Virtual Client Solutions Business Management & Strategy - AVP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

This position will be a member of the Strategic Growth Initiatives & Business Insights team within the Virtual Client Solutions business. Virtual Client Solutions (VCS) is made up of three businesses – Workplace Solutions Group (stock plan administration customer servicing), Morgan Stanley Virtual Advisor (full-service wealth management for Mass Affluent Clients) and E*Trade retail customer service – which come together to drive Morgan Stanley Wealth Management’s growth strategy of reaching prospective clients in the early stages of wealth accumulation by introducing stock plan participants and self-directed retail clients to the full-service advice channel as clients. VCS has seen exponential growth over the last 3 years across key business metrics ( new accounts, headcount, client engagement), all of which have been driven by initiatives coming out of this business management & strategy team.

The VCS Business Management & Strategy team partners across numerous MS Wealth Management teams, including Analytics & Data, Technology, Marketing, Reinvestment, MS@Work and Wealth Management field leadership.

The AVP role will have responsibilities across business management and strategy with a focus on project management and developing and applying business insights.

This role will be for our 1 New York Plaza, New York, NY location.

Key Responsibilities

• Manage and deliver strategic initiatives and projects related to growth and process efficiency
• Data analysis and forecasting that provide leadership with critical insights and contribute to strategic decisions
• Drive strategy to support asset capture across channels, products and services
• Refine service to sales business model and execution for self-directed retail businesses
• Create effective communications and presentations for senior business stakeholders
• Collaborate on the design and implementation of key metrics for business reports
• Effectively help to coordinate various referral programs with the rest of Morgan Stanley Wealth Management
• Opportunity to use various reporting and visualization tools, including proprietary and third-party tools (Salesforce, Tableau, etc.)

Qualifications

Required Qualifications

• Bachelor’s Degree required
• 3-5 years of work experience in Financial Services, Consulting and/or business strategy related fields
• Experience in leading and influencing cross-functional initiatives
• Experience with reporting & forecasting
• Strong Excel skills required (will be tracking the results of the team’s many ongoing initiatives and will project future results based on historical data and anticipated improvements)
• Experience in creating meaningful and digestible presentations for senior management

Preferred Qualifications

• Experience working with Dataiku and Tableau

Soft skills

• Strong organizational skills with attention to detail as well as the ability to handle multiple tasks and projects
• Strong listening and verbal/written communication skills that understands audience awareness
• Interpersonal, collaborative and team skills
• Detail and results oriented; can work independently and possess strong sense of accountability
• Strategic thinking, problem solving & analytical aptitude – ability to utilize data to generate innovative ideas to drive the business forward; test & learn

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Expected base pay rates for the role will be between $85k and $135k 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.

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).