Jobs at Morgan Stephens

This full-time Workers' Compensation Attorney role is based in New Haven, Connecticut, within a rapidly expanding statewide practice at Morgan & Morgan. The position involves managing a high volume of complex cases and hearings, including drafting litigation documents, guiding clients through legal processes, and preparing for depositions and court appearances. The firm provides world-class case management software and a consistent influx of new cases to support attorney success. This opportunity appeals to experienced legal professionals seeking to join a mission-driven organization dedicated to consumer rights, offering a collaborative environment with comprehensive benefits and significant potential for career growth.

This full-time Service Manager role leads maintenance operations for a large residential community comprising 636 units. The position involves overseeing daily performance, physical integrity, and regulatory compliance while managing a team of maintenance technicians. Key responsibilities include recruiting and training staff, providing expert troubleshooting for HVAC, electrical, and plumbing systems, and establishing preventive maintenance schedules. The role offers a collaborative environment focused on operational excellence and resident satisfaction. While the position requires a standard Monday through Friday schedule, it includes a mandatory rotating on-call duty for emergencies. The opportunity appeals to experienced leaders seeking to drive team growth and ensure high-quality property standards in a supportive setting.

This Vice President role within the Global Financial Crimes Testing team at Morgan Stanley focuses on strengthening the firm's financial crime prevention framework through rigorous testing and governance. The position involves leading risk-based reviews across Anti-Money Laundering, Sanctions, and Anti-Corruption domains, while evaluating control effectiveness and overseeing the full review lifecycle from planning to reporting. Key responsibilities include mentoring junior staff, collaborating with business units to develop test scopes, and communicating complex findings to senior management. The role offers the appeal of working with a global leader in financial services, contributing to the integrity of the financial system, and engaging with emerging digital asset risks. The position requires four days of in-office attendance at the Baltimore location and provides a collaborative environment with opportunities for professional growth and diverse career advancement.

This full-time Junior Accountant role is based in the construction industry and supports the senior financial team. The position involves maintaining general ledgers, reconciling accounts monthly, and preparing financial statements and budgets. Key responsibilities include assisting with accounts receivable, ensuring compliance with GAAP, and collaborating on the implementation of financial systems. The role offers a supportive environment ideal for career growth, requiring strong attention to detail and problem-solving skills. Candidates must have a bachelor's degree and at least two years of accounting experience, preferably within construction.

This full-time Private Client Advisor role within J.P. Morgan Wealth Management in Brooklyn focuses on delivering comprehensive financial planning and investment solutions to individuals and families. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking a collaborative environment that champions diversity and offers extensive growth opportunities through a broad product platform. Candidates will work with a supportive team to foster lifelong client relationships while utilizing cutting-edge technology. The position requires specific financial licenses and experience in client acquisition, offering a dynamic career path within a leading global financial services firm.

This full-time Private Client Advisor role at J.P. Morgan Wealth Management in Brooklyn focuses on delivering comprehensive financial planning and investment solutions to individuals and families. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking to leverage a broad product platform and thought leadership within a culture that prioritizes diversity, inclusion, and client-centric service. Candidates will work in a collaborative environment supported by extensive benefits and professional development opportunities.

The Private Client Investment Associate role at J.P. Morgan Wealth Management in Bellevue supports Private Client Advisors by delivering operational, marketing, and administrative services. Key responsibilities include facilitating account openings and investment trades, managing client relationship reviews, and ensuring compliance with risk management and regulatory requirements. This position offers the opportunity to work within a leading financial services firm that prioritizes diversity, inclusion, and employee well-being. The role provides access to comprehensive benefits, professional development resources, and a collaborative team culture focused on helping clients achieve their financial goals.

