1,157 Budget Management jobs in the United States

The Human Services Agency is seeking highly-motivated and experienced candidates for the Budget Management Analyst . This position will allow you to further enhance your budget financial management skills, while working on a wide range of challenging financial projects and deliverables for the Human Services Agency. Successful candidates will have experience in public administration, financial planning, analysis, reporting, budgeting, and accounting, be self-motivated, highly analytical strategic thinkers, and be detail oriented with the ability to solve business problems and deliver insights that enable timely and effective operational decision-making. The Human Services Agency’s Budget Team in the Financial Services Division provides budget administration and oversight, prepares reports and analysis and ensure of compliance with local, state and federal requirements. Management Analysts perform a wide variety of highly complex analytical and administrative support activities and provide high-level support to Agency Directors and Managers. The ideal candidates for this position are: Knowledge of public financial administration, budgeting, and project accounting. Able to manage the entire budget cycle from planning and developing to monitoring, analyzing, reporting, and forecasting. Knowledgeable of accounting, auditing, and financial reporting. Able to analyze complex problems accurately, develop practical recommendations, and take appropriate action to resolve them. Politically-astute strategic thinkers and planners. Able to analyze, moderate-to-complex budgetary, contract, accounts payable, and claiming issues and recommend actions to resolve issues. Develop subject matter expertise in assigned area. Highly skilled in the effective use of automated systems and applications, in particular Excel, to perform analyses and prepare reports. Able to communicate concisely and effectively, both verbally and in writing to convey financial information to a diverse audience in reports, workbooks, and instructions. Able to build strong effective relations and partnerships by using a collaborative style in reaching solutions to problems and accomplishing goals. Able to develop workbooks, track and report financial data and recommend courses of action. Quick learner who work well independently and as part of a team. Able to work in a fast paced, deadline driven environment. Open minded, creative, and comfortable with change. Detail oriented while able to see a big picture. There is currently one permanent vacancy on the Human Services Agency Budget Team. The Agency plans to fill the position at the more experienced Management Analyst level. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. Successful Management Analysts have come from a variety of professional backgrounds. Typical ways to obtain the required qualifications could include: A Bachelor's degree from an accredited college or university in political science, public administration/policy, business, economics, or a related field, plus three years of analyst experience; or A Master's degree from an accredited college or university in political science, public administration/policy, business, economics, or a related field, plus one year of analyst experience; or Five years of analyst experience in a public agency or nonprofit setting. Knowledge of/Experience with: Principles and practices of local government administration and management. Development or management of project or program budgets. Leading and managing projects with multidisciplinary, multi-agency teams. Principles of financial administration, including public budgeting and reporting. Principles and practices of organizational analysis and management. Initiatives or efforts that advance diversity, equity, and inclusion. Skill/Ability to: Learn the Federal, State, and local regulations and guidelines related to assigned duties. Analyze a wide variety of moderate-to-complex management/operational problems and make effective operational and/or procedural recommendations. Prepare clear and compelling staff reports and deliver presentations to elected and appointed officials. Use the County’s budget and accounting systems to perform financial analysis and reporting at the department and countywide levels. Utilize a variety of quantitative and qualitative data sources and methods to research problems and develop recommendations. Provide instruction and guidance to departmental staff on budget development and management, and collaborate effectively across departments to implement processes and resolve issues. Lead stakeholder or public engagement efforts. Perform the full range of the assigned duties under minimal supervision. Open and Promotional. Anyone may apply. Current County of San Mateo and County of San Mateo Superior Court of California employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, Confidential and Management extra-help/limited term, and SEIU or AFSCME represented extra help/limited term positions prior to the final filing date will receive five points added to their final passing score on this examination. Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questionnaire. The examination process will consist of an application screening (weight: pass/fail) based on the candidates' application and responses to the supplemental questions. Candidates who pass the application screening will be invited to a panel interview (weight: 100%). Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations, or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in San Mateo County, California, and applicants must participate at their own expense. At this time, interviews will be conducted virtually using MS Teams. IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply" button. If you are not on the County's website, please go to to apply. Online applications must be received by the Human Resources Department before midnight on the final filing date. TENTATIVE RECRUITMENT SCHEDULE Final Filing Date: Monday, July 28, 2025 at 11:59 p.m. PST Application Screening (tentative): Tuesday, July 29, 2025 Combined Panel Interviews (tentative): Wednesday, August 6, 2025 San Mateo County San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities. As an employer, the County of San Mateo is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work. The County of San Mateo is an equal opportunity employer committed to fostering diversity, equity, and inclusion at all levels. Analyst: Arlene Cahill (Management Analyst - D181) #J-18808-Ljbffr

Beauty Co-Lab (BCL) is a bespoke Omnicom Media Group unit for L'Oral USA delivering an industry-leading agency solution that drives business growth and transformation.

