Associate, Consultant Relations - Parametric

Morgan Stanley • Boston, MA

20h • Hybrid

About The Position

Morgan Stanley is a leading global financial services firm. Parametric, part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to build portfolios. This role is part of Parametric's hybrid working model, requiring 3 days in the office and the remaining days remotely. The Institutional Distribution Support team acts as internal liaisons between external directors and other Parametric teams to ensure client, consultant, and prospect requests are handled efficiently with a high level of service. The team also manages the CRM (Salesforce), data, analytics, and process improvements for the distribution team. The Client and Consultant Relations Associate (CRA) supports Parametric's efforts to build and maintain business with investment consultants. The CRA coordinates with senior team members and internal groups to provide firm and investment strategy information to consultants. The CRA will also collaborate with Sales and Relationship Management to create and convert opportunities via investment consultants and provide day-to-day support for this distribution channel.

Requirements

• Bachelor’s degree or equivalent is required
• 2+ years’ experience working in the investment management industry
• Ability to work well with a variety of people at all levels of an organization and build trusted relationships with colleagues in other locations
• Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment
• Results-oriented with a strong bias to action
• Growing knowledge of current market trends and the competitive landscape
• A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions

Responsibilities

• Support external facing directors in building connections with key research individuals to more cogently introduce relevant strategies and timely thought capital
• Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM (Salesforce)
• Prepare briefing memos, client meeting materials, consultant presentations, board meeting content, and relationship review materials by gathering information from CRM and subject matter experts across the firm.
• Partner with leadership and cross-functional teams on workflow improvements, AI initiatives, reporting enhancements, and operational process redesign efforts
• Develop a thorough understanding of key revenue drivers via the consultant community, and proactively offer ways to enhance related reporting through collaboration with internal stakeholders
• Continuously cultivate product knowledge, industry trends, and client issues to ultimately become a better resource for both consultants and internal teams

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level