This permanent Accountant role supports the dynamic Accounting and Finance team in managing the organization's financial operations. The position requires a professional with at least five years of experience to oversee accounts payable and receivable, conduct detailed job costing, and prepare comprehensive monthly, quarterly, and annual financial reports. Key duties also include implementing financial controls, assisting with budget preparation, and liaising with external auditors to ensure regulatory compliance. The opportunity is appealing for its focus on financial accuracy and problem-solving within a rewarding culture that values career growth. Candidates with a CPA or CMA designation are preferred, and the role offers a chance to drive company success through efficient financial management.

This full-time Private Client Advisor role within J.P. Morgan Wealth Management focuses on delivering comprehensive financial planning and investment solutions to individuals and families in the Austin area. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking a collaborative environment that champions diversity and offers access to a broad platform of investment products and thought leadership. Success in this position requires strong business judgment and a commitment to integrity, with opportunities for growth within a leading financial institution.

This Vice President role within J.P. Morgan Asset Management's Multi-Asset Solutions team focuses on developing retirement insights for corporate and public retirement plans. The position involves analyzing proprietary data to identify behavioral trends, serving as a technical expert on retirement planning vehicles, and translating complex research into actionable strategies for financial professionals. Key responsibilities include creating white papers, delivering presentations at industry events, and collaborating with client advisor teams globally. The role appeals to candidates passionate about retirement research and thought leadership, offering a fast-paced environment with significant travel opportunities to engage diverse audiences. It provides a platform to influence retirement outcomes while working alongside a large group of investment professionals managing substantial global assets.

This Vice President or Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising affluent families on building, preserving, and managing their wealth. The position involves managing existing client relationships, acquiring new assets, and providing comprehensive advice on asset allocation, investments, credit, and banking needs. Candidates will partner with internal specialists to deliver holistic financial solutions while adhering to strict regulatory guidelines. The role is appealing due to the opportunity to work alongside a talented, collaborative team supported by a robust institutional platform with extensive resources. It offers a dynamic environment for professionals with an entrepreneurial mindset to advance their careers through continuous learning and high-impact client engagement. The position is based in San Francisco.

This Vice President role within J.P. Morgan's U.S. Private Bank focuses on delivering high-level investment solutions to qualified purchaser clients. The position involves conducting investment reviews to validate client objectives, developing investment policy statements, and advising on asset allocation strategies. Key responsibilities include closing sales of complex investment products, coordinating with Capital Advisors and Trust Officers, and providing guidance to junior staff members. The role appeals to experienced professionals seeking a collaborative environment where they can leverage an entrepreneurial mindset to deepen client relationships and advance their careers. Candidates will work alongside talented colleagues across various functions to drive business growth while adhering to strict compliance standards.

This Managing Director role within J.P. Morgan's International Private Bank focuses on advising offshore clients across Asia on building and preserving their wealth. The position involves managing high-net-worth relationships, providing holistic balance-sheet advice on investments and credit, and driving new asset acquisition. Candidates will leverage a strong institutional platform to deliver tailored financial solutions while collaborating with internal specialists. The role appeals to professionals seeking a client-first culture with broad exposure to global markets and significant career growth opportunities. Fluency in English and Mandarin is required, and the position supports a dynamic environment where entrepreneurial thinking is valued.

This full-time role within J.P. Morgan Wealth Management's National Branch group in Irvine, CA, focuses on serving clients as a Personal Advisor. The position involves partnering with individuals to create custom financial plans, matching them with investment portfolios managed by the firm's Chief Investment Officer, and providing ongoing advice to navigate life changes. Key responsibilities include converting leads into clients, utilizing a solution-oriented mindset for holistic planning, and educating clients on digital tools for financial monitoring. The role is appealing for its emphasis on building trusted, long-term relationships supported by top-tier technology and a collaborative office environment. Success in this position requires active Series 7 and Series 66 licenses, with a preference for candidates holding a CFP designation and prior financial planning experience.

This Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising Private Equity and Venture Capital firms on comprehensive banking and lending solutions. The position involves managing a large national book of clients, providing strategic advice on balance sheet management, asset allocation, and credit needs while collaborating with local coverage markets. Key responsibilities include generating new assets through proactive outreach, re-engaging existing clients, and connecting them with specialized partners across the firm's ecosystem. The role is appealing for its opportunity to work within a fast-paced, entrepreneurial environment supported by a robust institutional platform and intellectual capital. It offers significant career growth potential through collaboration with diverse teams and the chance to challenge oneself in a leading global financial institution.

