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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 Business Development, Client Strategy, and Insights team within the Virtual Client Solutions business. Virtual Client Solutions (VCS) is made up of three businesses – Stock Plan, Retail, and MSVA– 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 (NAA, new accounts, headcount, client engagement), all of which have been driven by initiatives coming out of this COO & strategy team.
The VCS 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 is available at any of the following office locations: Alpharetta, GA, Gilbert, AZ, Tampa, FL or Sandy, UT
Key Responsibilities
Manage and deliver strategic initiatives and projects related to growth and process efficiency
Required Qualifications
Preferred Qualifications
Soft skills
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).
keywords: forecasting, predicting, trends, staffing, growth, business goals, analyst, data teams, modeling, reporting, dataiku, tableau, excel initiatives, leading, influencing
Full Time
Securities
$86k-112k (estimate)
04/24/2024
05/02/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities