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Morgan Stanley · 4 days ago

Family Office Resources Field Education, AVP

New York, NY

Full-time

Hybrid

Mid Level

$85K/yr - $140K/yr

2+ years exp

Morgan Stanley is a leading financial services firm, and they are seeking a Family Office Resources Field Education Associate. The role involves supporting the development of field education initiatives for the ultra-high net worth segment, collaborating with Financial Advisors and field leadership, and managing training content to drive business development objectives.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Support project management activities for internal and external field education programs created by or sponsored by Morgan Stanley through active engagement with field leadership, Financial Advisors and support staff

Determine gaps and create actionable curriculum and content to address those gaps

Be accountable for measurable business expansion within FOR Field Education

Provide a quantifiable demonstration of business impact from a revenue, asset flow and engagement perspective

Advise on the ultra-high net worth resources of the firm and the strategies, tools and products traditionally employed to address client concerns from an advanced planning perspective

Work in partnership with internal and external senior business leaders to design and implement effective education strategies across a wide range of investment and non-investment subject matter

Have an ability to independently analyze trends and gaps that are relevant for the UHNW business

Independently create, update and manage outside consulting relationships to ensure that the curriculum design is applicable to Financial Advisors and external clients and reflects the overall training objectives and business goals of Morgan Stanley

Manage sourcing/onboarding process for external content and vendor relationships