Manage and deliver strategic initiatives and projects related to growth and process efficiency Data analysis and forecasting that provide leadership with critical insights and contribute to strategic decisions Drive strategy to support asset capture across channels, products and services Refine service to sales business model and execution Create effective communications and presentations for senior business stakeholders Collaborate on the design and implementation of key metrics for business reports Partner with stakeholders across Wealth Management including but not limited to Marketing, Path to Advice, Operations, Technology and Control Partners Opportunity to use various reporting and visualization tools, including proprietary and third-party tools (Salesforce, Tableau, etc.) Bachelor's Degree required 3-5 years of work experience in Financial Services, Consulting and/or business strategy related fields Experience in leading and influencing cross-functional initiatives Experience with reporting, forecasting and analysis of large data sets Strong Excel skills required including the ability to create build queries and automation Experience in creating meaningful and digestible presentations for senior management Experience working with Dataiku and Tableau Experience with building macros in Excel and building reports in PowerBi Strong organizational skills with attention to detail as well as the ability to handle multiple tasks and projects Strong listening and verbal/written communication skills that understands audience awareness Interpersonal, collaborative and team skills Detail and results oriented; can work independently and possess strong sense of accountability Strategic thinking, problem solving & analytical aptitude - ability to utilize data to generate innovative ideas to drive the business forward; test & learn 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For New Jersey: Salary range for the position: $85,000 - $135,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings For New York: Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. For Illinois: Salary range for the position: $85,000 - $135,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
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