Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit lending, deposits cash management, annuities, insurance, retirement and trust services.

Job Description

Field Business Management is part of Wealth Management Field Home Office at Morgan Stanley Wealth Management. Asset Retention Specialist (AVP) primary responsibility is strategy, development and execution of Advisor and Asset Retention Efforts. In addition to working directly with Senior Management on key project management and reporting responsibilities.

Position Responsibilities

· Work closely with Retention Managers to support all facets of the Retention lifecycle, Such as Financial Advisor Retention; Pre-Financial Advisor Departure; and Post Financial Advisor Retention· Partner directly with Senior Management on departmental reporting and initiatives· Develop, implement and present key data and metrics to senior management· Maintain cross departmental relationships to advance Firm wide strategies· Leveraging data, to execute timely accurate strategic initiatives· Daily/monthly/Quarterly reporting and trend analysis on metrics· Field interface with Regional Analysts and Field Management · Field/Client Communication creation and execution as needed· Leveraging data, Identify training needs for field personal· Point person with various corporate partners to develop and implement projects, specifically Analytics and Data, Technology and Field Business Management and Strategy· Perform other duties and special projects as assigned

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit lending, deposits cash management, annuities, insurance, retirement and trust services.

Job Description

Field Business Management is part of Wealth Management Field Home Office at Morgan Stanley Wealth Management. Asset Retention Specialist (AVP) primary responsibility is strategy, development and execution of Advisor and Asset Retention Efforts. In addition to working directly with Senior Management on key project management and reporting responsibilities.

Position Responsibilities

· Work closely with Retention Managers to support all facets of the Retention lifecycle, Such as Financial Advisor Retention; Pre-Financial Advisor Departure; and Post Financial Advisor Retention· Partner directly with Senior Management on departmental reporting and initiatives· Develop, implement and present key data and metrics to senior management· Maintain cross departmental relationships to advance Firm wide strategies· Leveraging data, to execute timely accurate strategic initiatives· Daily/monthly/Quarterly reporting and trend analysis on metrics· Field interface with Regional Analysts and Field Management · Field/Client Communication creation and execution as needed· Leveraging data, Identify training needs for field personal· Point person with various corporate partners to develop and implement projects, specifically Analytics and Data, Technology and Field Business Management and Strategy· Perform other duties and special projects as assigned

Qualifications

· Minimum of 3 year of Wealth Management or Industry experience· Bachelor’s degree required· Strong organizational, project management and analytical skills· Strong written and verbal communication skills · Proficient in MS Office with emphasis on PowerPoint, Word and Excel· Understanding of web technologies and departmental platforms· Knowledge of Dataiku a plus· Self-motivated and able to work in a strong team and high activity environment· Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail

Expected base pay rates for the role will be between $85,000 and $135,000 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).

Qualifications

· Minimum of 3 year of Wealth Management or Industry experience· Bachelor’s degree required· Strong organizational, project management and analytical skills· Strong written and verbal communication skills · Proficient in MS Office with emphasis on PowerPoint, Word and Excel· Understanding of web technologies and departmental platforms· Knowledge of Dataiku a plus· Self-motivated and able to work in a strong team and high activity environment· Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail

Expected base pay rates for the role will be between $85,000 and $135,000 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).

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