POSITION SUMMARYThe Consulting Group (CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. The CG Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for complex accounts. The role is responsible for ensuring a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.DUTIES and RESPONSIBILITIESBusiness Development
Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools
Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative
Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider by using Consulting Group manager research
Thoroughly understand and utilize the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors on the teamClient Support
Prepares performance reports and other data for clients, that may involve computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors
Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in prospecting and cultivating new business opportunities
May participate in or conduct client meetings with or on behalf of the Financial Advisor / Private Wealth Advisor
Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor
Develops Statement of Investment Policy for clients in coordination with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLSEducation and/or Experience
5 years of 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)
Additional product licenses may be required
Knowledge/Skills
Enjoys working with people and solving problems
Effective written and verbal communication skills
Ability to measure performance of clients’ portfolios
Proficient in applicable software applications
Knowledge of financial industry and investment products preferred
Strong understanding of applicable compliance rules, regulations, and firm policies
Detail-oriented with superior organizational skills and ability to prioritize tasks
Able to work independently and effectively on a team
Ability and interest in working in a fast-paced, evolving environment
Willingness to obtain the CIMA or CFA designation
Reports to
Business Service Officer
Morgan StanleyEOE committed to diversifying its workforce.M/F/D/VJob: Wealth Management Title: Private Wealth Management Consulting Group Analyst Location: Tennessee-Knoxville Requisition ID: 3256087