Manager of Financial Advisor Associate Analytic
Harrison , New York
May 10, 2017
The Talent Management Group drives the overall field strategy relative to the sourcing, selection, and development of Financial Advisor Associates for Morgan Stanley Wealth Management. The Manager of FAA Analytics is a newly created role and will be responsible for supporting various reporting and adhoc requests related to FAA strategic initiatives and program management. In addition, they will oversee financial and operational aspects of the FAA business including forecasting, budgeting, and overall expense and policy management.

This person will serve as the liaison between various departments including, but not limited to, HR, Finance, Office of Business Management and Diversity teams as it relates to all specific requests and deliverables.


The FAA Analytics Manager works with the FAA Department head, business team and strategic partners to understand needs for key analytics and reports required to support Program functions and deliverables and then create an overall support structure to manage data requirements and adhoc deliverables on a go forward basis

Primary Responsibilities:

• Performance
o Create a departmental structure that will effectively support FAA standard and adhoc requests
o Ability to understand data requirements and create and deliver adhoc analysis and recommendations in a timely manner and in a presentable format
o Communicate effectively across various departments to ensure deliverables are being met
o Create standardized daily/weekly tracking reports to provide useful statistics and metrics to FAA business teams to help manage the program
o Manage and deliver on all diversity analysis and report requests in a timely manner
o Prepare and oversee FAA forecast and budget plus liase with Finance, HR and diversity departments to ensure consistency on assumptions and deadlines

• Policies and Procedures
o Maintain FAA Policy and Procedure Guide of the FAA Program including all Pilot Programs

• Manage Operational Issues
o Manage all Pre-Production Assessment tracking and monthly communication:

• Bachelor's degree or equivalent experience
• Minimum 5-6 years' experience in Financial Analytics and/or Accounting; experience in Financial Services industry a plus
• Strong Presentation and communication skills, with ability foster strong relationships among the team and other departments
• Knowledge of SaleForce experience a plus
• Excellent verbal and written communication skills
• Excellent PowerPoint and excel skills


Ø Excellent Financial Analytic and presentation skills
Ø Ability to partner/team with others
Ø Effective verbal and communication skills
Ø Strong organization and time management skills
Ø Ability to interact effectively at all levels of the organization
Ø Understand and balance risk management with business deliverables
Ø Possess fundamental understanding of how Global Wealth Management operates


• Demonstrated ability to function in a high-volume, fast-paced environment and to manage multiple and diverse responsibilities
• Excellent presentation, communication, team-building, organizational and client-relationship skills
• Advanced PowerPoint and Excel skills a must
• Ability to work with a large quantity of data and spreadsheets and format into a usable and presentable format

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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