by supporting User Acceptance and Delivery phase of the project. Will also keep the key stakeholders informed on the progress of the development Skills Direct work experience and knowledge of Warehouse Management Systems Understanding of Softeon WMS processes – Including Inbound, warehouse mgmt., pick/pack, and inventory mgmt. outbound processes Build SQL queries in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports. Build SQL queries to get specific sets of data pulled and provide data for reporting purposes Understanding of Softeon WMS processes is a plus Excellent analytical and problem-solving skills Ability to work independently Strong organizational and time management skills Excellent communication and critical analysis skills Benefits Note: If interested please send your updated resume to joseph.prabakar@two95intl.com and include your salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest! ­

Posted 30+ days ago

BETA Technologies logo
BETA TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The Senior Embedded Software Configuration Management Engineer is responsible for managing software life cycle data and records for airborne embedded software design and production. This activity is crucial to the process of obtaining and maintaining FAA Certification to produce, supply, and operate aircraft. The Software Configuration Management Engineer works cross functionally with Airworthiness, Engineering, Production, Quality, and other Stakeholders providing critical data and process inputs to software life cycle and configuration activities and maintaining the traceability and auditability of software data in the ALM, version control and archive systems. How you will contribute to revolutionizing electric aviation: Define configuration management and related processes to control and manage embedded software life cycle data and records in compliance with DO-178C and other industry regulations and standards. Train and guide users in best practices for managing software life cycle data and records. Coordinate, scope, and track changes to software life cycle data, conduct releases, establish baselines and manage configuration documentation for airborne software, software tools, and test equipment software. Chair the Software Change Control Board (SCCB) to ensure changes are adequately documented, authorized for implementation, and reviewed for correctness and completeness. Ensure correct software loading for production along with compatibility with aircraft systems. Assist in authoring procedures for the Quality Management System and development of the quality records management system and audit checklists. Become a subject matter expert, support and train users in use of relevant BETA software life cycle processes and systems (Polarion, Subversion, and GitLab). Minimum Qualifications: Deep knowledge of embeddedsoftware development processes, familiarity with DO-178C, SAE AS9100D and SAE AS9115A. 5+ years of experience in aerospace or other government regulated design and manufacturing industry; or BS degree in computer science and 2 years’ experience in aerospace or government regulated industry. Experience in PLM, ALM Applications managing baselines of Requirements, Test, code while identifying and managing software changes. (Polarion, DOORS, JAMA, JIRA). Requirements, Test, and Change Management software experience (Polarion, DOORS, JAMA, JIRA). Experience with Version control software (Subversion, Git, GitLab). Experience developing and maintaining configuration indexes. Passion for safety through quality. Excellent written and verbal communication skills with internal and external customers. High energy, self-motivated, organized and detail oriented. Above and Beyond Qualifications: Strong problem solving and root cause corrective action investigation background. Polarion scripting and automation experience, including workflow conditions and functions, wiki page scripting (Apache Velocity), Live Report widgets, form extensions, etc. Work Environment: The Software Configuration Management Engineer is expected to be available for onsite work at BETA Technologies locations in Montreal Canada, Burlington Vermont, or Raleigh area of North Carolina. This is a contractor position, with 45-50 hours of work per week, minimum of 1 year assignment with possible extension. The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 30+ days ago

