Wealth Management Strategy

Wealth Management Strategy

Job Number : 3257996

3257996

Posting Date

Sep 9, 2024

Primary Location

Americas-United States of America-New York-New YorkEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Assistant Vice President

Description

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.

Department Profile

The Strategy team within Morgan Stanley Wealth Management is focused on developing, coordinating and executing both organic and inorganic strategic initiatives across the business.

The group works closely with senior leadership to analyze information, develop recommendations, and design comprehensive plans to capture growth opportunities.

Position Summary and Responsibilities

The Associate / AVP is responsible for working on the business’s most critical strategic questions, including topics such as growth, profitability, acquisitions / divestitures, multi-year planning, technology investments, and competitive dynamics.

This individual will join a team of high performers in identifying and sizing opportunities, assessing relevant industry trends, modeling key financial scenarios, assessing potential acquisitions and divestitures, and developing key recommendations to drive MSWM’s future success and competitive advantage.

This individual will work across the organization with other areas such as Workplace & Institutional, Family Office, E*TRADE, Investment Solutions, Finance, Technology, and Marketing.

The multi-faceted role requires an individual with strong analytical and problem solving, quantitative, communication, presentation, and project management skills who is capable of multitasking across several projects to achieve outstanding results.

Key tasks the candidate will be expected to perform include :

• Develop concise and effective presentations supporting business strategy
• Aid in development of strategic and analytical frameworks to drive critical projects for the business
• Conduct market research and analysis to identify potential acquisition targets and emerging industry trends
• Perform data analyses to help drive insights and conclusions, including financial modeling
• Gather competitive intelligence on existing and emerging competitors, including financial performance, growth drivers, positioning, products, and new initiatives
• 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

Qualifications

Experience

• Bachelor’s degree with strong academic record
• 3+ years of relevant work experience in management consulting, investment banking, big banks within an internal consulting function

Skills / Abilities

• Strategic thinker with strong analytical and problem solving skills
• Solid data analysis experience with robust financial modeling skills and understanding of corporate finance and accounting
• Strong attention to detail, with excellent written and verbal communication skills
• Proven success with multi-tasking and working on multiple projects simultaneously
• Self-starter who will take initiative, learn quickly, and work independently
• Team-oriented, with high level of administrative and interpersonal professionalism
• Solid knowledge of the MS Office suite (Excel, Word, PowerPoint)

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).

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