Asset Retention Specialist, Avp

Morgan Stanley

New York, United States
Base: $90,000 - $130,000; bonus/equity: not specif...
Wealth management experience
Data-driven insights
Strong communication skills
Morgan Stanley is a global financial services firm with a focus on client goals

Job Summary

  • Morgan Stanley is a global financial services firm with a focus on client goals.
  • The role involves driving strategies for Financial Advisor and asset retention.
  • Employees are supported with comprehensive benefits and opportunities for growth.

Matching Summary

Morgan Stanley is a global financial services firm with a focus on client goals.

Salary

Base: $90,000 - $130,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Wealth Management experience
  • Data-driven insights
  • Strong communication skills

Nice-to-have

  • Proactive and collaborative teammate
  • Comfort with digital tools
  • Knowledge of Dataiku-SQL

Key Requirements

  • 5+ years of relevant experience
  • Bachelor’s degree required
  • Proficiency in MS Office

Work Rights

Not specified

Tailored Resume

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