Field Business Management, Associate / Avp

Morgan Stanley

Base: $58,000 - $130,000; bonus/equity: not specif...
Advisor legacy program policy
Field management leadership
Cross-functional collaboration
The Business Management Associate / Assistant Vice President (AVP) will play a strategic role in the Advisor Legacy Policy team within the FBMS organization

Job Summary

  • The Business Management Associate / Assistant Vice President (AVP) will play a strategic role in the Advisor Legacy Policy team within the FBMS organization.
  • Key responsibilities include developing an in-depth understanding of the Advisor Legacy Program Policy, partnering with Field management leadership, and acting as a liaison with risk, legal, and technology teams.
  • The role requires utilizing advanced PowerPoint skills for senior management presentations and developing analytics from multiple data streams to provide strategic recommendations.

Matching Summary

The Business Management Associate / Assistant Vice President (AVP) will play a strategic role in the Advisor Legacy Policy team within the FBMS organization.

Salary

Base: $58,000 - $130,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Advisor Legacy Program Policy
  • Field management leadership
  • Cross-functional collaboration
  • Advanced PowerPoint skills
  • Develop analytics from multiple data streams
  • Automate recurring reporting
  • Build scalable dashboards

Nice-to-have

  • Proactive learner with positive attitude
  • Thrive in fast-paced team environment
  • Resilience under pressure
  • Flexibility in dynamic environment

Key Requirements

  • 3-5 years of relevant experience
  • Significant exposure to Wealth Management
  • Bachelor’s degree in business or related field
  • Financial Services industry experience
  • Advanced proficiency in MS Excel, PowerPoint, Word, and Adobe PDF

Work Rights

Not specified

Tailored Resume

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