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Path to Advice – Associate/AVP
| Company | Morgan Stanley |
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| Location | White Plains, NY, USA |
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| Salary | $70000 – $135000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree required
- 3-6 years in top-tier management consulting, technology or financial services firm
- Experience in financial services preferred, Wealth Management expertise a plus
- Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus
- Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
- Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
- Strong written and verbal communication skills
- Detail and results-oriented individual
- Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
- Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)
Responsibilities
- Manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables
- Collaborate with teams across business units and geographic regions to advance strategic projects and operational improvements
- Provide data-driven insights and help develop strategic recommendations alongside senior colleagues
- Work closely with senior colleagues and senior leadership to support and enhance the operations of our lead distribution process
- Develop concise and effective presentations that communicate strategic priorities and insights
- Partner with teams across the end-to-end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions
- Collaborate with various business and operational teams to improve opportunities delivered to Financial Advisors
- Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors
- Support and help execute test & learn campaigns by analyzing performance data and identifying actionable optimization opportunities
- Participate in senior-level discussions and contribute to the delivery of insights that inform both tactical and long-term business decisions
Preferred Qualifications
- Experience in financial services preferred
- Wealth Management expertise a plus
- Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)
