Investment Advisory Strategy and Execution, Associate / AVP at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

135000.0

Posted On

20 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Communication, Interpersonal Skills, Excel, PowerPoint, Investment Advisory, Cross-Functional Collaboration, Strategic Execution, Continuous Improvement, Material Creation, Field Messaging Campaign Development

Industry

Financial Services

Description

Strategic Execution: Support the COO team in developing, executing, and monitoring strategic initiatives that advance the growth, efficiency, and client experience of the Advisory business Project Management: Drive day-to-day execution of cross-functional projects, by setting objectives, establishing project governance, tracking deliverables, and escalating risks and issues as needed Cross-Functional Collaboration: Partner with cross-functional teams to ensure organizational alignment and successful completion of deliverables Effective Communication and Material Creation: Develop high-quality materials for senior management, including strategy presentations, program overviews, and progress reports; Help senior management prepare for important meetings and presentations Field Messaging Campaign Development: Partner with Business Development, Communications, Marketing, and Training to drive engagement with financial advisors on new Advisory solutions; Support the development of marketing collateral, blast communications, and training resources with messaging that resonates with financial advisors and clients Continuous Improvement: Identify opportunities across the organization to streamline process and improve execution (e.g. field engagement strategies, project governance, project execution, etc.) 5+ years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory experience. Proven track record of managing projects and programs. Ability to execute and manage multiple priorities with attention to detail. Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers. Exemplary verbal and written communication skills. Proficiency in Excel and PowerPoint. Bachelor's degree or equivalent with business-related coursework. Series 7 & 66 licenses (or must be completed within 12 months). 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. 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 $57,000 and $115,000 per year for the Associate position and $85,000 and $135,000 per year for the AVP position at the commencement of employment. 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.

Responsibilities

Support the COO team in developing and executing strategic initiatives for the Advisory business. Drive day-to-day execution of cross-functional projects and partner with teams to ensure successful completion of deliverables.