Now Hiring - Morgan Stanley - Professional Services Virtual Engagement Associate - Practice Strategy Group in Grand Central, NY

Full description of the position

Morgan 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. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Development and Training organization within Wealth Management focuses on the strategy and day-to-day management of Business Development, Product Distribution, and Field Engagement to assist Financial Advisors in better serving client needs. Business Development and Field Training is comprised of Sales Managers, Product Specialists, Internal Product Sales Desks, and a Home Office team committed to supporting the growth and overall success of Morgan Stanley Financial Advisors. Additionally, Business Development and Training works closely with Senior Management across Firm functions as well as Global Partners to coordinate and drive the Firm's growth initiatives. This role, part of the Virtual Engagement Associate Program, will be responsible for working with the Practice Strategy and the Practice Management Consultants (PMCs) on driving business intelligence in teaming and partnering. The role will focus on using data analytics to help drive strategic decision making, track progress towards goals, and report to the field. The role will require a person who is capable of organizing and prioritizing projects while supporting the overall teaming infrastructure (including maintenance of an internal Partnership Portal, Financial Advisor split arrangements and a Policies and Procedures guide). Strong analytical skills are imperative as the role will be tasked with quantitative and qualitative analyses to assess metrics related to Financial Advisor practices and partnering with field leadership to gain expert insights. Our team works closely with business partners across Firm functions to analyze information, develop recommendations and drive change as it relates to our overall Practice Management Strategy. The Virtual Engagement Associate Program is a 2-year program that transitions into the Financial Advisor Associate (FAA) program. If preferred, there is the opportunity to move internally within the Firm if there are open roles and the employee is successful during the interview process. A transition to FAA or internally must take place at the end of the program; staying in the VEA role is not currently an option. Failure to adhere to Program requirements and/or one's inability to secure post-Program employment will result in separation from the Firm. Key Responsibilities: Organizing and analyzing teaming and partnering data to help drive practice management related initiatives across the Firm Maintain and update the Tableau server report on teaming and partnering data and create presentations to share quarterly with the regions, NSP program, and investor solutions. Think critically about existing work streams and processes; contribute to solution efforts Management of the Partnership Portal and management of day to day issues and questions from the field Maintain teaming and partnering policies and procedures and manage content updates Help to create and manage the teaming and partnering content on 3DR Knowledge and Skills Required: 2-3 years of financial experience preferred Securities Industry Essentials (SIE) required Series 7 and 66 preferred, required within 4 months of joining the desk High level of proficiency in Tableau, [please apply online] Outlook, Excel, PowerPoint Experience in performance measurement or data analysis Exemplary communication and consulting skills required Ability to multi-task and manage competing deadlines