- 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 (New York, NY)
- …and compliance. * Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * ... * Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and/or the Regional Risk Officer * Focuses on business… 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
- Morgan Stanley (Short Hills, NJ)
- …to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be ... for growing their market through hiring, lateral recruiting and training . * * *Leadership:* * Leads by example by...* Responsible for delegating supervisory review/duties to the Risk Officer . * Responsible for the creation of an Annual… more
- Morgan Stanley (New York, 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
- Morgan Stanley (Short Hills, NJ)
- …The Service Manager (SM) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Service Associates ... operational approvals. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk… more