BETA Technologies logo
BETA TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The Flight Test (FT) Bill of Material (BOM) Management Engineer is responsible for leading the configuration and maintenance of aircraft Bills of Materials (BOMs) across the flight test fleet. This includes: · Experimental, company-owned aircraft · Aircraft configured for company flight testing or FAA certification efforts · Design changes that may impact future customer-delivered configurations This role is crucial to the process of obtaining and maintaining FAA certification to produce, supply, and operate aircraft. The FT BOM Management Engineer work cross-functionally with Certification Engineers, Systems Engineers, Design Engineers, Flight Test Engineers, and Supply Chain to manage BOM changes and maintain alignment between the PLM, ERP, and as-maintained data. This role will be responsible for ensuring BOM accuracy and auditability, managing changes in accordance with internal procedures, and enabling efficient downstream processes. How you will contribute to revolutionizing electric aviation Analyze all product design changes and FT issued changes and provide detailed overall hardware, software and test asset impacts for all flight test assets. Coordinate, track, and status the review and approval of design and flight test changes to aircraft configurations Will have intimate knowledge of flight test asset configurations and will have the ability to advise as to the changes necessary to update bills of material for all flight test assets in all affected databases Will have the ability to author and maintain procedures related to flight test BOM management, flight test instrumentation configurations, flight test asset configurations to support company and FAA flight test schedules Will have knowledge of change management and product structure management within a product lifecycle management (PLM) tool, preferably 3DXperience as well as Beta’s Configuration Management service Will have knowledge in the application of changes to the product structure including applying product (aircraft or motor) effectivity to end item units Will have knowledge of configuration and change management principles for hardware and software to maintain correct configuration effectivity in a certification/regulatory environment. Will have knowledge of developing training and providing detailed instructions to assist others with flight test BOM management Minimum Qualifications Deep knowledge of configuration management processes, familiarity with SAE-649 5+ years of experience in aerospace or other regulated design and manufacturing industry BS in a relevant engineering or quality discipline or equivalent education and experience Production Lifecycle and Enterprise Resource Planning software (3Dx, Teamcenter, Plex, SAP) Requirements, Test, and Change Management software (DOORS, Polarion, JIRA) Proficient with 3D CAD Software (Catia/Enovia preferred) Strong skills in MS Excel for analyzing and comparing product structures Excellent written and verbal communication skills with internal and external customers High energy, self-motivated, organized, and detail oriented Above and Beyond Qualifications Familiarity with 3D digital thread and/or model-based definition (MBD) environments Strong analytical, problem solving and decision-making abilities Growth mindset with the ability to think on your feet, suggest solutions, adjust priorities and move forward Physical Demands and Work Environment Aircraft flight test environment working closely with flight test mechanics, pilots and other flight test personnel. Significant onsite work at Beta Technologies locations in Burlington, VT The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 4 weeks ago

Morgan Stanley logo
Morgan StanleyPurchase, New York

$57,000 - $115,000 / year

Morgan Stanley Wealth Management is seeking a highly motivated individual in the Associate or Assistant Vice President job bands to join the Regulatory Change Management team. This role will provide strategic and operational support to the Head of Regulatory Change Management, enabling effective oversight of regulatory initiatives and efficient management of team priorities. The successful candidate will serve as a trusted partner to leadership, coordinating business management activities, monitoring project execution, and ensuring alignment with regulatory, operational, and business objectives. This position offers a unique opportunity to gain exposure via a small and collegial team environment . The team handles high-impact initiatives, works with senior stakeholders, and strategic decision-making within Wealth Management. This role will have ongoing interaction with senior members from WM Client Segments, WM Platforms, Investment Solutions, Technology, Legal, Risk, and Compliance. Key Responsibilities: Support the Head of Regulatory Change Management in managing day-to-day operations, strategic priorities, and cross-functional initiatives. Track, monitor, and report on the status of regulatory change projects, ensuring timely execution and risk mitigation. Coordinate with stakeholders to assess regulatory impacts and support development of change management strategies. Prepare executive-level materials, including presentations, dashboards, and status updates for senior management and governance forums. Manage leadership meeting agendas, action items, and follow-ups to drive accountability and progress. Support resource planning, budget tracking, and other business management functions. Maintain comprehensive documentation of regulatory changes, ensuring clarity, accuracy, and accessibility. Identify opportunities to enhance processes, reporting, and operational efficiency. Assist with risk assessments and help implement mitigation plans for regulatory initiatives. Foster collaboration and a culture of continuous improvement across the team and stakeholder groups. Qualifications: Bachelor’s degree in Business, Finance, or a related field. Self-starter with a high degree of professionalism, discretion, and attention to detail. Strong desire to learn new skills Minimum 3 years of experience in a mix of project management, product management, business operations or regulatory response management within the financial services industry. Strong understanding of Wealth Management industry required and some familiarity with the relevant regulatory frameworks preferred Proven track record of managing multiple priorities and delivering high-quality outcomes under tight deadlines. Exceptional communication skills, both verbal and written, with the ability to tailor messaging for senior audiences. Strong analytical, problem-solving, and organizational abilities. High proficiency in Microsoft Office Suite, with advanced skills in PowerPoint and Excel. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 57,000 and 115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

