Morgan Stanley-posted 5 months ago
$110,000 - $185,000/Yr
Full-time • Mid Level
New York, NY
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. The 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.

  • Lead cross-functional initiatives from planning to execution, ensuring alignment on goals, timelines and key deliverables.
  • Collaborate with teams across business units and geographic regions to drive strategic projects and operational improvements.
  • Provide data-driven insights while coaching other team members on analysis and crafting recommendations.
  • Optimize the operations of the lead distribution process and shape the narrative of the Firm's Path to Advice strategy.
  • Develop concise and effective presentations supporting strategic initiatives.
  • Partner with core partner businesses across the end-to-end customer journey.
  • 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.
  • Bachelor's degree; 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.
  • Robust financial modeling skills.
  • Experience in developing C-level presentations.
  • Coding and Data Analytics skills (SQL, Python, VBA, Dataiku, Tableau).
  • Comprehensive employee benefits and perks.
  • Opportunities for professional development and career growth.
  • Support for employees and their families at every point along their work-life journey.
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