Investment Advisory Strategy and Execution, Associate / AVP

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 

Position Summary:

Morgan Stanley Wealth Management’s Investment Advisory Business is a leader in the industry, with over $2.5 trillion in assets under management. This role sits within the business’s COO organization and is integral in supporting the strategy and execution of the firm’s key priorities. The role will collaborate with various departments including Business Development, Communications, Marketing, and Control Partners to ensure initiatives are prioritized, well-structured, effectively managed, and aligned with business goals. The ideal candidate will possess excellent organization skills with a keen attention to detail and the ability to brainstorm and collaborate on creative concepts aimed at driving business success. 

Major Functions (Principal Duties and Responsibilities):

• Strategic Execution : Support the COO team in developing, executing, and monitoring strategic initiatives that advance the growth, efficiency, and client experience of the Advisory business

• Project Management : Drive day-to-day execution of cross-functional projects, by setting objectives, establishing project governance, tracking deliverables, and escalating risks and issues as needed

• Cross-Functional Collaboration : Partner with cross-functional teams to ensure organizational alignment and successful completion of deliverables

• Effective Communication and Material Creation: Develop high-quality materials for senior management, including strategy presentations, program overviews, and progress reports; Help senior management prepare for important meetings and presentations

• Field Messaging Campaign Development : Partner with Business Development, Communications, Marketing, and Training to drive engagement with financial advisors on new Advisory solutions; Support the development of marketing collateral, blast communications, and training resources with messaging that resonates with financial advisors and clients

• Continuous Improvement : Identify opportunities across the organization to streamline process and improve execution (e.g. field engagement strategies, project governance, project execution, etc.)

Knowledge and Skills Requirements (Job Specifications):

• 3-5 years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory experience.

• Proven track record of managing projects and programs.

• Ability to execute and manage multiple priorities with attention to detail.

• Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers.

• Exemplary verbal and written communication skills.

• Proficiency in Excel and PowerPoint.

• Bachelor’s degree or equivalent with business-related coursework.

• Series 7 & 66 licenses (or must be completed within 12 months).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $57,000 and $115,000 per year for the Associate position and $85,000 and $135,000 per year for the AVP position 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).