Wealth Management Finance; FA Services - Associate

Position: Wealth Management Finance (FA Compensation Services) - Associate
We're seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of contact for members of the Field leadership organization, as well as branch and market management, delivering timely, accurate, and professional support related to specialized compensation programs. The role requires strong analytical, communication, and problem solving skills, along with the ability to partner effectively across multiple business functions.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Associate position within our Sales Compensation Job Family which is responsible for calculation commissions and compensation for the MSIM sales team and Wealth Management financial advisors. Includes due diligence, interactions with payroll, processing compensation and maintaining the integrity and accuracy of compensation data.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

Collaborate with a varied group of colleagues in Finance and across the Firm

Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products

Adhere to the Firm's risk and regulatory standards, policies and controls

Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards

Develop and maintain an in depth understanding of Advisor Compensation Policies to effectively support both Field Management and Home Office teams in execution of the program

Partner with Field leadership to deliver day to day compensation support and respond to compensation related questions and escalations

Manage and resolve Field inquiries by investigating issues, clarifying policy, and providing clear, well supported responses

Ensure all written and verbal communications reflect Firm tone, style, and branch standards, with a strong focus on accuracy, consistency, and attention to detail

Partner with senior leaders, HR, and other business stakeholders to translate complex compensation concepts into clear, employee friendly communications

Collaborate cross functionally with colleagues in HR, Field Management, Technology, Finance, and Operations

Perform analytical investigations across business units, including collaboration with Technology and Operations teams to identify root causes and corrective actions

Communicate updates to Field Management regarding new or revised procedures, policies, events, and training initiatives

What you'll bring to the role:

Working knowledge of Finance functional area, industry and competitive environment

Ability to communicate clearly and concisely, and adapt to various audiences

Willingness to seek guidance and provide feedback to further develop self and peers

Bachelor's degree

2-3 years of relevant experience in the Financial Services industry, with preferred exposure to Wealth Management

Excellent written, verbal, and interpersonal communication skills

Strong analytical and problem solving abilities with attention to detail

Proficiency in Microsoft Excel, PowerPoint, and Word

Demonstrated self starter who thrives in a fast paced, team oriented environment

Highly detail oriented with the ability to prioritize and manage multiple deliverables under committed deadlines

Proactive learner with a positive, solution oriented attitude

Motivation for continuous improvement and innovation

Independent, resourceful, and accountable in executing responsibilities

Familiarity with Alteryx and Dataiku is a plus

AI Integration

Experience:

Ability to manage AI agents and incorporate them into innovative business solutions

Strong judgment and discretion when handling sensitive compensation information

Ability to investigate, explain, and recommend corrective actions as neede

Comfort engaging with senior stakeholders and Field leadership

WHAT…