Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in executing the program.
Partner with the Field management leadership team to deliver program/policy changes across the Field organization.
Manage Field inquiries from both Advisors and Managers and assist in deal valuations/enrollment execution, including award valuation model-building and contract creation.
Day to day communication with FAs and managing pipeline of inbound inquiries regarding the ALP policy.
Act as a liaison with risk, legal, technology and other cross-functional teams to facilitate the strategic execution of the program, ensuring alignment with organizational goals.
Manage relationships with external vendors on competitive intelligence data.
Collaborate with internal business partners to create innovative solutions that enhance program effectiveness and drive business success.
Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and field presentations, ensuring clear communication of complex data.
Ability to develop analytics from multiple streams of data, interpret and analyze trends, develop actionable insights and provide strategic recommendations for senior management.
Modernize program analytics and KPI management automating recurring reporting and building scalable dashboards.
Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency.
Create and manage AI Agents for ALP Program incorporating innovative business solutions.
Requirements
3-5 years of relevant experience, with significant exposure to Wealth Management
Bachelor’s degree in business or a related field preferred, with a strong academic record
Must possess Financial Services industry experience, knowledge of industry trends, and competitive advantages
Strong strategic planning, finance, conceptual design, collaborative, and organizational skills
Excellent written, verbal, and interpersonal communication skills, including presentation capabilities
Advanced proficiency in MS Excel, PowerPoint, Word, and Adobe PDF
Familiarity with Dataiku is a plus
Benefits
Health insurance
401(k) matching
Flexible working hours
Paid time off
Professional development opportunities
Field Business Management, Associate / AVP at Morgan Stanley | JobVerse