Group Summary
Private Wealth Management (PWM) is a division of Morgan Stanley focused on delivering financial advisory resources to ultra-high net worth individuals, foundations and endowments. The UHNW Advisor Innovation and Solutions team serves the PWM portfolio of businesses, including PWM, IWM, FOR and GSE. This position affords the opportunity to gain a broad perspective of wealth management, investment banking, and investment management businesses. Attractive candidates should have an interest in (1) understanding the Wealth Management with focus on Family Office and UHNW client segment and (2) advancing the firm’s long-term strategic cross-collaboration initiatives. The candidate will be expected to think analytically, be detail oriented and client centric.

Responsibilities:

• Drive the strategy and project management for several critical initiatives to create new service offerings, expand investment platform, and enhance our processes for the UHNW client segment at Morgan Stanley
• Prepare strategic and organizational business analysis and high-level initiatives, including preparing presentation and reporting materials for senior management
• Own the development of marketing and education material
• Manage work streams for the PWM business by managing to deadlines and liaising with key partners across other groups within wealth management (Product, Legal, Risk, Compliance, Technology)
• Prepare competitive analysis, opportunity sizing modeling, Client / Advisor related analysis
• Lead Third Party vendor evaluation, RFP process and onboarding
• Be results oriented and quickly turn around high-quality work in a fast paced environment

Qualifications:

• B.A. required, other industry designations and licenses preferred
• 6-10 years experience in consulting, financial services, wealth management and/or business strategy & management and/or other related fields
• Strong interpersonal and process management skills
• Self-starter who will take initiative, learn quickly and work independently
• High level of attention to detail, with excellent written and verbal communication skills
• Team-oriented, with high level of administrative and interpersonal professionalism
• A track record of success and a demonstrated ability to exercise good judgment and discretion
  

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 89 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 $110,000 and $190,000 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'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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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).