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Department Profile
The Office of Business Management (OBM) at Morgan Stanley Wealth Management focuses on the strategy and day-to-day business management of the Wealth Management Group. OBM works closely with senior management across Firm functions to analyze information, develop recommendations, and communicate policies. OBM is also responsible for leading strategic work streams including the design and implementation of Financial Advisor and Branch Manager Compensation programs, strategic cost management, client retention policies, and the management of FA and Field Management information systems.
Position Summary: The Tracking & Coordination Vice President will manage a team that will provide data, analytics and project partnership to collaborate with all of OBM, Field Management and Senior Management. As a Vice President on the team, you will be responsible for leading and coordinating across various on-going projects and work streams including:
- Branch Manager Compensation ntribute to creation, communication and support of the BM Compensation Policy
- RCOO / ACM / Manager Support - Work closely with Management across the branch network on improving their businesses through reporting, phone calls and in person meetings
- Field Management Metrics epare and investigate performance against all of the Field Management Goals, drivers and how to improve efficiencies
- Business Performance Metrics sist in developing the analytical view of key performance indicators of the Field
- Expense Management ek out balanced expense control through strategic and tactical opportunities including preparing and analyzing monthly reporting for Division and COO meeting
- Total Revenue Premium pport and own analytics to develop hypothesesound best practices and possible additional functions of the newly created metrics
- Real Estate sist in the strategy and management of our occupancy & equipment P&L line including project by project review of financial impacts, business rationale, etc. by working closely with Field Management and Corporate Services
- Private Banking Support ordinating with members of OBM, the Private Banking Group and Field Management on the Private Banktrategy and initiatives to drive increased participation of services
Qualifications Requirements - BA / BS with a strong academic record
- Strong written, verbal and interpersonal skills, including presentation skills
- Advanced proficiency with Excel and proficient in PowerPoint, Word, & Adobe PDF
- Individual must be detailed oriented with strong organizational and multitasking skills
- Some project management experience and strong analytical ability and problem solving skills
- Should possess a willingness to learn with a positive attitude and be comfortable working under tight deadlines across a diverse range of functional groups
- Minimum 5 years of experiences
- Experience managing preferred
