Integrated Firm: Prospect Management and Client Coverage - Vice President
About The Position
Morgan Stanley stands as a premier global financial services firm, offering a comprehensive array of services in investment banking, securities, investment management, and wealth management. With a presence in over 1,200 offices across 43 countries, Morgan Stanley’s employees deliver solutions to corporations, governments, and individuals worldwide. The firm’s commitment to integrity, excellence, and teamwork forms the foundation for professional growth, providing an environment where individuals can learn, achieve, and prosper. Role Overview The Prospect Management & Client Coverage (PMCC) team operates within the Strategic Client Management (SCM) group, which leads the Firm’s Integrated Firm Strategy. The PMCC Vice President plays a pivotal role in supporting the Individual Prospecting business, overseeing reservation requests, resolving coverage conflicts, and developing reporting mechanisms for senior leadership.
Requirements
- Minimum of 7+ years of relevant industry experience and a broad understanding of the Wealth Management business and its products and services.
- Proven ability to build and maintain long-term, trust-based relationships with key internal stakeholders.
- Strategic mindset, with strong analytical and problem-solving capabilities.
- Experience in data analysis.
- Meticulous attention to detail and excellent written and verbal communication skills.
- Demonstrated success in managing multiple projects simultaneously.
- Self-motivated, quick learner, and able to work independently.
- Team player, exhibiting a high level of administrative and interpersonal professionalism.
- Strong proficiency in the MS Office suite, including Excel, Word, and PowerPoint.
Responsibilities
- Act as a primary coverage partner for the Wealth Management Field by establishing, communicating, and enforcing Firm prospecting policies.
- Work closely with Field Management to forge strategic partnerships and address conflicts.
- Collaborate with stakeholders across Wealth Management, Investment Management, and Institutional Securities to advance Integrated Firm initiatives.
- Conduct strategic analyses to support efforts in identifying new business opportunities across Morgan Stanley, including preparing/ delivering presentations and reporting materials for senior management.
- Maintain and update pipelines, group metrics, and databases.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
