Role Profile

• In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.

• This individual will join a team of high-performers with a proven record of executing on the Firm’s strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.

• As an Associate of the team, you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the Firm, and assist in executing those decisions with efficiency and accuracy

• This role will require someone who can balance strategic thinking and day-to-day execution – capable of helping stand up new initiatives and scale them effectively to contribute to Net New Assets.

Key Responsibilities

• As an Associate on the team, you will manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables. You will play a key role in helping to launch several new initiatives focused on driving Net New Asset growth this year

• This role will include collaboration with teams across business units and geographic regions to advance strategic projects and operational improvements. The role will be Field-facing, requiring the candidate to coordinate with Financial Advisors and Field Management

• As a core contributor to the team, you will provide data-driven insights and help develop strategic recommendations alongside senior colleagues

• In this role, you will work closely with senior colleagues and senior leadership to support and enhance the operations of our lead distribution process. You will contribute to the narrative for the Firm’s Path to Advice strategy and assist in delivering key materials for external audiences

• Develop concise and effective presentations that communicate strategic priorities and insights

• Partner with teams across the end-to-end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions

• Collaborate with various business and operational teams to improve opportunities delivered to Financial Advisors

• Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors

• Support and help execute test & learn campaigns by analyzing performance data and identifying actionable optimization opportunities

• Participate in senior-level discussions and contribute to the delivery of insights that inform both tactical and long-term business decisions

Experience

• Bachelors degree required

• 3-6 years in top-tier management consulting, technology or financial services firm

• Experience in financial services preferred, Wealth Management expertise a plus

Skills Required

• Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus

• Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus

• Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines

• Strong written and verbal communication skills

• Detail and results-oriented individual

• Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment

• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

• Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)