Apply on Employer Site

Morgan Stanley · 1 day ago

Director of Marketing & Communications

Norwell, MA

Full-time

Onsite

Senior Level, Lead/Staff

$68K/yr - $120K/yr

10+ years exp

Morgan Stanley is a leading financial services firm that provides exceptional service to clients. The Director of Marketing & Communication plays a vital role in supporting Financial Advisors and Private Wealth Advisors in business development through branding, advertising, and marketing activities.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship

Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients

Creates all written, visual, and digital marketing messages and materials

Uses the Firm’s digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client 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 firm’s marketing departments

Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting

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.)

Qualification

Financial services knowledgeDigital marketing strategyMS Office proficiencyLeadership skillsExceptional writing skillsOrganizational skillsTime management skillsTeam collaborationAdaptability

Required

10+ years of work experience in a field relevant to the position required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

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