Northern Trust logo
Northern TrustChicago, IL

$137,400 - $240,400 / year

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: Global Compensation Consultant, Head of Wealth Management and Asset Management/Global Compensation The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design, implementation and execution of compensation programs and policies that support the business unit's strategy. This role serves as a subject matter expert in base, variable compensation, sales plans, job evaluations, market pricing and compensation analytics. The role ensures that all compensation structures support business objectives, are competitive to market, compliant with regulatory standards, and aligned with the firm's total rewards philosophy. This role will work closely with HR Business Partners, Talent Acquisition and senior business leaders as well as their Reward colleagues. The key responsibilities of the role include: Leads the design, implementation, and execution of innovative and competitive compensation strategies for the Wealth Management and Asset Management business, including incentive, sales compensation plans, and market analysis. Partners closely with senior business leadership, HR business partners and other primary stakeholders to align compensation programs with business goals and regulatory requirements. Oversees and supports the annual compensation cycle by utilizing data and analytics to provide insights and recommendations to leadership Monitors and analyzes market trends and competitor practices to recommend adjustments as needed Maintains knowledge and understanding of global remuneration practices via external forums, consultant interaction and peer networks Provides guidance and thought leadership to HR and business leaders on compensation matters including job offers, market competitiveness, and pay for performance Collaborates on compensation communications and training for managers and employees Aligns compensation approaches with business needs and regulatory restrictions, developing creative solutions for talent acquisition and retention. Recommends solutions or alternative actions to resolve compensation-related challenges. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity Skills/Qualifications: 10 or more years of experience in compensation disciplines including financial services Wealth Management and / or Asset Management (WM/AM) Demonstrated proficiency via extensive technical and business knowledge and functional expertise of WM and/or AM sales plans; global sales plans experience is preferred Demonstrated experience in job evaluation, job architecture, market pricing, benchmarking, salary structure design and development, pay for performance, short- and long-term incentive compensation Excellent verbal, written and presentation communication skills. Experience with conducting presentations to clients, peers and/or senior management related to compensation topics Demonstrated ability to consult and influence with all levels of management Past experience demonstrating strong change management and project management skills Ability to solve highly complex problems through quantitative and qualitative analysis in a team-based environment Critical attention to detail - demonstrated ability to consistently deliver at a high level of accuracy Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $137,400 - $240,400 Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 3 weeks ago

DSG logo
DSGPlano, TX

$60,000 - $75,000 / year

Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 30+ days ago

DSG logo
DSGCedar Park, TX

$60,000 - $75,000 / year

Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 1 week ago

DSG logo
DSGLive Oak, TX

$60,000 - $75,000 / year

Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 4 days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$100,000 - $140,000 / year

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, model and other risks. Background of the Position The Risk Chief Operating Office comprises several global teams that partner across risk areas to deliver strategic and regulatory-driven initiatives. The role will reside within Firm Risk Management's Chief Administrative Office (CAO), which covers a broad array of areas spanning talent management, budget, governance, and regulatory initiatives. The ideal candidate will possess a willingness to learn about risk management and support talent, engagement and training initiatives across FRM. This position offers an excellent opportunity for growth, providing exposure to all areas within FRM. Primary Responsibilities > Manage and contribute to global talent initiatives and key projects, ensuring scope, timelines, and quality control requirements are met > Oversee FRM's training framework, develop curriculums and materials, and ehnance existing content > Assist in strategic planning and execution of divisional engagement events for the New York metro area > Collaborate with HR, Compliance and Risk leadership to get input and buy-in for talent programs and initiatives > Provide support for various ad-hoc deliverables for senior management Experience > Bachelor's degree required > 1-5 years of work experience > Strong written and verbal communication skills > Ability to analyze information and strategize based off data > Strong interpersonal and relationship-building skills > Desire to tackle new and exciting projects with ability to adapt quickly > Proficiency with MS Office applications (PowerPoint, Excel, Word) > Detail oriented and able to manage competing deadlines and time pressure > Experience with Jive a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

