# Private Wealth Management Analyst [Morgan Stanley](https://www.jorb.ai/firms/morgan-stanley.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Morgan Stanley is hiring a Private Wealth Management Analyst in New York. Posted 2026-09-07; applications close 2026-11-06. **Apply**: https://ms.wd5.myworkdayjobs.com/External/job/New-York-New-York-United-States-of-America/Private-Wealth-Management-Analyst_JR031358-1 Posted 12d ago. ## Role details ## Position Summary Wealth Management Analysts provide exceptional service to clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) and teams on a daily basis. As a key member of the service team, this role focuses on assisting with digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting, and analysis. ## Duties and Responsibilities ### Client Service As a key member of the service team, provide coverage for an FA/PWA/team, including: - Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups. - Provide 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 client 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. - Stay current on all policies, procedures, and new platforms. ### Business Development Support - Assist the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management. - At the direction of the FA/PWA/team, execute 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, prepare and review 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, assist with research using firm-approved systems. - At the request of the FA/PWA/team, participate in existing client and/or prospective client meetings, representing the service lens. - Participate 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 - 2+ years of work 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. ### 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 able to multitask. - Goal oriented, self-motivated, and results driven. ## Reports To - Business Service Officer ## Applying to this role This Private Wealth Management Analyst role at Morgan Stanley runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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