Morgan Stanley Family Office Client Engagement Strategy, AVP

Morgan Stanley•New York, NY

About The Position

Within Morgan Stanley Family Office (MSFO), this role supports the broader MSFO team, reporting to the Head of Client Strategy & Experience. The position focuses on client lifecycle and management initiatives, collaborating with internal partners on strategic and reporting efforts to ensure an exceptional and consistent client experience. The individual will work with various firm partners to drive these initiatives.

Requirements

Exceptional organizational and interpersonal skills, as well as relationship building skills.
Demonstrated ability to multitask and prioritize requests.
Ability to work in a fast-paced and demanding environment requiring collaboration with senior leadership in various groups across the Firm.
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.