Morgan Stanley

Field Business Management, Associate / AVP

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Purchase • New York • United States

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Salary

💰 $58,000 - $130,000 per year

About the role

  • Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in executing the program.
  • Partner with the Field management leadership team to deliver program/policy changes across the Field organization.
  • Manage Field inquiries from both Advisors and Managers and assist in deal valuations/enrollment execution, including award valuation model-building and contract creation.
  • Day to day communication with FAs and managing pipeline of inbound inquiries regarding the ALP policy.
  • Act as a liaison with risk, legal, technology and other cross-functional teams to facilitate the strategic execution of the program, ensuring alignment with organizational goals.
  • Manage relationships with external vendors on competitive intelligence data.
  • Collaborate with internal business partners to create innovative solutions that enhance program effectiveness and drive business success.
  • Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and field presentations, ensuring clear communication of complex data.
  • Ability to develop analytics from multiple streams of data, interpret and analyze trends, develop actionable insights and provide strategic recommendations for senior management.
  • Modernize program analytics and KPI management automating recurring reporting and building scalable dashboards.
  • Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency.
  • Create and manage AI Agents for ALP Program incorporating innovative business solutions.

Requirements

  • 3-5 years of relevant experience, with significant exposure to Wealth Management
  • Bachelor’s degree in business or a related field preferred, with a strong academic record
  • Must possess Financial Services industry experience, knowledge of industry trends, and competitive advantages
  • Strong strategic planning, finance, conceptual design, collaborative, and organizational skills
  • Excellent written, verbal, and interpersonal communication skills, including presentation capabilities
  • Advanced proficiency in MS Excel, PowerPoint, Word, and Adobe PDF
  • Familiarity with Dataiku is a plus
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisKPI managementprocess improvementcontract creationaward valuation model-buildinganalytics developmentdashboard buildingprogram executionpolicy changescompetitive intelligence
Soft Skills
strategic planningcollaborationorganizational skillscommunication skillspresentation skillsconceptual designinterpersonal skillsproblem-solvingrelationship managementinnovation