Top Tech Jobs & Startup Jobs in NYC, NY

Entry-level, in-person wealth management program supporting Financial Advisors through client engagement, business development, financial planning, workplace initiatives, onboarding, and wealth solution education. Associates analyze client engagement data, create outreach strategies, develop communication cadences, prepare business insights, and present recommendations. The 27-month program includes licensing and training, with sponsorship for Series 7 and 63 exams. Prior professional experience is not required, but a bachelor's degree, completed SIE exam, strong communication skills, and U.S. work authorization are required.

Leads business and data analysis for regulatory and compliance technology. Responsibilities include SQL-based data investigation, requirements gathering, data modeling, gap analysis, regulatory reporting, documentation, stakeholder liaison, BDD validation, UAT leadership, project execution, risk escalation, and audit readiness. The role partners with technology, QA, product, operations, and compliance teams to improve data quality, traceability, controls, and reporting processes.

Lead corporate deposit sales and origination, build pipelines, generate revenue, and manage relationships with corporate treasurers, CFOs, and senior decision-makers. Develop sales strategies, deliver tailored liquidity and cash management solutions, coordinate onboarding and service delivery, identify cross-selling opportunities, and report performance and market insights to senior leadership. The role requires deep corporate banking or treasury sales expertise and collaboration across Morgan Stanley business units.

Lead end-to-end delivery of Wealth Management monitoring technology, coordinating cross-functional teams, managing roadmaps, risks, and stakeholders to ensure compliance, supervisory controls, and high-quality execution across concurrent workstreams.

Lead strategy and execution for Morgan Stanley’s Path to Advice team, developing initiatives that drive client and asset growth across wealth management channels. Responsibilities include corporate and program strategy, executive presentations, test-and-learn campaigns, cross-functional program leadership, data-driven analysis, operational improvement, and coordination with Financial Advisors and field management. The role supports initiatives involving Generative AI, automation, lead generation, strategic partnerships, and new product areas.

Supports Morgan Stanley’s Executive Services business by coordinating specialized Financial Advisor networks, managing cross-functional initiatives, improving workflows, and driving technology adoption. Responsibilities include stakeholder alignment, advisor support, training coordination, process optimization, reporting, data-informed performance evaluation, and executive-level communications. The role requires strategic thinking, project management, strong communication, financial-services experience, and proficiency with Microsoft Office; coding and analytics skills are advantageous.

Performs performance attribution, contribution, ex-post risk, portfolio characteristic, and competitive analyses for equity and fixed-income portfolios. Develops interpretive reporting, monitors performance drivers, improves data integrity, and enhances analytical tools and reporting processes. Partners with investment, risk, technology, compliance, operations, vendors, and senior management to deliver standard and bespoke analyses, support governance, and drive automation and continuous improvement.

Supports evaluation, structuring, approval, and ongoing management of corporate lending transactions. Responsibilities include reviewing financing requests, presenting to investment committees, assessing credit quality and returns, negotiating loan documentation, managing challenged loans, coordinating with internal teams, and analyzing portfolio strategy, market trends, and revenue opportunities.

Develops and maintains Power BI dashboards, recurring management reports, and analytics for risk and credit functions. Translates business requirements into technical specifications, builds data models and transformations, writes and optimizes SQL and DAX, performs testing and data curation, implements refresh and security frameworks, and collaborates with data control, technology, and credit risk teams.

Supports EquityZen platform initiatives by assisting with product roadmaps, specifications, wireframes, UAT, A/B testing, launches, documentation, incident support, and agile delivery. Collaborates with design, engineering, sales, operations, and compliance teams; analyzes customer usage data and feedback to inform product improvements and data-driven decisions.