Morgan Stanley Family Office Client Engagement Strategy, AVP

The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. MSFO is a critical partner to the Firm's top advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG).

Role and Responsibilities:

Within Morgan Stanley Family Office, we are looking for an individual who supports the broader MSFO team. This role will report to the Head of Client Strategy & Experience and support client lifecycle and management initiatives. In this position, the individual would work closely with internal partners to support key strategic and reporting initiatives to deliver an exceptional and consistent client experience while working with different firm partners.

Key responsibilities include:

• Support the planning and execution of critical initiatives throughout the client lifecycle, from client acquisition, retention and expansion
• Provide active pipeline vetting, management and tracking support
• Ensure optimal prioritization of prospect and client engagement support across assigned resources
• Provide support for campaign execution and efficiency measurements
• Drive and develop client facing content and tool creatin and management
• Provide feedback to MSFO Leadership as well as MSFO Sales and Coverage teams on areas of improvement for the MSFO offering
• Design and manage junior talent development program and career pathing approach

Qualifications:

• This role requires exceptional organizational and interpersonal skills, as well as relationship building skills. The candidate should demonstrate an ability to multitask and prioritize requests. The role is fast-paced and demanding, and requires collaboration with senior leadership in various groups across the Firm.
• 3+ years' experience in financial services, wealth management and/or marketing/business strategy & management and/or other related fields
• Bachelor's degree in business or related field is required
• Exceptional project and interpersonal skills
• Outstanding team working, relationship building, and cross-collaboration skills
• Excellent organization and prioritization skills
• High level of attention to detail, with excellent written and verbal communication skills
• A track record of success and a demonstrated ability to exercise good judgment and discretion

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients

• helping them reach their goals. We do it in a way that's differentiated
• and we've done that for 90 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.