Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Finance (FA Compensation Services) - Associate

$100k - $115k

Morgan Stanley

We're seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of contact for members of the Field leadership organization, as well as branch and market management, delivering timely, accurate, and professional support related to specialized compensation programs. The role requires strong analytical, communication, and problem‑solving skills, along with the ability to partner effectively across multiple business functions. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate position within our Sales Compensation Job Family which is responsible for calculation commissions and compensation for the MSIM sales team and Wealth Management financial advisors. The role includes due diligence, interactions with payroll, processing compensation and maintaining the integrity and accuracy of compensation data. What You'll Do In The Role Collaborate with a varied group of colleagues in Finance and across the Firm Responsible for both individual and team deliverables and projects, leveraging knowledge of the Finance functional area, tools and/or products Adhere to the Firm's risk and regulatory standards, policies and controls Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards Develop and maintain an in depth understanding of Advisor Compensation Policies to effectively support both Field Management and Home Office teams in execution of the program Partner with Field leadership to deliver day‑to‑day compensation support and respond to compensation related questions and escalations Manage and resolve Field inquiries by investigating issues, clarifying policy, and providing clear, well‑supported responses Ensure all written and verbal communications reflect Firm tone, style, and branch standards, with a strong focus on accuracy, consistency, and attention to detail Partner with senior leaders, HR, and other business stakeholders to translate complex compensation concepts into clear, employee‑friendly communications Collaborate cross‑functionally with colleagues in HR, Field Management, Technology, Finance, and Operations Perform analytical investigations across business units, including collaboration with Technology and Operations teams to identify root causes and corrective actions Communicate updates to Field Management regarding new or revised procedures, policies, events, and training initiatives What You'll Bring To The Role Working knowledge of Finance functional area, industry and competitive environment Ability to communicate clearly and concisely, and adapt to various audiences Willingness to seek guidance and provide feedback to further develop self and peers Bachelor's degree 2‑3 years of relevant experience in the Financial Services industry, with preferred exposure to Wealth Management Excellent written, verbal, and interpersonal communication skills Strong analytical and problem‑solving abilities with attention to detail Proficiency in Microsoft Excel, PowerPoint, and Word Demonstrated self‑starter who thrives in a fast‑paced, team‑oriented environment Highly detail‑oriented with the ability to prioritize and manage multiple deliverables under committed deadlines Proactive learner with a positive, solution‑oriented attitude Motivation for continuous improvement and innovation Independent, resourceful, and accountable in executing responsibilities Familiarity with Alteryx and Dataiku is a plus AI Integration Experience: Ability to manage AI agents and incorporate them into innovative business solutions Strong judgment and discretion when handling sensitive compensation information Ability to investigate, explain, and recommend corrective actions as needed Comfort engaging with senior stakeholders and Field leadership Compensation and Benefits Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment. The 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. For more information, please visit: #J-18808-Ljbffr Morgan Stanley

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Finance (FA Compensation Services) - Associate in Purchase, NY vacancy
  •  ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm...  ...and delivering extraordinary customer service while maintaining a strong commitment...  ...pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable... 
    Suggested

    Chase

    Scarsdale, NY
    18 hours ago
  •  ...and delivering extraordinary customer service while maintaining a strong commitment...  ...As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial...  ...OF THE PRINCIPAL AMOUNT INVESTED. Compensation and Benefits We offer a competitive total... 
    Suggested

    JPMorganChase

    Thornwood, NY
    2 days ago
  • TwinThread in White Plains, NY is seeking a Market Director of Wealth to cultivate an exceptional customer experience by building strong...  ...a customer-focused culture. The role involves recruiting and managing Advisors, collaborating with partners, and ensuring operational... 
    Suggested

    TwinThread

    White Plains, NY
    1 day ago
  • $43.8k - $65.5k

     ...puts its clients and associates first: a culture...  ..., Client Services Associate (NR) assists...  ...Financial Advisor(s) (FA(s)) with the opening...  ...to the Branch Manager; including suspicious...  ..., Outlook. Compensation Range Salary: USD...  .... We are a global wealth management and... 
    Suggested
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    White Plains, NY
    3 days ago
  • $65k - $75k

