Morgan Stanley
Join to apply for the
Private Wealth Management Analyst
role at
Morgan Stanley .
Position Summary Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. The role focuses on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
Duties And Responsibilities Client Service
Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow‑ups.
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, 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.
Remain current on all policies, procedures and new platforms.
Business Development Support
Assist the FA/PWA/team in organizing around and executing their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
Execute administrative elements of digital and in‑person marketing strategies, including conferences and seminars or webinars, websites, social media and regular email connectivity.
Prepare and review various client reports or financial plans from firm‑approved systems for existing or prospective clients.
Assist with research using firm‑approved systems.
Participate in existing client and/or prospective client meetings, representing the service lens.
Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
Education And Experience
2+ years of work experience in a field relevant to the position.
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.
Knowledge/Skills
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
Technically proficient and a 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.
Strong time‑management skills.
Team player with the ability to collaborate with others.
Ability to work in a fast‑paced, evolving environment.
Adaptable and able to multi‑task.
Goal‑oriented, self‑motivated and results‑driven.
Reports To Business Service Officer.
What You Can Expect From Morgan Stanley Morgan Stanley raises, manages and allocates capital for our clients – helping them reach their goals. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day. We offer an environment where you are supported and empowered, with opportunities for growth and career advancement. Morgan Stanley is home to more than 80,000 employees worldwide and offers comprehensive benefits and perks.
Salary range for this position: $68,000 – $120,000. The successful candidate may be eligible for an annual discretionary incentive compensation award.
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, parental leave and 20 vacation days annually), 10 paid holidays, 401(k) and short/long‑term disability, among other special perks reserved for our employees.
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, 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.
#J-18808-Ljbffr
Private Wealth Management Analyst
role at
Morgan Stanley .
Position Summary Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. The role focuses on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
Duties And Responsibilities Client Service
Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow‑ups.
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, 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.
Remain current on all policies, procedures and new platforms.
Business Development Support
Assist the FA/PWA/team in organizing around and executing their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
Execute administrative elements of digital and in‑person marketing strategies, including conferences and seminars or webinars, websites, social media and regular email connectivity.
Prepare and review various client reports or financial plans from firm‑approved systems for existing or prospective clients.
Assist with research using firm‑approved systems.
Participate in existing client and/or prospective client meetings, representing the service lens.
Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
Education And Experience
2+ years of work experience in a field relevant to the position.
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.
Knowledge/Skills
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
Technically proficient and a 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.
Strong time‑management skills.
Team player with the ability to collaborate with others.
Ability to work in a fast‑paced, evolving environment.
Adaptable and able to multi‑task.
Goal‑oriented, self‑motivated and results‑driven.
Reports To Business Service Officer.
What You Can Expect From Morgan Stanley Morgan Stanley raises, manages and allocates capital for our clients – helping them reach their goals. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day. We offer an environment where you are supported and empowered, with opportunities for growth and career advancement. Morgan Stanley is home to more than 80,000 employees worldwide and offers comprehensive benefits and perks.
Salary range for this position: $68,000 – $120,000. The successful candidate may be eligible for an annual discretionary incentive compensation award.
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, parental leave and 20 vacation days annually), 10 paid holidays, 401(k) and short/long‑term disability, among other special perks reserved for our employees.
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, 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.
#J-18808-Ljbffr