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Morgan Stanley · 7 hours ago

Investment Advisory Strategy and Execution, Associate / AVP

Purchase, NY

Full-time

Onsite

Mid Level

$57K/yr - $115K/yr

3+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role within the COO organization supports the strategy and execution of key priorities, collaborating with various departments to ensure initiatives are prioritized, managed, and aligned with business goals.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Support the COO team in developing, executing, and monitoring strategic initiatives that advance the growth, efficiency, and client experience of the Advisory business

Drive day-to-day execution of cross-functional projects, by setting objectives, establishing project governance, tracking deliverables, and escalating risks and issues as needed

Partner with cross-functional teams to ensure organizational alignment and successful completion of deliverables

Develop high-quality materials for senior management, including strategy presentations, program overviews, and progress reports; Help senior management prepare for important meetings and presentations

Partner with Business Development, Communications, Marketing, and Training to drive engagement with financial advisors on new Advisory solutions; Support the development of marketing collateral, blast communications, and training resources with messaging that resonates with financial advisors and clients

Identify opportunities across the organization to streamline process and improve execution (e.g. field engagement strategies, project governance, project execution, etc.)

Qualification

Investment Advisory ExperienceSeries 7 LicenseSeries 66 LicenseProject ManagementExcel ProficiencyPowerPoint ProficiencyCommunication SkillsInterpersonal SkillsAttention to Detail

Required

3-5 years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory experience

Proven track record of managing projects and programs

Ability to execute and manage multiple priorities with attention to detail

Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers

Exemplary verbal and written communication skills

Proficiency in Excel and PowerPoint

Bachelor's degree or equivalent with business-related coursework

Series 7 & 66 licenses (or must be completed within 12 months)