4,224 jobs for "Marketing Manager"

Institutional Consulting Analyst

At Morgan Stanley - Lake Oswego

Posted on Oct 27

View job Apply on company site

AI Product & Engineering Director, MarTech

At Mars Incorporated - Warsaw

Posted on Oct 27

View job Apply on company site

Sales Programs Senior Manager

At Salesforce - New York

Posted on Oct 27

View job Apply on company site

Merchant Services Virtual Payment Advisor

At PNC - Remote / Flexible

Posted on Oct 27

View job Apply on company site

Spring Semester 2027 Accounting Intern - Elizabeth, NJ

At Enterprise Mobility - Union

Posted on Oct 27

View job Apply on company site

Director - Private Markets Data Services

At BlackRock - Bengaluru

Posted on Oct 25

View job Apply on company site

Designer II, NSW Tees Apparel Graphic Design

At NIKE, Inc. - Beaverton

Posted on Oct 24

View job Apply on company site

Major Accounts Manager, Community Solutions

At Spectrum - Town of Stamford

Posted on Oct 24

View job Apply on company site

International Private Bank, Deposit Product - Senior Associate

At JPMorgan Chase - Geneva

Posted on Oct 23

View job Apply on company site

Head of Offer Management - IS, IM, NCO, KNX and EL

At Schneider Electric

Posted on Oct 23

View job Apply on company site

Growth Director, Navy and Marine Corps IT

At Leidos - Reston

Posted on Oct 23

View job Apply on company site

Manager II, Account Management, Eats SMB (Sales Plan)

At Uber - San Francisco

Posted on Oct 23

View job Apply on company site

PGIM Credit, Investments Sr Director (Dallas, TX)

At Prudential Financial - Dallas

Posted on Oct 23

View job Apply on company site

Card Relationship Market Manager - Vice President

At JPMorgan Chase - Apple Valley · San Fernando

Posted on Oct 22

View job Apply on company site

Asset Management - Institutional Sales, Public Funds, Western Region - Executive Director

At JPMorgan Chase - Apple Valley · Los Angeles

Posted on Oct 22

View job Apply on company site

Expert Designer, Running Innovation Footwear Product Design

At NIKE, Inc. - Beaverton

Posted on Oct 22

View job Apply on company site

Enterprise Account Executive (Franchise), Uber Advertising

At Uber - Sydney

Posted on Oct 21

View job Apply on company site

Migration Delivery Lead - Revenue Cloud

At Salesforce - London

Posted on Oct 21

View job Apply on company site

Principal Associate, Recruiter- Staff & Strategy Professional TA (Data Science & Data Analysis)

At Capital One - McLean · Richmond

Posted on Oct 21

View job Apply on company site

Senior Industry Client Solutions Team Lead, Thailand

At TikTok - Bangkok

Posted on Oct 20

View job Apply on company site

Morgan Stanley

Institutional Consulting Analyst

Lake Oswego, ORPosted 13 days ago

Apply on company site View full job

POSITION SUMMARY

Institutional Consulting Analysts provide exceptional service to our clients and support Institutional Consulting Directors (ICD) and their teams. The Institutional Consulting Analyst is an integral member of the Graystone Team. As a key member of the service team, in supporting the ICD/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.

DUTIES and RESPONSIBILITIES:

Client Service:

As a key member of the service team, provide coverage for a Graystone team including:

• Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups

• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

• Remaining current on all policies, procedures and new platforms

• In partnership with the ICD/team contributing in client/account presentations to provide updates, and information on investment managers Business Development Support:

• At the direction of ICD/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

• At the request of the client and/or ICD/team, preparing and reviewing various institutional client reports or financial plans from firm-approved systems for existing or prospective clients

• At the request of the client and/or ICD/team, assisting with research using firm-approved systems

• At the request of ICD/team, participating in existing client and/or prospective client meetings, representing the service lens

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 5+ years of experience in a field relevant to the position required

• Four-year college degree or professional certification preferred

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

• Additional product licenses may be required

• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills

• Knowledge of financial services products and services, including but not limited to measuring performance of institutional clients' portfolios

• 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

• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

View company profile