Field Business Management, Associate / AVP

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 in more than 76 jurisdictions.

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 Field Management division consists of Morgan Stanley's network of ~16K Financial Advisors across ~510 branches representing $9.3T in client assets. The group is responsible for acquiring new assets for the firm's full-service Wealth Management business, managing client relationships, and driving initiatives related to increasing the breadth of client relationships.

The Division is split between Wealth Management Field and Field Management Home Office (Corporate Management team). The Field Management Home Office: internal "corporate" team is responsible for managing and driving strategic initiatives for the broader Wealth Management Field organization; various teams include Field CAO, Business Development and Field Training, Private & International Wealth Management, Field Business Risk and Field Business Management.

• Comprehensive Policy Understanding: Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in executing the program.
• Collaboration with Field: Partner with the Field management leadership team to deliver program / policy changes across the Field organization. Manage Field inquiries from both Advisors and Managers and assist in deal valuations / enrollment execution, including award valuation model-building and contract creation. Day to day communication with FAs and managing pipeline of inbound inquiries regarding the ALP policy.
• Cross-Functional Collaboration: Act as a liaison with risk, legal, technology and other cross-functional teams to facilitate the strategic execution of the program, ensuring alignment with organizational goals. Manage relationships with external vendors on competitive intelligence data.
• Innovative Business Solutions: Collaborate with internal business partners to create innovative solutions that enhance program effectiveness and drive business success.
• Advanced Visualization & Presentation: Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and field presentations, ensuring clear communication of complex data.
• Analytical Excellence: Ability to develop analytics from multiple streams of data, interpret and analyze trends, develop actionable insights and provide strategic recommendations for senior management. Modernize program analytics and KPI management automating recurring reporting and building scalable dashboards.
• Project Management: Strong process and project-management skills with ability to manage multiple projects simultaneously, re-prioritize as needed and problem-solve autonomously.
• Process Improvement Leadership: Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency.
• AI Integration: Create and manage AI Agents for ALP Program incorporating innovative business solutions.

• 3-5 years of relevant experience, with significant exposure to Wealth Management
• Bachelor's degree in business or a related field preferred, with a strong academic record
• Must possess Financial Services industry experience, knowledge of industry trends, and competitive advantages
• Strong strategic planning, finance, conceptual design, collaborative, and organizational skills
• Excellent written, verbal, and interpersonal communication skills, including presentation capabilities
• Advanced proficiency in MS Excel, PowerPoint, Word, and Adobe PDF
• Familiarity with Dataiku is a plus

• A proactive learner with a positive attitude, comfortable working under committed deadlines across diverse functional areas
• Demonstrated self-starter with the ability to thrive in a fast-paced, team-oriented environment
• Strategic thinker with the ability to align insights with firm strategy
• Strong process management skills, with attention to detail and commitment to meeting deadlines
• Motivation for continuous improvement and innovation
• Exceptional listening skills, with the ability to craft executive-level presentations
• Strong technical and process management skills, dedication to detail and deadlines
• Ability to thrive in a fast-paced and dynamic environment; resilience under pressure and flexibility