Morgan Stanley

Investment Advisory Program Manager, Associate

Morgan Stanley • $57K — $115K *
Purchase, NY 10577In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • 2-3 years of financial services experience, preferably in investment advisory.
  • Bachelor's degree, ideally in business or finance-related fields.
  • Preferred licenses: Securities Industry Essentials (SIE), Series 7, and Series 66.
  • Leadership skills with public presentation capabilities.
  • Strong knowledge of financial products like equities, bonds, and mutual funds.
  • Exceptional time management and multitasking ability.
  • Strong written and verbal communication skills.

Responsibilities

  • Collaborate with product teams to create investment strategies.
  • Provide training and support to Financial Advisors on applications.
  • Build relationships with Financial Advisors to tailor solutions.
  • Present program trends and growth opportunities to management.
  • Develop projects focused on business efficiency and growth.
  • Identify and coordinate process improvements effectively.
  • Ensure compliance with regulatory and policy standards.

Benefits

  • Comprehensive benefits package including health and wellness programs.
  • Access to professional development and training opportunities.
  • Incentive compensation and bonuses based on performance.
  • Opportunities for career advancement within a global firm.
Full Job Description
Position Summary:

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. The ideal candidate will excel in managing multiple products, collaborating with cross-functional teams, developing strong relationships with Financial Advisors, and delivering innovative solutions that meet clients' investment needs.

Principal Duties and Responsibilities

Business Development:
  • 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.


Operational Support:
  • Participate in developing and ongoing projects geared towards solutions and enhancements that drive business efficiencies and growth.
  • Identify and coordinate process improvements with internal and external partners.
  • Ensure compliance with regulatory requirements and internal policies for product development and advisory activities.
  • Collaborate with cross-Business teams to translate strategic business goals into actionable projects, including timelines, deliverables and implementation for program rollout.


Qualifications

Education and/or Experience:
  • 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.


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.

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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