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Morgan Stanley

Consulting Group Analyst

Laguna Niguel, CA · On-site

$83K - $92K/yr

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Bolton Partners Inc

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Investment Consulting Group (ICG) FLSA Status: Exempt Reports To: Vice President Salary Range: $105,000 - $135,000 Position Summary The Associate Consultant is a key member of Bolton's Investment ...

Bolton Health Actuarial

Associate Consultant

Towson, MD · Hybrid

$105K - $135K/yr

Investment Consulting Group (ICG) FLSA Status: Exempt Reports To: Vice President Salary Range: $105,000 - $135,000 Position Summary The Associate Consultant is a key member of Bolton's Investment ...

Bolton Partners Inc

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Investment Consulting Group (ICG) FLSA Status: Exempt Reports To: Vice President Salary Range: $105,000 - $135,000 Position Summary The Associate Consultant is a key member of Bolton's Investment ...

Morgan Stanley

PWM Consulting Group Analyst

Dallas, TX · On-site

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...

Morgan Stanley

PWM Consulting Group Analyst

Dallas, TX · On-site

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...

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Consulting Group Analyst

Consulting Group Analyst

Morgan Stanley

Westlake Village, CA • On-site

$68K - $120K/yr

Full-time

Posted 15 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

37th of 150 rated financial services

Job description

Consulting Group 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 FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

DUTIES and RESPONSIBILITIES:

Client Service:

As a key member of the service team, provide coverage for a 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 clients' 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 Support:

At the direction of FA/PWA/team, 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 request of the client and/or 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 FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

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

5+ years of 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

Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation

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 Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

Expected base pay rates for the role will be between $68,000 and $120,000 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 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.

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