Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Third Party Managed Solutions Support and Advisory Programs Support, Investment Solutions, Associate, Wealth Management

AT Morgan Stanley
Morgan Stanley

Third Party Managed Solutions Support and Advisory Programs Support, Investment Solutions, Associate, Wealth Management

> Assist the 3rd Party Manager Solutions Team in their day to day responsibilities > Perform periodic reviews as outlined in the documented Control Procedures and escalate findings to the appropriate business groups. > Maintain internal proprietary database used to store, generate, and audit manager profiles and performance for the Advisory platform. > Collect, maintain, and monitor product intake documentation and survey responses from Investment Advisors on a periodic basis for management of the business. > Prepare metrics around the different oversight reviews and tasks handled within the business. > Maintain reporting around current daily tasks and initiatives. > Analyze large sets of data and report findings to the team. > Enhance, maintain, and collate business informational archives, procedural, and policy documents. > Review and respond to inquiries from Asset Managers regarding pricing policies. > Update and maintain Product Marketing Materials. > Research and respond to inquiries from internal partners. > Provide project management support for various initiatives. > Assist in the collection, storage, and application of data as it relates to the production of strategy profiles. > Maintain content found in internal websites by ensuring accuracy as it relates to internal governance requirements. > Undergraduate degree in business, finance, accounting or other related fields. > Understanding of project management practices. > Business process and control environment experience preferred. > Proven track record of executing project plans through to completion. > Self-starter, high energy and motivated to tackle difficult issues. > Strong work ethic, time management, attention to detail, and organizational skills. > Strong working knowledge of MS Office - Particularly Excel and PowerPoint. > Ability to work independently, promote teamwork and execute sound reasoning and judgment. > Positive attitude - capable of working well under pressure, solicit and incorporate feedback while delivering on high priority, time sensitive initiatives. > Willing to obtain a working knowledge of investment and operational policies, procedures, and practices. > Demonstrate an understanding of the financial services industry, Advisory products etc. 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.

Want more jobs like this?

Get Management jobs delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.
Job ID: Morgan-549785129711
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)