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Executive Director, Head of Investment Management Marketing Strategy

AT Morgan Stanley
Morgan Stanley

Executive Director, Head of Investment Management Marketing Strategy

New York, NY

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 41 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: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve, to grow.

Department Profile

The Marketing function ensures that Morgan Stanley gains the greatest value from its brand, the heart of the firm's franchise. It manages every aspect of our brand worldwide, from corporate advertising campaigns and sponsorships to umbrella marketing messages, research, product naming, graphic standards, and publication systems. Marketing also provides strategic guidance and creative support for business units and internal groups seeking to harness the power of our brand. It helps transform our intellectual capital into client relationships by planning and executing hundreds of events and conferences each year and assessing their business impact.

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Job Description

The firmwide Brand Marketing team is looking for a Head of Morgan Stanley Investment Management Marketing Strategy to lead on FW Marketing to lead the strategy development and implementation of the MSIM global marketing strategy and plan in collaboration with MSIM leadership, distribution teams & channel marketing leaders across all channels both BU and FWM.

Primary Responsibilities

-Cultivate relationships with internal business partners to understand the business strategy, objectives, and priorities; synthesize and relay this information to FW Marketing colleagues (e.g., brand, paid media, content, social, digital, research, international)
-Serve as a strategic and collaborative thought partner with investment teams, channel marketing leads and corporate communications in the management in the delivery of strategic marketing messages across key intermediary and institutional audiences both in the US & Internationally (from a holistic business/channel perspective).
-Lead the annual Morgan Stanley investment Management 360 consolidated, cohesive marketing plan and quarterly business review process. Resulting in increasing awareness & consideration, influencing decision makers and ultimately helping with lead generation/conversion leading to measurable ROI.
-Partner with investment & product and channel marketing teams on holistic go to market plans across channels to deliver on key KPIs and coordinate the consolidation, calendar, and plan across FWM to have one holistic view of campaigns, activations, and tests.
-Partner with key teams in FW Marketing & the business to develop a cohesive, digestible view of the full marketing plan as well as quarterly breakdowns and a scorecard and active approach to measurement, ongoing analysis including test & learn strategy and optimization plan.
-Collaborate with COO's across FWM and MSIM to utilize MSIM marketing budget to achieve best return for marketing investments, leveraging campaigns, events and digital activities underpinned by content.
-Ensure the global MSIM marketing organization (FW Marketing and Channel Marketing) has clear competencies across all businesses and channels, along with essential platform capabilities (e.g., digital/AI, thought leadership/content, channel/client marketing, product marketing, roadshows, third party conferences, etc).
-Coordinate with marketing sub-teams (e.g., brand, performance marketing, product, investment content, digital (TOM) etc.) to ensure brand consistency, building a Marketing community and developing market leading expertise within for all marketing related activities.
-Collaborate with corporate communications with respect to the brand, building it with distinct, compelling, and competitive positioning as it relates to client channels and opportunities.
-Position clients' needs and the firm's strategy as the north star for all Marketing activities.

In depth experience in Asset Management Marketing from either/or an international and leading player in the financial services industry.

-Proven experience and understanding of financial services business models, asset management and capital markets. Understanding of both institutional and global wealth investor bases, and knowledge of alternatives, fixed income, international equity will be necessary to succeed.
-Evidence of working seamlessly and in partnership with colleagues across broader marketing organizations, as well as colleagues in key partner functions such as investment, product, sales and corporate communications.
-Experience in acting as counsel on marketing and brand management with senior and diverse stakeholders, including legal and compliance.
-Proven track record in developing and implementing a marketing plan to drive client outcomes and deliver financial results.
-Experience of digital marketing and thought leadership.
-Proven experience of building and leading asset management marketing teams, ideally with global or multi-regional reach.
-A deep understanding of best practice data management, KPIs and tracking, and an ability to drive business insight to help the business make better decisions, drive lead generation and grow revenue.

Expected base pay rates for the role will be between $165,000 and $275,000 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).

Client-provided location(s): New York, NY, USA
Job ID: Morgan-549781946080
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)