General Atomics logo
General AtomicsPoway, CA

$90,930 - $162,788 / year

Job Summary General Atomics Aeronautical Systems, Inc. (GA-ASI), an affiliate of General Atomics, is a world leader in proven, reliable remotely piloted aircraft and tactical reconnaissance radars, as well as advanced high-resolution surveillance systems. This position is responsible for leading and managing the design, development and implementation of computer business systems policies, programs and procedures, including human resources, general ledger, inventory fixed assets and smaller systems such as contracts. Participates in the strategic planning for the selection of computer hardware and software so that future Management Information Systems (MIS) requirements will be met. Ideal candidates will have an extensive background in overseeing the building and maintenance of aerospace sustainment configuration management systems. Specifically, architecture and data repositories for technical specs (i.e., S1000D products and procedures, TMO's, mechanical drawings, and related) technical product control, product spec/workflow management systems, from an IT Systems and Databases point of view. This position will supervise a team of technical experts on the Configuration Management team. DUTIES AND RESPONSIBILITIES: Formulate and recommend policies, objectives, budgets, plans, procedures and schedules for the department; develop, recommend, implement and monitor uniform programs; conduct quality control audits and evaluate work standards and performance levels ensuring uniformity, effectiveness, and appropriate staffing levels. Develops and supports financial and administrative computer software systems and procedures including but not limited to human resources, general ledger, inventory fixed assets and smaller systems in support of various groups. Analyze and plan for future MIS needs; assist in areas of computing and software needs so that future MIS requirements are met. Interface with staff to determine the best technical solutions for business programming problems. Reconcile user requirements with existing and/or projected computer capacity and capabilities. Analyze programming system's capabilities to resolve questions of program standards, output requirements, input data acquisition, and programming techniques and controls. Responsible for selecting, motivating, training, evaluating and directing staff. Responsible for observing all laws, regulations and other applicable obligations wherever and whenever business is conducted on behalf of the Company. Expected to maintain a productive and safe working environment in accordance with established operating procedures and practices. Additional Functions: Other duties as assigned or required. We recognize and appreciate the value and contributions of individuals with diverse backgrounds and experiences and welcome all qualified individuals to apply. Job Category Business Development Travel Percentage Required 0% - 25% Full-Time/Part-Time Full-Time Salary State California Clearance Level Secret Pay Range Low 90,930 City Poway Clearance Required? Desired Pay Range High 162,788 Recruitment Posting Title Service Lifecycle Management (SLM) Systems and Information Management Job Qualifications Typically requires a Bachelors degree in Computer Science, Information Technology or related technical field and six or more years progressively complex experience in programming and computer systems analysis. Additional professional experience may be substituted in lieu of education. Must demonstrate a strong working knowledge and understanding of business systems activities, principles, concepts, theories, regulations and practices; strong knowledge of applicable ERP software, VAX, PCs, and mainframes; experience with government cost accounting; and leadership skills including organizing, planning, scheduling and coordinating workloads to meet established deadlines and milestones. Must possess: the ability to resolve moderately complex technical and management issues strong verbal and written communication skills to accurately document, report and present findings strong interpersonal skills to effectively interface with all levels of employees, management and outside representatives, including providing direction to and scheduling work of assigned staff the ability to maintain the confidentiality of sensitive information strong computer skills Technical aviation production, sustainment support, and Defense contracting background required. Project Management experience with Project Management Professional (PMP) certification highly desired. Ability to work independently and lead in a team environment is essential as is the ability to work extended hours and travel as required. Ability to obtain and maintain a DoD Security Clearance is required. US Citizenship Required? Yes Experience Level Management Relocation Assistance Provided? No Workstyle Hybrid

Posted 5 days ago

M logo
Metropolitan Transportation AuthorityNew York, NY

$94,669 - $120,952 / year

Position at MABSTOA Job Information Materials Management Supervisor (Procurement- Materials Management & Distribution) - JVN First Date of Posting: 11/052025 Last Date of Filing: 11/26/2025 Authority: OA/TA Department: Procurement Division/Unit: Materials Management & Distribution Reports to: Director, Operations Planning & Analysis Work Location: 2 Broadway, New York, NY Hours of Work: 8am- 4pm Compensation $94,669 - $120,952 Overview Under direction, of the Manager, Material Management is responsible for management of automated inventory management system; preparation and processing of user initiated requests for material, special campaigns, inventory build-up of new parts; development of reorder points for inventory replenishment based upon usage patterns, economic order quantity methods, time phased deliveries; maintenance of inventory to ensure adequate levels, designating delivery location, expediting stock outages, redeployment of existing stock; oversees and coordinates the computerized systems that support the macro-level logistics planning for the Authority's material needs; responsible for statistical studies of the dollar-value of inventory, analysis of potentially obsolete items, examinations of system-wide stockage and order quantity policies. Responsibilities Supervise the assignment of and review the work of subordinates in the preparation and management of requests for materials based upon user requirements, in order to maintain adequate inventory levels to supply normal usage and to supply extraordinary requirements, e.g. special campaigns, the build-up of a new parts inventory; the maintenance of the stock item description file for the Commodity Management System; the analysis of usage history, including the dollar value of inventory, in order to establish economic reordering quantities and/or obsolescence of existing stock. Consolidating large data sets from various systems on a common platform, developing standardized reporting and streamlined analytics. Train subordinate employees in the policies and procedures of the Department and disciplines necessary to determine material needs. Education and Experience A baccalaureate degree from an accredited college with a major in economics, business administration, public administration, or a related field and four years of progressively responsible experience in the fields of procurement, logistics, training and/or database organization; or A satisfactory equivalent of training and experience. Note: Master's degree can substitute for one year's experience as described herein. Desired Skills Knowledge of Supply Chain Systems, Power BI/Tableau, Microsoft Suite, Problem Solving, Versatile, Communication Other Information Pursuant to the New York State Public Officers Law & the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the "Commission"). Equal Employment Opportunity MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including with respect to veteran status and individuals with disabilities. The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply.

