Morgan Stanley

Channel Marketing, Senior Associate

Morgan Stanley • $115K — $130K *
Boston, MA 02115In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience.
  • 5-8 years of marketing experience in asset management or financial services.
  • Experience in developing marketing programs for intermediary distribution channels.
  • Strong understanding of sales and marketing dynamics within the financial sector.
  • Proven ability to work effectively in a team environment.
  • Excellent project management skills.
  • Strong written, verbal, and presentation skills.

Responsibilities

  • Lead and execute Intermediary channel marketing initiatives, ensuring client expectations are managed effectively.
  • Collaborate with Sales leadership and product marketing to transform business objectives into marketing strategies.
  • Write proposal briefs and manage project deliverables from concept to execution, coordinating with various teams.
  • Create and manage integrated marketing campaigns to enhance advisor engagement.
  • Work with the events team to promote in-person and virtual events.
  • Develop frameworks for measuring campaign effectiveness using clear KPIs.
  • Build strong relationships with Sales Channel leads to gather feedback and improve strategies.

Benefits

  • Unique opportunity to work in a highly collaborative team environment.
  • Exposure to diverse marketing initiatives spanning various channels and tactics.
  • Potential for significant professional growth within a leading financial institution.
  • Chance to contribute to impactful projects that drive business strategy.
  • Access to a variety of internal resources and networks across a global office framework.
Full Job Description
The Senior Associate will develop, implement and maintain channel marketing plans that deliver on core business priorities including key investment themes, products and franchises and will help capture advisor mindshare, build brand presence and create a positive client experience. The Senior Associate will execute Intermediary channel marketing strategy and collaborate with internal partners to develop and assemble marketing deliverables for a variety of initiatives across broker-dealer, wirehouse, bank, and RIA channels.

Primary Responsibilities
  • Lead and execute Intermediary channel marketing initiatives, managing client expectations through ongoing communication to all stakeholders regarding strategy, status and results.
  • Partner closely with Sales leadership and product marketing to translate business objectives into effective intermediary marketing strategies and deliverables.
  • Write proposal briefs and project manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, legal, compliance, and production teams that could include product launches, thought leadership initiatives, advisor education programs, webinars, events and more.
  • Create and manage marketing campaigns across digital, email, content, social, and event channels designed to drive awareness, engagement, and demand among financial advisors.
  • Work closely with events team for marketing promotion of sales driven and firm driven in-person and virtual events and conferences.
  • Develop campaign measurement and reporting frameworks to evaluate effectiveness and identify opportunities for optimization by creating clear KPI metrics to monitor and report results for channel activities.
  • Build strong relationships and seek ongoing feedback from Sales Channel leads/Sales Management, Global Relationship Managers, and Portfolio Strategy Consultants.
  • Adopt best practices and adhere to high standards to drive client satisfaction.
  • Assist the Channel Marketing team with other strategic initiatives and special projects.


Job Requirements
  • Bachelor's degree or equivalent experience.
  • 5-8 years of marketing experience within asset management or financial services.
  • Demonstrated experience developing and executing marketing programs for intermediary distribution channels, including broker-dealers, RIAs, wirehouses, and banks.
  • Strong understanding of intermediary sales and marketing dynamics, advisor engagement strategies, and channel-based marketing programs.
  • Demonstrated to work effectively in a team environment.
  • Excellent project management skills with the ability to manage multiple initiatives simultaneously.
  • Strong written, verbal, and presentation skills.
  • Results-oriented mindset with experience measuring and optimizing marketing effectiveness.


Expected base pay rates for the role will be between $115,000 and $130,000 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.

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

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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