Private 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 and/or proposal tools, financial planning, reporting, and analysis.

• 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.

• 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 the 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 connectivity.
• At 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 clients.
• At the request of the client and/or FA/PWA/team, assisting with research using firm‑approved systems.
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

• 2+ years of work experience in a field relevant to the position required.
• Four‑year college degree or professional certification preferred.
• Active Series7 (GS), and Series
  66 (AG/RA) or Series
  63 (AG) and Series
  65 (RA) required.
• Additional product licenses may be required.

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new and updated platforms.
• Detail oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications.
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Adaptable and able to multi‑task.
• Goal oriented, self‑motivated and results driven.

Business Service Officer.

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 put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back. We 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.

There’s also ample opportunity to move about the…