Wealth Management FA Compensation Controller

4 weeks ago


Baltimore, United States CFA Institute Full time

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before you can apply for a job. Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,600 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. We offer a welcoming environment where diverse perspectives are valued and where every colleague plays a role in fostering a culture of inclusion and belonging.

Description of the role Our Finance teams are currently seeking to engage with Baltimore's leading talent. We are particularly interested in speaking with you if you are starting out on your professional journey with 0 - 5 years of work experience, are at home collaborating within an analytical environment, familiar with communicating and conversing with a wider team, and able to be proactive within a high energy work setting. You will receive extensive on the job training developing your knowledge of financial products and computer skills (Excel) along with professional development. This opportunity is part of our Financial Advisor Compensation Team within our Wealth Management Finance organization. The team's primary function is to support Field Management in calculating, reviewing and processing the variety of compensation payments to our Financial Advisors. The candidate should have strong written and verbal communication skills with analytical abilities to investigate, explain and take corrective action when necessary. Analysis will include investigations across Business Units and interactions with Technology and Operations Teams. Qualifications - External

Required - You have worked against challenging stakeholders and/ or deadlines to deliver positive results - You are a strong written and verbal communicator, and able to adapt to your audience - You are proficient with Microsoft Word and Excel - You are keen to collaborate and build relationships with a wider team - You are motivated by accountability, and look forward to delivering positive results - You are able to analyze information and present it back within an agreed timeline - You are excited by building and maintaining strong relationships with key stakeholders - You will be able to maintain a strong sense of organization and time management skills - You are a keen multi-tasker and use a high-paced environment to your advantage - You are willing to observe process and disrupt it in order to prioritize the team's efficiency

Optional - An interest or familiarity with Financial Markets and Products - Previous work experience of Audit or Accounting - Having experience in managing or leading on projects

We are focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required. Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

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