E*TRADE from Morgan Stanley · 17 hours ago
Wealth Management Finance Product Controller
Baltimore, Maryland, United States of America
Full-time
Onsite
Entry, Mid Level
$60K/yr - $90K/yr
2+ years expE*TRADE from Morgan Stanley is seeking an Associate to join their Wealth Management Controllership team within the Finance Division. The role involves supporting the WM Finance controller team with various deliverables and enhancing processes and reporting related to financial and capital resources.
BankingFinanceFinancial Services
Responsibilities
You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various wealth management products
You will produce various month-end general ledger close processes including creating journal entries, reconciliations and analysis
Collaborate with a varied group of colleagues in Finance across Controllers, Legal Entity & Regulatory teams, CFO teams, Business Unit, Operations and Technology
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
You will support the development of internal management reporting for WM products
You will support the overall execution and drive continued improvement of control frameworks
You will drive and own ad-hoc projects & analysis as required
Qualification
Required
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Attention to details, strong analytical and problem solving bent of mind
You have a BS/BA degree with Finance and/or accounting experience required
You have 2-5 years' post-college experience in the financial services industry preferrable in a controllership role
You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability
You are a self-starter and are able to work under tight deadlines
You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint
You have strong communication and presentation skills
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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