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Integrated FIrm Field Engagement - Global Client Coverage Director

AT Morgan Stanley
Morgan Stanley

Integrated FIrm Field Engagement - Global Client Coverage Director

Business Development: Identify and pursue new business opportunities with Market Executive Teams and Financial Advisors to drive growth and engagement. Relationship Building: Cultivate strong relationships with Advisors and Market Leadership across the region to enhance collaboration and trust. Emphasize the importance of making meaningful connections. Strategic Planning: Develop and implement strategic and tactical business plans in conjunction with IFET leadership to ensure continuous market engagement and alignment with regional priorities. Knowledge of workplace solutions is a plus. Advisor Support: Provide ongoing support to Financial Advisors and Management team members, facilitating their growth through training, education, and personalized interactions. Cross-Functional Engagement: Collaborate with Product Partners across the Firm to ensure Financial Advisors are well-informed about existing and new tools and resources and able to meet their clients needs Initiative Rollout: Support the rollout of key initiatives, ensuring seamless integration and adoption within the field. Data Analysis: Conduct deep dive book reviews and segmentation to identify opportunities for enhanced advisor engagement and performance. Support the IFET during Field engagement pre- post in Market Meetings. Proven experience in a similar role within the financial services industry. Strong understanding of the field is a plus. Excellent communication and relationship-building skills, with a positive and can-do attitude Ability to make connections and follow items to completion Ability to work effectively in undefined areas and adapt to changing environments. Strong interpersonal communication and problem-solving skills. 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. Expected base pay rates for the role will be between $110,000 and $115,000 per year at the commencement of employment. 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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Job ID: Morgan-549785257666
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)