Posted 2 weeks ago

DSG logo
DSGFrisco, TX

$60,000 - $75,000 / year

Ashley, the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$120,000 - $173,000 / year

We're seeking someone to join our team as a Director on the Wealth Management Operations Vendor Management team to identify and deliver material efficiency, savings and risk reduction, while maintaining the highest levels of customer experience for our internal and external partners, alike. Our team serves as a horizontal utility within WM Operations with the goal of providing effective oversight and governance for our third-party vendor relationships, while ensuring adherence to Firm-wide Operations and Corporate Framework. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist position at Director level within the Vendor/Network Management, which is responsible for providing transaction support and managing post-execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Manage complex processes and/or support significant process management/project efforts Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations Leading small and medium-scale projects within Wealth Management Operations vendor services. Ability to identify opportunities in supplier expense or to gain operational efficiencies while managing risk. Communication with senior management to provide vendor service reporting and escalation. Partnering with Operations, Technology and Field stakeholders in managing various special project initiatives. Focus on risk mitigation and reporting across WM Operations, WM Risk, WM Business and Firmwide. Partner with Sourcing to execute vendor contract renewals, amendments, task orders and monitor contract expiry. Developing objective, data driven recommendations wherever possible. Monthly/Quarterly Reporting - vendor oversight/performance, opportunities, financials, Includes meeting minutes, SLAs, RAG Ratings, Firmwide issues. Monthly CORR Reporting for vendor incidents. Vendor Incident Tracker/Corrective Action Reporting & Quality Reviews. Smaart Invoice processing and reconciliation, approval routing. iShield Monitoring and provide Key updates of program changes to relevant internal stakeholders and Produce Bi-weekly Vendor Management SPOC Reporting to Assist Service Owners to understand and address unfavorable Control Group Assessment findings. Coordinate SPAR Assessments with Control Group Assessment Teams, Service Owners and Technology and Risk and Collaborate with Service Owner, if unfavorable (Weak) assessment can be remediated by reviewing Case Closure Reports. Conduct annual vendor onsite visits for critical ranked vendors. Collection of vendors annual SSAE18 / SOC1 documentation. Coordinate review and acceptance with Service Owners & Risk to Populate Due Diligence Matrix and store in repository for evidencing and Participate in Audit Review Requests. What you'll bring to the role: Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures Ability to think commercially, understand the impact of initiatives, risks on the operational budget Ability to address non-standard issues within area of expertise Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you Strong organizational and analytical skills and the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner. Strong relationship management skills. Detail-oriented and highly motivated. Ability to work effectively with minimal supervision At least 6 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $120,000 and $173,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Sun Life Financial logo
Sun Life FinancialWellesley Hills, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: WHAT IS IN IT FOR YOU: Over the past several years, the Private Fixed Income ("PFI") portfolio has grown in assets under management across a diversified and growing range of international clients. The PFI Portfolio Management team was created to grow and manage PFI-focused client portfolios (other than Sun Life's). The Associate Director, PFI Portfolio Management, will be supporting the Managing Director, Head of PFI Portfolio Management and will play a pivotal role in one of the industry's most dynamic and sophisticated Private Fixed Income platforms. The team is the center of excellence for portfolio construction, asset allocation, and client mandate execution across a diverse set of strategies including infrastructure debt, private placements, and structured credit. The role is highly strategic, driving precision in how client capital is deployed and ensuring portfolios are built to deliver strong, consistent results. This position offers direct exposure to senior leadership, active involvement in fund and separate managed account ("SMA") negotiations, and hands on responsibility for asset selection and portfolio design. Limited travel (less than 10%) is required for client meetings, diligence sessions, and internal collaboration. WHAT YOU WILL DO: Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design. Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines. Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy. Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence. Identify information required and help coordinate responses for prospect Requests for Proposals ("RFP"). Lead preparation of quarterly client updates, presentations, and due diligence packages. Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs. Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline. WHAT YOU WILL NEED TO SUCCEED: Client-focused and entrepreneurial mindset. Strong analytical, problem-solving, and detail-oriented aptitude. Team player that works well in cross-functional situations. Ability to prioritize work and manage against tight deadlines. Excellent communication skills with ability to explain complex concepts clearly. Understanding of investment grade private credit portfolios and deal types. PREFERRED SKILLS: At least two years of experience at an asset manager, financial institution, or consulting firm. Familiarity with PFI considered a strong asset. University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics). CFA, CIM, CPA or MBA designation considered an asset. Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset. Note: Limited travel may be required for client meetings, diligence sessions, and internal collaboration. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Private Fixed Income Management We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice.

