Field Business Management, Assistant Vice President

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. 

• →Comprehensive Policy Understanding: Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in execution of the program.

• →Collaboration with Field: Partner with the Field Management leadership team to deliver program / policy changes across the Field organization. Manage Field inquiries from both Advisors and Managers and assist with deal valuations / enrollment execution, including award valuation model-building.

• →Cross-Functional Collaboration: Act as a liaison with Risk, Legal, Technology and other cross-functional teams to facilitate the strategic execution of the program, ensuring alignment with organizational goals. Partner closely with Legal on policy developments and their impact on the program.

• →Advanced Visualization & Presentation: Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and the Field, ensuring clear communication of complex data.

• →Analytical Excellence: Develop analytics from multiple streams of data, interpret and analyze trends, develop actionable insights and provide strategic recommendations for senior management. Modernize program analytics and KPI management by automating recurring reporting and building scalable dashboards. Manage basic expense tracking, advanced forecasting and accounting policy development, including the modeling of various scenarios and resulting impact on program P&L. Basic proficiency with Excel is required; statistical knowledge is encouraged.

• →Project Management: Apply strong process and project-management skills to manage multiple projects simultaneously, reprioritize as needed and solve problems autonomously.

• →Process Improvement Leadership: Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency. Manage control processes related to business operations and audit preparedness.

• →AI Integration: Create and manage existing AI Agents for the ALP Program, delivering innovative solutions that drive scalable efficiency.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 $85,000 and $140,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.