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.
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This position will be a key member of the Business Development, Client Strategy, and Insights team within the Virtual Client Solutions (VCS) business. Virtual Client Solutions 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, all of which have been driven by initiatives coming out of this Business Development & Strategy team.
The Business Development, Client Strategy and Insights team is responsible for developing the strategic initiatives that drives the business forward to achieve our goals. This includes general client engagement strategy as well as growth & retention efforts. The ED role on this team will align to one of the business lines to develop these efforts and apply business insights to optimize results. Partnering across WM teams including Analytics & Data, Technology, Marketing, Reinvestment, and Wealth Management field leadership will be critical to this individual's success.
Candidates must be eager to develop talent and operate strategically in an innovative business environment.
Primary Responsibilities
- Manage and deliver strategic initiatives and projects related to growth and process efficiency
- Advise leadership with critical insights and own strategic decisions and initiatives
- Drive asset capture through idea generation and execution of relevant client outreach campaigns
- Manage the book allocation process across services-to-sales professionals in line with driving the best client experience and business outcomes
- Refine service to sales business model and execution for the covered business line
- Develop effective communications and presentations for senior business stakeholders
- Collaborate on the design and implementation of key metrics for business reports
- Coordinate various referral programs with the rest of Morgan Stanley Wealth Management
- Opportunity to use various reporting and visualization tools, including proprietary and third-party tools (Salesforce, Tableau, etc.)
Required Qualifications
- 7 years of experience in the Financial Services industry
- 2 years of experience managing direct reports with interest in developing talent
- 2 years of reporting and forecasting using historical data and trends and reporting business reults
- Experience with service or sales related deliverables / goals
- Experience leading and influencing cross-functional initiatives
- Experience with strategic thinking, problem solving & analytical aptitude - ability to utilize data to generate innovative ideas to drive the business forward; test & learn
Preferred Qualifications
- Experience using Dataiku and Tableau
- Ability to develop valuable presentations for senior management
Soft Skills
- Strong organizational skills with attention to detail as well as the ability to handle multiple tasks and projects
- Strong listening and verbal/written communication skills that understands audience awareness
- Detail and results oriented; Interpersonal, collaborative and team 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).
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 $150k and $250k 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).