Morgan Stanley · 6 hours ago
Strategic Client Management - Senior Coverage Officer - Executive Director
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$225K/yr - $275K/yr
8+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role emphasizes accountability, innovation, and leveraging Morgan Stanley’s global resources to deliver tailored solutions for clients, focusing on driving collaboration opportunities between Wealth Management and institutional divisions.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Serve as the primary Integrated Firm liaison between Financial Advisors, Investment Bankers, and other key business stakeholders to drive collaboration opportunities and showcase the Firm’s Wealth Management and Institutional capabilities to both individual and corporate clients
Represent the needs of the Firm’s clients internally, ensuring the full Firm is accessible to serve client needs
Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
Oversee various pipelines, group metrics and cross-divisional revenue and asset databases
Manage and cultivate talent across junior team
Qualification
Required
8+ years' experience in financial services with a deep understanding of Wealth Management, Investment Banking and/or Sales & Trading
Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients
Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities
Dynamic public speaking and effective presentation skills
High level of attention to detail, with excellent written and verbal communication skills
Team-oriented, with high level of administrative and interpersonal professionalism
Series 7 and 63 required
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (203)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
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