Associate, Wealth Management Finance (Advisor Channel)

Purchaseonsitejunior$100K – $115K

Posted today · via Workday

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About this role

We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. 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.…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: python, sql, segment, tableau, teams

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Purchase. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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