National Advisor Recruiting Data Process Associate

Position Summary:

The ideal candidate is someone who thrives at the intersection of data analytics operational execution and process improvement.

This position primarily centers around reporting on key metrics optimizing internal workflows and driving operational excellence to support key initiatives. You will work cross-functionally with internal stakeholders field managers and external recruiting partners to help scale and improve the impact of Morgan Stanleys advisor recruiting strategy.

Responsibilities:

Data & Analytics

• Synthesize and prepare routine and ad hoc reports for senior leadership.
• Establish a thorough data validation cleansing and reconciliation processes to ensure accuracy.
• Build dashboards to improve accessibility to key metrics and executive readiness.
• Design and implement automated solutions to improve reporting efficiency.

Operational Support

• Manage lead submission intake processing pipeline tracking and conflict resolution processes for external recruiter partnerships to ensure accuracy transparency and consistency.
• Develop PowerPoint presentations for Senior Leadership updates.
• Maintain internal website ensuring materials are compliant current and aligned with business needs.
• Support coordination of new advisor onboarding to ensure smooth transition experience.
• Provide backup support to the National Recruiting Managers as needed.

Process Management & Optimization

• Map document and improve lead submission tracking and recruiter engagement workflows.
• Identify process inefficiencies and implement improvements aligned with team goals and drive successful outcomes.
• Document Standard Operating Procedures (SOPs) and turnkey templates to enhance consistency scalability and business continuity.

Requirements:

• Must hold a bachelors degree with at least three years professional experience in reporting and data analytics supporting recruiting sales operations business administration or related role.
• Highly proficient using Microsoft Excel (familiar with Macros Data Modeling or Power Query) and experience building PowerPoint presentations.
• Working knowledge of Microsofts Power Platform applications like Power Automate and Power BI a plus
• Strong attention to detail organizational skills and a proactive approach to problem solving
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment
• Strong relationship management acumen across all levels of leadership
• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
• Seek constructive feedback and coaching from management team actively using it to improve how they approach future tasks
• Authorized to work in the U.S. without durational restrictions
• Successfully complete background check and pre-employment assessments

Hiring Process:

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments two or three rounds of interviews and business planning exercises. All offers of employment are contingent on a background check.

About Us:

Morgan Stanley Wealth Management a global leader provides access to a wide range of products and services to individuals businesses and institutions including brokerage and investment advisory services financial and wealth planning cash management and lending products and services annuities and insurance retirement and trust services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.

Expected base pay rates for the role will be between $85000 and $135000 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 Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).