Wealth Management Finance - Product Controller

Wealth Management Finance - Product Controller

We're seeking someone to join our Wealth Management Controllership team as an Associate in Finance to support the WM Finance controller team by performing various daily weekly, and monthly deliverables. The candidate will assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives.

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 the 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.

Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end‑to‑end product oversight, including Wealth Management products.

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.

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
• Adhere to the Firm's risk and regulatory standards, policies and controls
• Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
• Produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products
• Participate in various month‑end general ledger close processes including creating journal entries, reconciliations and analysis
• Support quarter‑end, mid‑year, and annual financial reporting deliverables
• Partner with the businesses and CFO teams to understand the impacts of various business activities
• Support the development of internal management reporting for WM products
• Support the overall execution and drive continued improvement of control frameworks
• Serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology
• Drive and own ad-hoc projects & analysis as required

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• Ability to provide positive and constructive feedback and acknowledge efforts of team members
• Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
• BS/BA degree with Finance and/or Accounting experience required
• 0-5 years post‑college experience in the financial services industry
• Demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
• Strong interpersonal collaboration and team skills including working with cross‑functional teams — proven flexibility, adaptability and reliability
• Self‑starter with exposure to project management skills and sound business judgment
• Strong working knowledge of MS Office with an emphasis on Excel, Word and Power Point
• Strong presentation skills

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it—relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.…