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4 days
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$26.66/hr - $49.48/hr (Estimated)
<p>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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.</p> <p>The Virtual Engagement organization provides remote support to experienced Financial Advisors across a variety of business-critical disciplines while developing a pipeline of next generation wealth management professionals.</p> <p>The Virtual Engagement Associate (VEA) Desk is a centralized resource providing dedicated infrastructure and support to Financial Advisors and Teams who aspire to modernize their wealth management practice and strengthen client relationships in a manner that leads to business growth. The VEA Desk provides expertise across a variety of core business functions including digital marketing and communication, financial planning, and point of sale execution for complex and resource-intensive products and services.</p> <p>The Digital VEA Desk is comprised of analyst level professionals completing a multi-year program during which they provide dedicated support to Financial Advisors across web, social media and email. Operating as an extension of the FA/Team, Digital VEAs provide capacity, scale, and expertise to strengthen client relationships in a manner that leads to growth through a deliberate and consistent digital marketing and communication strategy.</p> <p>As a member of the Virtual Engagement Associate leadership team, the Digital VEA Marketing, Operations & Development Manager is responsible for collaborating with marketing teams across the wealth and investment management business units to curate content and provide hands on coaching and training to help Digital VEAs connect the dots with their respective FAs/Teams by identifying the right content, targeted to the right client/audience and delivered through the right channel.</p> <p>Job Responsibilities</p> <ul> <li> <p>Provide wealth management marketing expertise at the individual FA/Team level, particularly as it relates to leveraging digital marketing channels to strengthen client relationships through a consistent and deliberate communication strategy.</p> </li><li> <p>Collaborate with marketing teams across wealth and investment management to source, produce and prioritize timely, unique, and thematic content that is aligned with individual FA/Team preferences and demand.</p> </li><li> <p>Coordinate with platform stakeholders to ensure content is available across the suite of digital marketing channels including web, social media and email.</p> </li><li> <p>Provide hands on coaching and training to Digital VEAs delivering bespoke digital marketing and communication strategies by ensuring the right content is being delivered to the right client/audience through the right channel and ensure FAs/Teams are receiving a high-quality experience.</p> </li><li> <p>Manage, lead and develop Digital VEA Associate Desk Managers (ADMs) across multiple locations to provide scale to coaching, training and development functions across the Digital VEA Desk.</p> </li><li> <p>Act as point of escalation for all matters sourced from Financial Advisors, Field Management, Home Office content/platforms teams and control partners.</p> </li><li> <p>Evaluate and report out on metrics related to the health, productivity and impact of the Digital VEA Desk.</p> </li><li> <p>Represent the interests of the Digital VEA Desk and support VEA Program Leadership as needed.</p> </li></ul> <p>Job Requirements</p> <ul> <li> <p>Bachelor's degree in Marketing, Finance, Economics, Business Management, or other relevant field with a minimum of 10 years of experience</p> </li><li> <p>Securities Industry Essentials (SIE) exam required, Series 7, 66 within 90 days from start date; Series 9/10 or 24 is preferred</p> </li><li> <p>Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint</p> </li><li> <p>Previous management experience required</p> </li><li> <p>Excellent leadership, analytical, communication presentation, and time-management skills</p> </li><li> <p>Ability to remain focused and highly disciplined while working in a fast-paced environment and balancing multiple priorities</p> </li><li> <p>Be authorized to work in the US without durational restrictions</p> </li><li> <p>Successfully complete all applicable background check and pre-employment assessments</p> </li></ul> <p>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:</p> <p>We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.</p> <p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.</p> <p>Expected base pay rates for the role will be between $110,000 and $190,000 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.</p> <p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.</p> <p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.</p> <p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p>
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