Morgan Stanley Family Office Client Engagement Strategy, AVP

Morgan Stanley • New York, NY

1d

About The Position

The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. MSFO is a critical partner to the Firm’s top advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG). Within Morgan Stanley Family Office, we are looking for an individual who supports the broader MSFO team. This role will report to the Head of Client Strategy & Experience and support client lifecycle and management initiatives. In this position, the individual would work closely with internal partners to support key strategic and reporting initiatives to deliver an exceptional and consistent client experience while working with different firm partners.

Requirements

• Exceptional organizational and interpersonal skills, as well as relationship building skills.
• Demonstrate an ability to multitask and prioritize requests.
• 3+ years’ experience in financial services, wealth management and/or marketing/business strategy & management and/or other related fields
• Bachelor’s degree in business or related field is required
• Exceptional project and interpersonal skills
• Outstanding team working, relationship building, and cross-collaboration skills
• Excellent organization and prioritization skills
• High level of attention to detail, with excellent written and verbal communication skills
• A track record of success and a demonstrated ability to exercise good judgment and discretion

Responsibilities

• Support the planning and execution of critical initiatives throughout the client lifecycle, from client acquisition, retention and expansion
• Provide active pipeline vetting, management and tracking support
• Ensure optimal prioritization of prospect and client engagement support across assigned resources
• Provide support for campaign execution and efficiency measurements
• Drive and develop client facing content and tool creation and management
• Provide feedback to MSFO Leadership as well as MSFO Sales and Coverage teams on areas of improvement for the MSFO offering
• Design and manage junior talent development program and career pathing approach

Benefits

• commission earnings
• incentive compensation
• discretionary bonuses
• other short and long-term incentive packages
• Morgan Stanley sponsored benefit programs

What This Job Offers

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