PWM Analyst • •

Wealth Management Analyst

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

• Assisting the FA / 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 responsibilities at 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 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

2+ years of work 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

Knowledge / Skills :

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).

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.

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.

Salary range for the position : $50,000 to $95,000 / year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees.