About the Firm:

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.

About the Team:

The FAA & Advisor Development group drives the overall field strategy relative to the professional development of Financial Advisors for Morgan Stanley Wealth Management. Professional development for advisors begins with the FAA Training Program which is the primary pathway to becoming a Financial Advisor at Morgan Stanley. This team is then responsible for ensuring that professional development opportunities continue for advisors throughout the phases of their career – business growth, practice leadership, succession/retirement.

The FAA & Advisor Development team sits within the broader Practice Strategy organization.

About the Role:

The FAA & Advisor Development Program Effectiveness role is responsible tracking Key Performance Indicators (KPIs) for the FAA Program as well as conducting business analysis and impact reporting for the broader Practice Strategy team.

The team will look to this person to monitor data and make strategic recommendations based on trends/findings.

The FAA & Advisor Development Program Effectiveness role is responsible for:

• Management of the reporting portfolio: weekly, monthly, quarterly reporting around areas such as hiring and trainee/advisor performance
• Working with the larger team and strategic partners to understand and prioritize data, metrics and technology (primarily Salesforce) needs. Assist in the definition of project scope and objectives.
• Conducting strategic analysis and communicating findings to management via reports and presentations that will be used to inform business decisions
• Working on ad hoc projects aimed to evaluate business processes, uncover areas for improvement, and develop and implement solutions to improve efficiency and effectiveness

Job Requirements:

• Bachelor’s degree with strong academic record
• Experience in business reporting, analytics, accounting, or other financial reporting roles
• Advanced knowledge of Microsoft Office (especially Excel) required. Familiarity with other data analytics and presentation tools a plus
• Active listening and questioning skills; essential in gathering data and requirements
• Strong relationship management skills, to build a sustainable relationship with stakeholders
• Strong project management, organization, communication, and analytical skills
• Knowledge of Salesforce or other CRM platforms preferred

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.

Expected base pay rates for the role will be between $70,000 and $135,000 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).