Wealth Management Finance, Associate (advisor Channel)

Morgan Stanley

Base: $100,000 - $115,000 py; bonus/equity: may in...
Financial metrics analysis
Presenting to field managers
Fully-loaded reporting
The Wealth Management CFO Support team provides essential accounting, finance, and process transformation support to Morgan Stanley's largest revenue channel, the Advisor Channel

Job Summary

  • The Wealth Management CFO Support team provides essential accounting, finance, and process transformation support to Morgan Stanley's largest revenue channel, the Advisor Channel.
  • This role involves producing detailed financial analyses, presenting insights to field managers, preparing branch network reporting, and collaborating with various internal teams to drive business strategy.
  • Morgan Stanley offers a supportive and empowering environment with a commitment to diversity, inclusion, and comprehensive employee benefits, alongside opportunities for career growth.

Matching Summary

The Wealth Management CFO Support team provides essential accounting, finance, and process transformation support to Morgan Stanley's largest revenue channel, the Advisor Channel.

Salary

Base: $100,000 - $115,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Financial metrics analysis
  • Presenting to field managers
  • Fully-Loaded reporting
  • Cross-functional collaboration
  • Microsoft Excel & PowerPoint proficiency

Nice-to-have

  • Culture carrier
  • Agile and willing to learn
  • Team-based environment
  • Quick grasp of new applications

Key Requirements

  • B.A./B.S. in relevant field
  • Up to 3 years of relevant experience
  • Advanced understanding of Finance functional area
  • Experience working with large data sets

Work Rights

Not specified

Tailored Resume

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