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Jobs · Information Technology · New York

Investment Advisory Program Manager, Associate

Morgan Stanley · Purchase, NY · 1 mo ago
Information Technology$57k–$115k/yrFull-time

Principal Duties And Responsibilities

  • Collaborate with product teams across the division to design and implement comprehensive investment strategies and solutions.
  • Provide ongoing support and training to Financial Advisor teams to enhance their understanding of available applications.
  • Develop and maintain strong relationships with Financial Advisors to understand their unique business needs and innovate potential solutions.
  • Prepare and present program trends and growth opportunities to senior management and stakeholders.

Qualifications

  • 2-3 years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory experience.
  • Bachelor’s degree or equivalent required, with focus on business or finance-related coursework preferred.
  • Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.

Knowledge And Skills Requirements

  • Strong leadership skills and ability to present in front of an audience.
  • Knowledge of financial services products, including but not limited to, equities, bonds, options, mutual funds, and Investment Advisory managed accounts and programs.
  • Strong time management skills, with proven track record of managing multiple priorities, while adhering to deadlines.
  • Strong attention to detail, quality, and accuracy.
  • 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 Microsoft Word, Excel, PowerPoint, and Outlook.
  • Proficiency with generative AI concepts and agent building.

What You Can Expect From Morgan Stanley

  • 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.
  • A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
  • Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

Expected base pay rates

Expected base pay rates for the role will be between $57,000 and $115,000 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.

About the role

Morgan Stanley Wealth Management’s Investment Advisory Business, Consulting Group, is a leader in the industry, with over $2 trillion in assets under management. The Advisory Program Management team is integral in supporting the programs, policies, and products that Financial Advisors use to manage client accounts in a fee-based relationship. As we continue to innovate and lead in the industry, we are seeking an Investment Advisory Program Manager.

Schedule

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Benefits

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Pay

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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