Title: Vice President, Head of Consulting Group Business Intelligence

Location: Purchase, NY or New York City, NY

*Organizational Summary*

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Consulting Group , the investment advisory arm of Morgan Stanley Wealth Management, has a long tradition of serving clients, from the individual investor to larger institutions, providing each with investment consulting advice and advisory services. The Business Intelligence team sits within the COO organization of Morgan Stanley Wealth Managements Consulting Group. The team focuses on driving strategic initiatives across the advisory business. It works closely with senior management across both CG and the Firm to conduct strategic analyses, develop recommendations, execute on initiatives designed to drive economics across the businesses, general business management, and organic & inorganic growth across the division and the Firm.

_Position Summary:_

The primary focus of this position is to lead the CG Business Intelligence team and provide support for high priority initiatives of Consulting Group. The individual fulfilling this role will identify growth opportunities for the business and devise strategies to capitalize on them. Primary responsibilities will include strategic analysis, creating and delivering presentations to senior management, acting as a liaison between internal partners, and assisting in the execution of key strategic priorities. The role requires an individual with strong leadership, analytical, project management, presentation and communication skills who is capable of multitasking and collaborating with other members of the team.

Key Responsibilities:

Lead the Business Intelligence team, reporting to Consulting Groups COO

Data analytics & visualization

Empower product partners & sales with insights and targeted growth opportunities

Provide strategic input to CG senior management driven by team analysis and partnership throughout the organization

Conduct strategic deep-dives and presenting findings to senior management

Money movement analysis to uncover client segment trends

Build presentations for senior management

Partnering across CG to provide analytical support and strategy guidance where needed

Required Experience, Skills and Qualifications:

5-8 years of industry experience

Impeccable attention to detail

Strong analytical & communication skills

Can effectively prioritize and execute tasks in a high-pressure, deadline-oriented environment

Strong project management skills; ability to handle multiple projects simultaneously

Experience with data analytics & visualization tools is preferred, but not required

A team player who can adapt to the needs of the team as they shift

Can prioritize and resolve complex problems and escalate as necessary

Identifies issues and trends in order to anticipate change, and provide recommended comprehensive solutions

Excellent judgment and demonstrated work ethic

/This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment./

Job: *Wealth Management

Title: *Head of Consulting Group Business Intelligence *

Location: New York-Purchase

Requisition ID: 3206773

Job Details:

Posted Date : 2022-05-07

Job type : Full Time

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