Director of Marketing & Communications

POSITION SUMMARY

Directors of Marketing & Communication provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director ofMarketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ PrivateWealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the teams growth and overallbusiness development goals through various branding advertising and marketing activities. TheDirector of Marketing & Communication is an integral member of the team and is also responsible forincreasing the visibility of Morgan Stanleys various programs events and initiatives to clients.

DUTIES and RESPONSIBILITIES:

Marketing & Digital Strategy:
Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses ondriving team growth and enhancing the client relationship
Manages and implements creative marketing and communications strategies plans and approachesto market and position the team to existing and prospective clients
Creates all written visual and digital marketing messages and materials
Uses the Firms digital tools on behalf of the FA/PWA/team to modernize their practice enhanceclient relationships and generate increased business
Manages the FA/PWA/team digital presence via channels such as social media and FA websites

Monitors marketing projects analyzes results and liaises with the firms marketing departments
Utilizes existing systems to capture and update all new marketing activities including a masterpipeline prospecting activities and related reporting Communication Management:
Creates and updates client and prospect presentation materials including Request for Proposal(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.)

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:

Education and/or Experience
10 years of work experience in a field relevant to the position required
Bachelors 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) required
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Director of Marketing & Communication
Job Description
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
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024

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).

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 thats differentiated and weve 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 - 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.

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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).