What are the responsibilities and job description for the Wealth Management, Investment Solutions Strategy, AVP position at Morgan Stanley?
Morgan Stanley Wealth Management (MSWM) provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.
Team
The Investment Solutions Strategy team is responsible for partnering with the various business lines to drive and execute on the overall strategies of the product organization and the Firm to retain and deepen relationships at MSWM. Business lines include Traditional Investment Products, Insured Solutions, Capital Markets, Alternative Investments, and Advisory. The team interacts cross-functionally across all Investment Solutions business lines, partner teams, and senior management.
Key responsibilities of this role include, but are not limited to:
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).
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.
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).
Team
The Investment Solutions Strategy team is responsible for partnering with the various business lines to drive and execute on the overall strategies of the product organization and the Firm to retain and deepen relationships at MSWM. Business lines include Traditional Investment Products, Insured Solutions, Capital Markets, Alternative Investments, and Advisory. The team interacts cross-functionally across all Investment Solutions business lines, partner teams, and senior management.
Key responsibilities of this role include, but are not limited to:
- Ability to synthesize large data sets/complex problems and create recommendations or solutions
- Explore new business opportunities, including key initiatives in regards to potential net new asset opportunities
- Leverage data and analytics tools to build various reports / dashboards and provide meaningful insights around client, advisor, product and overall market trends to senior management and product teams
- Spearhead quantitative and qualitative ad hoc analyses requested by senior management (e.g., excel modeling, Power Point presentations, meeting talking points, etc.)
- Support product teams on key initiatives, as well as ensure the product area is appropriately plugged into firm-wide initiatives and leveraging new Wealth Management tools & technology to drive business
- Partner or consult with product, sales, relationship management and marketing teams to identify and execute on opportunities to increase advisor, client and asset penetration levels across wealth management and provide insights and metrics for tracking against campaign/growth targets
- Support products and services integration efforts as it relates to ETRADE and Eaton Vance and uncover / execute on future state opportunities (i.e., product expansion efforts)
- Organized and capable of multi-tasking several responsibilities in a fast-paced setting
- Strong experience working with Data Platforms & Tools such as Dataiku, Tableau, Business Objects, etc.
- Ability to partner with cross functional teams, such as Data & Analytics, Technology, Finance, Research, Legal, Risk, Compliance, etc.
- The ideal candidate should be highly motivated, innovative and an independent thinker with drive to learn new areas of the Wealth Management business
- Highly proficient in Microsoft Office (Strong Excel and Power Point skills)
- Strong communication and presentation skills
- Prior experience working in wealth management is a plus
- Minimum Requirements: BS / BA degree with at least 3 years of experience in financial services
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).
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.
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).
Salary : $85,000 - $135,000
