E*TRADE from Morgan Stanley · 1 day ago
Strategic Client Development - Associate
New York, New York, United States of America
Full-time
Onsite
Entry Level
$80K/yr - $135K/yr
2+ years expE*TRADE from Morgan Stanley is a financial services company seeking a Strategic Client Development Associate. The role involves working with Private Wealth Advisors to enhance client relationships and manage engagements for ultra-high net worth clients, ensuring effective execution of client briefings and initiatives.
BankingFinanceFinancial Services
Responsibilities
Serve as an initial SCD Ambassador with clients in welcoming them to Firm headquarters and with Financial Advisors in providing process overview and sharing guidelines and intake form for timely commercial opportunities
Leverage the Firm’s AI tools to maximize productivity across client development and the briefing process
Schedule and host discovery calls with Advisors and prep calls with speakers, summarize discussion, and propose agenda for Briefings. Host Zoom meetings, including utilizing AI Debrief and maximizing outputs for related Briefing process requests
Research and create detailed Briefing memos to inform senior speakers, including client background, discussion topics and competitive intelligence. Develop profiles for Private Wealth Management marketing events
Coordinate with Prospect Management and Client Coverage for initial diligence (and to resolve any conflicts). Maintain Briefing pipeline and speaker tracker. Request corporate security reports through online tool
Create client facing materials including Agenda and Speaker Bio pack. Reserve conference rooms. Handle catering requests and day of room set up, including early morning Briefings
Be knowledgeable to confer with Financial Advisors on initial overview questions and day of preparations
Track and monitor pipelines and group metrics. Leverage firm data resources (Dataiku and Tableau) to track, monitor, and report on key performance indicators and successes on a weekly, monthly, and quarterly basis
Be results oriented, and quickly turn around high quality, flawless work in a competitive and fast paced environment
Qualification
Required
In office role 4-5 days a week (may frequently be five as Briefing or team needs require)
2-3+ years' experience in financial services with a deep understanding of Wealth Management. Branch experience a plus
Self-starter with strong interpersonal skills who will take initiative, learn quickly and work independently in a fast paced, competitive environment
A track record of success and a demonstrated ability to exercise good judgment, high degree of confidentiality and discretion
High level of attention to detail, with excellent written and verbal communication skills
Project and time management skills, ability to approach a problem in a structured manner, and re-adjust quickly to shifting priorities
Business acumen, strong organizational and communication skills (verbal & written)
Proficiency with AI (Artificial Intelligence), Excel, PowerPoint and Word
Financial industry and Wealth Management knowledge is required
Bachelor's Degree
Preferred
Experience in Dataiku + Tableau a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
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