     ...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your...  ...? Do you want to begin a career in the dynamic wealth management industry? Founded in 2010, Altium believes that our clients... 
    Suggested
    Permanent employment
    Work at office
    Local area
    Monday to Friday

    Hightower Advisors

    Purchase, NY
    2 days ago
  • $65k - $75k

    Altium Wealth - Client Service Associate Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service...  ...needs are met while adhering to compliance standards. Manage client data within CRM (Salesforce) and monitor it to... 
    Permanent employment
    Work at office
    Local area
    Monday to Friday

    Hightower Advisors

    Purchase, NY
    3 days ago
  •  ...delivering extraordinary customer service while maintaining a strong...  ...Client Advisor in Chase Wealth Management, you will offer...  ...or discretionary incentive compensation, paid in the form of cash and...  ...credit cards, mortgages, auto financing, investment advice, small business... 

    JPMorgan Chase & Co.

    Mount Vernon, NY
    more than 2 months ago
  • $80k - $100k

     ...Client Service Associate Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a permanently remote Client Service...  ...Connecticut, New Jersey, and Pennsylvania. Compensation: ~ Salary range of $80K-100K, commensurate with... 
    Full time
    Work experience placement
    Remote work
    Work from home
    Monday to Friday

    RIA Recruiting

    White Plains, NY
    3 days ago
  • The Strategic Implementer in White Plains, NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors, and handle various administrative tasks. Candidates should have at least 5 years of financial services experience,... 
    Remote job
    Permanent employment

    The Strategic Implementer

    White Plains, NY
    18 hours ago
  • $65k - $75k

    Hightower Advisors is seeking a Client Service Associate in Purchase, NY. The role involves serving as a liaison between clients and advisors...  .... Responsibilities include coordinating client meetings, managing client relationships, and utilizing various applications for... 

    Hightower Advisors

    Purchase, NY
    3 days ago
  • Dormont Manufacturing Co is seeking a Client Service Associate to support Financial Advisors in achieving client satisfaction. The role involves...  ...and a client-centric approach, ensuring effectiveness in managing client needs. With a focus on operational excellence, the... 

    Dormont Manufacturing Co

    Ossining, NY
    2 days ago
  •  ...Accounting Manager  Location: Hartsdale, NY  Compensation: Up to $125K Base + Bonus We are partnering with a large, rapidly growing retail organization...  ...(including but not limited to traits historically associated with race such as hair texture and hair style),... 
    Work at office
    Local area
    Flexible hours

    Vaco

    Hartsdale, NY
    2 days ago
  • $125k

     ...Accounting Manager Location: Hartsdale, NY Compensation: Up to $125K Base + Bonus We are partnering with a large, rapidly growing retail organization to identify an Accounting Manager to join its corporate accounting team. With more than 2,000 locations nationwide and... 
    Work at office
    Flexible hours

    Vaco Recruiter Services

    Hartsdale, NY
    4 days ago
  • $85k - $135k

    Position Overview The Alternative Investments Service Manager Assistant Vice President will deliver high-touch, white‑glove service to Financial...  ...Securities licensing (SIE and Series 7 or 99) preferred. Compensation Expected base pay rates for the role will be between $85,000... 
    Temporary work

    Morgan Stanley

    Purchase, NY
    18 hours ago
  •  ...nation's leaders in commercial cleaning services. For over 25 years, we've been dedicated...  ...inclusive culture, offering competitive compensation and benefits programs. If you're looking...  ...to ensure punctuality and consistency. Manage Callouts: Handle custodial technician callouts... 
    Shift work
    Afternoon shift

    Imperial Cleaning Company

    Ossining, NY
    2 days ago
  •  ...nation, providing professional cleaning services to Retail, Offices, Medical Facilities,...  ...employer. We offer competitive compensation packages and a variety of benefits that...  ...new Custodial Technicians. Work with Managers to schedule staff and ensure coverage.... 
    Weekend work
    Afternoon shift

    Imperial Cleaning

    Ossining, NY
    3 days ago
  • $25 per hour

     ...Member Services Associate Court 16's mission is to offer a unique and holistic tennis experience...  ..., facility upkeep, sales, inventory management, product knowledge, and program...  ...You'll Get ~$25.00/hour (exact compensation may vary based on skills, experience,... 

