Field Director - Integrated Firm Field Engagement Team (ifet)

Morgan Stanley

New York, United States
Base: $95,000 - $205,000 depending on location; bo...
On-site
Strong wealth management experience
Field and advisor engagement preferred
Series 7 & 63 licenses required
This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm's full global and institutional capabilities to clients

Job Summary

  • This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm's full global and institutional capabilities to clients.
  • The successful candidate will lead 1:1 advisor engagements, book reviews, and opportunity development while embedding institutional thinking into local market strategies.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off alongside opportunities for career advancement.

Matching Summary

This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm's full global and institutional capabilities to clients.

Salary

Base: $95,000 - $205,000 depending on location; Bonus/Equity: Commission earnings, discretionary bonuses, and incentive packages available; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), PTO, and parental leave

Skills & Requirements

Must-have

  • Strong Wealth Management experience
  • Field and advisor engagement preferred
  • Series 7 & 63 licenses required
  • Ability to influence across teams
  • Strategic thinker with execution skills

Nice-to-have

  • Familiarity with Workplace capabilities
  • Familiarity with Institutional capabilities
  • Collaborative leadership style
  • Experience driving firm initiatives
  • Background in holistic client solutions

Key Requirements

  • Series 7 license
  • Series 63 license or equivalent
  • ~25% travel requirement

Work Rights

Not specified

Tailored Resume

Cover Letter