Path to Advice - Business Intelligence Analytics, VP

Join to apply for the Path to Advice - Reinvestment Network Support, VP role at Morgan Stanley

4 days ago Be among the first 25 applicants

Join to apply for the Path to Advice - Reinvestment Network Support, VP role at Morgan Stanley

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.

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.

• 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.

• 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…