Morgan Stanley · 21 hours ago
Investment Advisory Business Development and Communications Specialist, AVP
Purchase, NY
Full-time
Onsite
Mid Level
$85K/yr - $135K/yr
3+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. They are seeking an Investment Advisory Business Development and Communications Specialist to enhance the experience of financial advisors through effective communication and support of advisory business technology and improvements. The role involves managing projects, collaborating with teams, and delivering innovative solutions to meet client investment needs.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Collaborate across the department to create and execute on communications for both financial advisors and clients
Execute on strategic initiatives related to efficiencies including data requests, tracking transparency, and process improvements
Coordinate with stakeholders on platform enhancements, field engagement, and marketing
Lead and manage marketing and branding initiatives, including the CG newsletter and 3DR site, to enhance brand visibility and ensure consistent messaging across all platforms
Partner with LRC and Business on regulatory updates that need to be socialized with financial advisors and clients
Engage and respond to field feedback, questions, and requests
Provide RP24 approval capabilities to ensure all communications adhere to firm and regulatory standards
Provide ongoing support and training to Financial Advisor teams to enhance their understanding of the programs available in the Investment Advisory Business
Identify & coordinating process improvements with internal and external partners
Prepare and present to senior management and stakeholders on trends and opportunities for growth
Qualification
Required
3+ years of investment related experience in the Financial Services Industry
Ability to execute and manage multiple priorities with attention to details
Strong interpersonal skills, with the ability to build relationships with multiple audiences
Exemplary verbal and written communication skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Equivalent to Bachelor's degree with business related coursework
Series 24 (or must be completed within 3 months)
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
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-22
2026-01-21
2026-01-21
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