Product Marketing - Advisory Planning, Investment Solutions - Associate
POSTING DATE: Nov 6, 2024
PRIMARY LOCATION: Americas-United States of America-New York-Purchase
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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 grow.
The Investment Solutions Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial solutions and services. The team positions Financial Advisors and sales teams to win and retain business through various efforts including end-to-end marketing campaigns - from content creation and distribution, to measuring impact and improving efficacy. We actively partner with field leadership, sales and business development to generate awareness and drive usage of the resources, products, tools and insights available to Morgan Stanley Financial Advisors and their clients.
Position Summary:
We are looking for a collaborative and driven professional to support continued Financial Advisor and client engagement with our industry-leading $2.1T+ Advisory platform. Key in-flight marketing initiatives include promoting our Total Tax 365 suite of products, including Tax Management Services for Select UMA and Direct Indexing strategies. This individual will also support marketing efforts that elevate thought leadership from the Global Investment Office, Model Portfolios, financial planning solutions, retirement planning and more. They will be responsible for executing and partnering on projects and deliverables, including content production, maintenance and distribution, and communications. This individual is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines.
Responsibilities:
- Build & manage relationships with sales and business teams to help create marketing strategies that engage Financial Advisors, recruits, clients and prospects, with a focus on Advisory platforms, Financial Planning and our Global Investment Office.
- Support development and execution of a cohesive marketing and communications strategies across internal and external channels.
- Create and maintain client/prospect and advisor-facing marketing assets including emails, presentations, brochures, videos, website content, events and social media posts.
- Facilitate reviews and incorporate feedback from stakeholders, Legal and Compliance.
- Collaborate with key partners at all levels of seniority to drive and execute initiatives, including product areas across Investment Solutions, the Global Investment Office, Sales, Business Development & Field Training, Field Communications, Corporate Communications, Analytics & Data, Digital & Field Marketing, Firmwide branding, and Legal / Risk / Compliance.
- Manage asset development and deployment with Creative teams, Marketing Operations and/or external vendors.
- Develop, track, analyze and report on marketing metrics.
- Assist with senior management reporting and develop slides to articulate marketing efforts and accomplishments.
Qualifications & Skills:
- Bachelor’s degree required
- 2+ years of experience in financial services
- Strategic mindset with the ability to think creatively and tactically to help drive business outcomes
- Strong organization, project management, analytical skills and attention to detail
- Effective written and verbal communication and interpersonal skills
- Comfortable working with PowerPoint to help synthesize marketing strategies in a compelling and visual way
- Intermediate skills in Excel to help with measuring marketing impact
- Work effectively in a fast-paced environment
- Collaborative, flexible team player who is a positive contributor to our team’s culture
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 $80,000 and $115,000 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.
