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E*TRADE from Morgan Stanley · 4 months ago

Private Wealth Management Analyst**

West Des Moines, Iowa, United States of America

Full-time

Onsite

Entry Level

2+ years exp

E*TRADE from Morgan Stanley is focused on delivering financial advisory resources to ultra-high net worth individuals. The Private Wealth Management Analyst will be responsible for managing vendor relationships, supporting content creation, and coordinating legal and compliance processes.

BankingFinanceFinancial Services

Responsibilities

Develop presentations for PWM leadership for both internal and external utilization

Manage existing and new vendor relationships, including budgeting, billing and technology requirements

Support content creation efforts, including liaising with internal partners to enhance training needs of organization

Coordinate and manage legal, risk and compliance process for PWM business

Manage operational support of new billing constructions and execution

Develop pipeline of strategic projects and requests from the field

Support relationships with outside asset management partners, including prioritizing and organizing content

Facilitate strategic guidance for in-bound FA, PWA and Support Professional inquiries

Qualification

Financial industry experienceAnalytical skillsFinancial marketsVendor managementCommunication skillsSoftware proficiencyInterpersonal skillsOrganizational skillsTeamworkProblem-solving skillsInitiative