E*TRADE Premium and Specialty Client Solutions Group - Business Management

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.

The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

The goal of the Business Management team is to support and drive the business growth initiatives across the various client segments. The team looks to identify opportunities and implement strategic, scalable processes and initiatives. The team delivers holistic solutions to enhance the client experience, through understanding client needs and segmentation, and tailors engagement to drive NAA and retention. Additionally, there is always a focus on optimizing efficiency by leveraging and enhancing platforms, while using data insights to drive strategy and elevate client experience.

The Business Management team partners across numerous MS Wealth Management teams, including Analytics & Data, Technology, Marketing, Path to Advice, Morgan Stanley at Work and Wealth Management field leadership.

The AVP role will have responsibilities across business management and strategy with a focus on project management and developing and applying business insights. 

Key Responsibilities

• 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
• Effectively help to coordinate various referral programs with the rest of Morgan Stanley Wealth Management
• 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.)

Qualifications

Required Qualifications

• 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

Preferred Qualifications

• Experience working with Dataiku and Tableau
• Experience with building macros in Excel and building reports in PowerBi

Soft skills

• 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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 a