Wealth Management Finance (FA Compensation Services) - Associate

Associate In Wealth Management Finance

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 a 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. Includes due diligence, interactions with payroll, processing compensation and maintaining the integrity and accuracy of compensation data.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

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 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

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.

Expected base pay rates for the role will be between $100,000 and $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.

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