Institutional Client Specialist

Role Responsibilities
• Build trust and credibility with Clients and internal Financial Advisors by being a subject matter expert in employer-sponsored retirement plans and associated maintenance by displaying a thorough understanding of Morgan Stanley's suite of products and services for new and existing clients as well as staying up to date on applicable Internal Revenue Service (IRS) & Department of Labor (DOL) regulatory topics
• Develop a deep understanding of how different employer-sponsored retirement plans fit the unique needs of employers and their employees to effectively match needs to product offerings
• Ability to explain the Morgan Stanley proprietary fiduciary investment monitoring service to include investment line-up assessment and educate on Global Investment Manager Analysis (GIMA) recommended substitutions
• Understand advisory and fiduciary brokerage product benefits offered by Morgan Stanley to help Plan Sponsors meet fiduciary duties and responsibilities
• Perform account maintenance as needed on Institutional Market retirement plan accounts
• Field client inquires and engage appropriate firm resources
• Work across multiple lines of business, operation departments, and/or external Providers to resolve client issues
• Engage in strategic planning with other team members on client matters
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

Qualifications:
• College degree required
• 3 or more years of industry experience preferred
• Active Series 7, 63 and 65 (or Series 7 and 66) required
• Additional product licenses may be required
• Experience with employer-sponsored retirement plans strongly preferred
• Experience with Custodians, Recordkeepers, and Third-Party Administrators in the Retirement Industry preferred
• Willingness to earn, or prior progress toward, a retirement industry recognized designation and/or certification a plus

Knowledge/Skills:
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Exceptional writing, interpersonal and client service skills
• Team player with the ability to collaborate with others
• Strong industry, product and branch procedures knowledge
• Knowledge of Department of Labor and ERISA regulations
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong analytical skills and the ability to interpret complex data
• Self-motivated / self-starter with excellent work ethic
• Ability to work in a fast-paced, evolving environment
• Demonstrated leadership skills

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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Salary range for the position: $57,000 to 115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus Colorado (Statewide) component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close Dec 2025 , but may be extended depending on whether a candidate has been selected.

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).