Investment Advisory Business Development and Communications Specialist, AVP

Morgan Stanley•Harrison, NY

1d•$85,000 - $135,000

About The Position

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. 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 $85,000 and $135,000 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

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.