Wealth Management Field Experience & Platforms Business Analyst

The Morgan Stanley Wealth Management Field Experience & Platforms Team manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. The Business Analyst will be responsible for helping to implement and maintain a suite of platforms in support of the next best action campaign management solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.

Our Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, testing, training and post deployment support. As a Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set.

You Will

• Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.
• Translate overall business and product strategy into technical requirements to be developed.
• Create clear, concise and complete functional specifications & requirements documents (user stories).
• Collaborate with support partners (Legal, Risk, Compliance) to ensure are changes are made in line with firm policies and procedures.
• Collaborate with developers to test and verify that solutions will meet the business requirements.
• Prioritize work based on needs and constraints in an agile software development environment.
• Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
• Promote a data-driven mindset in strategic thinking.
• Engage with and train user personnel in the use of the system.
  
  

You Have

• 4 years of professional experience in business and/or data analysis
• Experience using Salesforce Marketing Cloud or similar Products to develop client or business solutions
• Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.
• Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)
• Effective in managing multiple parallel work streams and initiatives
• Excellent written and verbal communication skills
• Detailed, organized, and results-oriented
• Excellent troubleshooting, analysis and problem-solving skills
• Ability to work effectively in a fast paced, high energy, team-oriented environment
• BS/BA degree required. Advanced degrees a plus.
  
  

You Might Also Have

• Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC); Salesforce Financial Services Cloud experience a plus
• Advanced understanding of MS applications with focus on data analysis (Excel), process flow (Visio), documentation (Word, OneNote) and presentations (PowerPoint)
  
  

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between $85,000 and $130,000 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.

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).