Charitable Giving Product & Business Specialist, Wealth Strategies Group
Charitable Giving Product & Business Specialist, Wealth Strategies Group
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Job Description
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in 24 countries and a total of $1.5 trillion in assets under management as of March 31 2024. MSIM strives to provide outstanding long-term investment performance service and a comprehensive suite of investment management solutions to a diverse client base which includes governments institutions corporations and individuals worldwide.
Basic Purpose:
Provide cross-functional technical support on USCGT Charitable Giving Solutions as well as the broader Wealth Strategies Group product suite including Parametric SMA strategies (fixed income & equity) and the tax-managed private funds. Work to provide support to management and product managers on the Charitable Giving business and across the Wealth Strategies with analytics work and project management to educate internal and external sales force as well as home office contacts on Donor Advised Funds and Legacy Income sales due diligence and firm on-boarding activities of various strategies both internally and high-level proficiency in overseeing and managing internal business operations including Legal Digital and Marketing as well as connectivity with external partners including Ren the USCGT Administrator trading support and tax support. Maintain updated marketing digital content online tools & calculators and proposals for the product line and establishing tracking and operational controls across the Wealth Strategies Suite. Provide thought leadership around creating a more integrated tax suite and consultative sales approaches.
Primary Responsibilities:
- Work in a collaborative manner with colleagues in Distribution Marketing Product Fund Administration Legal and Portfolio Management.
- Support internal and external distribution partners as a subject matter expert.
- Manage and provide support on all marketing collateral and website updates.
- Serve as an intermediary with distribution partners to provide support in sales questions and data.
- Collaborate with external partners and other internal business units on product enhancements and updated processes/procedures.
- Conduct competitive analysis on industry trends product development and positioning.
- Lead initiatives to improve internal systems and processes related to new and existing product lines while overseeing day to day support of the business.
- Provide sales training to support reps/internal sales to be technically proficient and current on strategies.
- Communicate effectively to ensure orderly dissemination of information to distribution and distribution partners.
Qualifications - External
- BS/BA degree with CFA a plus.
- Minimum 3-5 years of related work experience.
- FINRA Series 7 63 or 65/66 required.
- Strong organizational and analytical skills.
- Ability to multitask and prioritize tasks across product lines.
- Proven ability to communicate complex information and to train individuals of differing levels of knowledge.
- Attention to detail great communicator and have a keen eye for creating marketing collateral
- Willingness and ability to travel when needed.
- Strong customer service skills.
- Ability to work in a collegial team-oriented environment with shared goals.
- Ability to link complex strategies to specific goal-based needs.
- Ability to work with a wide range of individuals and subject experts from various affiliates.
- Ability to handle complex training programs in a clear and concise fashion.
- Ability to handle detailed workflow and track through operational legal and administrative processes.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanleys 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).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
