# Associate, Wealth Management Finance (Advisor Channel) at Morgan Stanley

Morgan Stanley is hiring an Associate, Wealth Management Finance (Advisor Channel) in New York, United States. It pays $90k-$115k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/a8821b7e-616b-4ebf-bd73-5bf377c21f51?utm_medium=ai-agent).

AI Level 1, AI centrality 35 out of 100. New York, New York, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 35 out of 100)
- Location: New York, New York, United States of America
- Salary: $90k-$115k
- Posted: November 3, 2026
- Apply: https://jobsbylevel.com/go/a8821b7e-616b-4ebf-bd73-5bf377c21f51?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=associate-wealth-management-finance-advisor-channel-at-morgan-stanley-aed9ed

## Description

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. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. 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. ** This role can be located in our 1 New York Plaza office or Purchase, New York office. If located in 1 NYP you will be required to work in Purchase once a week at minimum** To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa statu s. What you'll do in the role: - Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives - Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight - Prepare Fully-Loaded reporting for the WM branch network - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc. - Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation - Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners - Additional ad hoc analyses and recurring reporting as necessary What you'll bring to the role: - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - B.A./B.S. in relevant field - Up to 2+ years of relevant experience - A high aptitude for numbers and a quick grasp of new applications and technology - Must be willing to learn, grow and remain agile - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - A desire to work in a team-based environment and contribute as a team player - Extremely proficient with both Microsoft Excel & PowerPoint - Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred. - Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus. What you'll bring to the role: - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - B.A./B.S. in relevant field - Up to 3 years of relevant experience - A high aptitude for numbers and a quick grasp of new applications and technology - Must be willing to learn, grow and remain agile - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - A desire to work in

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-wealth-management-finance-advisor-channel-at-morgan-stanley-aed9ed

Source: https://jobsbylevel.com/jobs/associate-wealth-management-finance-advisor-channel-at-morgan-stanley-aed9ed

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