Director of Marketing & Communications

Morgan Stanley•Norwell, MA

3d•$68,000 - $120,000

About The Position

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the team’s growth and overall business development goals through various branding, advertising, and marketing activities. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley’s various programs, events, and initiatives to clients.

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
Strong leadership skills
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
Exceptional writing, interpersonal and client service skills
Strong time management skills
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.)