DUTIES and RESPONSIBILITIES:
- Responsible for analyzing branch metrics on profitability, headcount, diversity, product engagement, and overall performance metrics to assess required resources and assist in driving regional strategic decisions and initiatives
- Support the Regional Director and Regional Chief Operating Officer in identifying the region's largest growth opportunities across the platform
- Develop actionable reports for field managers to understand current performance and identify client opportunities
- Analyze current processes and generate solutions to improve business performance and efficiency of the region
- Present insightful findings, share key strategies, and communicate important updates in leadership meetings
- Create ad-hoc analysis for Senior Management related to regional performance
- Facilitate the planning and execution of regional leadership forums and training sessions for field management by managing the agenda, speakers, and content to enhance leadership development and drive organizational success
- Create presentations for monthly regional calls and regional leadership forums
- Participate in regional business reviews and document key takeaways
- Oversee the hiring allocation process for the Financial Advisor Associate Program within the region by prioritizing candidate selection based on talent needs, coordinating with the sourcing team, and offering guidance to associate market managers on timelines and expectations
- Coordinate external recognition and summit invitations for advisors across the region for Forbes and Barron's
- Manage databases, spreadsheets, and other software platforms to automate business functions and to track business activities
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EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- Bachelor's Degree or equivalent education
Knowledge/Skills
- Advanced Excel and PowerPoint skills
- Effective written and verbal communication skills
- Strong attention to detail
- Ability to identify issues and trends in order to anticipate change and provide recommended solutions and remedies
- Exceptional organizational skills
- Ability to organize and prioritize workflow and assignments in a deadline oriented environment
- Ability to interact and all levels of Firm Management
- Ability to multitask in a fast-paced environment
- Excellent judgment and ability to be discreet in all matters
- Outstanding interpersonal skills
- Strong work ethic
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 $57,000 and $115,000 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).