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, this role focuses on assisting in areas such as digital marketing, portfolio holdings, financial planning, reporting, and analysis.

Duties and Responsibilities:

Client Support:

• 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, such as executing money movement transactions and answering general non-investment related questions concerning client accounts.

Remaining current on all policies, procedures, and new platforms.

Business Development & Operational Support:

• Assisting the FA/PWA/team in executing against their business plan, partnering closely with other market stakeholders.
• Executing administrative elements of digital and in-person marketing strategies, including conferences, seminars, social media, and email connectivity.
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients.
• Assisting with research using firm-approved systems.
• Participating in existing client and/or prospective client meetings, representing the service lens.
• Participating in firm initiatives, special projects, and other duties directed by local management.

Qualifications:

Education, Experience, Knowledge, and Skills:

• 2+ years of work experience in a relevant field required.
• Four-year college degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Additional product licenses may be required.

• Knowledge of financial services products, including equities, bonds, options, mutual funds, and managed accounts.
• Technically proficient and quick learner of new platforms.
• Detail oriented with superior organizational skills.
• Expert knowledge of MS Office and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate.
• Ability to work in a fast-paced, evolving environment.
• Goal oriented, self-motivated, and results driven.

Reports To:

• Business Service Officer

Morgan Stanley's goal is to build and maintain a diverse workforce that reflects our standards of integrity and excellence. Our recruiting efforts aim to attract and retain the best from all talent pools. We ensure equal employment opportunity without discrimination based on any characteristic protected by law.