Morgan Stanley
Wealth Management Finance FP&A - Director (WM Marketing)
$100K–$140K
New York, New York +1 · On-site · Director · Full-time · Posted Sep 14, 2026
- Location
- New York, New York
Purchase, New York - Experience
- 4+ years of experience in the financial services industry.
- Education
- Bachelor's degree required, with experience in Finance and/or Accounting.
About the job
Leads budgeting, forecasting, expense tracking, reporting, and financial analysis for Wealth Management Marketing, providing insights and strategic support to business leaders.
What you'll do
- Own WM Marketing budgeting and forecasting, track expenses, and lead monthly reporting and reviews.
- Analyze results, metrics, drivers, and variances; present insights and recommendations to management.
- Support month-end close, financial reporting, weekly estimates, and strategic initiatives.
What they ask for
- Bachelor's degree and experience in Finance and/or Accounting.
- 4+ years of experience in the financial services industry.
- Strong working knowledge of Microsoft Office, including advanced proficiency in Excel and PowerPoint.
- Strong analytical, written, and verbal communication skills.
Nice to have
- Familiarity with AI tools and analytical systems.
Pay
$100,000 and $140,000 per year (USD, base salary)
Tools
Microsoft Office, Excel, PowerPoint
AI focus
Familiarity with AI tools is requested; no specific AI development or implementation duties are stated.
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