With deep expertise in data and technology, we deliver audience first, full-funnel and omni-channel strategies to deliver against L'Oral's mission: Create the Beauty that moves the world.

For over a century, L'Oral has devoted its energy, innovation, and scientific excellence solely to one vocation: Creating Beauty with a main goal of offering each and every person around the world the best of beauty in terms of quality, efficacy, safety, sincerity and responsibility to satisfy all beauty needs and desires in their infinite diversity.

At Beauty Co-Lab, our mission is to co-create what's next and our team of beauty champions and media challengers possess modern media, commerce, and analytics skillsets to keep pace with the rapidly changing ecosystem and reflect the wonderful diversity of the consumers and communities we serve. We are passionate about beauty, media, data, and technology.

Manager, Budget Project Management

Overview

For more than a century, L'Oral has devoted its energy, innovation, and scientific excellence solely to one business: Beauty. Their goal is to offer each and every person around the world the best of beauty in terms of quality, efficacy, safety, sincerity and responsibility to satisfy all beauty needs and desires in their infinite diversity.

BCL is looking for a Budget Project Manager, who oversees and coordinates all aspects of client budget management. This position acts as the relationship and account manager for all financially related client matters.

Responsibilities

This role encompasses all financial transactions, including but not limited to client budget reporting, planned versus actual, projections and forecasts, client billing, discrepancy management, client receivables, and vendor payables. This individual is a trusted liaison among the Media Strategy team, internal finance, and the client. The objective is to develop and implement sound business management practices within the Client Finance Group. The manager will champion the budget management process from end-to-end, enforcing the workflow processes across all departments and ensuring quality control throughout.

• Management of the client billing function and monitoring actual expenditures to budget
• Management of client receivables
• Development of cash projections
• Review of all media purchases
• Track discrepancies
• Attendance at periodic internal client-related or departmental meetings
• Presentation of the Budget Report to client(s)

• Bachelor's degree in Business, preferably Accounting or Finance
• 2+ years' work experience with hands on budget management experience, preferably within the media industry
• Experience in a fast paced, media environment; a high sense of urgency, and a positive attitude.
• Must be a team player, a quick learner, and good problem solver.
• Extreme attention to detail and highly organized
• Intellectual curiosity and excellent problem-solving skills
• Excellent verbal and written communication skills
• Proactive and detail oriented
• Ability to prioritize and manage multiple projects and deadlines for multiple stakeholders
• Ability to employ critical thinking and develop proof through analysis
• The ideal candidate will possess client management experience, strong interpersonal skills, and strong technical skills

• Strong proficiency utilizing DDS/Media Ocean and D365 preferred with superior Excel skills
• Knowledge of all media types; network (television and radio), local, print, out-of-home, direct and digital.
• Experience with Media billing and/or buying/strategy is a plus
• Ability to quickly learn multiple software applications
• Be a resource for multiple teams and work across multiple disciplines to coordinate projects and deadlines

