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Senior Wealth Management Client Lead
Job in
Los Gatos, Santa Clara County, California, 95032, USA
Listed on 2026-07-17
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley in California seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, strengthening client experiences and contributing to digital marketing, portfolio details, and planning tools.
Role requires strong communication, leadership, and organizational skills to manage meetings, reports, and cross-team collaboration in a fast-paced financial environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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