Investment Banking Management - Marketing Operations Professional, New York

Overview

The Marketing Operations Professional will support marketing initiatives across Investment Banking Division (IBD) and Global Capital Markets (GCM), with a primary focus on event & hospitality and email marketing strategy and analytics. This role is ideal for a highly organized, detail‑oriented professional with experience managing campaigns, working with data, and coordinating multiple stakeholders in a fast‑paced environment.

The position blends hands‑on execution (Excel, Outlook, PowerPoint, marketing platforms) with analytical thinking and process optimizations, and offers exposure to senior stakeholders, bankers, and high‑profile client engagement programs.

Key Responsibilities:

Event & Hospitality

• Coordinate outreach with bankers, client nominations, allocations, and RSVP tracking for client events
• Monitor and respond to inbound event and hospitality requests via shared mailgroups
• Prepare pre‑event materials (e.g., attendee lists, briefing documents)
• Manage and maintain the hospitality calendar, including tracking event access, ticketing, and inventory
• Track post‑event attendance and client engagement; support recap decks and performance summaries

Email Marketing & Analytics

• Support scalable email campaigns, including list management and execution
• Maintain and segment a large contact database
• Execute and support email distributions using Salesforce Marketing Cloud and other platforms
• Track and analyze campaign performance metrics; lead reporting to inform ongoing improvements and best practices

Skills & Qualifications:

Required / Preferred:

• 2 years of relevant experience in marketing operations, campaign management, analytics, media, events, and/or a related role
• Strong proficiency in Excel (data organization, tracking, basic analysis) and PowerPoint
• Highly organized with exceptional attention to detail and follow‑through
• Comfortable managing multiple workstreams and deadlines simultaneously
• Strong written and verbal communication skills
• Analytical mindset with the ability to translate data into clear insights and summaries
• Experience with email marketing platforms (e.g., Salesforce Marketing Cloud) or willingness to learn quickly
• Background at an advertising agency or in marketing is a plus
• Background in financial services, investment banking, or professional services is a plus
• Interest in evolving beyond execution into more strategic marketing initiatives over time

Who This Role Is For :

• A marketing or operations professional early in their career who enjoys working with data and processes
• Someone accustomed to managing busy workflows and coordinating across teams
• Candidates from investment banking or financial services looking to transition into a marketing operations role while leveraging their industry familiarity
• Candidates from marketing or advertising backgrounds looking to transition into a financial services marketing role while maintaining strong process and operational rigor

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $100,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).