Morgan Stanley

PWM Field Engagement Associate

Morgan Stanley • $70K — $115K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 3+ years of relevant experience in financial services (or related experience).
  • Ability to obtain required securities license(s), as applicable.
  • Demonstrated strong compliance mindset and track record.

Responsibilities

  • Drive engagement with PWM Service Professionals through topical training sessions and role-based cohorts.
  • Manage recurring meeting cadences and content, including the First Take and Analyst Connect series.
  • Execute daily program support and program management activities across the PWM Certified designation program.
  • Identify process improvement opportunities and partner with stakeholders to implement enhancements.
  • Draft, maintain, and update program policies and procedures; escalate potential gaps and partner with Legal, Risk, and Compliance as needed.
  • Serve as a resource to Advisors, Support Professionals, and Branch Management; connect stakeholders to the appropriate Wealth Management partners.
  • Prepare and coordinate quarterly business review materials for senior management.

Benefits

  • Access to industry-leading resources and decision-making tools.
  • Opportunities for professional development and continued education.
  • Collaboration with experienced professionals in a dynamic environment.
  • Support for career progression through internal designation launches and initiatives.
Full Job Description
PWM Field Engagement Associate

Role Summary

The PWM Client Service and Operations (CSO) team is a home office team delivering segmented service for Private Wealth Management's largest and most complex clients and advisors. The CSO team partners across platform, control partners, Field Service and Operations in driving segmentation. In this role, you will support field engagement and adoption across key CSO field engagement programs, including role-based cohorts and proprietary information series (e.g., PWM/IWM First Take), while partnering closely with stakeholders across PWM and Wealth Management.

Key Responsibilities
  • Drive engagement with PWM Service Professionals through topical training sessions and role-based cohorts.
  • Manage recurring meeting cadences and content, including the First Take and Analyst Connect series.
  • Execute daily program support and program management activities across the PWM Certified designation program.
  • Identify process improvement opportunities and partner with stakeholders to implement enhancements.
  • Draft, maintain, and update program policies and procedures; escalate potential gaps and partner with Legal, Risk, and Compliance as needed.
  • Serve as a resource to Advisors, Service Professionals, and Branch Management; connect stakeholders to the appropriate Wealth Management partners.
  • Coordinate internal designation launches with Field Services and support broader field-facing initiatives.
  • Prepare and coordinate quarterly business review materials for senior management.
  • Provide regular updates to senior PWM Home Office leadership.
  • Develop and maintain senior leadership-ready strategy decks and presentations (PowerPoint), translating complex program updates into clear, thoughtful, and creative narratives; ensure high-quality visual standards, message discipline, and consistency across materials.
  • Ensure adherence to applicable industry rules, regulations, and firm policies.


Qualifications
  • Bachelor's degree required.
  • 3+ years of relevant experience in financial services (or related experience).
  • Ability to obtain required securities license(s), as applicable.
  • Demonstrated strong compliance mindset and track record.


Skills & Competencies
  • Strong written and verbal communication skills.
  • Advanced PowerPoint skills, including building and editing complex decks (storyboarding, executive-ready formatting, and translating complex content into clear visuals).
  • Proficiency in Microsoft Excel.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Interest in learning and applying compliance rules, regulations, and firm policies.
  • Knowledge of financial products and the financial services industry.
  • Comfortable leveraging AI-enabled tools (e.g., agents, Copilot) to improve productivity and execution.


Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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