IIS Market Solutions Associate/AVP

Role Responsibilities

• Build trust and credibility with Financial Advisors by demonstrating strong knowledge of Morgan Stanley solutions, ongoing servicing needs, and applicable regulatory topics; stay current on policy and regulatory updates.
• Work closely with institutional consultants and their teams, acting as the direct contact and escalation point for institutional client matters via email and phone.
• Partner with cross-functional teams to identify process and technology roadblocks and implement scalable improvements that support growth of the institutional business.
• Cook up coordination across business lines, operations teams, and external providers to resolve client issues end-to-end.
• Participate in ongoing training to maintain knowledge of policies, procedures, and risk awareness; take initiative and collaborate effectively within a team environment.
• Think critically about existing work streams and processes, identify gaps and opportunities.
• Assist with the transition and operational onboarding for new client wins and new recruit mandates, including contract requests via Salesforce.
• Champion and support diversity and inclusion.

Qualifications

• College degree required
• 3 or more years of industry experience preferred
• Active Series 7, 63 and 65 (or Series 7 and 66) required
• Additional product licenses may be required
• Experience with Custodians, Recordkeepers, and Third-Party Administrators preferred

Skills

• Self-starter with a strong sense of ownership, accountability and work ethic
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Exceptional writing, interpersonal and client service skills
• Team player with the ability to collaborate with others
• Strong written and verbal communication skills in both business and technical contexts
• Strong project management and problem-solving skills
• Capable of multitasking across several projects to achieve outstanding results
• Strong industry, product and branch procedures knowledge
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong analytical skills and the ability to interpret complex data
• Capable of working in a fast-paced, evolving environment
• Demonstrated leadership skills

What You Can Expect From Morgan Stanley

• Raised, managed and allocated capital for our clients – helping them reach their goals.
• 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.
• Supports 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.
• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.