• Associate - Office of Business Management Jobs in United States Of America

  • Morgan Stanley Pvt Ltd
  • United States Of America, Usa

Job Description:

Business Management Associate

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services The Firms employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries

The Office of Business Management (OBM) helps the Firm make fact based decisions around management and strategic direction of the Morgan Stanley Wealth Management Field organization OBM works closely with senior management across Firm functions to analyze information, develop recommendations, and communicate policies OBM is also responsible for leading strategic work streams including the design and implementation of Financial Advisor and Branch Manager Compensation programs, strategic cost management, client retention policies, and the management of Financial Advisor and Field Management information systems

As a member of the Office of Business Management, the candidate will be responsible for supporting a wide array of policies, processes, and related platforms within OBMs charter including Asset Retention, Manager and Financial Advisor Metrics and Business/Practice Management and Financial Advisor Teaming and Strategic Partnership

To be successful in this role, the candidate must be a self-starter capable of solving complex problems, have the ability to multi-task across a variety of projects and processes, be a succinct and accurate communicator, and be attentive to details

Principal Responsibilities

Develop a thorough understanding of how Financial Advisors manage their practices to aid in identifying business opportunities that will drive top and bottom line growth
Understand asset retention drivers and trends for Active Advisors as well as when Advisors depart the firm
Support Asset Retention platform to drive client standard of care when clients are assigned to Advisors
Service as key contact to field management when Advisors depart the firm to ensure our clients receive best in class service from their newly assigned advisor
Provide rolled up organizational analytics to apply findings across branches for senior field management to understand the health of the business
Develop a framework to establish how various practice management activities impact/cause movement in KPIs such as revenue growth and client acquisition
Support and design business management views to deliver business intelligence to our managers and advisors
Partner with and collect business requirements from business units across Wealth Management including Banking and Lending, Field Management COOs, Product Areas, Teaming and Partnering, and many others



Work effectively in cross-functional teams, having demonstrated strong partnerships with both internal and external business partners and alliances
Ability to develop task based project plans identifying deliverables, business owners, and key deadlines and socializing these plans with the project team
Self-starter with strong and creative problem-solving skills who is excellent at multi-tasking
Succinctly communicate ideas, recommendations orally and in writing to a wide range of audiences, as well as exceptional listening and presentation skills
Related financial services industry experience preferred
Experience with data modeling, data mining, time series analysis as well as application of standard statistical methodologies
BA/BS with strong academic record
3-5 years work-related experience

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

Morgan Stanley Pvt Ltdarfix

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