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.
Strategic Client Management (SCM), which sits within Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities across the investment management, wealth management and institutional divisions. SCM is focused on sourcing transactions from our Financial Advisors to be executed in the Investment Banking Division (IBD), Sales and Trading (S&T) and Morgan Stanley Investment Management (MSIM), and additionally is focused on sourcing opportunities to increase new client assets in Morgan Stanley Wealth Management (MSWM) by leveraging existing relationships across the Institutional divisions at our firm.
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Key Responsibilities:
• Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals
• Strategic Collaboration: Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities
• Project Management: Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
• Client Advocacy: Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs
• Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management. Maintain various pipelines, group metrics and cross-divisional revenue and asset databases
Qualifications
• Bachelor's degree required plus 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management product and services
• Strategic thinker with strong analytical and problem solving skills
• Self-starter who will take initiative, learn quickly and work independently
• High level of attention to detail, with excellent written and verbal communication skills
• Team-oriented, with high level of administrative and interpersonal professionalism
• High energy, results orientated and high performer in fast paced environment
• Strong knowledge of the MS Office suite (Excel, Word, PowerPoint)
• Series 7 and 63
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).
Expected base pay rates for the role will be between $85,000 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.
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.
Expected base pay rates for the role will be between $85,000 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).