Morgan Stanley
Private Wealth Management Analytics Strategist - VP
Morgan Stanley, Jersey City, New Jersey, United States, 07390
Private Wealth Management Analytics Strategist - VPJob Number: 3258240
POSTING DATE: Sep 6, 2024
PRIMARY LOCATION: Americas-United States of America-Georgia-Alpharetta
OTHER LOCATIONS: Americas-United States of America-New Jersey-Jersey City
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
DESCRIPTIONMorgan 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.
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. A&D supports Wealth Management’s business objective of delivering investment advice and driving tactical decision making by utilizing data and analytical tools.
This role will lead execution of Analytics initiatives key to firm objectives, with focus on the Private Wealth Management business. The position will partner directly with leadership across the Private Wealth Management business to identify opportunities and recommend the best solutions for business growth. The role will include a balance of executive communication/problem solving and technical skill building. Additional details on job responsibilities include:
Collaborate closely with business partners and act as a thought leader to identify business problems and determine solutions utilizing insights from data.
Strong executive communication with ability to distill data findings into actionable insights for the business.
Effectively present work completed – why it matters, what was your approach, and what are your recommendations?
Execute upon data solutions alongside partners with consistent communication.
Maintain a consistent level of attention to risk mitigation and data quality issues.
Job Responsibilities:
Partner with PWM (Private Wealth Management) senior leaders to identify analytics opportunities and determine requirements.
Collaborate with senior leaders to drive actionable insights based on data and analytics.
Strong executive presence and communication with ability to distill data findings into actionable insights.
Collaborate effectively with cross-functional teams and serve as a leader/coach for other team members.
Execute upon data solutions alongside business partners with consistent communication.
Maintain attention to risk mitigation and data quality issues.
QUALIFICATIONS
8+ years business analytics, product analytics, and project management experience.
Bachelor’s Degree required.
Strong proficiency in executive communication, both verbal and written.
Strong proficiency in data manipulation (SQL or Python), and familiarity with data visualization tools (Tableau or Power BI).
Strong problem-solving skills with the ability to determine business partner needs and identify solutions.
Ability to work both independently and effectively in a team.
Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package.
Morgan Stanley's goal is to build and maintain a diverse workforce. 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 any characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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POSTING DATE: Sep 6, 2024
PRIMARY LOCATION: Americas-United States of America-Georgia-Alpharetta
OTHER LOCATIONS: Americas-United States of America-New Jersey-Jersey City
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
DESCRIPTIONMorgan 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.
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. A&D supports Wealth Management’s business objective of delivering investment advice and driving tactical decision making by utilizing data and analytical tools.
This role will lead execution of Analytics initiatives key to firm objectives, with focus on the Private Wealth Management business. The position will partner directly with leadership across the Private Wealth Management business to identify opportunities and recommend the best solutions for business growth. The role will include a balance of executive communication/problem solving and technical skill building. Additional details on job responsibilities include:
Collaborate closely with business partners and act as a thought leader to identify business problems and determine solutions utilizing insights from data.
Strong executive communication with ability to distill data findings into actionable insights for the business.
Effectively present work completed – why it matters, what was your approach, and what are your recommendations?
Execute upon data solutions alongside partners with consistent communication.
Maintain a consistent level of attention to risk mitigation and data quality issues.
Job Responsibilities:
Partner with PWM (Private Wealth Management) senior leaders to identify analytics opportunities and determine requirements.
Collaborate with senior leaders to drive actionable insights based on data and analytics.
Strong executive presence and communication with ability to distill data findings into actionable insights.
Collaborate effectively with cross-functional teams and serve as a leader/coach for other team members.
Execute upon data solutions alongside business partners with consistent communication.
Maintain attention to risk mitigation and data quality issues.
QUALIFICATIONS
8+ years business analytics, product analytics, and project management experience.
Bachelor’s Degree required.
Strong proficiency in executive communication, both verbal and written.
Strong proficiency in data manipulation (SQL or Python), and familiarity with data visualization tools (Tableau or Power BI).
Strong problem-solving skills with the ability to determine business partner needs and identify solutions.
Ability to work both independently and effectively in a team.
Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package.
Morgan Stanley's goal is to build and maintain a diverse workforce. 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 any characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#J-18808-Ljbffr