Consulting Group Analyst

Morgan Stanley; Laguna Niguel (CA); On-site; USD 83,200 - 92,300; Full time

Benefits offered by this job

Commission earnings

Incentive compensation

Discretionary bonuses

Job summary

Morgan Stanley seeks a Consulting Group Analyst to provide exceptional service to clients and support Financial Advisors. This role involves assisting in digital marketing, financial planning, and performance measurement.

The ideal candidate will have at least 5 years of experience, relevant certifications, and a strong grasp of financial products. The position offers a competitive salary and a collaborative work environment fostering career growth.

Qualifications

• 5+ years of experience in a relevant field.
• Active Series 7 and Series 66/63 licenses.
• Willingness to obtain the CFA or CIMA designation.

Responsibilities

• Assist FA/PWA/team with client service and deliverables.
• Execute digital and in-person marketing strategies.
• Prepare client reports from firm-approved systems.

Skills

Knowledge of financial services products

Technically proficient with platforms

Exceptional writing and client service skills

Detail oriented and organized

Strong time management skills

Team player

Education

Four-year college degree or professional certification

Tools

MS Office (especially MS Excel)

Job description

Overview

Consulting Group 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. The Consulting Group Analyst is also responsible for matters concerning technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

Duties and Responsibilities

Client Service

• 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 clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), and accepting or entering unsolicited or solicited orders in a clerical capacity.
• Remaining current on all policies, procedures and new platforms.

Business Development Support

• Executing all administrative elements of digital and in‑person marketing strategies under the direction of FA/PWA/team, including conferences, seminars or 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 upon request.
• Assisting with research using firm‑approved systems upon request.
• Participating in existing client and/or prospective client meetings and representing the service lens.
• Participating in firm initiatives such as training or education programs, special projects and other duties directed by local management.

Education and Experience

• 5+ years of experience in a field relevant to the position.
• 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.
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.

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 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 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.

Reports to

Business Service Officer

What You Can Expect From Morgan Stanley

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 – 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 more than 80,000 employees across 1,200 offices in 42 countries. Working with us provides an environment where you are supported and empowered, with ample opportunities to move about the business for those who show passion and grit.

Compensation

Expected base pay rates for the role will be between $83,200.00 and $92,300.00 per year at the commencement of employment. Base pay may also include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.

Equal Opportunity Employer Statement

Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a strong commitment to inclusion, hiring, developing, and advancing individuals based on their skills and talents. For more information, visit morganstanley.com/people-opportunities/eeo.