Morgan Stanley Purchase , NY 10577
Posted 3 weeks ago
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.
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
Field Business Management is part of Wealth Management Field Home Office at Morgan Stanley Wealth Management. The Business Administration Analysts' primary responsibility is strategy, development and execution of Automated Flexible Grid (AFG), Advisor Legacy Program (ALP) and Joint Production Agreements (JPA). The role reports to the Business Administration Manager.
Position Responsibilities
Field interface with Financial Advisors, staff and Field Management in development and execution in business AFG, ALP and JPA.
Educate and train enterprise partners and field personal on departmental platforms and processes
Point person for cross departmental policy integration, analysis and execution
Lead owner of Call Center partnership for field execution and direction
Field/Client Communication creation and execution as needed
Maintain cross departmental relationships to advance Firm wide strategies
Point person with various corporate partners to develop and implement policies, specifically with Human Resources, Finance and FA Comp
Daily/monthly/Quarterly reporting and trend analysis on metrics
Develop, implement and present key data and metrics to senior management
Perform other duties and special projects as assigned
Minimum of 5 year of Wealth Management or Industry experience
Bachelor's degree required
Strong organizational, project management and analytical skills
Strong written and verbal communication skills
Direct knowledge of MS Office with emphasis on PowerPoint, Word and Excel
Understanding of web technologies and departmental platforms
Knowledge of SQL and Dataiku a plus
Self-motivated and able to work in a strong team and high activity environment
Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
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 85000 and 135000 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