Wealth Management Strategy – Associate

Full Job Description

Wealth Management Strategy – Associate

Job Number:


POSTING DATE: Sep 23, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Associate


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile:

The Strategy team within Morgan Stanley Wealth Management is focused on developing, coordinating and executing strategic initiatives across the business. The group works closely with senior leadership to analyze information, develop recommendations, and design comprehensive plans to capture growth opportunities.

Position Summary and Responsibilities:

The Associate is responsible for working on the business’s most critical strategic questions, including topics such as growth, profitability, multi-year planning, technology investments, and competitive dynamics. This individual will join a team of high performers in identifying and sizing opportunities, assessing relevant industry trends, modeling key financial scenarios, and developing key recommendations to drive MSWM’s future success and competitive advantage.

This individual will work across the organization with other areas such as Product, Finance, Legal, Risk and Compliance, Technology, Operations and Marketing. The multi-faceted role requires an individual with strong analytical and problem solving, quantitative, communication, presentation, and project management skills who is capable of multitasking across several large projects to achieve outstanding results.

Key tasks the candidate will be expected to perform include:

Perform data analyses to help drive insights and conclusions, including financial modeling

Gather competitive intelligence on major and emerging competitors, including financial performance, growth drivers, positioning, products and new initiatives

Conduct primary and secondary research and develop concise and effective presentations supporting business strategy across products, segments and channel

Aid in development of strategic and analytical frameworks to drive critical projects for MSWM

Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts




Bachelor’s degree with strong academic record. MBA or Master’s degree preferred.

3-5 years of relevant work experience in management consulting, investment banking, big banks within an internal consulting function; private equity firms


Strategic thinker with strong analytical and problem solving skills

Solid data analysis experience with robust financial modeling skills

Detail and results oriented individual

Able to multi-task, adjust to changing deadlines and ambiguity

Strong team player and high energy

Excellent interpersonal and verbal and written communication skills

Solid knowledge of the MS Office suite (Excel, Word, PowerPoint)

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