POSITION SUMMARY:The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.DUTIES and RESPONSIBILITIES:Client Support:Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team membersAssists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concernsPrepares performance reports and other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitorsEngages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth AdvisorWorks with clients on the execution of orders in Brokerage and Advisory accountsAssists clients with market and stock researchDevelops Statement of Investment Policy Statements for clients in coordination with Financial Advisor / Private Wealth AdvisorManages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth AdvisorBusiness Development & Operational Support:Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiativeSynthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools; May lead presentations in partnership with Financial Advisors / Private Wealth AdvisorsLeads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements for clientsIdentifies and implements practice management opportunities by interfacing with various departments across the firmDevelops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunitiesProvides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to considerCollaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminarsConducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth AdvisorActively engages in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training callsProactively participates in firm initiatives directed by local managementEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience2+ years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be requiredKnowledge/SkillsEnjoys working with people and problem solvingKnowledge of financial industry and investment products preferredAble to measure performance of clients' portfoliosEffective written and verbal communication skillsStrong understanding of applicable compliance rules, regulations and firm policiesAble to work independently and effectively on a teamStrong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)Detail-oriented with superior organizational skills and ability to prioritize tasksAbility and interest in working in a fast-paced, evolving environmentREPORTS TO:Business Service OfficerMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V
