FAA & Advisor Development Program Effectiveness, AVP at Morgan Stanley

Greenwich, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

135000.0

Posted On

15 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Reporting, Analytics, Accounting, Financial Reporting, Microsoft Office, Excel, Data Analytics, Presentation Tools, Active Listening, Relationship Management, Project Management, Organization, Communication, Analytical Skills, Salesforce, CRM Platforms

Industry

Financial Services

Description

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 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 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. 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. 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.

Responsibilities

Manage the reporting portfolio including weekly, monthly, and quarterly reports on hiring and trainee/advisor performance. Conduct strategic analysis and communicate findings to management to inform business decisions.