- Morgan Stanley (Purchase, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** * Regional Training Officer ( Wealth Management)* **Location:** ... development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program encompasses...growth. *About the Role:* * * * * The Regional Training Officer (RTO) plays… more
- Morgan Stanley (Stamford, CT)
- …and compliance. * Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * ... Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer informed...or process that requires escalation from the Senior Risk Officer and/or the Regional Risk Officer… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Business Service Officer * **Location:** ... our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer … more
- Citigroup (New York, NY)
- …a best-in-class use of management reporting + Partner with applicable global, regional and industry stakeholders across ICM and within front office and Independent ... and credit monitoring standards for applicable portfolios with a particular focus on Wealth Management and Commercial Bank. + Assist as Subject Matter Expert in… more
- S&P Global (New York, NY)
- …allocation strategies in collaboration with internal partners and the Chief Commercial Officer (CCO) to enhance regional sales performance. + Attract, develop, ... the Role:** **Grade Level (for internal use):** 15 **The Role: Head of Regional Sales, Americas** **Overview:** The Head of America Sales will spearhead the… more
- Morgan Stanley (Melville, NY)
- …for the Complex Management team (including Complex Manager, Complex Business Service Officer , Senior Complex Risk Officer and Associate Complex Manager). ... event logistics/planning and accounting for meetings including Complex management, Regional Councils, National Sales partners, external wholesalers, and others as… more
- Morgan Stanley (Greenwich, CT)
- …and expense management information in collaboration with CBSO and/or Business Service Officer (BSO) *Management Support* * Navigate the firm's resources and act as ... (eg, Global Volunteer Month, Annual Appeal) as well as regional and Complex initiatives as directed * Actively engage...Complex initiatives as directed * Actively engage in available training and education programs to maintain current status on… more