Family Office Resources Field Education, AVP

Morgan Stanley

  • New York City, NY
  • $85,000-140,000 per year
  • Permanent
  • Full-time
  • 1 day ago
The FOR Field Education (FOR FE) Associate is responsible for supporting the development of existing and new field education initiatives focused on the UHNW segment. As an integral member of Family Office Resources and PWM Management, the FOR FE Associate will work on projects relating to the construction of training content to support PWM initiatives. The FOR FE Associate will also collaborate with other members of PWM to drive client and field facing initiatives. The FOR Associate will work closely with Financial Advisors and field leadership to answer questions related to these initiatives, including the rollout, benefits and delivery of content. The FOR FE Associate will play an essential role to support the overall business development objectives of Morgan Stanley.Principal Responsibilities:
  • Support project management activities for internal and external field education programs created by or sponsored by Morgan Stanley through active engagement with field leadership, Financial Advisors and support staff.
  • Determine gaps and create actionable curriculum and content to address those gaps.
  • Be accountable for measurable business expansion within FOR Field Education.
  • Provide a quantifiable demonstration of business impact from a revenue, asset flow and engagement perspective.
  • Advise on the ultra-high net worth resources of the firm and the strategies, tools and products traditionally employed to address client concerns from an advanced planning perspective.
  • Work in partnership with internal and external senior business leaders to design and implement effective education strategies across a wide range of investment and non-investment subject matter.
  • Have an ability to independently analyze trends and gaps that are relevant for the UHNW business.
  • Independently create, update and manage outside consulting relationships to ensure that the curriculum design is applicable to Financial Advisors and external clients and reflects the overall training objectives and business goals of Morgan Stanley.
  • Manage sourcing/onboarding process for external content and vendor relationships
Requirements and Qualifications:
  • B.A. required with 2-5 years of professional work experience
  • Strong coaching and persuasive skills
  • Competence with basic investment firm utilized software programs (e.g., PowerPoint, Excel, Word)
  • A demonstrated commitment to both partnerships and teamwork, and initiative to proactively address Financial Advisor (FA) and management inquiries
  • Strong analytical skills required
  • Some domestic travel required
  • Strong organizational skills and ability to work on multiple projects as need arises
  • Education design and/or wealth management and investment background preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley