Job Description

Description - External

POSITION SUMMARY:

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a vital role in supporting the team’s growth and overall business development goals through various branding, advertising, and marketing activities. This role is responsible for the development and implementation of an integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth Advisor team. This plan includes all written, visual, and digital communications and materials to promote the strengths, capabilities, and services available to existing and prospective clients. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley’s various programs, events, and initiatives to clients.

DUTIES and RESPONSIBILITIES:

Marketing & Digital Strategy:

• Supports the Financial Advisor / Private Wealth Advisor team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship
• Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients
• Creates all written, visual, and digital marketing messages and materials
• Leverages the firm’s tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley
• Manages various marketing channels, including overseeing the team’s digital strategy and contributing new ideas to enhance the team’s social media presence
• Monitors marketing projects, analyzes results and liaises with the firm’s marketing departments
• Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting

Communication Management:

• Creates and updates client and prospect presentation materials, including RFP responses
• Develops and manages client event planning from inception through execution and follow-up
• Facilitates the Communication Review Group (CRG) process for all marketing materials
• Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.)

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Education and/or Experience

• 10+ years of work experience in a field relevant to the position required
• Bachelor’s degree in Marketing, Communications, Business, or relevant field preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) OR Partial
• Additional product licenses may be required

Knowledge/Skills

• Strong leadership skills
• Knowledge of financial services products, including but not limited to equities, bonds, options,
• mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task

Reports to:

• Market Business Service Officer and/or Business Service Officer

Salary range for the position: $50,000 - $115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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.

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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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