PWM Analyst

Morgan Stanley • Wellesley, MA

5d

About The Position

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. As a key member of the service team, the PWM Analyst assists with digital marketing, portfolio holdings and proposal tools, financial planning, reporting, and analysis.

The role supports client service delivery, including meeting preparation, follow-up tracking, and backup coverage for traditional registered or unregistered Client Service Associate responsibilities. It also helps advisors organize and execute business plans and digital and in-person marketing strategies, prepare client reports and financial plans, conduct research using firm-approved systems, and participate in client or prospective-client meetings. The analyst remains current on firm policies, procedures, and platforms and may participate in firm initiatives, training, and special projects.

Applicants must be legally authorized to work in the United States without now or future sponsorship for an employment visa. Expected base pay is $90,000–$130,000 per year at commencement of employment. Actual base pay is determined individually; total compensation may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentives, and sponsored benefit programs.

Requirements

• At least 2 years of work experience in a field relevant to the position.
• Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• 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.
• Detail-oriented with strong organizational skills and ability to prioritize.
• Expert knowledge of basic personal computers, MS Office—particularly MS 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; adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• Four-year college degree or professional certification.
• Additional product licenses may be required.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, and their teams in delivering their client service model.
• Prepare for regular client meetings and track follow-up items.
• Provide backup coverage for Client Service Associate responsibilities, including money movement transactions, responding to general non-investment account questions, educating or enrolling clients in digital tools, and accepting or entering unsolicited orders or entering solicited orders in a clerical capacity.
• Remain current on firm policies, procedures, and new platforms.
• Help advisors organize and execute their business plans in coordination with Practice Strategy Consultants, Branch Management, and other market stakeholders.
• Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity.
• Prepare and review client reports and financial plans using firm-approved systems for existing or prospective clients.
• Assist with research using firm-approved systems.
• Participate in existing-client and prospective-client meetings, representing the service perspective.
• Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.

Benefits

• Employee benefits and perks described as attractive and comprehensive.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

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