Morgan Stanley Wealth Management Client Segments needs to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time. The Path to Advice team needs to drive new asset and client growth across Advisor, Workplace and Direct segments by overseeing the strategy and execution of the client journey, supporting clients as they move from those segments to the advice channel. This role will shape the strategy of several initiatives including the creation of dashboards, reporting, and data models to support strategic planning and operations.
Requirements
- Proficiency in SQL, Python, and at least one BI visualization tool (VBA, Dataiku, Tableau)
- Ability to communicate technical concepts to non-technical stakeholders
- Strategic thinker with strong analytical and problem-solving skills; robust financial modeling skills a plus
- Project management skills, including ability to juggle multiple projects simultaneously and comfort with changing or tight deadlines
- Strong written and verbal communication skills, with an ability to break down complex ideas into clear, concise concepts; experience in developing C-level presentations a plus
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
Responsibilities
- Contribute to building a Business Intelligence center of excellence that drives analytical insights across multiple functions supporting the firm’s growth strategy.
- Help stand up new initiatives and derive insights that generate Net New Asset growth.
- Manage and enhance Path to Advice’s reporting infrastructure, including the creation, maintenance, and optimization of data visualization tools (e.g., Tableau, PowerBI, Dataiku).
- Analyze large data sets to identify trends, patterns, and opportunities for business growth and present pertinent insights and recommendations to stakeholders in concise and effective presentations.
- Contribute to the continuous improvement of analytical processes and performance benchmarking; optimize the operations of our lead distribution process.
- Shape the narrative of the Firm’s Path to Advice strategy by providing direction and analytical support for external and internal deliverables.
- Support test & learn campaigns, including analyzing performance data and identifying optimization opportunities.
Other
- Bachelor’s degree in related field (e.g., Computer Science, Statistics, Business Analytics); MBA a plus
- 3+ years in top-tier management consulting, technology, or financial services firm
- Relevant experience in management consulting, technology, or financial services; experience in financial services or Wealth Management preferred
- Excellent interpersonal skills, including collaborative work style and leadership presence; ability to influence others and earn trust of peers and senior management across an organization
- Ability to work in a collaborative, transparent style with cross-functional stakeholders across the organization to lead and deliver business results
