Integrated Firm Field Engagement Director - Strategic Field Leadership Role

Morgan Stanley•Atlanta, GA

11d

About The Position

Purpose: Serve as a strategic leader and field partner on the Integrated Firm Field Engagement Team (IFET), ensuring Financial Advisors and Market Executive Teams are equipped to deliver the firm’s leading Global non-personal capabilities and institutional offerings to clients and prospects. Overview: The role partners closely with Market Executive teams, workplace business development partners, and SCM to name a few to educate advisors and clients, identify and activate opportunities, and drive integrated, outcome-oriented engagement across regions. Key responsibilities: Partner with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients. Educate clients and advisors on the firm’s non-personal wealth capabilities and institutional offerings. Identify and activate new and existing client and prospect opportunities, driving engagement across the firm’s diverse capabilities. Champion the firm’s integrated strategy by aligning field execution with enterprise priorities. Develop and drive business plans reflecting regional goals and field realities. Lead with intentionality to ensure engagements are purposeful and outcome-driven. Conduct targeted 1x1 sessions with advisors to uncover opportunities, guide solution delivery, and deepen institutional thinking. Execute the Full Market Engagement Model, including: Market strategy partnership: meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy. Field activation: share relevant data and insights, and participate in Zoom and in-person market meetings to reinforce strategic priorities. Advisor engagement: conduct targeted 1x1 sessions to uncover opportunities, activate institutional capabilities, and guide solution delivery. Monthly follow-ups: review progress with the Market Executive Team, refine strategy, and ensure continued momentum. Partner with Market Executives to embed institutional thinking into local strategy. Strategic assembling cross-divisional teams to support complex client needs. Roll out firmwide initiatives with precision, ensuring field adoption and impact. Lead deep-dive book reviews and segmentation efforts to surface growth opportunities. Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation. Comfortable with iteration and collaboration and working as part of a fast paced growing team Purpose & impact: The Field Director leads from the front, helping Financial Advisors and Market Executive Teams deliver the full firm to clients. As a trusted partner, the role enables the field to recognize and activate existing institutional opportunities while fostering collaboration, education, and growth across the firm’s capabilities. 25% travel expected and licensing required

Requirements

25% travel expected
licensing required

Responsibilities

Partner with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients.
Educate clients and advisors on the firm’s non-personal wealth capabilities and institutional offerings.
Identify and activate new and existing client and prospect opportunities, driving engagement across the firm’s diverse capabilities.
Champion the firm’s integrated strategy by aligning field execution with enterprise priorities.
Develop and drive business plans reflecting regional goals and field realities.
Lead with intentionality to ensure engagements are purposeful and outcome-driven.
Conduct targeted 1x1 sessions with advisors to uncover opportunities, guide solution delivery, and deepen institutional thinking.
Execute the Full Market Engagement Model, including:
Market strategy partnership: meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy.
Field activation: share relevant data and insights, and participate in Zoom and in-person market meetings to reinforce strategic priorities.
Advisor engagement: conduct targeted 1x1 sessions to uncover opportunities, activate institutional capabilities, and guide solution delivery.
Monthly follow-ups: review progress with the Market Executive Team, refine strategy, and ensure continued momentum.
Partner with Market Executives to embed institutional thinking into local strategy.
Strategic assembling cross-divisional teams to support complex client needs.
Roll out firmwide initiatives with precision, ensuring field adoption and impact.
Lead deep-dive book reviews and segmentation efforts to surface growth opportunities.
Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation.
Comfortable with iteration and collaboration and working as part of a fast paced growing team

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability