Advisor Desktop Business Analyst, Vice President

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 24 Feb 18 2018-02-24

Advisor Desktop Business Analyst, Vice President

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Job Description Role and Responsibilities

The MSWM Financial Advisor Platforms group manages the prioritization and implementation of the Wealth Management Division's investments in technology tools and solutions for Financial Advisors. 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 preparation of Business Requirement Documents, User Acceptance Testing, and Pilot Branch coordination. 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.


  • At least 5 years' experience in the Financials 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
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