Cash Management Solutions Architect Wealth Advisors
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-17
Listing for:
625 Morgan Stanley Private Bank,NA
Full Time
position Listed on 2026-07-17
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Morgan Stanley is seeking a Cash Management Specialist to advise clients on a full suite of cash management solutions and coordinate with Financial Advisors to increase adoption across wealth management teams. The role requires strong relationship-building, business development, and presentation skills.
Travel around the regional territory is significant (approximately 50%). A BA/BS is required, with at least five years in banking, cash management, or treasury management within wealth management.
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