PWM Analyst

Company: Morgan Stanley & Co.
Location: Chicago
Posted on: March 21, 2025

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 will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.DUTIES and RESPONSIBILITIES:Client Support:

• Provide coverage for an FA/PWA/team including:
• 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 & Operational 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.
  • 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 direction of 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 the client and/or FA/PWA/team.
  • Participating in existing client and/or prospective client meetings, representing the service lens at the request of FA/PWA/team.
  • 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 Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (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 ability to multi-task.
      • Goal oriented, self-motivated and results driven.REPORTS TO:
        • Business Service OfficerMorgan Stanley's Commitment: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. We are committed to attracting and retaining the best and brightest from all talent pools.EQUAL EMPLOYMENT OPPORTUNITY: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.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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries.We're committed to bringing passion and customer focus to the business.
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Keywords: Morgan Stanley & Co., Chicago , PWM Analyst, Professions , Chicago, Illinois