Advisor Desktop Business Analyst - Associate
Advisor Desktop Business Analyst - Associate
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$ 80000 - 105000
1 Vacancy
Job Description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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.
Wealth Management (WM) Platforms manages industry-leading platforms across all WM channels and client segments to provide a unified digital experience unlock growth and deliver efficiencies for Advisors Clients and Institutions. It manages digital products used by over 16000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including: Field Experience & Platforms Digital Client Experience & Platforms Workplace Platforms Automation & Workflow Solutions Digital Trading & Investing UX Design & Research Strategy & Execution. Business Control & Support and the Chief Operating Office.
Job Description Role and Responsibilities
The Wealth Management Field Experience & Platforms group manages the prioritization and implementation of the Wealth Management Divisions investments in technology tools and solutions for Financial Advisors and Support Professionals. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.
The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience the position involves working with end users to understand requirements and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches support staff specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms
Note that this is a business-position rather than a technology position - it requires the ability to understand both sides of the equation and to provide necessary direction to the projects.
The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. The candidate must be able to manage technology BAs/PMs to keep initiatives on track and budget. The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership training field communication strategy & a support model. Additional responsibilities include review of Functional Requirements and problem resolution on behalf of the branches. Branch visits across the country are necessary to have a full understanding of a day in the life of our branch personnel. Qualifications and Education Requirements
At least 1-2 years experience in the Financial Services Industry
Demonstrated experience with technology implementations and the entire SDLC process
Previous experience working with Financial/Wealth Advisors is highly desirable
Experience writing business requirements for large projects
BA/BS Degree
Proficient in Agile Technology Development Methodology
Preferred Skills
Strong knowledge and interest in new technologies from an end-user perspective.
Excellent oral and written communication skills.
Proficient in Microsoft Office applications
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.
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).
Required Experience:
IC
Employment Type
Full-Time
