Morgan Stanley

Strategic Client Development (SCD) works with Morgan Stanley Private Wealth Advisors and Financial Advisors to deepen and expand relationships with Wealth Management clients, and convert prospective clients, by connecting them in bespoke ways across the Morgan Stanley Integrated Firm franchise. SCD focuses their expert resources on engagement and asset capture opportunities in the ultra-high net worth client segment, specializing in opportunities over $100 million in individual total net worth. Through a highly skilled discovery process, SCD analyzes the many complexities of private wealth and how the Firm’s expert capabilities might best serve these sophisticated client situations. SCD customizes engagements for Wealth Management clients with senior thought leaders across Morgan Stanley. This is showcased through a customized private client “Briefing” experience, which is typically in person at Morgan Stanley headquarters, and/or hosted virtually (by Zoom).

The Analyst position affords the opportunity to gain a firsthand perspective of departments across Wealth Management, including Morgan Stanley at Work, Morgan Stanley Family Office and E*Trade, as well as more broadly across the firm including Investment Banking and Investment Management. Attractive candidates should have (1) a deep understanding of the full suite of Morgan Stanley capabilities, particularly Wealth Management and (2) sincere partnership approach with Advisors’ efforts to broaden and strengthen client and prospect relationships. The candidate should be a highly motivate, client-facing professional and possess a robust knowledge of the landscape within Morgan Stanley.

Job Responsibilities:

The Analyst serves as critical team member for SCD, ensuring flawless execution across hundreds of briefings annually. The Analyst 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 Analyst manages SCD’s pipeline and tracks and reports results to SCM and PWM Management. The Analyst also handles select key initiatives to achieve SCD’s annual strategic priorities.

In addition to above, key responsibilities of the role include:

• 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.
• 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.

Qualifications

Required Skills and Personal Attributes:

• In office role 4-5 days a week (may frequently be five as Briefing or team needs require).
• 1-3 years’ experience in financial services with a deep understanding of Wealth Management. Branch experience a plus.
• 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 Excel, PowerPoint and Word.
• Financial industry and Wealth Management knowledge is required.
• Experience in Dataiku + Tableau a plus.
• Bachelor’s Degree

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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 $75,000 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).