Private Wealth Management Analyst

Morgan Stanley; Seattle (WA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) retirement plan

Paid Time Off and Holidays

Disability Insurance

Life Insurance

Job summary

Morgan Stanley in Seattle is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The ideal candidate will assist in digital marketing, portfolio management, and client communication.

Responsibilities include helping with client service models, executing administrative marketing strategies, and participating in client meetings. Candidates should have relevant experience and a solid understanding of financial services products.

Qualifications

• Must have 2+ years of experience in a relevant field.
• Preferred to have a four-year college degree or professional certification.
• Active Series7, Series66 or Series63 and Series65 required.

Responsibilities

• Assist FA/PWA/team in delivering client service model.
• Provide backup coverage for client service responsibilities.
• Assist with research using firm-approved systems.

Skills

Knowledge of financial services products

Detail oriented

Exceptional writing skills

Team player

Strong time management skills

Education

Four-year college degree or professional certification preferred

2+ years of relevant work experience

Active Series7 and Series66 or Series63 and Series65 required

Tools

MS Office (particularly MS Excel)

Job description

Position Summary

Wealth Management 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 focuses on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting, and analysis.

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

Business Development Support

• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
• At the direction of the FA/PWA/team, executing against all administrative elements of digital and in‑person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity.
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm‑approved systems for existing or prospective clients.
• At the request of the client and/or FA/PWA/team, assisting with research using firm‑approved systems.
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

Education, Experience, Knowledge and Skills

Education and/or Experience

• 2+ years of work experience in a field relevant to the position required.
• Four‑year college degree or professional certification preferred.
• Active Series7 (GS), and Series66 (AG/RA) or Series63 (AG) and Series65 (RA) required.
• Additional product licenses may be required.

Knowledge/Skills

• Knowledge of financial services products, including but not limited to 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 the 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 put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back. We 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.

Salary and Benefits

Salary range for the position: $68,000 – $120,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and a relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. 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, Paid Time Off, 10 Paid Holidays, 401(k), and long‑term disability. For more details, visit mybenefits.morganstanley.com.

Equal Opportunity Statement

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, sex stereotype, gender, gender identity or expression, transgender, 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).