Morgan Stanley-posted 11 days ago
$57,000 - $135,000/Yr
Full-time • Mid Level
Purchase, NY
5,001-10,000 employees

Morgan Stanley Wealth Management’s Investment Advisory Business is a leader in the industry, with over $2.5 trillion in assets under management. This role sits within the business’s COO organization and is integral in supporting the strategy and execution of the firm’s key priorities. The role will collaborate with various departments including Business Development, Communications, Marketing, and Control Partners to ensure initiatives are prioritized, well-structured, effectively managed, and aligned with business goals. The ideal candidate will possess excellent organization skills with a keen attention to detail and the ability to brainstorm and collaborate on creative concepts aimed at driving business success.

  • Strategic Execution : Support the COO team in developing, executing, and monitoring strategic initiatives that advance the growth, efficiency, and client experience of the Advisory business
  • Project Management : Drive day-to-day execution of cross-functional projects, by setting objectives, establishing project governance, tracking deliverables, and escalating risks and issues as needed
  • Cross-Functional Collaboration : Partner with cross-functional teams to ensure organizational alignment and successful completion of deliverables
  • Effective Communication and Material Creation: Develop high-quality materials for senior management, including strategy presentations, program overviews, and progress reports; Help senior management prepare for important meetings and presentations
  • Field Messaging Campaign Development : Partner with Business Development, Communications, Marketing, and Training to drive engagement with financial advisors on new Advisory solutions; Support the development of marketing collateral, blast communications, and training resources with messaging that resonates with financial advisors and clients
  • Continuous Improvement : Identify opportunities across the organization to streamline process and improve execution (e.g. field engagement strategies, project governance, project execution, etc.)
  • 3-5 years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory experience.
  • Proven track record of managing projects and programs.
  • Ability to execute and manage multiple priorities with attention to detail.
  • Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers.
  • Exemplary verbal and written communication skills.
  • Proficiency in Excel and PowerPoint.
  • Bachelor’s degree or equivalent with business-related coursework.
  • Series 7 & 66 licenses (or must be completed within 12 months).
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