Morgan Stanley

Field Director - Integrated Firm Field Engagement Team (IFET)

Morgan Stanley$120K — $210K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Wealth Management, preferably in field and advisor engagement
  • Proven track record as a collaborative leader with influence across teams
  • Strong strategic thinking capabilities paired with execution skills
  • Familiarity with Workplace and Institutional solutions is advantageous
  • Possession of Series 7 and 63 licenses (or equivalents)
  • Ability to travel approximately 25% of the time

Responsibilities

  • Partner across multiple teams to deliver comprehensive client solutions
  • Identify and develop new growth opportunities within the firm's services
  • Incorporate institutional insights into advisor practices and local strategies
  • Engage in one-on-one advisor meetings and conduct book reviews
  • Drive the adoption of company initiatives with measurable impacts in the field
  • Facilitate strategy sessions and market calls with advisors
  • Organize and lead advisor forums for knowledge sharing

Benefits

  • Opportunity to shape integrated client solutions
  • Collaborative work environment
  • Dynamic engagement with market executives and advisors
  • Focus on strategic growth and development
  • Access to a broad platform of institutional capabilities
  • Flexible work location options between New York and San Francisco
Full Job Description

We're looking for a strategic, collaborative Field Director to join our Integrated Firm Field Engagement Team (IFET). This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm's full global and institutional capabilities to clients.

What you'll do:
> Partner across Wealth, Workplace, and Institutional teams to deliver holistic client solutions
> Identify and activate new growth opportunities across the firm's platform
> Embed institutional thinking into advisor practices and local market strategies
> Lead 1:1 advisor engagements, book reviews, and opportunity development
> Drive adoption of firm initiatives with measurable field impact
> Facilitate strategy sessions, market calls, and advisor forums

What we're looking for:
> Wealth Management experience; field and advisor engagement preferred
> Collaborative leader with the ability to influence across teams
> Strategic thinker with strong execution skills
> Familiarity with Workplace and Institutional capabilities a plus > Series 7 & 63 (or equivalent)
> ~25% travel
*This role can be located in either New York or San Francisco, CA
Join us to help shape how we deliver integrated, outcome-oriented solutions to clients.

> Series 7 & 63 (or equivalent)

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
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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