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Field Business & Strategy VP-Wealth Management

Morgan Stanley
Purchase, NY Full Time
POSTED ON 3/15/2023 CLOSED ON 4/16/2023

What are the responsibilities and job description for the Field Business & Strategy VP-Wealth Management position at Morgan Stanley?

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.

The Field Business Management and Strategy team (FBMS) helps the Firm make fact-based decisions around management and strategic direction of the Morgan Stanley Wealth Management organization. FBMS works closely with senior management across Firm functions to analyze information, develop recommendations, and communicate policies.

FBMS is also responsible for leading strategic work streams including the design and implementation of Financial Advisor and Branch Manager Compensation programs, strategic cost management, client retention policies, Financial Advisor teaming strategies and the management of Financial Advisor and Management information systems.

Position

Summary:

As a member of the Field Business Management and Strategy team, the candidate will be responsible for supporting select policies, processes, and platforms within FBMS's charter by creating meaningful solutions, effectively communicating those solutions to business stakeholders, and providing comprehensive support and education to target audience.

The role requires the candidate be a self-starter, with strong management, communication, and forward-thinking skills, capable of problem solving, and able to manage multiple projects from beginning to end.

The candidate will also need to be comfortable managing projects and working as part of a team with colleagues across a diverse range of functional groups. In addition, the candidate will be responsible for assisting with ad hoc projects from various groups within the Field Business Management and Strategy team and the greater Wealth Management organization

Requirements:

BA/BS with strong academic record

At least 8 years post-undergraduate experience, ideally in a strategy focused role

Experience managing and developing a team

Self-starter with strong project management capabilities and an attention to detail

Excellent problem-solving and analytical skills; strong business judgment

Solid communication and interpersonal skills

Ability to work well with colleagues across a diverse range of working groups in a dynamic environment

Committed to Diversity

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 $105000 and 180000 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.

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