Posted 2 weeks ago

P logo
P3 USA, Inc.Greenville, SC
The unique aspect of our business is the mindset of our employees: curious, adventurous, and innovative. P3 consultants take on early responsibilities with clients in management consulting, diverse technology topics, and scalable IT solutions. Make a project your project. Openness for new, innovative, and unconventional approaches; short decision paths; respectful cooperation; and fruitful synergies make us a diverse, unbeatable team and successful company - worldwide. WHAT YOU WILL DO: You will be responsible for demanding industrialization projects with focus on the following: Supplier relocation, start-up management and production optimization for our customers until handover to the affected OEM plants according to APQP, VDA 6.1 and 6.3; material management readiness, strategic vendor management, supply assurance, and complex end-to-end supply chain expertise. Implement and maintain a cross-functional supply chain/material maintenance strategy between multiple stakeholders. Lead critical delivery situations and take over the task force project management at the interface between suppliers and vendors. Responsible for strategic and operative project work for our international customers. Perform root cause analyses and identify deficits regarding products and manufacturing processes. Propose changes in the supply chain/logistics processes to improve our customer's operational efficiency and reduce costs. Plan workforce utilization, space requirements, workflow, and designs layout of equipment and workspace for maximum efficiency. Manage relationships with suppliers and ensure Automotive Standard Services are maintained. Communicate, present, and interface directly with clients. Grow with us in various industries and help build business by following your desired career path and passion. Support our great team by taking on internal work and coaching others. WHO YOU ARE: You have a master's degree (mechanical, industrial, electrical, or similar field.) with focus on supply chain management. You have 3+ years of experience in the automotive and/or consulting sector. You display advanced knowledge of supply chain principles, manufacturing, and production processes. You burn for logistics, production 4.0, supply chain and operations; you put the pedal to the metal on your job and you love action in everyday life. You can create clear status reports, identify issues, create solutions, and navigate resolutions. You call yourself a pragmatic doer with digital competence and are up for being a brand ambassador for P3. Self-motivated and driven with entrepreneurial spirit. Excellent written and verbal communication skills, well spoken with powerful presentation skills. You are detail oriented, structured and have common sense. You think ‘out of the box' to create solutions when none exist. Analytical and highly competent in Excel, Minitab, and (ideally) Power Bi. With an agile mindset you are not afraid of diving into uncharted waters. Strong conflict resolution skills help you manage, mitigate, and resolve conflicts. Your English skills are solid, German and/or Spanish is a plus. You are willing to travel. You are legally authorized to work in the U.S. GOOD TO KNOW: We offer a competitive salary with bonus potential. You get up to 20 days PTO and 10 paid company holidays. You can get healthcare, life insurance, dental & vision, 401(k) matching. We offer mentorship and onboarding programs and a flat hierarchy. We offer national and international travel opportunities. You have career opportunities in a fast-growing company and work in small, efficient project teams.

