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    Financial Planning Practice Management Specialist - New York, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley New York, United States

    3 weeks ago

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    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.


    The Financial Planning Practice Management (FPPM) team serves as a conduit between the Field Financial Planning Group, National Sales and Field Training organizations, and the Sales/Financial Advisor/Sales Support Professional population in general.

    The team plays an integral part in the firm's overall strategy for driving adoption of Financial Planning and the delivery of a consistent Morgan Stanley Client Experience by Financial Advisors and their teams.

    The FPPM team accomplishes this through the establishment of relationships with field management, the development and execution of national training and communication programs and ensuring consistent messaging across internal and external stakeholders and partners.


    Responsibilities Include:
    Work closely with the Financial Planning Product team, Regional Planning Managers and Financial Planning Directors, and centralized Financial Planning Support teams to:
    o develop and deliver timely and consistent financial planning messaging to support Firm objectives, changes in the regulatory environment and updates/enhancements to platforms o evaluate and identify training and education needs for both field and internal partners and take lead in the development and deployment of new and updated materials and resources o act as a conduit between the field and the product team to provide feedback regarding the Wealth Management platforms and associated messaging to help identify enhancement opportunities, as well as new training materials and program needs

    • Partner with the FAA Sourcing and Development Program Management team to: o develop and maintain training curriculum to support the onboarding and continuing education of Financial Planning Directors o design and deliver onboarding and training programs for new Financial Advisor programs, including Financial Advisor Associates, Financial Planning Analysts and Morgan Stanley Virtual Advisors
    • Provide national training support to larger groups of Financial Advisors and Sales Support Professionals through live, web-based training programs on the functional aspects of all financial planning and associated Wealth Management platforms
    • Provide one-on-one support to Financial Advisors and Sales Support Professionals, including coaching on financial planning modeling techniques, developing recommendations for client and prospect presentations and identifying client opportunities
    • Provide in-person support, when needed, for national and regional Wealth Management events

    Requirements:

    • Bachelor's degree required
    • Minimum of 5 years' financial services industry experience and 3 years' experience with financial planning software applications
    • Advanced financial planning content knowledge
    • CFP/CPWA or comparable designation a plus
    • Series 7 and 66
    • Previous experience developing and conducting training
    • Detail oriented, with the ability to multi-task and handle multiple priorities
    • Ability to interact effectively with Financial Advisors and Sales Management
    • Excellent communication skills with ability to teach and coach others
    • Effective problem solver
    • Proficiency in Microsoft Word, Excel, PowerPoint


    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).


    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.


    Job:
    *Wealth Management


    Title:
    Financial Planning Practice Management Specialist


    Location:
    New York-New York


    Requisition ID:

    Other Locations:
    Americas-United States of America-California-Los Angeles
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