Morgan Stanley
This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$68,000.00/yr - $120,000.00/yr Direct message the job poster from Morgan Stanley Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a Graystone team including: Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers Business Development Support: At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or ICD/team, assisting with research using firm-approved systems At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients’ portfolios Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Salary range for the position: $68,000 - $120,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Analyst, Research, and Customer Service Referrals increase your chances of interviewing at Morgan Stanley by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Consulting Specialist jobs in
Potomac, MD . Senior Consultant Business Process Improvement
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Fairfax, VA $50,800.00-$92,100.00 1 day ago Columbia, MD $88,755.00-$111,000.00 2 weeks ago Columbia, MD $70,562.00-$89,000.00 2 weeks ago Columbia, MD $80,000.00-$106,786.00 1 week ago Washington DC-Baltimore Area $60,000.00-$80,000.00 20 hours ago Business Development Government Contracting Consultant
Fairfax, VA $54,400.00-$89,700.00 2 weeks ago Bethesda, MD $65,000.00-$90,000.00 2 days ago Silver Spring, MD $75,000.00-$90,000.00 2 months ago Acquisition Consultant/Management Analyst
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$68,000.00/yr - $120,000.00/yr Direct message the job poster from Morgan Stanley Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a Graystone team including: Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers Business Development Support: At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or ICD/team, assisting with research using firm-approved systems At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients’ portfolios Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Salary range for the position: $68,000 - $120,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Analyst, Research, and Customer Service Referrals increase your chances of interviewing at Morgan Stanley by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Consulting Specialist jobs in
Potomac, MD . Senior Consultant Business Process Improvement
McLean, VA $75,000.00-$100,000.00 2 months ago Tysons Corner, VA $67,550.00-$104,810.00 1 week ago Associate Consultant, Life Sciences Consulting
Acquisition Consultant/Management Analyst
Fairfax, VA $50,800.00-$92,100.00 1 day ago Columbia, MD $88,755.00-$111,000.00 2 weeks ago Columbia, MD $70,562.00-$89,000.00 2 weeks ago Columbia, MD $80,000.00-$106,786.00 1 week ago Washington DC-Baltimore Area $60,000.00-$80,000.00 20 hours ago Business Development Government Contracting Consultant
Fairfax, VA $54,400.00-$89,700.00 2 weeks ago Bethesda, MD $65,000.00-$90,000.00 2 days ago Silver Spring, MD $75,000.00-$90,000.00 2 months ago Acquisition Consultant/Management Analyst
Washington, DC $125,000.00-$150,000.00 2 weeks ago Sponsorship Consultant / Strategic Partnerships Specialist (Commission-Based)
Washington, DC $83,000.00-$93,000.00 2 weeks ago Rockville, MD $60,000.00-$110,000.00 2 months ago Fairfax, VA $60,000.00-$110,000.00 2 months ago Business Analyst - Implementation Consultant
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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