Wealth Management – Investment Solutions Strategy – AVP
| Company | Morgan Stanley |
|---|---|
| Location | White Plains, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Organized and capable of multi-tasking several responsibilities in a fast-paced setting
- Strong knowledge of Investment Products (e.g. Alternative Investments, Mutual Funds, ETFs, etc)
- Highly proficient in Microsoft Office (Strong Excel and Power Point skills)
- Strong communication and presentation skills
- Strong experience working with Data Platforms & Tools such as Dataiku, Tableau, BusinessObjects, etc.
- Ability to partner with cross functional teams, such as Data & Analytics, Technology, Finance, Research, Legal, Risk, Compliance, etc.
- Minimum Requirements: BS / BA degree with at least 3 years of experience in financial services
Responsibilities
- Explore new business opportunities, including key initiatives in regards to potential net new asset opportunities
- Project manage large scale initiatives across various product teams and support partners
- Ability to synthesize large data sets/complex problems and create recommendations or solutions
- Leverage data and analytics tools to build various reports / dashboards and provide meaningful insights around client, advisor, product and overall market trends to senior management and product teams
- Spearhead quantitative and qualitative ad hoc analyses requested by senior management (e.g., excel modeling, Power Point presentations, meeting talking points, etc.)
- Support product teams on key initiatives, as well as ensure the product area is appropriately plugged into firm-wide initiatives and leveraging new Wealth Management tools & technology to drive business
- Partner or consult with product, sales, relationship management and marketing teams to identify and execute on opportunities to increase advisor, client and asset penetration levels across wealth management and provide insights and metrics for tracking against campaign/growth targets
- Support products and services integration efforts as it relates to E*TRADE and Eaton Vance and uncover / execute on future state opportunities (i.e., product expansion efforts)
Preferred Qualifications
- Prior experience working in wealth management is a plus