Budget & Analysis Management Analyst I/II Join to apply for the Budget & Analysis Management Analyst I/II role at Midpeninsula Regional Open Space District Budget & Analysis Management Analyst I/II 2 days ago Be among the first 25 applicants Join to apply for the Budget & Analysis Management Analyst I/II role at Midpeninsula Regional Open Space District Get AI-powered advice on this job and more exclusive features. Are you a bright, motivated, and skilled Budget professional with a passion for the outdoors and preserving open space? Midpeninsula Regional Open Space District is recruiting a highly qualified Management Analyst I/II to bring budget expertise to support Midpen’s mission of open space preservation, natural resource protection, and ecologically sensitive public access. Along with providing day-to-day budget support, this position will assist Midpen with the careful expenditure and performance tracking and reporting of capital projects funded through the voter-approved $300 million general obligation bond known as Measure AA. About Midpen: Midpen helps plants, animals and people thrive throughout the greater Santa Cruz Mountains region by preserving a greenbelt of more than 70,000 acres of public open space with more than 250 miles of trails in 27 extraordinary preserves, permanently protected for natural resource conservation and ecologically sensitive public enjoyment and education. Midpen is a public agency with a focused mission that guides our work, and where every employee makes an impact. If you are looking for an outstanding opportunity to contribute to the legacy of open space protection, natural resource restoration and outdoor recreation, working with an incredible team of like-minded colleagues, we invite you to apply for this position! At Midpen, we believe open space is for all. Our public lands are shared spaces provided for the community by the community. All people, regardless of background, deserve respect, dignity, safety, and a sense of belonging. Midpen welcomes all people to enjoy the public open space preserves we hold in trust, supporting the mental, physical, and social well-being of our region. About the Position: Midpen aims to recruit and retain employees who embody professionalism, accountability, and respect, who value working in an environment focused on inclusivity, diversity, and equity. The ideal candidate has solid public sector budget and finance experience; possesses excellent judgment, curiosity, and proactive problem-solving skills; and can successfully coordinate and accomplish professional-level administrative and program work. This position requires a seasoned multi-tasker with a broad mix of skills, including a high level of proficiency with Microsoft Excel and excellent writing skills. The Management Analyst I/II is responsible for the coordination and preparation of Midpen’s annual budget, Measure AA Bond Annual Accountability Report, and year-end budget review; monitoring, reporting, researching, and estimating both current and future expenditures, variances, and budget performance; recommending financial corrective and improvement measures; tracking the annual budget; providing budget support to other departments; developing and preparing financial reports; performing professional financial/trends analysis and forecasting to understand short-term and long-term impacts of potential actions; and assisting with special projects. The successful candidate is detail-oriented and can also pivot to a broader perspective; has a proven ability to build positive and productive relationships; possesses excellent communication and interpersonal skills; and provides excellent customer service. Flexibility and the capacity to comfortably adapt to and manage change in an evolving workplace are a must. General Microsoft Office Suite proficiency is required. The Management Analyst I under supervision, performs most of the duties required of the position but is not expected to function at the same skill level required of a level II. Budget & Analysis Management Analyst I Annual Pay Range: $8,417- 122,882 The Management Analyst II is expected to perform the full range of duties as assigned, working independently and exercising a higher level of judgment and initiative. Receives occasional instruction or assistance as new or unusual situations arise. Budget & Analysis Management Analyst II Annual Pay Range: 108,485- 135,484 View The Full Job Description On Our Website. A Few Reasons Why You May Love This Job Collaborative work that directly supports Midpen’s mission to protect and restore the natural environment and contributes to providing nature’s benefits to everyone You’ll be part of a talented and dynamic team of bright, energetic, and motivated professionals with a passion for the outdoors, trails, and preserving open space Excellent employee benefits, including medical, dental, vision, tuition reimbursement, and a retirement pension through California Public Employees Retirement System (CalPERS) Work Environment: This position is part of Administrative Services at Midpen’s office in Los Altos, California. Midpen offers a hybrid office/telecommute work schedule for this position. This position reports to the Budget & Analysis Supervisor. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Management Analyst I: equivalent to graduation from an accredited four-year college or university with major coursework in business administration, public administration, or a related field and one (1) year of responsible analytical experience. Public sector experience is preferred. Management Analyst II: equivalent to graduation from an accredited four-year college or university with major coursework in business administration, public administration or a related field, and three (3) years of professional analytical experience. Public sector experience is preferred. Licenses & Certifications Required: Possession of a valid California Driver’s License. How to Apply: Apply online at CalOpps.org. Application Deadline: June 29, 2025 Applicants with the most relevant experience and qualifications suitable for the position will be invited to interview. The following application items are