Wealth Management Finance, Director / AVP

Director In Wealth Management Finance

We're seeking someone to join our MSWM Advisory Consulting Group Finance team as a Director in Wealth Management Finance to collaborate cross-functionally to analyze & interpret data and present meaningful business analytics and trends through visualizations.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources.

This is a Director level position within our Corporate Controllers, Reporting & Accounting Job Family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

This position requires 3 days onsite in our Purchase, NY Office. Please only submit your resume if you are willing and able to work at this location.

What You'll Do In The Role :

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and / or client segments
• Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
• Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm Standards
• Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
• Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight
• Prepare Fully-Loaded reporting for the WM branch network
• Cross-functional role working and learning with other teams to gain key insights. Including but not limited to : Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
• Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
• Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners

What You'll Bring To The Role :

What You Can Expect From Morgan Stanley :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.