Institutional Consulting Business Oversight Specialist

Firm Overview

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.

Morgan Stanley’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth via scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

Position Summary:

The ICS Oversight Specialist will be responsible for ensuring effective review and editing of institutional client-facing materials including but not limited to: request for proposal responses, finals presentations, board book materials and other written communications with institutional clients. This individual is part of a centralized team of Governance specialists supporting sales activities and business growth across all of the ICS solutions offered through alignment to business controls and standards.

Specific Responsibilities Include:

The Oversight Specialist will:

• Review and edit written client facing materials for compliance with FINRA rules and internal policies and standards
• Utilize Firm approved AI tools to enhance and streamline both RFP responses and finals decks as well as facilitate comprehensive and a efficient review process
• Work with ICS Centralized Oversight & Administration team and partners across ICS to address business, policy and strategic issues
• Partner with Legal, Compliance and Risk officers to ensure compliance standards are adhered to or are updated as industry regulation evolves
• Assist in the development and maintenance of a resource database/library of best practices & pre-approved standardized content
• Create template RFP responses that can be used by MSSB Advisors
• Support the Institutional central coverage prospect Reservation System & team with various approval & conflict resolution between advisors and consultants
• Build and maintain familiarity across ICS offering to best inform effective content reviews

Required Experience, Skills and Qualifications :

• Four to six years of financial industry work experience. Experience in the institutional consulting or workplace finance field is preferred.
• Strong written and verbal communication skills
• Familiarity with FINRA written communication standards
• Proficiency in Microsoft Office Suite necessary, experience with Artificial Intelligence tools preferred
• Strong time management skills
• Exceptional interpersonal and client service skills
• Detail oriented with superior organization skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced evolving environment
• Adaptable and ability to multi-task
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters
• Excellent computer skills
• Series 7, and 24 required (or 9/10)

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 110,000 and 190,000 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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