Morgan Stanley

Strategic Client Management - Senior Coverage Officer (Vice President)

Morgan Stanley$115K — $199K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years' experience in financial services with expertise in Wealth Management, Investment Banking, and Sales & Trading.
  • Proven track record in cultivating long-term, trust-based relationships with clients and internal stakeholders.
  • Exceptional sales, negotiation, and interpersonal skills; adept at identifying new business opportunities.
  • Strong public speaking and presentation capabilities.
  • Keen attention to detail; excellent written and verbal communications skills.
  • Team-oriented with high levels of professionalism and administrative skills.
  • Series 7 and 63 licenses are required.

Responsibilities

  • Act as the primary liaison between Financial Advisors, Investment Bankers, and key stakeholders to foster collaborative opportunities.
  • Advocate for client needs internally, ensuring comprehensive Firm accessibility for tailored solutions.
  • Lead and support cross-functional projects to enhance operational efficiency and client engagement.
  • Monitor and manage various pipelines, group metrics, and cross-divisional revenue streams.
  • Guide and nurture junior team talent for their professional development.

Benefits

  • Comprehensive employee benefits and perks, among the industry’s most attractive.
  • Support for employees and families throughout their entire work-life journey.
  • Opportunities for lateral movement within the company for motivated employees.
  • Collaborative and empowering work environment with a focus on creativity and diverse thinking.
  • Commitment to diversity and inclusion in the workplace.
Full Job Description
Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley's Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley's global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork. Responsibilities: > Serve as the primary Integrated Firm liaison between Financial Advisors, Investment Bankers, and other key business stakeholders to drive collaboration opportunities and showcase the Firm's Wealth Management and Institutional capabilities to both individual and corporate clients > Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs > Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes > Oversee various pipelines, group metrics and cross-divisional revenue and asset databases > Manage and cultivate talent across junior team Qualifications: > 8+ years' experience in financial services with a deep understanding of Wealth Management, Investment Banking and/or Sales & Trading > Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients > Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities > Dynamic public speaking and effective presentation skills > High level of attention to detail, with excellent written and verbal communication skills > Team-oriented, with high level of administrative and interpersonal professionalism > Series 7 and 63 required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $115,000 and $199,801 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 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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