Investment Banking Associate / Vice President – New York
Morgan Stanley
Full-timeIn person
Posted
Jun 10, 2026
Closes
Sep 8, 2026
Job Description
Investment Banking Associate / Vice President – New York at Morgan Stanley
Skills & Competencies
Skills relevant to this opportunity
- Firm-wide financial planning methodology — define and continuously refine to ensure consistent, high-quality client outcomes across all advisors and service lines.
- Advisor team development — mentor and coach junior and mid-level financial advisors, designing learning strategies that accelerate their professional competency and licensing achievement.
- Organizational growth strategy — lead by identifying target client segments, developing service models, and allocating resources to expand the firm's advisory practice.
- Enterprise risk culture — establish by setting standards for ethical conduct, suitability review, and compliance oversight that govern all client-facing activity at scale.
- Complex high-net-worth client relationships — manage at the principal level, providing integrated wealth management guidance that spans investment, tax, philanthropy, and estate planning domains.
- Industry and regulatory trends — monitor and translate into updated firm policies, ensuring the advisory practice remains ahead of compliance obligations and market opportunities.