Integrated Firm: Prospect Management and Client Coverage - Vice President

Morgan Stanley stands as a premier global financial services firm, offering a comprehensive array of services in investment banking, securities, investment management, and wealth management. With a presence in over 1,200 offices across 43 countries, Morgan Stanley’s employees deliver solutions to corporations, governments, and individuals worldwide. The firm’s commitment to integrity, excellence, and teamwork forms the foundation for professional growth, providing an environment where individuals can learn, achieve, and prosper.

Role Overview

The Prospect Management & Client Coverage (PMCC) team operates within the Strategic Client Management (SCM) group, which leads the Firm’s Integrated Firm Strategy. The PMCC Vice President plays a pivotal role in supporting the Individual Prospecting business, overseeing reservation requests, resolving coverage conflicts, and developing reporting mechanisms for senior leadership.

• Act as a primary coverage partner for the Wealth Management Field by establishing, communicating, and enforcing Firm prospecting policies.

• Work closely with Field Management to forge strategic partnerships and address conflicts.

• Collaborate with stakeholders across Wealth Management, Investment Management, and Institutional Securities to advance Integrated Firm initiatives.

• Conduct strategic analyses to support efforts in identifying new business opportunities across Morgan Stanley, including preparing/ delivering presentations and reporting materials for senior management.

• Maintain and update pipelines, group metrics, and databases.

• Minimum of 7+ years of relevant industry experience and a broad understanding of the Wealth Management business and its products and services.

• Proven ability to build and maintain long-term, trust-based relationships with key internal stakeholders.

• Strategic mindset, with strong analytical and problem-solving capabilities.

• Experience in data analysis.

• Meticulous attention to detail and excellent written and verbal communication skills.

• Demonstrated success in managing multiple projects simultaneously.

• Self-motivated, quick learner, and able to work independently.

• Team player, exhibiting a high level of administrative and interpersonal professionalism.

• Strong proficiency in the MS Office suite, including Excel, Word, and PowerPoint.

If you are passionate about delivering results, eager to grow your expertise, and ready to contribute to a high-performing team, we invite you to apply and take the next step in your career!

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 $120,000 and $205,000 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).