PWM Analyst

Morgan Stanley • Wellesley, MA

7d • $90,000 - $130,000

About The Position

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. As key members of service teams, they assist with digital marketing, portfolio holdings and proposal tools, financial planning, reporting, and analysis.

The role provides client service coverage, including meeting preparation and follow-up tracking, and may provide backup for traditional registered or unregistered Client Service Associate responsibilities at the request of clients or the advisory team. It also supports business development by helping teams execute their business plans and marketing strategies, preparing client reports and financial plans, conducting research through firm-approved systems, and participating in client or prospective-client meetings as a service representative.

The position also involves staying current on policies, procedures, and platforms; participating in firm initiatives and special projects; and performing other duties directed by local management. The role reports to the Business Service Officer. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Requirements

• At least 2 years of work experience in a field relevant to the position.
• Active Series 7 (GS) license 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 equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and ability to learn new and updated platforms quickly.
• Attention to detail, strong organizational skills, and ability to prioritize.
• Expert knowledge of basic personal computers, MS Office (particularly Excel), and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time-management skills.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment; adapt and multitask; and remain goal-oriented, self-motivated, and results-driven.
• Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Nice To Haves

• Four-year college degree or professional certification preferred.

Responsibilities

• Provide coverage for a Financial Advisor, Private Wealth Advisor, or team and help deliver the client service model.
• Prepare for regular client meetings and track follow-ups.
• Provide backup coverage for Client Service Associate responsibilities when requested, including money movement transactions, answering general non-investment account questions, educating or enrolling clients in digital tools, and accepting or entering unsolicited orders or clerically entering solicited orders.
• Remain current on policies, procedures, and new platforms.
• Help organize and execute the advisory team's business plan, collaborating with stakeholders such as Practice Strategy Consultants and Branch Management.
• Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email communications.
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients when requested.
• Assist with research using firm-approved systems when requested.
• Participate in existing-client or prospective-client meetings at the direction of the advisory team, representing the service perspective.
• Participate in firm initiatives, training or education programs, and special projects, and perform other duties directed by local management.

Benefits

• Morgan Stanley describes its employee benefits and perks as among the most attractive and comprehensive in the industry and says it supports employees and their families throughout their work-life journey; specific benefits are not listed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed