Morgan Stanley
FAA & Advisor Development Program Effectiveness, AVP
Morgan Stanley, Purchase, New York, United States, 10577
Overview
Join to apply for the
FAA & Advisor Development Program Effectiveness, AVP
role at
Morgan Stanley .
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. The Firm emphasizes integrity, excellence and strong teamwork, and supports professional growth and work-life balance.
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, the primary pathway to becoming a Financial Advisor. The team ensures ongoing professional development opportunities for advisors across career stages—business growth, practice leadership, and succession/retirement. The FAA & Advisor Development team sits within the Practice Strategy organization.
About The Role 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 role monitors data and makes strategic recommendations based on trends and findings.
Responsibilities
Manage the reporting portfolio: weekly, monthly, and quarterly reporting around areas such as hiring and trainee/advisor performance.
Collaborate with the larger team and strategic partners to understand and prioritize data, metrics, and technology needs (primarily Salesforce). Assist in defining project scope and objectives.
Conduct strategic analysis and communicate findings to management via reports and presentations to inform business decisions.
Engage in ad hoc projects to evaluate business processes, identify improvement opportunities, and develop and implement solutions to enhance 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); familiarity with other data analytics and presentation tools is a plus.
Strong listening and questioning skills to gather data and requirements.
Strong relationship management skills to build sustainable stakeholder relationships.
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 a first-class service and the high standard of excellence that have defined Morgan Stanley for decades. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to serve clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley offers opportunities to work with talented colleagues in a supportive, empowering environment, with collaborative teams and diverse perspectives. The company provides attractive and comprehensive benefits and opportunities for career growth.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Compensation and Location Expected base pay rates for the role will be between $70,000 and $135,000 per year at the start of employment. Base pay is determined on an individualized basis and may be part of a total compensation package that includes commissions, incentives, discretionary bonuses, and other Morgan Stanley sponsored benefits.
Equal Opportunity Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to provide equal employment opportunity without discrimination or harassment based on race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law.
We encourage applicants of all backgrounds and experiences to apply.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Morgan Stanley. New York City Metropolitan Area postings and location details are provided for context.
#J-18808-Ljbffr
FAA & Advisor Development Program Effectiveness, AVP
role at
Morgan Stanley .
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. The Firm emphasizes integrity, excellence and strong teamwork, and supports professional growth and work-life balance.
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, the primary pathway to becoming a Financial Advisor. The team ensures ongoing professional development opportunities for advisors across career stages—business growth, practice leadership, and succession/retirement. The FAA & Advisor Development team sits within the Practice Strategy organization.
About The Role 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 role monitors data and makes strategic recommendations based on trends and findings.
Responsibilities
Manage the reporting portfolio: weekly, monthly, and quarterly reporting around areas such as hiring and trainee/advisor performance.
Collaborate with the larger team and strategic partners to understand and prioritize data, metrics, and technology needs (primarily Salesforce). Assist in defining project scope and objectives.
Conduct strategic analysis and communicate findings to management via reports and presentations to inform business decisions.
Engage in ad hoc projects to evaluate business processes, identify improvement opportunities, and develop and implement solutions to enhance 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); familiarity with other data analytics and presentation tools is a plus.
Strong listening and questioning skills to gather data and requirements.
Strong relationship management skills to build sustainable stakeholder relationships.
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 a first-class service and the high standard of excellence that have defined Morgan Stanley for decades. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to serve clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley offers opportunities to work with talented colleagues in a supportive, empowering environment, with collaborative teams and diverse perspectives. The company provides attractive and comprehensive benefits and opportunities for career growth.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Compensation and Location Expected base pay rates for the role will be between $70,000 and $135,000 per year at the start of employment. Base pay is determined on an individualized basis and may be part of a total compensation package that includes commissions, incentives, discretionary bonuses, and other Morgan Stanley sponsored benefits.
Equal Opportunity Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to provide equal employment opportunity without discrimination or harassment based on race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law.
We encourage applicants of all backgrounds and experiences to apply.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Morgan Stanley. New York City Metropolitan Area postings and location details are provided for context.
#J-18808-Ljbffr