- Client Relationship Management Serve as the primary point of contact for a portfolio of institutional clients, building strong, long-lasting relationships. Understand institutional clients' unique retirement goals, needs, and challenges to provide tailored consulting and solutions. Lead client meetings to review retirement plan performance and provide strategic recommendations. 2. Retirement Plan Strategy and Advisory Provide consulting on retirement plan design, including defined contribution (DC) plans, defined benefit (DB) plans and other plans. Develop and implement retirement plan strategies that optimize investment performance, enhance participant outcomes, and ensure compliance with regulatory standards. Advise clients on plan benchmarking, asset allocation, fee structures, and investment menu construction to ensure alignment with client goals and fiduciary responsibilities. 3. Investment Consulting and Portfolio Management Analyze investment options and recommend appropriate asset allocation strategies based on clients' risk tolerance, financial goals, and market conditions. Provide ongoing monitoring and due diligence of investment managers, portfolio performance, and market trends. Collaborate with internal teams to ensure investment strategies are aligned with retirement goals and regulatory requirements. 4. Stay updated on industry regulations, including ERISA, IRS guidelines, and other retirement-related legislation. Help clients navigate regulatory compliance issues, ensure adherence to fiduciary responsibilities, and mitigate risks associated with retirement plans. Assist in the development and implementation of governance frameworks to manage plan oversight and performance. 5. Business Development and Growth Contribute to the Firm's growth by identifying new business opportunities and expanding relationships with existing clients. Participate in proposal development and presentations for new client acquisitions. Collaborate with internal teams to ensure consistent messaging and service delivery across client engagements. Bachelor's or Master's degree CFA charter holder or CFA candidate Minimum 10 years' experience in finance, asset management or similar industries Strong knowledge of retirement plan structures, including 401(k), 403(b), DB plans, and other institutional retirement solutions. Strong analytical background in financial industry Fluent in financial/investment concepts, statistics and research principles Exceptional ethical principals Comfortable conversing with C-level executives of major corporations and municipalities Must be an organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Technologically competent including familiarity with Microsoft Office products and experience with investment research products (such as Morningstar, Bloomberg, etc.) 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. 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. Salary range for the position: $170,000 - $250,000 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
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