Financial Planning Advisory Support, WM Global Investment Office, Analyst, Wealth Management

Field Enablement Collaborate with product, platform, and leadership to create effective micro-learning resources (playbooks, battle cards) Maintain inventory of existing training materials and source documents to ensure timely compliance review and approvals Monitor and manage business voice of the field feedback loop for refinement, effectiveness and engagement opportunities Manage continuing education process for key professional designations such as CFP Support with model documentation for annual approvals and recertifications Assist with tool monitoring and reporting Strong analytical & critical reasoning skills and strong attention to detail Ability to work collaboratively across teams and senior stakeholders. An interest in financial planning and an ability to learn the nuances of the planning tools. Strong interpersonal skills and ability to communicate effectively both verbally and in writing. Knowledge of Microsoft Word, Microsoft Excel, PowerPoint Experience in data analysis and querying, knowledge of Dataiku and Snowflake is a strong plus Comfort juggling multiple priorities; strong organizational and time management skills. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.