This permanent Cost Accountant role supports financial operations within a fast-paced manufacturing environment. The position focuses on conducting cost analysis to drive efficiency, managing the general ledger, and preparing detailed financial reports for stakeholders. Key duties include ensuring GAAP compliance, performing variance analysis, and collaborating with departments on budgeting and strategic financial modeling. The role appeals to detail-oriented professionals seeking to make a direct impact on business decisions through data-driven insights. Candidates will work in a dynamic setting that values analytical expertise and process improvement.

This full-time Consulting Optician Assistant role supports a dedicated healthcare team focused on delivering superior vision care services. The position involves assisting opticians with eyewear selection, fitting, and dispensing while managing patient records with high accuracy. Key responsibilities include scheduling appointments, maintaining office organization, and ensuring compliance with healthcare regulations. The role is appealing for candidates passionate about helping others see better, offering a collaborative environment within a growing organization. A minimum of five years of healthcare experience is required, and the position emphasizes strong customer service skills and attention to detail in a fast-paced setting.

This full-time Senior Client Associate role within J.P. Morgan Advisors supports Financial Advisors in delivering wealth management services to ultra-high net worth clients in San Francisco. Key responsibilities include managing client onboarding and account maintenance, executing investment trades, and providing comprehensive support across various financial products and planning tools. The position serves as a vital liaison between advisors, compliance, and business units while fostering strong client relationships. The role appeals to candidates seeking career growth within a global financial firm, offering a fast-paced environment with access to extensive resources and a culture that values innovation and excellence. The position requires obtaining Series 7 and 66 licenses and involves direct interaction with clients and internal teams.

This permanent Controller role is based within the construction industry and focuses on leading the organization's financial strategy and operations. The position involves overseeing all corporate accounting, regulatory reporting, and the development of internal control policies. Key responsibilities include managing project budgets and cost control measures, analyzing financial data to present accurate reports to senior leadership, and developing the finance team through training and role clarification. The role appeals to strategic thinkers seeking to drive organizational growth in a dynamic environment. It offers the opportunity to influence business planning and optimize resources while working with a collaborative team.

This permanent Senior Tax Associate role supports the Accounting and Finance team at a growing CPA firm. The position involves preparing and reviewing complex tax returns for various entities, including S Corps and real estate holdings, while conducting multi-entity financial reviews and strategic tax planning. Key responsibilities include managing state and local tax compliance, mitigating tax risks, and responding to inquiries from federal and state authorities. The role appeals to seasoned professionals seeking to work with a diverse client portfolio and leverage their expertise in tax operations and consulting. Candidates will collaborate closely with accountants and auditors to deliver high-quality services that exceed client expectations.

This permanent Controller role is a critical leadership position within the management team of a growing healthcare organization. The individual will oversee all accounting operations, including billing, general ledger, and revenue recognition, while coordinating budget preparation, financial forecasting, and regulatory reporting. Key responsibilities also involve managing treasury functions, ensuring compliance with government tax filings, and leading the implementation of new ERP systems. The position offers the opportunity to work closely with senior leadership in a dynamic environment that values strategic financial analysis and strong internal controls. The role is based on-site within the organization's facilities.

This consulting role involves a Medical Billing Specialist joining a mission-driven healthcare organization to optimize billing operations. The position requires five years of experience and focuses on managing complex billing processes, reviewing patient accounts for accuracy, and resolving discrepancies with insurance providers. Key responsibilities include handling Medicare and Medicaid claims, training staff on billing procedures, and ensuring compliance with federal regulations. The role is appealing for its opportunity to drive process improvements within a growing team and utilize extensive knowledge of healthcare coding and payer requirements. The position is structured as a consulting engagement.