Strategic Client Development - Associate

Morgan Stanley•New York, NY

5d•$80,000 - $135,000•Onsite

About The Position

The Associate serves as critical team member for SCD, ensuring flawless execution across hundreds of briefings annually. The Associate works closely with senior management, Market Executives and Advisors to create customized engagements for the Firm's Ultra High Net Worth clients ($100 million+ in total net worth). The Associate manages SCD's pipeline and tracks and reports results to SCM and PWM Management. The Associate also handles select key initiatives to achieve SCD's annual strategic priorities. Serve as an initial SCD Ambassador with clients in welcoming them to Firm headquarters and with Financial Advisors in providing process overview and sharing guidelines and intake form for timely commercial opportunities. Leverage the Firm's AI tools to maximize productivity across client development and the briefing process. Schedule and host discovery calls with Advisors and prep calls with speakers, summarize discussion, and propose agenda for Briefings. Host Zoom meetings, including utilizing AI Debrief and maximizing outputs for related Briefing process requests. Research and create detailed Briefing memos to inform senior speakers, including client background, discussion topics and competitive intelligence. Develop profiles for Private Wealth Management marketing events. Coordinate with Prospect Management and Client Coverage for initial diligence (and to resolve any conflicts). Maintain Briefing pipeline and speaker tracker. Request corporate security reports through online tool. Create client facing materials including Agenda and Speaker Bio pack. Reserve conference rooms. Handle catering requests and day of room set up, including early morning Briefings. Be knowledgeable to confer with Financial Advisors on initial overview questions and day of preparations. Track and monitor pipelines and group metrics. Leverage firm data resources (Dataiku and Tableau) to track, monitor, and report on key performance indicators and successes on a weekly, monthly, and quarterly basis. Be results oriented, and quickly turn around high quality, flawless work in a competitive and fast paced environment. In office role 4-5 days a week (may frequently be five as Briefing or team needs require). 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 $80,000 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

2-3+ years' experience in financial services with a deep understanding of Wealth Management
Self-starter with strong interpersonal skills who will take initiative, learn quickly and work independently in a fast paced, competitive environment
A track record of success and a demonstrated ability to exercise good judgment, high degree of confidentiality and discretion
High level of attention to detail, with excellent written and verbal communication skills
Project and time management skills, ability to approach a problem in a structured manner, and re-adjust quickly to shifting priorities
Business acumen, strong organizational and communication skills (verbal & written)
Proficiency with AI (Artificial Intelligence), Excel, PowerPoint and Word
Financial industry and Wealth Management knowledge is required
Bachelor's Degree

Nice To Haves

Branch experience a plus
Experience in Dataiku + Tableau a plus

Responsibilities

Ensuring flawless execution across hundreds of briefings annually
Working closely with senior management, Market Executives and Advisors to create customized engagements
Managing SCD's pipeline and tracks and reports results to SCM and PWM Management
Handling select key initiatives to achieve SCD's annual strategic priorities
Serving as an initial SCD Ambassador with clients and with Financial Advisors
Leveraging the Firm's AI tools to maximize productivity
Scheduling and hosting discovery calls with Advisors and prep calls with speakers, summarize discussion, and propose agenda for Briefings
Hosting Zoom meetings, including utilizing AI Debrief and maximizing outputs for related Briefing process requests
Researching and creating detailed Briefing memos to inform senior speakers
Developing profiles for Private Wealth Management marketing events
Coordinating with Prospect Management and Client Coverage for initial diligence
Maintaining Briefing pipeline and speaker tracker
Requesting corporate security reports through online tool
Creating client facing materials including Agenda and Speaker Bio pack
Reserving conference rooms
Handling catering requests and day of room set up, including early morning Briefings
Being knowledgeable to confer with Financial Advisors on initial overview questions and day of preparations
Tracking and monitoring pipelines and group metrics
Leveraging firm data resources (Dataiku and Tableau) to track, monitor, and report on key performance indicators and successes on a weekly, monthly, and quarterly basis
Be results oriented, and quickly turn around high quality, flawless work in a competitive and fast paced environment