Strategic Client Management - Senior Coverage Officer - Executive Director at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

275000.0

Posted On

10 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services, Wealth Management, Investment Banking, Sales, Negotiating, Client Service, Public Speaking, Presentation Skills, Attention to Detail, Written Communication, Verbal Communication, Team-Oriented, Administrative Professionalism, Relationship Building, Cross-Functional Teamwork, Operational Efficiency

Industry

Financial Services

Description

Executive Director, Strategic Client Management 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. Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley’s Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley’s global resources to deliver tailored solutions for clients. This position is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork. We are open to considering someone at Vice President level, and encourage you to apply. What you'll bring to the role Serve as the primary Integrated Firm liaison between Financial Advisors, Investment Bankers, and other key business stakeholders to drive collaboration opportunities and showcase the Firm’s Wealth Management and Institutional capabilities to both individual and corporate clients. Represent the needs of the Firm’s clients internally, ensuring the full Firm is accessible to serve client needs. Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes. Oversee various pipelines, group metrics and cross-divisional revenue and asset databases Manage and cultivate talent across junior team. What you’ll bring to the role 8+ years’ experience in financial services with a deep understanding of Wealth Management, Investment Banking and/or Sales & Trading. Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients. Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities. Dynamic public speaking and effective presentation skills. High level of attention to detail, with excellent written and verbal communication skills. Team-oriented, with high level of administrative and interpersonal professionalism Series 7 and 63 required 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 89 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 $225,000.00 and $275,000.00 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).

Responsibilities

Serve as the primary liaison between Financial Advisors, Investment Bankers, and other stakeholders to drive collaboration opportunities. Lead cross-functional projects aimed at improving operational efficiency and client engagement.