Teaming & Partnering Associate

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 ethics. 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.

The Teaming and Partnering Associate will be responsible for home office and field engagement initiatives related to the firm’s teaming & partnering efforts for its financial advisors. The role will directly engage financial advisors to consult on questions and issues related to teaming and partnering in their practice, as well as drive strategic initiatives to increase the number of teams and strategic partnerships across the Morgan Stanley Wealth Management field. These national initiatives include the Practice Strategy Teaming Match Making Programs, National Strategic Partnership Program, Research & Analysis of Teaming & Partnering Data, Teaming & Partnering Content Development, and Teaming & Partnering Operations. The role will require a person who is capable of engaging senior financial advisors and home office partners, and possesses strong interpersonal skills to help problem solve. The role also requires strong organizational and prioritization skills.

Key Responsibilities:

• Directly engage Morgan Stanley’s financial advisors to consult on Teaming & Partnering policy, procedures, and best practices
• Lead project management of the National Strategic Partnership Program – including an annual review process, direct communication with eligible advisors, partnerships with various Morgan Stanley home office teams, and development of partnership best practices.
• Lead project management of the Regional Team Match Making Programs to drive greater teaming adoption across the field
• Analyzing performance data to inform strategy
• Research and Analysis of key Teaming trends and development of presentation decks for senior leadership presentations on teaming topics
• Lead creation, organization, and strategy for dissemination of all Teaming and Partnering content
• Think critically about existing work streams and processes; contribute to solution efforts
• Help to create and manage the teaming and partnering content 

Knowledge and Skills Required:

• Experience:  2–3+ years of experience in partnership management, business development, or project management. Financial industry experience a plus.
• Communication:  Strong interpersonal and communication skills to interact with stakeholders at all levels
• Project Management:  Ability to take initiative and manage multiple priorities, timelines, and deliverables simultaneously
• Technical Skills:  Proficiency in Microsoft Office. Experience with Dataiku, Tableau and/or CRM tools a plus

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 $58,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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