Denver, Colorado, United States · On-site
$68k–$120k/yr
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…
Skills: Financial Planning, Client Service, Digital Marketing, Portfolio Analysis, Reporting
New York, New York, United States · Hybrid
$221k–$275k/yr
Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwi…
Skills: Stochastic calculus, Derivative pricing, Risk factor simulation, Potential future exposure modelling, Counterparty credit risk
Calgary, Alberta, Canada · On-site
Product Manager, Workplace Platforms, VP Calgary, Alberta Morgan Stanley Wealth Management provides a range of wealth management products and services for individuals, businesses and institutions. These services include …
Skills: Product management, Agile, Waterfall, Corporate stock plan, Stakeholder management
Calgary, Alberta, Canada · On-site
Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when pe…
Skills: Project management, API integration, Equity compensation, Payroll management, SFTP
Mumbai City, Maharashtra, India · On-site
ROLE - BDS Senior Content Manager TEAM – Business Development Services LEVEL – Vice President Department Profile: Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $2 Tril…
Skills: Content management, Proposal management, Leadership, Team management, Governance
Mumbai City, Maharashtra, India · On-site
ROLE – BDS Content Management Specialist TEAM – Business Development Services LEVEL – Senior Associate Department Profile: Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, ha…
Skills: Content management, Proposal management, Knowledge management, Loopio, Responsive
Calgary, Alberta, Canada · On-site
Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when pe…
Skills: Project management, API integrations, SFTP, Equity compensation, Payroll management
Baltimore, Maryland, United States · On-site
$160k–$230k/yr
As the Global Cyber and Intelligence Partnerships Lead, you will establish, build, and manage relationships with key stakeholders across government, the intelligence community, peer financial institutions, and cybersecur…
Skills: Cybersecurity strategy, Threat intelligence, Stakeholder management, Relationship building, Public sector liaison
Montreal, Quebec, Canada · Hybrid
We’re seeking someone to join our team as a Java Tech Lead – Securities Reference Data to drive the evolution of strategic reference data platforms supporting Index and Exchange-Traded Funds (ETF) data mastering, distrib…
Skills: Java, Python, SQL, REST APIs, Microservices
Montreal, Quebec, Canada · Hybrid
We’re seeking someone to join our team as a Site Reliability Engineering Specialist to support the reliability, performance, and operational stability of business-critical applications, while helping drive automation and…
Skills: Linux, Unix, Python, Bash, Shell scripting
Honolulu, Hawaii, United States · On-site
$35k–$90k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Financial services, Client service, Relationship management, Money movement transactions, Account maintenance
Bengaluru, Karnataka, India · On-site
We're seeking someone to join our CDRR Technology team as a Cybersecurity DevOps Engineer, in Cyber to manage risks to Firm technology, information and cyber threats through risk identification, control management and as…
Skills: Cybersecurity, DevOps, Python, Java, C
Bengaluru, Karnataka, India · On-site
We're seeking someone to join our CDRR Technology team as a Cybersecurity DevOps Engineer, in Cyber to manage risks to Firm technology, information and cyber threats through risk identification, control management and as…
Skills: Cybersecurity, DevOps, Python, Java, C
New York, New York, United States · On-site
$90k–$155k/yr
Position Summary We are seeking a detail-oriented and technically strong Regulatory Reporting director to support the preparation, review, and submission of U.S. bank regulatory reports and related filings. The role will…
Skills: Regulatory Reporting, FFIEC Call Reports, FR Y-14A, FR 2644, FR 2900
Atlanta, Georgia, United States · On-site
POSITION SUMMARY: Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the ap…
Skills: Professional call etiquette, Telephone equipment operation, Microsoft Office, Customer service, Communication
New York, United States · On-site
$110k–$200k/yr
Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant…
Skills: Financial modeling, Accounting, Finance, Economics, Equity research
New York, New York, United States · On-site
$35k–$90k/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client service, Interpersonal skills, Microsoft Office, Time management, Organizational skills
Budapest, Central Hungary, Hungary · Hybrid
We’re seeking someone to join our team as an RFP Writer. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management se…
Skills: RFP writing, RFI writing, Financial services, Technical writing, Editing
Alpharetta, Georgia, United States · On-site
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Security architecture, Cybersecurity, SDLC security controls, Policy as code, Threat modeling
New York, New York, United States · On-site
$120k–$170k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Angular, React, TypeScript, JavaScript, Java
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The Wealth Management Analyst supports Financial Advisors by assisting with client service, financial planning, and reporting. They also help execute business development strategies, including digital marketing and organizing client meetings.
Candidates must have at least 2 years of relevant experience and hold active Series 7 and Series 66 (or 63/65) licenses. A four-year college degree or professional certification is preferred.
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, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
As a key member of the service team, provide coverage for an FA/PWA/team including:
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.
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also 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 and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 9/29/26, but may be extended depending on whether a candidate has been selected.
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
