Wealth Management Client Segments and E*TRADE Strategy & Execution, Associate

Wealth Management Client Segments and E
* TRADE Strategy & Execution, Associate

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

We are seeking an Associate to support Strategy and Execution efforts across the WMCS and E
* TRADE business with a focus on supporting senior/experienced members of the team across all four verticals, with responsibility for the following.

• Building comprehensive pro‑forma Excel models and conducting other quantitative analyses to assess the economic impact of strategic initiatives and presenting key findings to senior leadership across the organization to inform decision‑making.
• Spearheading innovation through organic and inorganic business growth initiatives.
• Developing strategies to drive operational efficiency at scale for businesses across Morgan Stanley Wealth Management (e.g., international expansion).
• Partnering with colleagues across our leading institutional research and sales teams to assess competitive landscapes and identify key differentiators / competitive gaps.
• Gaining meaningful leadership experience across divisions, balancing stakeholder needs to execute against key initiatives and ensure alignment of priorities.
• Building internal and external presentations for Wealth Management executives across a broad range of topics and strategic initiatives.
• Partnering with the broader Client Segments and E
  * TRADE Strategy & Execution team to support cross‑divisional initiatives, chief‑of‑staff responsibilities, and execution across segment‑based projects.
• Contributing to broader business management needs such as:
  • Coordinating annual budgeting across the organization.
  • Managing an inventory of strategic initiatives and obtaining regular updates from the rest of the leadership team.
  • Running monthly management reporting in collaboration with partners from finance, human resources, marketing, risk, compliance, etc.

• Bachelor’s degree required plus at least two years of related industry experience with a general understanding of Wealth Management product and services.
• Background in Investment Banking, Management Consulting is a plus.
• Current SIE/Series 7 and 63 licenses are preferred, but not required.

• Strategic thinker with excellent analytical and problem‑solving skills and a background in financial modeling.
• Self‑starter who will take initiative, learn quickly and work independently.
• Strong interpersonal skills and the ability to interact with colleagues at all levels of the organization.
• Detail‑oriented individual with ability to multi‑task and manage competing deadlines.
• High level of attention to detail, with excellent written and verbal communication skills.
• Team‑oriented, with high level of administrative and interpersonal professionalism.
• High energy, results oriented and high performer in fast‑paced environment.
• Advanced knowledge of Excel and intermediate knowledge of PowerPoint, DataIKU, Thinkcell & Tableau is a plus.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices…