FAA & Advisor Development Program Effectiveness, AVP

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 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. The FAA & Advisor Development Program Effectiveness role is responsible for 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 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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. Expected base pay rates for the role will be between $70,000 and $135,000 per year at the commencement of employment.

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