    TeamWork Online

    Yonkers, NY
    1 day ago
  • $70k - $90k

     ...Surety Account Manager Acrisure is a global Fintech leader that...  ...financial products and services to millions of businesses and...  ...Pay Details: The base compensation range for this position is $...  ...life, from your health and finances to your family and future.... 
    Contract work
    Immediate start
    Flexible hours

    Acrisure LLC

    Port Chester, NY
    18 hours ago
  •  ...Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at...  ...Employee Benefits We provide competitive weekly pay with incentive compensation, a good working environment, and a wide range of benefits... 
    Weekly pay
    Full time

    Mavis Tire

    Rye, NY
    3 days ago
  •  ...Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes...  ...members with competitive weekly pay, including weekly incentive compensation, a good working environment and an excellent combination of... 
    Weekly pay
    Full time
    Immediate start

    Mavis Tire Supply

    Harrison, NY
    1 day ago
  •  ...Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at...  ...members with competitive weekly pay, including weekly incentive compensation, a good working environment and an excellent combination of... 
    Weekly pay
    Full time
    Local area
    Immediate start

    Mavis Tire

    Port Chester, NY
    3 days ago
  • $95k - $190k

    Morgan Stanley is seeking an experienced Account Manager based in Purchase, NY. The role involves managing client relationships, ensuring...  ...of hedge fund accounting principles. Offering competitive compensation between $95,000 and $190,000 per year, also includes various... 

    Morgan Stanley

    Purchase, NY
    18 hours ago
  • $95k - $190k

    Morgan Stanley Fund Services Established in 2004, Morgan Stanley Fund Services...  ...seeking a client‑facing Account Manager for our NYC and Purchase, NY...  ...accordance with fund documents), deferred compensation payables, derivative contract financing and broker financing Ensuring... 
    Contract work
    Temporary work
    Work at office

    Morgan Stanley

    Purchase, NY
    18 hours ago
  •  ...will leverage your expertise in financial advisory and client management to foster relationships while being supported by a company...  ...client education and support. Comprehensive benefits and competitive compensation are part of the package. #J-18808-Ljbffr JPMorganChase

    JPMorganChase

    Thornwood, NY
    2 days ago
  • $24.52 - $37.5 per hour

     ...The ideal candidate has experience in sales, strong interpersonal skills, and the ability to develop financial wellness recommendations. Compensation ranges from $24.52 to $37.50 per hour, reflecting experience and performance. #J-18808-Ljbffr Dormont Manufacturing Co
    Hourly pay

    Dormont Manufacturing Co

    Mount Vernon, NY
    2 days ago
  • $55k - $60k

     ...strengthen our team, our brand, and our services. We promote a culture that serves to...  ...customers happy and help provide feedback to management on ways to improve the overall...  ...overall self-performance and additional compensation opportunities. Assist in handling inbound... 
    Work experience placement
    Work at office

    Rectangle Health

    Valhalla, NY
    3 days ago
  • $58k - $115k

     ...Client Service Associate Client Service Associates provide exceptional...  ...Advisor(s)/Private Wealth Advisor(s)/teams on a daily...  ...other duties directed by local management Administrative Support...  ...is only part of the total compensation package, which, depending on... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Purchase, NY
    18 hours ago
  • $65k - $75k

    BWG Global in Purchase, NY is seeking an Associate to join their Strategic Accounts team. This role is ideal for an early-career professional focused on relationship management and client service, offering exposure to institutional investors and corporate clients. The... 

    BWG Global

    Purchase, NY
    4 days ago
  •  ...HCM Job Title Accounting Manager Group Accounting Manager Department Finance Team Accounting Manager...  ...billed to residents Maintain and monitor service fees (e.g., Full Count programs) and address... 
    Temporary work
    Local area

    Broadview at Purchase College

    Purchase, NY
    18 hours ago
  •  ...manufacturing and distribution, is seeking a dedicated and detail-oriented Accounting Manager to join their team. As an Accounting Manager, you will be an integral part of the finance department supporting the accounting team. The ideal candidate will demonstrate strong... 
    Weekly pay
    Temporary work
    Flexible hours

    Manpower Group Inc.

    White Plains, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Finance (FA Compensation Services) - Associate. Be the first to apply!