🚀 PWM Analyst

Join to apply for the PWM Analyst role at Morgan Stanley .

Position Summary

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis. In this role you will focus on assisting in areas such as digital marketing, portfolio holdings and proposal tools, financial planning, reporting and analysis.

DUTIES and RESPONSIBILITIES

• As a key member of the service team, provide coverage for an FA/PWA/team including assisting in delivering against their client service model, preparing for regular meetings and tracking follow‑ups.
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities such as executing money movement transactions, answering general non‑investment related questions and enrolling clients in digital tools (e.g., MS Online).
• Remain current on all policies, procedures and new platforms.

Business Development Support

• Assist the FA/PWA/team in organizing and executing their business plan, partnering closely with 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 or financial plans from firm‑approved systems for existing or prospective clients.
• Assist with research using firm‑approved systems and participate in client meetings when requested.
• Participate in firm initiatives, special projects and 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 Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Knowledge and Skills

• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
• Technically proficient and quick learner of new 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 ability to multi‑task.
• Goal oriented, self‑motivated and results driven.

Reports to

• Business Service Officer

What You Can Expect from Morgan Stanley

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities, and our employees. There is ample opportunity to move within the business for those who show passion and grit in their work.

Salary range for the position: $50,000 to $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and for participation in the relevant business unit’s incentive compensation plan.

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, 401(k) and short/long‑term disability, among other perks. Please visit mybenefits.morganstanley.com for more details.

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 or gender, gender identity or expression, 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).