Job Description - Private Wealth Management Analytics Strategist - VP (3258240) Job 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. 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, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
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 at scale by utilizing data and analytical tools to drive innovation in an increasingly competitive landscape. Our expertise puts Morgan Stanley at the forefront of the financial services industry.
Our employees all have diverse backgrounds, knowledge, and skills such as advanced Analytics, data visualization, and business relationship-building. Roles within our division include:
Product Owners for our Digital / Mobile propertiesBusiness Analysts / Program & Project ManagersData ScientistsData Governance and Risk SpecialistsThis is an exciting part of the business, providing opportunities for learning, creativity, and career growth!
The role will lead execution of Analytics initiatives key to firm objectives, with focus on the Private Wealth Management business. PWM consists of various business areas such as the Private Wealth Advisor Strategy, Ultra High Net Worth Business Development / Events, Family Office, Strategic Client Management, and International Wealth Management (IWM). 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 and growth. Additional details on job responsibilities include:
Collaborate closely with business partners and be a stakeholder in their success and outcomes. Act as a thought leader to identify business problems, and actively work with the business to 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 – leveraging best practices in data manipulation and visualization.Maintain a consistent level of attention to risk mitigation and data quality issues. Proactively raise at-risk areas to be addressed.Some of the tools we use include: Coding (Python, SQL, or R)Databricks, Salesforce, JIRA, Qualtrics, Collibra, and othersJob 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 executive communication with ability to distill data findings into actionable insights for business.Collaborate effectively with cross-functional teams and serve as a leader/coach for other team members across the team.Execute upon data solutions alongside business partners with consistent communication – leveraging best practices in data manipulation, and Tableau. Candidate should program manage multiple projects effectively.Maintain a consistent level of attention to risk mitigation and data quality issues. Proactively raise at-risk areas to be addressed.Qualifications8+ years business analytics, product analytics, and project management experienceBachelor's Degree requiredStrong proficiency in executive communication, both verbal and written (PowerPoint deck builds)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 solutionsAbility to work both independently and effectively in a teamExpected 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, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. 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 race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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