Path to Advice - Reinvestment Network Support, VP

Vice President, Path To Advice

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.

Role Profile

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.

Key Responsibilities

• 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 firms 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 Advices reporting infrastructure by owning the creation, maintenance, and enhancement of all of Path to Advices 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. You will also shape the narrative of the Firms Path to Advice strategy, providing direction and analytical support for external work the team is preparing.
• Partner with core partner businesses across the end-to-end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Emerging Wealth Solutions.
• 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 to advise on real-time issues as well as longer-term strategic efforts.

Experience

Skills Required

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).