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Virtual Engagement Associate - Next Best Action Analyst

Company: Morgan Stanley
Location: New York
Posted on: July 15, 2019

Job Description:

Save Education - Bachelor's Degree Skills - Time Management - Financial Services - FINRA License - Machine Learning The Morgan Stanley Virtual Engagement Associate role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Virtual Engagement Associate - Next Best Action Analyst will work in a centralized location to provide support to Financial Advisors. They will focus primarily on generating operating leverage and faster growth through the consistent deployment of digital tools that disseminate, track and develop relevant content, tools and analyses to clients and prospects. Virtual Engagement Associate - Next Best Action Analyst will leverage Morgan Stanley's state-of-the-art digital engagement tools on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement. If successful in the role, Virtual Engagement Associates will have the option to transition into a sales role (for example, the two-year Wealth Advisor Associate (WAA) program). Next Best Action (NBA) is a client engagement tool that uses alternative intelligence and machine learning to provide Financial Advisors the ability to deliver high quality, customized content to clients at scale, enabling them to establish the optimal standard of engagement for each client based upon learnings from client and FA behaviors and preferences. The NBA team partners with internal business heads, content authors, marketing, Data & Analytics, Digital, and the Wealth Management Field organization to deliver content for effective FA adoption and client engagement. Virtual Engagement Associate - Next Best Action Analyst Job Responsibilities: - Mastery of various dashboards which support Next Best Action - adoption, usage, attribution, etc. - Create reporting on adoption, usage, attribution and other metrics on a recurring and/or ad hoc basis. - Assist in interpretation of data to support recommendations on content based upon what is working, what needs to be changed and how resources should be allocated in support of content. - Represent National Sales in interactions with Data and Analytics Team, partnering on dashboard enhancements needed to better support adoption and growth. - Prepare reporting and data analysis for National Sales Senior Management, author partners and other constituents as well as for Relationship Managers, Forums, audit, etc. - Prioritize and respond to incoming email inquiries received to the National Sales NBA Ideas in-box, working with partners as needed to respond and resolve field inquiries regarding content, technology, platform issues, etc. - Special projects as needed. - Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent) - Must hold a Bachelor's degree, 2+ years of financial services experience or related industry preferred - Possess exemplary communication, presentation and time-management skills. - Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing requests to execute on all necessary actions in a timely manner. - Seek constructive feedback and coaching from Next Best Action colleagues actively using it to improve how they approach future tasks. - Establish, maintain and support strong working relationships with NBA and National Sales colleagues, Data and Analytics partners, product and platform constituents and Financial Advisors. - Demonstrate accountability and a strong work ethic to promote confidence and trust in their work. - Be authorized to work in the U.S. without durational restrictions. - Successfully complete background check and pre-employment assessments.

Keywords: Morgan Stanley, New York , Virtual Engagement Associate - Next Best Action Analyst, Professions , New York, New York

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