Field Business Management, Associate / AVP

Morgan Stanley•Harrison, NY

6d•$58,000 - $130,000

About The Position

The Business Management Associate / Assistant Vice President (AVP) will play a strategic role in the Advisor Legacy Policy team within the FBMS organization. This position is designed for a dynamic and strategic professional who will help drive and manage key components of the Advisor Legacy policy. The Associate / AVP will work closely with senior management and Field leadership to ensure the effective execution of the Advisor Legacy Program. Key responsibilities include: Comprehensive Policy Understanding: Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in executing the program. Collaboration with Field: 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. Cross-Functional Collaboration: 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. Innovative Business Solutions: Collaborate with internal business partners to create innovative solutions that enhance program effectiveness and drive business success. Advanced Visualization & Presentation: Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and field presentations, ensuring clear communication of complex data. Analytical Excellence: 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. Project Management: Strong process and project-management skills with ability to manage multiple projects simultaneously, re-prioritize as needed and problem-solve autonomously. Process Improvement Leadership: Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency. AI Integration: 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

Nice To Haves

Familiarity with Dataiku is a plus
A proactive learner with a positive attitude, comfortable working under committed deadlines across diverse functional areas
Demonstrated self-starter with the ability to thrive in a fast-paced, team-oriented environment
Strategic thinker with the ability to align insights with firm strategy
Strong process management skills, with attention to detail and commitment to meeting deadlines
Motivation for continuous improvement and innovation
Exceptional listening skills, with the ability to craft executive-level presentations
Strong technical and process management skills, dedication to detail and deadlines
Ability to thrive in a fast-paced and dynamic environment; resilience under pressure and flexibility

Responsibilities

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.
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.
Strong process and project-management skills with ability to manage multiple projects simultaneously, re-prioritize as needed and problem-solve autonomously.
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.