Wealth Management Investment Resources Business Strategy/Development Associate

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 22 Oct 18

Wealth Management Investment Resources Business Strategy/Development Associate

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Overview
Wealth Management Investment Resources produces macro-to-micro research and analysis to help FAs build their practices and manage their clients' portfolios.

Role Responsibilities
This role reports to the Head of WMIR Business Development and Content / Distribution Strategy and will be primarily responsible for supporting the development and execution of a comprehensive business development strategy to drive the impact of the WMIR team.

Responsibilities include but are not limited to:

• Development and maintenance of all metrics and reporting, including readership trends
• Source, analyze, and present key data and metrics as needed by the business in support of ongoing strategic, business development, and regulatory efforts
• Gain a global understanding of WMIR products, publications and delivery mechanisms. Analyze metrics and develop ideas to improve:
o Quality and effectiveness of current materials
o Relevance to end users
o Ease of use for delivery to FAs and their clients
o Alignment with firm initiatives
• Development of framework and marketing strategy for advice platforms and publications
• Content distribution strategy focused on FA segmentation and targeted marketing campaigns
• Re-branding and reengineering of publications and publishing distribution processes
• Learn proprietary technology programs at the firm to help with projects where necessary
• Collaborate on ad hoc strategic projects as needed


Position Requirements
• Bachelor's Degree
• 1-4 years of experience in a business development / strategy role, preferably within the Financial Services industry
• Strong written and verbal communications skills
• Highly organized with great attention to detail
• Creative, innovative and independent thinker
• Self-starter with a can-do approach and delivery focused mindset
• Comfortable managing multiple work efforts with competing priorities, while consistently delivering within the required management timelines
• Must be comfortable working closely across various business organizations and stakeholders
• Strong interpersonal, collaborative and team skills, with a proven ability to build and leverage relationships to achieve the needed results
• Strategic mindset, with the ability to move data to insights, and insights to decisions
• Ability to analyze and synthesize data and create value-added management reporting
• Strong Excel and PowerPoint skills required
• Familiarity with SAP-Business Objects, Tableau, and data modeling preferred
• Familiarity with Salesforce Marketing Cloud and OneMail preferred