Job Description - PWM Wealth Management Analyst (3263044)
Job Number:3263044
Posting DatePrimary LocationAmericas-United States of America-Colorado-Denver
Education Level : Refer to Position Description
JobWealth Management
Employment Type : Full Time
Job Level : Professional
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 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 Support: 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, 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), and entering unsolicited or solicited orders in a clerical capacity.Remaining current on all policies, procedures and new platforms.Business Development & Operational 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.Executing against all administrative elements of digital and in-person marketing strategies including conferences, seminars, webinars, websites, social media, and regular 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 (e.g., training or education programs), special projects and/or other duties directed by local management.EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 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 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.Team player with the ability to collaborate with others.Ability to work in a fast-paced, evolving environment.Adaptable and ability to multi-task.Goal oriented, self-motivated and results driven.REPORTS TO: Business Service Officer
Salary range for the position: $35,000 - $75,000 Yr.
The successful candidate may be eligible for an annual discretionary incentive compensation award.
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.
Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
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