Strategic Client Management - Relationship Management - Analyst

Strategic Client Management (SCM) is responsible for identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley. Within SCM, the Relationship Management Group (RMG) sources business opportunities for Wealth Management, MSIM, and ISG by utilizing the Firm’s relationships with key MS business partners.

The position provides an opportunity to gain a broad perspective of investment banking, wealth management and client coverage across the firm. Attractive candidates should have an interest in (1) understanding the full suite of investment banking, sales & trading, wealth management and investment management services we provide to our clients and (2) advancing the firm’s efforts to broaden and strengthen its relationships with legal, consulting, and audit partners. The candidate will be expected to think analytically, be detail oriented and client-centric, and should possess (or must quickly develop) a robust knowledge of the landscape within Morgan Stanley’s IBD, Global Capital Markets (GCM) and MSIM divisions as well as MSWM.

Job Responsibilities

• Serve as sales support contact and regularly interface with investment bankers, MS management, and financial advisors while also introducing MS capabilities to Morgan Stanley external relationships/clients
• Ensure business opportunities provided to MS by external parties are properly monitored and tracked in appropriate team tools
• Manage introductions and relationships, providing value-added feedback to all relevant parties as appropriate
• Conduct strategic and organizational analysis to support the team in identifying new business opportunities across Morgan Stanley, including preparing presentation and reporting materials for senior management
• Update various pipelines, group metrics and cross-divisional revenue and asset databases
• Maintain a comprehensive list of the firms’ external third-party vendor relationships in an effort to identify new business opportunities
• Be results oriented and quickly turn around high-quality work in a fast paced environment
  
  

Qualifications

Required Skills and Personal Attributes:

• Bachelor's degree required and solid financial services internship experience. Requires 1 - 3 years’ professional experience in financial services with an understanding of Investment Banking services or working with Financial Advisors.
• Proven success in delivering high-quality deliverables and working on multiple projects simultaneously
• Self-starter who will take initiative, learn quickly and work independently
• Basic understanding and experience in project management
• High level of attention to detail and organization, with excellent written and verbal communication skills
• Strong interpersonal skills and work ethic
• Team-oriented, with high level of administrative and interpersonal professionalism
• A track record of success and a demonstrated ability to exercise good judgment and discretion
• Strong MS Excel (able to do data analysis/working with large data sets) and PowerPoint skills
• Series 7 and 66 licensing or willingness to obtain within 180 days of hire
  
  

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 $60,000 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.

Posting Date

Jun 3, 2024

Primary Location

Americas-United States of America-New York-New York

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Associate