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Morgan Stanley · 23 hours ago

Strategic Client Development - Associate

New York, NY

Full-time

Onsite

Entry Level

$80K/yr - $135K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking an Associate for their Strategic Client Development team. The role focuses on enhancing relationships with ultra-high net worth clients and requires collaboration with various departments within the firm to deliver customized client engagements.

Asset ManagementFinanceFinancial ServicesLending

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

Wealth Management knowledgeFinancial services experienceAI proficiencyDataiku experienceTableau experienceProject management skillsInterpersonal skillsAttention to detailCommunication skillsOrganizational skills