Investment Advisory Business Development and Communications Specialist, AVP

Morgan Stanley•Purchase, NY

1d•$85,000 - $135,000

About The Position

Morgan Stanley Wealth Management’s Investment Advisory Business, Consulting Group, is industry-leading with over $2 Trillion in assets under management. The Advisory Business Development and Communications team is responsible for enhancing the experience of financial advisors by supporting their use of advisory business technology and improvements, as well as effectively communicating any significant product or platform updates to both advisors and their clients. As the business continues to evolve to stay on the forefront of the industry, we are seeking a Business Development and Communications Specialist to focus on the support and communications of the platform, product and service enhancements launched within our advisory business. The ideal candidate will excel in managing multiple projects, collaborating with cross function teams, and delivering innovative solutions that meet our client’s investment needs.

Requirements

3+ years of investment related experience in the Financial Services Industry
Ability to execute and manage multiple priorities with attention to details
Strong interpersonal skills, with the ability to build relationships with multiple audiences
Exemplary verbal and written communication skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Equivalent to Bachelor’s degree with business related coursework.
Series 24 (or must be completed within 3 months)

Responsibilities

Collaborate across the department to create and execute on communications for both financial advisors and clients.
Execute on strategic initiatives related to efficiencies including data requests, tracking transparency, and process improvements.
Coordinate with stakeholders on platform enhancements, field engagement, and marketing.
Lead and manage marketing and branding initiatives, including the CG newsletter and 3DR site, to enhance brand visibility and ensure consistent messaging across all platforms.
Partner with LRC and Business on regulatory updates that need to be socialized with financial advisors and clients.
Engage and respond to field feedback, questions, and requests.
Provide RP24 approval capabilities to ensure all communications adhere to firm and regulatory standards
Provide ongoing support and training to Financial Advisor teams to enhance their understanding of the programs available in the Investment Advisory Business.
Identify & coordinating process improvements with internal and external partners
Prepare and present to senior management and stakeholders on trends and opportunities for growth.