Posted 30+ days ago

The University of Kansas Health System logo
The University of Kansas Health SystemShawnee Mission, Kansas
Position Title Utilization Management Analyst- Spend ManagementBroadmoor Campus Position Summary / Career Interest: The System Utilization Management Analyst is responsible for the implementation and monitoring of certain product portfolios through clinical integration within our supply chain. This position is required to review value beyond the price of a product and execute on utilization management value stream initiatives as an outcome of this vision. The Utilization Management Analyst builds and fosters relationships both internal and external to the organization in order to drive the strategic quality and financial vision for the Health System. Responsibilities and Essential Job Functions Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department. Responsible for building and maintaining effective relationships across multiple functional areas within the Health System to drive changes in product or service utilization and cost reduction strategies Leads crucial and sensitive projects with end-users to reduce variation in supply utilization and achieve desired patient outcomes and standardize inventory within the Health System Uses clinical skillset (if applicable) to take on tough conversations with clinical end-users, recruit buyin and ask the necessary and probing questions on products and their effect on patient outcomes Leverages data and clinical evidence to drive and execute improvements in patient outcomes, increase revenue and decrease expenses to the organization according to defined department SMART goals and key performance indicators (KPI) Leads, effectively communicates and executes cost reduction and quality improvement efforts by working closely with Clinical Supply Optimization committees, key stakeholders and Supply Chain functional areas to develop effective plans and measurable outcomes Conducts rounding with clinical end-users as needed to assess effectiveness and use of clinical products Works with clinical departments/end-users, vendors, distributors and internal Supply Chain Distribution and Logistics to review current state product utilization, cost/case data (if applicable) and clinical practices to standardize, create product formularies, and reduce variation in product utilization. Sits on clinical committees to provide updates, bridge clinical and supply chain gaps/nomenclature, and support requests and organizational projects as they pertain to supplies. Strive to align product utilization and contract compliance while improving patient outcomes (i.e. reducing CAUTI, CLABSI, HAPI, falls, etc.) Responsible to achieve defined annual savings and value stream goals and objectives Utilizes all available tools to gain market knowledge and to access best pricing of assigned categories. Develops and maintains vendor relations; escalates vendor concerns to management Utilizes internal and external data to identify savings opportunities, including our Group Purchasing Organization's (GPO) tools, purchasing data, contracting data and other internal financial tools Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department. These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities. Skills and duties may vary dependent upon your department or unit. Other duties may be assigned as required. Required Education and Experience Bachelors Degree in related field of study from an accredited college or university; or, minimum of five years of commensurate experience in supply chain. Preferred Education and Experience Master's Degree in related field of study from an accredited college or university. Clinical experience, including but not limited to the following environments: Registered Nurse, Interventional Radiology Technologist, Surgical Technologist, Respiratory Therapist, Cath Lab Technologist, Electrophysiologist Technologist. Preferred Licensure and Certification Certification in Materials and Resource Profession (AHA CMRP) or Value Analysis (AHVAP) certification. TUKHS Lean Certification. Required Language Skills Fluent English- Fluency in English with advanced Communication skills. Knowledge Requirements Proficient with Microsoft applications. Familiarity with Lean concepts and processes. Strong problem-solving skills. Ability to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands. Time Type: Full time Job Requisition ID: R-47423 We are an equal employment opportunity employer without regard to a person’s race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, ancestry, age (40 or older), disability, veteran status or genetic information. Need help finding the right job? We can recommend jobs specifically for you! Create a custom Job Alert by selecting criteria that suit your career interests.

Posted 4 days ago

Morgan Stanley logo
Morgan StanleySan Francisco, California

$68,000 - $120,000 / year

Job Description POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Bilingual - Fluency in Mandarin Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 6 days ago

Boeing logo
BoeingBerkeley, Missouri

$165,750 - $204,750 / year

Program Management Spec (Program Management) Company: The Boeing Company Boeing Defense, Space & Security (BDS) has an exciting opportunity for a Mid-Level Program Manager (Level L) to join our dynamic team in Berkeley, Missouri . This position is for the F-15 Production and Rate Readiness Program Manager. The person will be responsible to lead the multi-functional F-15 Production System Team to factory stability and on to a rate of delivering 2 aircraft per month. The person will lead the rate readiness BPI process and lead Oobeya as means of achieving this accomplishment. Position Responsibilities: Manages employees and first-level managers performing business management activities in the area of Program Management Develops and executes integrated departmental plans, policies and procedures and provides input on departmental business and technical strategies, goals, objectives Acquires resources for department activities, provides technical management of suppliers and leads process improvements Develops and maintains relationships and partnerships with customers, stakeholders, peers, partners and direct reports Provides oversight and approval of technical approaches, products and processes Establishes Program Management Best Practices (PMBP) program goals and establishes a PMBP improvement plan Manages, develops and motivates employees and first-level managers This position is expected to be 100% onsite. The selected candidate will be required to work onsite at one of the listed location options. This position is for 1st shift. This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. (An Interim and/or final U.S. Secret Clearance Post Start is required.) Basic Qualifications (Required Skills/Experience): More than 5 years of experience leading or managing projects and/or teams More than 3 years of experience leading or managing projects that involved cross-functional or cross-business unit teams Preferred Qualifications (Desired Skills/Experience): Bachelor’s degree or higher More than 1 year of experience working directly with executives or senior leaders Typical Education/Experience: Education/experience typically acquired through advanced education (e.g. Bachelor) and typically 9 or more years' related work experience or an equivalent combination of technical education and experience (e.g. PhD+4 years' related work experience, Master+7 years' related work experience, 13 years' related work experience, etc.) Relocation: Yes- Need charge line . This position offers relocation based on candidate eligibility. Travel: Position may require travel up to 15% of the time. Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary pay range: $165,750 - $204,750 Applications for this position will be accepted through November 19, 2025. Language Requirements: Not Applicable Education: Not Applicable Relocation: This position offers relocation based on candidate eligibility. Export Control Requirement: This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post-Start is required. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E – Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)

