Position Overview:
The Morgan Stanley Wealth Management Field Experience & Platforms Team manages the prioritization and implementation of the Wealth Management Division's investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. The Business Analyst will be responsible for helping to implement and maintain a suite of platforms in support of the next best action campaign management solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.

Our Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, testing, training and post deployment support. As a Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set.

You will:

• Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.
• Translate overall business and product strategy into technical requirements to be developed.
• Create clear, concise and complete functional specifications & requirements documents (user stories).
• Collaborate with support partners (Legal, Risk, Compliance) to ensure are changes are made in line with firm policies and procedures.
• Actively participate in user acceptance testing to ensure solutions meet business requirements
• Prioritize work based on needs and constraints in an agile software development environment.
• Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
• Promote a data-driven mindset in strategic thinking.
• Engage with and train user personnel in the use of the system.

You have:

• Experience using Salesforce or similar CRM platforms
• Ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.
• Knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)
• Experience with IT ticket management platforms (JIRA, ServiceNow or similar)
• Effective in managing multiple parallel work streams and initiatives
• Excellent written and verbal communication skills
• Detailed, organized, and results-oriented
• Excellent troubleshooting, analysis and problem-solving skills
• Ability to work effectively in a fast paced, high energy, team-oriented environment
• BS/BA degree required. Advanced degrees a plus.

You might also have:

• Experience with Salesforce Marketing Cloud / Salesforce Financial Services Cloud
• Experience in UAT processes
• Advanced understanding of MS applications with focus on data analysis (Excel), process flow (Visio), documentation (Word, OneNote) and presentations (PowerPoint) .

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.