Vice President, Wealth Strategy Specialist, NYC
About The Position
Morgan Stanley Investment Management (MSIM) is a leading global asset manager with over 40 years of experience and $1.5 trillion in assets under management as of March 31, 2024. MSIM is dedicated to delivering exceptional long-term investment performance and comprehensive solutions to a diverse global client base. The Wealth Strategies Group (WSG) is the sales distribution arm for advanced strategies targeting High-Net-Worth (HNW) Investors within MSIM. This team of Specialists focuses on HNW tax-efficient solutions, including Customized SMAs (Equity and Fixed Income), the Exchange Fund, derivatives, and charitable solutions. The Wealth Strategy Specialist is responsible for product distribution within Broker-Dealers (wire-house and independent) in their assigned territory. This role involves close collaboration with Relationship Managers, Regional Representatives, marketing, and other internal resources to manage the client experience for WSG products, ensuring high levels of service and client satisfaction. The Specialist will act in a consultative capacity with sophisticated advisors to implement advanced strategies, aiming to increase net Assets Under Management (AUM) for key Broker-Dealer clients.
Requirements
- Representation of product distribution within Broker-Dealers, both wire-house and independents, for their assigned territory.
- Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources.
- Owning client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction.
- Acting in a consultative manner with sophisticated Advisors in implementing advanced strategies.
- Increasing net AUM of major Broker-Dealer clients.
Responsibilities
- Representation of product distribution within Broker-Dealers, both wire-house and independents, for their assigned territory.
- Collaborating closely with Relationship Managers, Regional Rep Counterparts, marketing, and additional internal resources.
- Owning client experience for WSG related products within their territory, ensuring the highest level of service and client satisfaction.
- Acting in a consultative manner with sophisticated Advisors in implementing advanced strategies.
- Increasing net AUM of major Broker-Dealer clients.
Benefits
- Comprehensive employee benefits and perks in the industry.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