required to be considered* : Fully completed CalOpps employment application Cover letter Resume Supplemental question responses Incomplete CalOpps employment applications, or applications without the required application items listed here, will not be considered for the position. Recruitment Timeline First Interview (virtual): July 10, 2025 Written Exercise (virtual): July 14, 2025 Second Interview (in person): July 15, 2025 A note to applicants who currently live outside of the San Francisco Bay Area: before committing to the application process, and if you haven’t done so already, we suggest evaluating the feasibility of relocation. We recommend researching the cost of living in the San Francisco Bay Area, the cost to relocate, and typical commute times to Los Altos from outlying areas. Midpen reserves the right to limit or deny off-duty employment or business ownership which creates a conflict of interest or an incompatibility with District employment. Information can be found in the Personnel Policies and Procedures Manual Section 4.13 Off-Duty Employment and Business Ownership. Midpeninsula Regional Open Space District is an Equal Opportunity Employer. Applicants with disabilities may request reasonable accommodation by contacting the Human Resources department at ( or via email at Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Government Administration Referrals increase your chances of interviewing at Midpeninsula Regional Open Space District by 2x Sign in to set job alerts for “Budget Management Analyst” roles. San Francisco Bay Area $98,417 - $135,4 4 3 weeks ago Sunnyvale, CA 124,000 - 176,000 1 day ago Senior Analyst (Purchasing) - Department of Finance Budget Analyst/Accountant II (Substitute) Business Analyst, Operations and Governance Mountain View, CA 118,000.00 - 155,000.00 1 week ago Palo Alto, CA 103,200.00 - 175,200.00 4 weeks ago Business Analyst, Vehicle Accessories & Merchandise Palo Alto, CA 94,800.00 - 159,600.00 9 hours ago San Mateo, CA 115,770.00 - 161,160.00 1 week ago Santa Clara, CA 119,106.96 - 152,152.20 1 day ago Business Analyst, WW Fulfillment by Amazon Business Analyst II, Trust and Safety, YouTube San Bruno, CA 117,000.00 - 167,000.00 1 day ago Product Management Lead, Video Budget (Brand Ads) San Jose, CA 210,000.00 - 414,000.00 3 weeks ago Santa Clara, CA 61.00 - 61.00 2 months ago Digital Asset Management Business Analyst Sunnyvale, CA 65,000.00 - 85,000.00 22 hours ago San Mateo, CA 96,442.50 - 163,680.00 4 days ago Business Analyst III , Fulfillment by Amazon (FBA) Science San Francisco Bay Area 91,000.00 - 185,900.00 3 weeks ago Fremont, CA 60,000.00 - 80,000.00 23 hours ago Cyber Risk Management IAM Business Analyst San Mateo, CA 105,000 - 135,000 3 days ago Pleasanton, CA 82,900 - 119,720 2 weeks ago Stanford, CA 116,849 - 148,275 4 hours ago Stanford, CA 116,849 - 148,275 1 week ago Veeva Business Analyst (RIM Product Registration) We’re unlocking community knowledge in a new way. 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Section Chief of Budget Planning & Management Join to apply for the Section Chief of Budget Planning & Management role at NYC Department of Environmental Protection (NYC DEP) Section Chief of Budget Planning & Management 1 year ago Be among the first 25 applicants Join to apply for the Section Chief of Budget Planning & Management role at NYC Department of Environmental Protection (NYC DEP) Get AI-powered advice on this job and more exclusive features. *** Only those currently serving as a permanent or probable permanent, i.e. probationary, Administrative Staff Analyst will be considered. *** Job Introduction The NYC Department of Environmental Protection (DEP) protects public health and the environment by supplying clean drinking water, collecting and treating wastewater, and reducing air, noise, and hazardous materials pollution. DEP is the largest combined municipal water and wastewater utility in the country, with nearly 6,000 employees. DEP delivers more than 1.1 billion gallons per day of the highest quality drinking water to 8.5 million NYC residents and more than 1 million people in Upstate New York and has a wastewater conveyance and treatment system capable of processing over 1.3 billion gallons of wastewater per day to protect the environment and the city's surrounding waterways. The Bureau of Wastewater Treatment (BWT) is responsible for the operation and maintenance of all facilities related to the treatment of sewage within the five boroughs of the city. This includes 14 wastewater treatment plants, sludge dewatering facilities, collections facilities (pumping stations, combined sewer overflow retention facilities, regulators, tide gates, etc.), wastewater laboratories and harbor vessels. Job Purpose: Within BWT, the Budget Planning and Management Section is responsible for managing the Bureau's Capital Budget and the Other Than Personnel Services (OTPS) expense budget. The Bureau's ten-year capital budget is currently $8.4B and the annual expense budget for the Bureau is almost $00M. The Section Chief will supervise the activities of the Budget Planning and Management Section staff. Job Tasks/Duties Supervises Section staff in carrying out the duties of the Section and seeks to develop staff competencies and expertise. Oversee the management of the 4- and 10-year Capital Improvement Plan, including liaising across the Bureau to establish funding needs and schedule targets as well as managing change and tracking of fiscal year targets and the CP process for contract procurements. Oversee the OTPS budget, including management of the budget across over 100 discreet budget codes (budget modifications and encumbrances) and annual exercises, including: the Spending Plan, the Accrual Exercise and the Requests for New Funding. Liaise with staff across the Bureau to obtain budget projections, to assess funding needs and to resolve issues (e.g. payments and change orders). Liaise with central DEP oversight functions, including the offices that oversee the capital program and the expense budget as well as the Agency Chief Contracting Office. Supports DEP in coordination with and responding to inquiries from 0MB. Leads the development