Top Tech Jobs & Startup Jobs in NYC, NY

The Chief of Staff oversees financial advisory team operations, support-professional productivity, strategic initiatives, client service, communications, business development, and team priorities. Responsibilities include coordinating business matters, tracking growth and asset acquisition, improving client relationships, delegating service needs, supporting hiring and training, and integrating new firm services. The role requires financial-services expertise, securities licenses, leadership, strong organization, and advanced client-service and communication skills.

Manages 10b5-1 trading plans and restricted stock transactions for executive clients and issuers. Provides high-touch client support, advises on plan structures and trade schedules, coordinates Rule 144 filings, settlement, gifting, money movement, option exercises, and equity administration. Maintains compliance documentation and records, explains SEC rules, resolves complex service issues, and collaborates with advisors, trade desks, issuer teams, and internal partners. Supports process improvements, prospect presentations, conferences, and operational risk reduction.

Leads architecture and development of a high-throughput performance reporting engine on AWS. Owns modernization of legacy systems, distributed event-driven design, data modeling, observability, testing, Agile delivery, and engineering standards. Mentors global engineers, partners with business and technology stakeholders, translates financial requirements into technical solutions, and communicates architecture and roadmap decisions to senior leadership.

Owns product strategy, roadmap, backlog, and delivery for Morgan Stanley and E*TRADE mobile experiences. Leads agile teams across product, engineering, UX, QA, compliance, risk, and operations to launch secure, accessible, scalable mobile, web, and API capabilities. Uses customer research, analytics, market insights, and competitive analysis to prioritize enhancements, define success metrics, improve engagement, and communicate outcomes to senior leadership.

Serve as portfolio manager for OCIO pension clients, setting asset allocation, selecting managers, and managing risk. Build liability-driven and total-return strategies, conduct asset-liability studies, draft IPS, provide reporting, coordinate operations/custodians, partner with advisors and consultants to win business, and produce institutional content for client/advisor engagement.

Provide day-to-day investor services and act as primary contact for fund managers and investors. Open and maintain investor accounts, process subscriptions/redemptions and cash movements, produce MIS and operational reports, handle queries and escalations, perform second-level reviews, ensure compliance with offering documentation, AML and statutory regulations, mentor team members, and participate in IT/operational projects (specification, testing, implementation).

Manage client relationships and accounting procedures for hedge funds, ensure compliance with GAAP, oversee monthly closings, and coordinate audits.

Manage and grow corporate client relationships for Morgan Stanley at Work. Serve as the primary client contact, conduct needs analyses and business reviews, interpret contracts and service commitments, coordinate internal teams to resolve issues, support client retention, deliver demonstrations and training, identify new opportunities, and promote service best practices. The role requires equity or share plan industry experience, financial licenses, strong communication and analytical skills, and up to 25% travel within North America.

Own the strategy, roadmap, delivery, governance, and continuous improvement of a client-facing MFA platform across web and mobile channels. Lead cross-functional teams across engineering, cybersecurity, fraud, risk, compliance, legal, design, analytics, and operations. Manage authentication capabilities, security controls, privacy, client experience, adoption, operational readiness, metrics, and regulatory requirements while reducing fraud and account takeover risk.

Lead strategy, roadmap, governance, adoption, and delivery for Morgan Stanley’s enterprise AI Development Platform. Build and manage a high-performing product organization, oversee AI product portfolios, and partner with engineering, security, risk, governance, and business stakeholders. Drive responsible AI implementation across models, cloud platforms, data, developer tooling, vendors, observability, and regulatory requirements while communicating priorities and outcomes to senior leadership.