Strategic Client Management (SCM), a key part of Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley. The Relationship Management Group, located within the SCM group, facilitates business for Wealth Management, MSIM, and ISG by leveraging the Firm’s relationship with key MS business partners.
The position affords the 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 a robust knowledge of the landscape within Morgan Stanley’s Investment Banking Division (IBD), Global Capital Market (GCM) and MSIM divisions as well as MSWM.
Job Responsibilities:
Interface regularly with investment bankers, company management, MSWM management and introducing MSWM capabilities and advisors to Morgan Stanley relationships/clients outside of MSWMEnsure business opportunities provided to MS by external parties are properly monitoredManage these introductions and relationships, providing value-added feedback to all relevant parties as appropriateTrack and monitor pipelines, group metrics and cross-divisional revenue and asset databasesBe results oriented and quickly turn around high quality work in a fast paced environmentProvide support on various products and services Maintain a comprehensive list of the firms’ external third-party vendor relationships in an effort to identify new business opportunitiesQualifications
Required Skills and Personal Attributes:
5+ years’ experience in financial services with a deep understanding of Investment Banking transactionsStrong interpersonal skillsSelf-starter who will take initiative, learn quickly and work independentlyHigh level of attention to detail, with excellent written and verbal communication skillsTeam-oriented, with high level of administrative and interpersonal professionalismA track record of success and a demonstrated ability to exercise good judgment and discretionWHAT 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.
Expected base pay rates for the role will be between $120,000 and $150,000 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'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).