Teams at Morgan Stanley

The Lead Solution Manager will define solution vision and intent, work on solution design, execution, and collaborate with technology stakeholders to manage delivery and lead teams.

Provides day-to-day client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movement requests, answering account questions, preparing client meeting materials, assisting with account opening and financial planning data entry, supporting marketing activities, coordinating calendars and meetings, managing travel and expenses, and maintaining client documentation. The role requires strong organization, interpersonal communication, Microsoft Office proficiency, and willingness to obtain required securities licenses.

Support development and maintenance of systematic equity portfolios, perform performance attribution, risk decomposition and back-tests, contribute research and client-facing analysis, and enhance internal Python/R libraries and tools.