Investment Solutions Marketing Associate, EquityZen

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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.

The Investment Solutions Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial solutions and services. The team positions Financial Advisors and sales teams to win and retain business through various efforts including end-to-end marketing campaigns – from content creation and distribution, to measuring impact and improving efficacy. We actively partner with field leadership, sales and business development to generate awareness and drive usage of the resources, products, tools and insights available to Morgan Stanley Financial Advisors and their clients.

Position Summary:

We are looking for a collaborative and driven professional to support continued Financial Advisor and client engagement with our industry-leading Advisory platform. Key in-flight marketing initiatives include promoting our Total Tax 365 suite of products, including Tax Management Services for Select UMA and Direct Indexing strategies. This individual will also support marketing efforts that elevate our Concentrated Stock Solutions offering, along with alternative investments, private markets, capital markets (including IPO readiness) and our Global Investment Office’s thought leadership. They will be responsible for executing and partnering on projects and deliverables, including content production, maintenance and distribution, metrics analysis and communications. This individual is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines.

Responsibilities:

• Build & manage relationships with sales and business teams to help create marketing materials that engage Financial Advisors, recruits, clients and prospects.

• Develop, track, analyze and report on marketing metrics; identify opportunities to improve effectiveness.

• Assist with senior management reporting and develop slides to articulate marketing efforts and accomplishments.

• Create and maintain client/prospect and advisor-facing marketing assets including emails, presentations, brochures, videos, website content, event materials, and social media posts.

• Support development and execution of a cohesive marketing and communications strategies across internal and external channels, including digital and field marketing.

• Facilitate reviews and incorporate feedback from stakeholders, Legal and Compliance; manage approval workflows with a strong risk mindset.

• Collaborate with key partners at all levels of seniority across Investment Solutions, the Global Investment Office, Sales, Business Development & Field Training, Field Communications, Corporate Communications, Analytics & Data, Digital & Field Marketing, branding, and Legal/Risk/Compliance (and as applicable, E*TRADE and Morgan Stanley at Work).

• Manage asset development and deployment with Creative teams, Marketing Operations and/or external vendors.

• Leverage AI-enabled tools to streamline workflows, enhance research/analysis, and improve marketing execution and measurement (where appropriate and compliant).

Qualifications & Skills:

• 2+ years of experience in financial services

• Strategic mindset with the ability to think creatively and tactically to help drive business outcomes

• Strong organization, project management, analytical skills and attention to detail

• Effective written and verbal communication and interpersonal skills

• Comfortable working with PowerPoint to help synthesize marketing strategies in a compelling and visual way

• Intermediate skills in Excel to help with measuring marketing impact

• Work effectively in a fast-paced environment

• Collaborative, flexible team player who is a positive contributor to our team’s culture

• Bachelor’s degree required

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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