Base: $58,000 to $130,000 py; bonus/equity: possib...
Advisor legacy program management
Strategic planning and execution
Advanced powerpoint presentation skills
Morgan Stanley is a leading global financial services firm committed to integrity, excellence, and a strong team ethic, providing a superior foundation for professional career growth
Job Summary
Morgan Stanley is a leading global financial services firm committed to integrity, excellence, and a strong team ethic, providing a superior foundation for professional career growth.
The Field Business Management team partners with senior leadership to analyze, define, and drive strategic priorities across multiple verticals including compensation policy and advisor retention.
Employees benefit from a diverse and inclusive culture, comprehensive employee benefits, and opportunities for career mobility within a global network.
Matching Summary
Morgan Stanley is a leading global financial services firm committed to integrity, excellence, and a strong team ethic, providing a superior foundation for professional career growth.
Salary
Base: $58,000 to $130,000 per year; Bonus/Equity: Possible commission, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Advisor Legacy Program management
Strategic planning and execution
Advanced PowerPoint presentation skills
Data analytics and KPI management
Project and process management
Financial services industry experience
Nice-to-have
Familiarity with Dataiku
AI integration for business solutions
Strong interpersonal communication
Proactive learner with positive attitude
Ability to thrive under pressure
Collaborative team-oriented environment
Key Requirements
3-5 years relevant Wealth Management experience
Bachelor’s degree in business or related field preferred
Financial Services industry knowledge
Strong strategic planning and organizational skills
Excellent written and verbal communication
Advanced proficiency in MS Excel, PowerPoint, Word
Ability to manage multiple projects simultaneously