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Executive Assistant, Wealth Management (EquityZen)

4 days ago• New York, NY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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Morgan Stanley Private Markets & EquityZen brings together Morgan Stanley's private markets capabilities with EquityZen's leading marketplace and technology platform to expand access to private market opportunities.

The combined business connects private companies, shareholders, and accredited investors through innovative solutions, data-driven insights, and a scaled marketplace designed to help participants navigate the private markets with greater confidence.

Morgan Stanley Private Markets is looking for an Executive Assistant to support its leadership team.

Key Responsibilities Include:

  • Managing complex schedules with focus on proactively identifying and resolving conflicts and communicating them to senior executives in a timely manner
  • Handling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizers
  • Vetting and prioritizing requests for meetings and external appearances
  • Organizing and submitting expenses including securing pre-approvals for internal and external (product vendor) as required
  • Answering phone inquiries and directing as appropriate
  • Planning, organizing and implementing events such as team meetings, department wide events and off-sites
  • Performing ad hoc administrative and business management responsibilities
  • Creating presentations and providing meeting summaries
  • Managing business unit administration including real estate, office supplies, and employee onboarding
  • Shadowing the executive or serving as proxy in lower or midtown Manhattan offices as needed
  • Taking on special department projects as capacity allows


Qualifications:

  • Bachelor's degree preferred and 5+ years of professional experience
  • Familiarity with Morgan Stanley and the financial services/wealth management industry, required
  • Excellent organization, time management, and communication skills
  • A detail-oriented self-starter who is eager to take on complex assignments
  • Someone who exhibits sound judgement with the ability to prioritize and multi-task
  • Someone who is energetic and eager to tackle new projects and ideas
  • An individual who is comfortable interacting with high-level executives
  • A team-player capable of cultivating productive working relationships across the firm
  • Excellent computer skills, including Outlook, Word, PowerPoint and Excel
  • Exceptional writing, editing and proofreading skills


WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Client-provided location(s): New York, NY
Job ID: Morgan-PT-JR044869
Employment Type: FULL_TIME
Posted: 2026-10-05T18:44:44

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)