Investment Advisory Business Development and Communications Specialist, AVP - Purchase, NY

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 t ...

Job description

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, Consulting Group, is industry-leading with over $2 Trillion in assets under management. The Advisory Business Development and Communications team is responsible for enhancing the experience of financial advisors by supporting their use of advisory business technology and improvements, as well as effectively communicating any significant product or platform updates to both advisors and their clients. As the business continues to evolve to stay on the forefront of the industry, we are seeking a Business Development and Communications Specialist to focus on the support and communications of the platform, product and service enhancements launched within our advisory business. The ideal candidate will excel in managing multiple projects, collaborating with cross function teams, and delivering innovative solutions that meet our client's investment needs.

Major Functions (Principal Duties And Responsibilities)

• Collaborate across the department to create and execute on communications for both financial advisors and clients.
• Execute on strategic initiatives related to efficiencies including data requests, tracking transparency, and process improvements.
• Coordinate with stakeholders on platform enhancements, field engagement, and marketing.
• Lead and manage marketing and branding initiatives, including the CG newsletter and 3DR site, to enhance brand visibility and ensure consistent messaging across all platforms.
• Partner with LRC and Business on regulatory updates that need to be socialized with financial advisors and clients.
• Engage and respond to field feedback, questions, and requests.
• Provide RP24 approval capabilities to ensure all communications adhere to firm and regulatory standards
• Provide ongoing support and training to Financial Advisor teams to enhance their understanding of the programs available in the Investment Advisory Business.
• Identify & coordinating process improvements with internal and external partners
• Prepare and present to senior management and stakeholders on trends and opportunities for growth.

Knowledge And Skills Requirements (Job Specifications)

• 3+ years of investment related experience in the Financial Services Industry
• Ability to execute and manage multiple priorities with attention to details
• Strong interpersonal skills, with the ability to build relationships with multiple audiences
• Exemplary verbal and written communication skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Equivalent to Bachelor's degree with business related coursework.
• Series 24 (or must be completed within 3 months)

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 $85,000 and $135,000 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).