Institutional Consulting Business Oversight Specialist

Morgan Stanley•Purchase, NY

About The Position

The ICS Oversight Specialist will be responsible for ensuring effective review and editing of institutional client-facing materials including but not limited to: request for proposal responses, finals presentations, board book materials and other written communications with institutional clients. This individual is part of a centralized team of Governance specialists supporting sales activities and business growth across all of the ICS solutions offered through alignment to business controls and standards.

Requirements

Four to six years of financial industry work experience.
Familiarity with FINRA written communication standards
Proficiency in Microsoft Office Suite necessary
Strong time management skills
Exceptional interpersonal and client service skills
Detail oriented with superior organization skills
Ability to prioritize work
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Adaptable and ability to multi-task
Proactive or self-starter
Ability to be discreet and maintain confidentiality on sensitive matters
Excellent computer skills
Series 7, and 24 required (or 9/10)

Nice To Haves

Experience in the institutional consulting or workplace finance field is preferred.
experience with Artificial Intelligence tools preferred

Responsibilities

Review and edit written client facing materials for compliance with FINRA rules and internal policies and standards
Utilize Firm approved AI tools to enhance and streamline both RFP responses and finals decks as well as facilitate comprehensive and a efficient review process
Work with ICS Centralized Oversight & Administration team and partners across ICS to address business, policy and strategic issues
Partner with Legal, Compliance and Risk officers to ensure compliance standards are adhered to or are updated as industry regulation evolves
Assist in the development and maintenance of a resource database/library of best practices & pre-approved standardized content
Create template RFP responses that can be used by MSSB Advisors
Support the Institutional central coverage prospect Reservation System & team with various approval & conflict resolution between advisors and consultants
Build and maintain familiarity across ICS offering to best inform effective content reviews