Path to Advice

Firm Overview

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.

Department Profile

• Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time.
• The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel.

 Role Profile

• In this role, you will shape the strategy of several initiatives the Path to Advice team is standing up, including the creation of dashboards, pertinent reporting and data models to support strategic planning and operations of our Advisor, Workplace, and Direct client segments.
• This individual will join a team with a proven record of executing on the Firm’s strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.
• As a Vice President on the team, you will facilitate strategic discussions with internal stakeholders, ensure alignment on key decisions with partners across the Firm, translate these initiatives into technical requirements and execute with speed and precision.
• This role will require someone who is able to balance big picture thinking with operational expertise – someone capable of standing up new initiatives and scaling them quickly to bring in Net New Assets.

Key Responsibilities

• As a Vice President on the team, you will help build a Business Intelligence center of excellence that drives analytical insights across multiple functions that are driving the firm's growth strategy. You will help the team stand up new initiatives and derive insights that help generate Net New Asset growth. 
• This role will include collaboration with teams across business units and geographic regions to drive strategic projects and operational improvements. The role will be Field-facing, requiring the candidate to work closely with Financial Advisors on performance metrics and integrate their feedback
• As a leader on the team, you will be expected to provide data-driven insights, while in parallel coaching other team members on how to perform analysis and craft recommendations
• In this role, you will be expected to manage Path to Advice’s reporting infrastructure by owning the creation, maintenance, and enhancement of all of Path to Advice’s data visualization tools (e.g. Tableau, PowerBI, Dataiku)
• Analyze large data sets to identify trends, patterns and opportunities for business growth and present pertinent insights and recommendations to stakeholders in concise and effective presentations
• Contribute to the continuous improvement of analytical processes and performance benchmarking optimize the operations of our lead distribution process. You will also shape the narrative of the Firm’s Path to Advice strategy, providing direction and analytical support for external work the team is preparing
• Partner with core partner businesses across the end-to-end customer journey, include Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Emerging Wealth Solutions
• Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors
• Support test & learn campaigns, including analyzing high-level performance data, and identifying optimization opportunities
• Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts 

Experience

• Bachelor’s degree in related field (e.g. Computer Science, Statistics, Business Analytics); MBA a plus
• 7+ years in top-tier management consulting, technology or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus

Skills Required

• Strategic thinker with strong analytical and problem-solving skills; robust financial modeling skills a plus
• Excellent interpersonal skills, including collaborative work style and leadership presence; demonstrated ability to influence others and earn trust of peers and senior management across an organization
• Project management skills, including ability to juggle multiple projects simultaneously and comfort with changing or tight deadlines
• Strong written and verbal communication skills, with an ability to break down complex ideas into clear, concise concepts; experience in developing C-level presentations a plus
• Detail and results-oriented individual
• Strong team player, and high energy, and motivated by fast-paced environment
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
• Proficiency in SQL, Python, and at least one BI visualization tool (SQL, VBA, Dataiku, Tableau)
• Strong analytical thinking and problem solving skills; ability to communicate technical concepts to non-technical stakeholders
• Ability to work in collaborative, transparent style with cross-functional stakeholders across the organization to lead and deliver business results

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $110,000 and $185,000 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).