Wealth Management Finance Product Controller

Morgan Stanley • Full-time • Baltimore, MD,US, US • 4d ago

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 - Maintain client and revenue splits in support of IED/WM JV - Perform sales revenue reporting & analysis - Manage Hard Dollar payment reconciliation and collections - Reconcile Books to Reported Revenues, including trading error reporting - Participate in various month-end general ledger close processes including creating journal entries - Support quarter-end, mid-year, and annual financial reporting deliverables - Partner with the ICP business on any strategic changes to sales attribution, including adhoc projects and analysis - Engage in cross-functional communication with ISG Controllers and Operations on wide array of reporting and accounting queries - 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 - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - Feedback and acknowledge efforts of team members - Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks - You have a BS/BA degree with Finance and/or Accounting experience required - You have 5+ years post-college experience in the financial services industry - You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail - You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability - You are a self-starter with exposure to project management skills and sound business judgment - You have a strong working knowledge of MS Office with an emphasis on Excel and PowerPoint - You have strong analytical and communication skills - Having experience in Sales Reporting and General Accounting is a plus 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 do it in a way that's differentiated - and we've done that for 90 years. 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. Salary range for the position: $70,000 - $120,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Related Jobs

Innovation & Transformation Lead

Leidos • fulltime • Odenton, MD, US • 15h ago

Veteran

15h ago

Senior Branch Premier Banker Howard Country Area

Wells Fargo • Full-time • ELLICOTT CITY, Maryland, United States of America • 15h ago

Veteran

15h ago

Senior Branch Premier Banker Howard Country Area

Wells Fargo • Full-time • COLUMBIA, Maryland, United States of America • 15h ago

Veteran

15h ago

Community Mortgage Bank Sales Consultant (SAFE)

Wells Fargo • Full-time • BALTIMORE, Maryland, United States of America • 15h ago

Veteran

15h ago

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo • Full-time • BALTIMORE, Maryland, United States of America • 15h ago

Veteran

15h ago

Person Banker St Thomas Branch

Wells Fargo • Full-time • OWINGS MILLS, Maryland, United States of America • 15h ago

Veteran

15h ago

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo • Full-time • BALTIMORE, Maryland, United States of America • 15h ago

Veteran

15h ago

Private Mortgage Banker (SAFE)

Wells Fargo • Full-time • COCKEYSVILLE, Maryland, United States of America • 15h ago

Veteran

15h ago

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo • Full-time • BALTIMORE, Maryland, United States of America • 15h ago

Veteran

15h ago

Logistician

Booz Allen Hamilton • Full-time • Annapolis Junction, MD • 1d ago

Veteran

1d ago