Integrated Firm: Strategic Client Management - Associate

Morgan Stanley • New York, NY

2d • $75,000 - $135,000

About The Position

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Strategic Client Management (SCM), which sits within Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities across the investment management, wealth management and institutional divisions. SCM is focused on sourcing transactions from our Financial Advisors to be executed in the Investment Banking Division (IBD), Sales and Trading (S&T) and Morgan Stanley Investment Management (MSIM), and additionally is focused on sourcing opportunities to increase new client assets in Morgan Stanley Wealth Management (MSWM) by leveraging existing relationships across the Institutional divisions at our firm.

Requirements

• Bachelor's degree required plus 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management product and services
• Strategic thinker with strong analytical and problem solving skills
• Self-starter who will take initiative, learn quickly and work independently
• High level of attention to detail, with excellent written and verbal communication skills
• Team-oriented, with high level of administrative and interpersonal professionalism
• High energy, results orientated and high performer in fast paced environment
• Strong knowledge of the MS Office suite (Excel, Word, PowerPoint)
• Series 7 and 63

Responsibilities

• Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals
• Strategic Collaboration: Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities
• Project Management: Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
• Client Advocacy: Represent the needs of the Firm’s clients internally, ensuring the full Firm is accessible to serve client needs
• Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management. Maintain various pipelines, group metrics and cross-divisional revenue and asset databases

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees