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 role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork.
The “Money in Motion” Associate will be responsible for supporting Strategic Client Management’s Directed Share Program (DSP), Integrated IPO Solutions, and Corporate Cash Management teams. The responsibilities of these teams and this role align closely with the key Integrated Firm priority of tracking money in motion. The Associate will assist with DSP deal execution and management, cross-divisional collaboration, client engagement and strategic initiatives, and facilitate Corporate Cash Management business development.
Responsibilities:
Act as a liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of DSP/Integrated IPO Solutions/Corporate Cash goals.
Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities
Prepare marketing materials and key metrics for client presentations
Maintain various pipelines, group metrics, DSP and Corporate Cash reporting databases and communications library/approval system
Assist with legal, audit and compliance requirements
Work directly with issuers on DSP administration and execution
Provide clients with DSP support and guidance during live transactions
Develop relationships and collaborate with key internal partners, e.g., technology, legal and compliance, service center, operations, etc.
Coordinate with WM Technology on DSP website support and functionality
Support DSP reinvestment efforts and initiatives
Analyze client and industry data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management
Closely track mergers & acquisitions and market issuance across equity, debt, and private markets for money in motion opportunities
Participate in Corporate Cash client meetings and assist with related follow-up projects and communications
Lead coordination with Corporate Cash teams across MSIM and MSWM
Assist with strategic initiatives and firm-wide strategy related to DSP and Corporate Cash businesses
Qualifications
Bachelor’s degree required and 1-3 years related industry experience with a general understanding of Investment Banking services
Results orientated and high performer in fast-paced environment
Ability to work under pressure and manage tight timelines
Rigorous attention to detail, with excellent written and verbal communication skills
Team-oriented, with high level of administrative and interpersonal professionalism
Superior organizational, interpersonal and client service skills
Ability to think creatively and strategically
Proven success with multi-tasking and working on multiple projects simultaneously
Self-starter who will take initiative, learn quickly and work independently
Thrive in an evolving and dynamic team environment
Microsoft Office (Word, Excel and PowerPoint) proficiency
Series 7 and 63
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 $90,000 and $135,000 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).