of monthly reports on Budget Status, Issues and ad hoc budgetary reports and dashboards. Oversees Section utilization of City and Agency budget management systems, including FMS, PASSPort, and PACT. Leads development of Standard Operating Procedures and training materials for Section activities. ADMINISTRATIVE STAFF ANALYST ( - 1002D Minimum Qualifications A master's degree from an accredited college in economics, finance, accounting, business or public administration, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a closely related field, and two years of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, operations research, organizational research or program evaluation; in personnel or public administration, recruitment, position classification, personnel relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management; or in a related area. 18 months of this experience must have been in an executive, managerial, administrative or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or A baccalaureate degree from an accredited college and four years of professional experience in the areas described in "1" above, including the 18 months of executive, managerial, administrative or supervisory experience, as described in "1" above. 55a Program This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program. Public Service Loan Forgiveness As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at Residency Requirement New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview. Additional Information The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy. , $1 3,497.00 – $1 8,895.00 Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at NYC Department of Environmental Protection (NYC DEP) by 2x Sign in to set job alerts for “Head of Accounting” roles. Section Chief of Budget Planning & Management Section Chief of Budget Planning and Management SENIOR VICE PRESIDENT, MANAGING DIRECTOR Springfield, MO $170 000.00- 220,000.00 3 weeks ago Head of Corporate Finance/IM/ERM Portfolio Springfield-Branson, Missouri Area 1 day ago Head of Fiduciary Accounting-Accounting Manager Associate Professor, Accounting (9 month appointment) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Continue with Google Continue with Google Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work. Why join our team: We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. We are currently searching for a Sr Financial Planning & Analysis to support the Services business for Transact+CBORD. Please see the details for the position below. Title: Sr Financial Planning & Analysis Location: Remote within the US Key Responsibilities Support strategic business decision making through financial modeling and analysis, including ad-hoc modeling and analysis to achieve business and company goals. Maintain financial budgets and forecasts for the business and track key variances. Design and create monthly, quarterly dashboards to help monitor and identify key business trends. Develops financial plans and reports for organizational leaders. Enhance and maintain key KPIs to drive better investment decisions, such as return on spend at the program or initiative level. Constantly improve accuracy by understanding the underlying business drivers. Update assumptions with inputs from operational business improvements. Variance reporting (forecast vs. actuals) and analysis. Provide inputs to monthly reporting packages, and monthly and quarterly business reviews. Requirements BA/BS in Finance, Accounting, Business Administration, Economics. Three (3) or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting. Excellent Excel skills. Have a rigorous attention to detail. Excellent communication and organization skills. Work well under pressure. Highly organized and can work on multiple projects at once. A high level of analytical ability and accuracy. Ability to work independently and complete tasks with minimal supervision. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Transact Campus by 2x Get notified about new Senior Financial Planning Analyst jobs in St Louis, MO . 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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex deb Financial Planning, Associate, Financial, Planning, Operations, Skills, Business Services

3 days ago Be among the first 25 applicants

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Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firms clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities

• Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
• Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
• Collaborate effectively with local management team to prioritize financial planning engagements
• Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
• Facilitate business growth by driving client loyalty
• Work closely with other solutions specialists to incorporate sophisticated solutions into the clients financial picture
• Drive goals based wealth management strategy with Financial Advisors and their clients
• Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
• Remain current with all CFP and/or CPWA continuing education requirements
• Comply with all regulatory requirements, including licensing and registrations

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firms clients in addressing a spectrum of financial and investment needs:

• Holder of a bachelors degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
• Current holder of the CFP and/or CPWA designations
• Series 7, 66 licenses required
• Exemplary in communication, presentation, time-management and organizational skills
• Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
• Authorization to work in the U.S. without durational restrictions
• Successful completion of background check and pre-employment assessments
• Knowledge of Money Guide Pro preferred but not required

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between 135,000 and 145,000 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.

• Seniority level Director

• Employment type Full-time

• Job function Finance, Business Development, and Sales

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