Field Engagement Strategy & Business Management

Morgan Stanley

Job Description

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Business Development and Training organization within Wealth Management focuses on the strategy and day-to-day management of Business Development, Product Distribution, and Field Engagement to assist Financial Advisors in better serving client needs.  Field Engagement is responsible for the adoption of Modern Wealth Management across our Financial Advisors and clients.  The organization includes Training Design & Development, the Virtual Engagement Associate Program, coordination of engagement & adoption activities, as well as dashboard and analytic reporting.  Additionally, Field Engagement works closely with senior management across Wealth Management divisions as well as business partners to coordinate and drive the Firm’s overall growth initiatives.

Responsibilities Include:

  • Work closely with the Head of Field Engagement to drive the planning of various key strategic initiatives related to the engagement of Modern Wealth Management

  • Implement strategic and tactical solutions to achieve desired growth objectives

  • Develop and deliver presentations regarding initiatives and business strategies for Senior Management

  • Effectively interact with a broad range of cross functional business partners and the Field – including the Wealth Management business, IT, Operations, HR, Finance, Marketing, Legal and Compliance; escalates and coordinates decision making

  • Track and overall project manage a multitude of projects and initiatives across Field Engagement for reporting up to the Head of Field Engagement

  • Oversee all reporting and analyses related to Field Engagement programs and initiatives

  • Manage coordination of business-related processes of Field Engagement including budget oversight, consultant, contract and invoice management

  • Coordinate town halls or other team wide events and involvement with employee process and engagement initiatives

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