UHNW Wealth Management Analyst - Strategy & Projects

Morgan Stanley; West Des Moines (IA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for advancement

Diversity and inclusion initiatives

Job summary

A leading global financial services firm in West Des Moines is seeking a Talent Acquisition Specialist to support ultra high net worth clients. This role involves managing vendor relationships, developing presentations, and ensuring compliance. The ideal candidate has at least 2 years of experience in the financial industry and possesses strong analytical skills. This is a full-time position with opportunities for professional growth and career development.

Qualifications

• Minimum of 2 years of professional work experience in the financial industry preferred.
• Excellent analytical and problem-solving skills.
• Strong interpersonal skills and ability to work as part of a team.

Responsibilities

• Develop presentations for PWM leadership for internal and external use.
• Manage vendor relationships, including budgeting and technology requirements.
• Coordinate and manage legal and compliance processes for PWM business.

Skills

Analytical skills

Interpersonal skills

Communication skills

Organizational skills

Problem-solving skills

Understanding of global financial markets

Education

Bachelor's degree

Tools

PowerPoint

Excel

Word

Job description

A leading global financial services firm in West Des Moines is seeking a Talent Acquisition Specialist to support ultra high net worth clients. This role involves managing vendor relationships, developing presentations, and ensuring compliance. The ideal candidate has at least 2 years of experience in the financial industry and possesses strong analytical skills. This is a full-time position with opportunities for professional growth and career development.