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Virtual Client Solutions Business Management & Strategy - AVP ID-19935

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 member of the Strategic Growth Initiatives & Business Insights team within the Virtual Client Solutions business. Virtual Client Solutions (VCS) is made up of three businesses - Workplace Solutions Group (stock plan administration customer servicing), Morgan Stanley Virtual Advisor (full-service wealth management for Mass Affluent Clients) and E*Trade retail customer service - 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 ( new accounts, headcount, client engagement), all of which have been driven by initiatives coming out of this business management & strategy team.

The VCS Business Management & Strategy team partners across numerous MS Wealth Management teams, including Analytics & Data, Technology, Marketing, Reinvestment, MS@Work and Wealth Management field leadership.

The AVP role will have responsibilities across business management and strategy with a focus on project management and developing and applying business insights.

This role will be for our 1 New York Plaza, New York, NY location.

Key Responsibilities
  • Manage and deliver strategic initiatives and projects related to growth and process efficiency
  • Data analysis and forecasting that provide leadership with critical insights and contribute to strategic decisions
  • Drive strategy to support asset capture across channels, products and services
  • Refine service to sales business model and execution for self-directed retail businesses
  • Create effective communications and presentations for senior business stakeholders
  • Collaborate on the design and implementation of key metrics for business reports
  • Effectively help to 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.)



Qualifications

Required Qualifications

  • Bachelor's Degree required
  • 3-5 years of work experience in Financial Services, Consulting and/or business strategy related fields
  • Experience in leading and influencing cross-functional initiatives
  • Experience with reporting & forecasting
  • Strong Excel skills required (will be tracking the results of the team's many ongoing initiatives and will project future results based on historical data and anticipated improvements)
  • Experience in creating meaningful and digestible presentations for senior management



Preferred Qualifications

  • Experience working with Dataiku and Tableau



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
  • Interpersonal, collaborative and team skills
  • Detail and results oriented; can work independently and possess strong sense of accountability
  • Strategic thinking, problem solving & analytical aptitude - ability to utilize data to generate innovative ideas to drive the business forward; test & learn
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