Posted 4 days ago

Sun Life logo
Sun LifeWellesley, Massachusetts
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: WHAT IS IN IT FOR YOU: Over the past several years, the Private Fixed Income (“PFI”) portfolio has grown in assets under management across a diversified and growing range of international clients. The PFI Portfolio Management team was created to grow and manage PFI-focused client portfolios (other than Sun Life’s). The Associate Director, PFI Portfolio Management, will be supporting the Managing Director, Head of PFI Portfolio Management and will play a pivotal role in one of the industry’s most dynamic and sophisticated Private Fixed Income platforms. The team is the center of excellence for portfolio construction, asset allocation, and client mandate execution across a diverse set of strategies including infrastructure debt, private placements, and structured credit. The role is highly strategic, driving precision in how client capital is deployed and ensuring portfolios are built to deliver strong, consistent results. This position offers direct exposure to senior leadership, active involvement in fund and separate managed account (“SMA”) negotiations, and hands on responsibility for asset selection and portfolio design. Limited travel (less than 10%) is required for client meetings, diligence sessions, and internal collaboration. WHAT YOU WILL DO: Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design. Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines. Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy. Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence. Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”). Lead preparation of quarterly client updates, presentations, and due diligence packages. Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs. Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline. WHAT YOU WILL NEED TO SUCCEED: Client-focused and entrepreneurial mindset. Strong analytical, problem-solving, and detail-oriented aptitude. Team player that works well in cross-functional situations. Ability to prioritize work and manage against tight deadlines. Excellent communication skills with ability to explain complex concepts clearly. Understanding of investment grade private credit portfolios and deal types. PREFERRED SKILLS: At least two years of experience at an asset manager, financial institution, or consulting firm. Familiarity with PFI considered a strong asset. University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics). CFA, CIM, CPA or MBA designation considered an asset. Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset. Note: Limited travel may be required for client meetings, diligence sessions, and internal collaboration. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Private Fixed Income Management We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com . We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

Posted 3 days ago

Morgan Stanley logo

Private Wealth Management, Wealth Management Associate

Morgan StanleySan Francisco, CA

$68,000 - $120,000 / year

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Job Description

POSITION SUMMARY:

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES:

Client Support:

  • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
  • Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns
  • Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
  • Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
  • Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
  • Provides ongoing support in educating clients about specific products and services offered at the firm
  • Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
  • May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
  • Works with clients on the execution of orders in Brokerage and Advisory accounts
  • Assists clients with market and stock research
  • Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
  • Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
  • Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor

Business Development & Operational Support:

  • Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
  • Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
  • Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
  • Identifies and implements practice management opportunities by interfacing with various departments across the firm
  • Coordinates enrollment campaigns/meetings for existing clients
  • Assigns work to team's Client Service Associate as appropriate
  • Cultivates and develops relationships with business partners internally and externally
  • Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
  • Proactively participates in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • 5+ years of work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active SIE, Series 7 and 66 (or 63 and 65) licenses
  • Additional product licenses may be required

Knowledge/Skills

  • Enjoys working with people and problem solving
  • Effective written and verbal communication skills
  • Knowledge of financial industry and investment products preferred
  • Strong understanding of applicable compliance rules, regulations and firm policies
  • Able to work independently and effectively on a team
  • Demonstrates leadership skills
  • Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Ability and interest in working in a fast-paced, evolving environment

Reports to:

  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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