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. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis

DUTIES and RESPONSIBILITIES:

Client Support:

As a key member of the service team, provide coverage for an FA/PWA/team including:

Assisting theFA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilitiesat the request of the client and/or FA/PWA/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

Business Development Operational Support:

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/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 connectivityAt the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clientsAt the request of the client and/or FA/PWA/team, assisting with research using firm-approved systemsAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lensParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

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. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis

DUTIES and RESPONSIBILITIES:

Client Support:

As a key member of the service team, provide coverage for an FA/PWA/team including:

Assisting theFA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilitiesat the request of the client and/or FA/PWA/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

Business Development Operational Support:

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/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 connectivityAt the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clientsAt the request of the client and/or FA/PWA/team, assisting with research using firm-approved systemsAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lensParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience 2 years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActiveSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredAdditional product licenses may be requiredKnowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsTechnically proficient and quick learner of new and updated platformsDetail oriented with superior organizational skills and ability to prioritizeExpert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applicationsExceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-task Goal oriented, self-motivated and results drivenREPORTS TO:Business Service OfficerExpected base pay rates for the role will be between $33,280,00 and $85,000.00 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'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).EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience 2 years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActiveSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredAdditional product licenses may be requiredKnowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsTechnically proficient and quick learner of new and updated platformsDetail oriented with superior organizational skills and ability to prioritizeExpert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applicationsExceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-task Goal oriented, self-motivated and results drivenREPORTS TO:Business Service OfficerExpected base pay rates for the role will be between $33,280,00 and $85,000.00 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'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).false