Family Office Resources (FOR) - Analyst/Associate

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking a FOR Analyst to support execution and development of strategic initiatives across FOR Field Engagement, Philanthropy Platform, Family Governance and Wealth Education. The role requires strong project management and communication across multiple stakeholders in a fast-paced environment.

The analyst will coordinate with Legal, Compliance and Risk partners, develop SOPs, and help enhance FOR capabilities with a focus on philanthropy and governance education.

Qualifications

• Bachelor’s degree required.
• 2–4 years of relevant professional experience in financial services, wealth management, or strategy.
• Series 7 and 63 licenses preferred or able to obtain within six months.

Responsibilities

• Support platform execution of FOR initiatives across Family Office Resources areas.
• Coordinate across multiple stakeholders and workstreams to execute priorities.
• Develop operating procedures, playbooks and reference materials.

Skills

Project management

Organizational skills

Analytical thinking

Microsoft Excel

PowerPoint

AI proficiency

Communication

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

AI tools

Job description

Position Overview

The Family Office Resources (FOR) Analyst supports the execution and continued development of strategic initiatives across the FOR Field Engagement, Philanthropy Platform, Family Governance, and Wealth Education. Working closely with FOR leadership and senior subject-matter experts, the analyst supports platform execution, Field Engagement, and the continued development of FOR capabilities, including Philanthropy and Family Governance & Wealth Education.

The role requires strong project management, organizational, communication, and problem-solving skills, with the ability to coordinate across multiple stakeholders and execute priorities in a fast-paced, evolving environment.

Responsibilities:

Platform & Strategic Execution

• Support strategic initiatives related to MSGIFT Ventures, MSAW Workplace DAF, E*TRADE DAF, Next Level Fund, and international MSGIFT offerings.
• Support the execution of strategic initiatives and projects across the Philanthropy platform.
• Support Philanthropy events, publications, programs, and other strategic initiatives as business priorities evolve (e.g. Gifts for Good publication, Pay it Forward philanthropy newsletter, thematic charitable giving guides, event planning and execution for annual Exchange client event, and support Next Gen Dynastic Cohort program)
• Coordinate project plans, timelines, deliverables, dependencies, and follow-up across multiple workstreams (e.g. landscape surveys, mission statements, family philanthropy roadmaps, giving vehicle comparisons, MSGIFT marketing campaigns).
• Identify opportunities to improve processes, workflows, and operating efficiency and support implementation of scalable solutions.
• Identify execution risks and operational challenges and escalation appropriately with potential solutions.
• Coordinate with Legal, Compliance, Risk, and other control partners to support appropriate governance and regulatory alignment across assigned initiatives.
• Develop and maintain operating procedures, playbooks, templates, reference materials, and other business documentation.

Field Engagement & Business Development

• Support the continued curriculum development, rollout initiatives, advisor resources, and supporting infrastructure. expansion, and adoption of FOR capabilities, with a focus on Philanthropy and Family Governance & Wealth Education,
• Coordinate with FOR leadership and subject-matter experts, Legal, Compliance, Marketing, and other internal and external partners on capability-development initiatives.
• Partner with FOR leadership, subject-matter experts, and cross-functional stakeholders to execute business priorities.
• Support technology, automation, and artificial intelligence initiatives, including testing and validation of new tools and identification of potential business applications.
• Develop and enhance advisor resources, client-facing materials, educational resources, and engagement infrastructure supporting FOR capabilities.
• Support initiatives and enhancements designed to increase Financial Advisor awareness, engagement, connectivity and utilization of FOR capabilities.
• Coordinate advisor-facing programs, field forums, training, communications, speaking engagements, events, and other engagement initiatives.
• Develop presentations, communications, and materials supporting Field Engagement and advisor-facing initiatives.
• Coordinate across FOR specialty areas and broader Wealth Management partners to identify and execute shared initiatives.

  Qualifications:

  • Bachelor’s degree required.
  • 2–4 years of relevant professional experience, preferably within financial services, wealth management, project management, strategy, business management, or a related field.
  • Series 7 and 63 licenses preferred, or ability to obtain required licenses within six months of hire.
  • Strong project management, organizational, analytical, and problem-solving skills.
  • Excellent written, verbal, interpersonal, and presentation skills with confidence and presence to present effectively to senior and key stakeholders.
  • Strong proficiency in Microsoft Excel, PowerPoint and AI.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Demonstrated ability to collaborate across functions and with stakeholders at varying levels of seniority.
  • Strong attention to detail and commitment to high-quality execution.
  • Demonstrated initiative, judgment, discretion, accountability, and ability to work both independently and collaboratively.

  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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

  To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

  Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

  Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

  Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

  For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.