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 43 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 rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.
The Prospect Management & Client Coverage team is embedded within the broader Strategic Client Management team, which is responsible for driving the Firm's Integrated Firm Strategy. The PMCC Analyst/Associate will be responsible for supporting the Individual Prospecting business, including oversight of reservation requests, resolving coverage conflicts as they arise, help create and maintain reporting for Sr. Leadership. The PMCC Associate/ Assistant Vice President specific responsibilities will include:
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- Serve as a key coverage partner to the Wealth Management Field, including creating, communicating, and enforcing Firm prospecting policies
- Collaborate with Field Management to create strategic partnerships and solve conflicts
- Partner with other key business stakeholders across Wealth Management, Investment Management and Institutional Securities on Integrated Firm initiatives
- Conduct strategic analysis in support of Integrated Firm efforts in identifying new business opportunities across Morgan Stanley, including preparing presentation and reporting materials for senior management
- Update various pipelines, group metrics and databases
Qualifications
- Bachelor's degree required. 0-3 years related industry experience with a general understanding of Wealth Management product and services
- Strategic thinker with strong analytical and problem solving skills
- Solid data analysis experience
- Strong attention to detail, with excellent written and verbal communication skills
- Proven success with multi-tasking and working on multiple projects simultaneously
- Self-starter who will take initiative, learn quickly, and work independently
- Team-oriented, with high level of administrative and interpersonal professionalism
- Solid knowledge of the MS Office suite (Excel, Word, PowerPoint)
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.
Expected base pay rates for the role will be between $110,000 and $190,000 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).