Strategy & Business Development AVP

Wealth Management Platforms
Purchase, NY

The role will support the WM Field Experience & Platforms Strategy & Business Development team to identify, evaluate and execute strategic & technology solutions to enhance or optimize our existing WM business & platforms

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Field Experience & Platforms Team is responsible for delivering and maintaining a best-in-class, holistic wealth management experience for our Advisors to meet our clients wherever they are throughout their life-cycle.

What you’ll do in the role:

• Support the business management functions across the ~200 person WMFEP organization including but not limited to: organization events, headcount & hiring management, and other core business management functions

• Develop Senior Management level presentations to share key information and status updates regarding strategic project updates across the WMFEP platform

• Work across WM to support the implementation & execution of key program and platform initiatives

• Have a high level of interaction with senior leaders of MSWM as well as functional leads across the firm

• Lead ad-hoc project management efforts & strategic initiatives as they arise

Skills Required:

• The role will require an individual with strong analytical, project management, presentation and communication skills who is capable of multitasking and collaborating with internal and external partners.

• Bachelor’s degree required

• 3-5 years of experience in financial services, wealth management, product management and/or business strategy/management related fields

• Deep experience solving business problems, improving complex processes, establishing business strategy, and leading large-scale initiatives

• Strong analytical, strategic thinking and problem-solving skills with the ability to define complex business problems, synthesize data, and execute on tactical and strategic solutions

• Ability to be solutions- and detail-oriented and quickly turnaround high-quality work without sacrificing speed or accuracy

• Ability to develop a meaningful and effective network across divisions and innate ability to collaborate effectively and lead others outside of a direct reporting-line

• Strong leadership skills with the ability to drive change and foster a culture of accountability and excellence.

•  Strong interpersonal skills and ability to communicate effectively both verbally and in writing.

•  Ability to work collaboratively across teams and senior stakeholders.

•  Proactive self-starter with a strong sense of ownership, accountability, and work ethic

•  Track record of success and a demonstrated ability to exercise good judgement and discretion

•  Strong proficiency in Microsoft Office particularly in Excel, PowerPoint and Visio

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).