PWM Team Associate @ MS

THE PRIVATE WEALTH MANAGEMENT TEAM ASSOCIATE PROGRAM Morgan Stanley’s Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs of affluent individuals, families and their foundations. By providing advice founded on a culture of excellence and driven by global insight, PWM is devoted to helping clients preserve and grow their financial, generational and social capital. As such, UHNW clients need Private Wealth Advisors (PWAs) with deep training and knowledge. TRAINING PROGRAM Morgan Stanley’s Private Wealth Management Team Associate Program is an apprenticeship-style program designed to identify and prepare qualified candidates for participation in our three-year Private Wealth Advisor Associate (PWAA) program. Throughout two, one-year rotations on Private Wealth teams, Team Associates will have the opportunity to shadow their senior Advisor(s), engaging in client-facing meetings, calls, projects and analyses to learn about the advisory role and responsibilities first-hand. Team Associates will begin to adopt a proprietary mindset and leverage their prior experience in delivering value for both the team and clients, with the goal being selection by a team for sponsorship in the PWAA program. PWM TEAM ASSOCIATE DUTIES AND RESPONSIBILITIES

• Shadow PWA team member(s) to develop an understanding of the advisory role and responsibilities • Work on client-facing projects and analyses • Attend client meetings and calls • Prepare and present materials for client meetings

• Perform client portfolio analyses and market research to generate recommendations • Analyze performance and generate recommendations • Develop client acquisition strategies and processes • Leverage prior experience in delivering value to both team and clients • Stay abreast of Firm initiatives and become a team expert • Adopt a proprietary mindset and collaborate with PWA in learning best practices

EDUCATION AND EXPERIENCE REQUIRED

• Bachelor’s degree • Two-years of prior relevant experience • SIE, Series 7, Series 66 (or 63 and 65), or successful completion of Series 7 and Series 66 exams • Strong familiarity with financial services / wealth management industry

SKILLS & QUALIFICATIONS

• Excellent listening, communication (both verbal and written), analytical and problem-solving skills – Individual will have extensive interaction with clients and Advisors • Integrity – Dedication to doing the right thing and putting the client’s needs first • Collaboration and leadership skills – A demonstrated commitment to both partnership and teamwork • Self-confidence – Initiative to proactively address Advisor and client situations as they arise • Exceptional interpersonal skills – Ability to connect and readily build trust with both teammates and clients • Time management – Ability to prioritize efficiently and deliver high quality work under pressure

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 $50,000 - $115,000 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.