Director of Marketing & Communications

Morgan Stanley•Norwell, MA

8h•$68,000 - $120,000

About The Position

Marketing & Digital Strategy: Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients Creates all written, visual, and digital marketing messages and materials Uses the Firm's digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business Manages the FA/PWA/team digital presence via channels such as social media and FA websites Monitors marketing projects, analyzes results and liaises with the firm's marketing departments Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting Communication Management: Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses Develops and manages client event planning from inception through execution and follow-up Facilitates the Communication Review Group (CRG) process for all marketing materials Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.) 10+ years of work experience in a field relevant to the position required Bachelor's degree in Marketing, Communications, Business, or relevant field preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Director of Marketing & Communication Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Reports to: Market Business Service Officer and/or Business Service Officer EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 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. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. 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.

Requirements

10+ years of work experience in a field relevant to the position required
Bachelor's degree in Marketing, Communications, Business, or relevant field preferred
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task

Responsibilities

Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship
Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients
Creates all written, visual, and digital marketing messages and materials
Uses the Firm's digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business
Manages the FA/PWA/team digital presence via channels such as social media and FA websites
Monitors marketing projects, analyzes results and liaises with the firm's marketing departments
Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting
Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses
Develops and manages client event planning from inception through execution and follow-up
Facilitates the Communication Review Group (CRG) process for all marketing materials
Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.)