Institutional Client Specialist - Retirement

Morgan Stanley UK

Tempe, United States
Base: $70,000 - $115,000 py; bonus/equity: commiss...
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Employer-sponsored retirement plan design
Department of labor and irs regulations
Investment manager screening and reporting
** Morgan Stanley UK is seeking an Institutional Client Specialist for Retirement in Tempe, United States, to provide exceptional customer service to institutional clients while supporting Financial Advisors with retirement plan design and compliance. The ideal candidate should have experience in the retirement industry, relevant licenses, and a strong commitment to client service. **

Job Summary

  • Provide subject matter expert sales support to Financial Advisors on employer-sponsored retirement plan design options, regulatory considerations, and investment manager screening.
  • Serve as the primary contact for Financial Advisors on the participant engagement program and guide them on retirement plan maintenance requirements.
  • Partner with cross-functional teams to identify process and technology roadblocks and implement scalable improvements that support growth of the institutional business.

Matching Summary

Match Score: 75

** Morgan Stanley UK is seeking an Institutional Client Specialist for Retirement in Tempe, United States, to provide exceptional customer service to institutional clients while supporting Financial Advisors with retirement plan design and compliance. The ideal candidate should have experience in the retirement industry, relevant licenses, and a strong commitment to client service. **

Salary

Base: $70,000 - $115,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Employer-sponsored retirement plan design
  • Department of Labor and IRS regulations
  • Investment manager screening and reporting
  • Participant engagement program guidance
  • Morgan Stanley retirement solutions knowledge
  • Fiduciary investment monitoring service explanation
  • Retirement plan maintenance and account setup

Nice-to-have

  • Strong sense of ownership
  • Superior organizational skills
  • Ability to collaborate effectively
  • Advanced Microsoft Office skills
  • Strong analytical skills
  • Ability to work in a fast-paced environment

Key Requirements

  • College degree required
  • 3 or more years of industry experience preferred
  • Active Series 7, 63 and 65 (or Series 7 and 66) required
  • Experience with employer-sponsored retirement plans strongly preferred
  • Experience with Custodians, Recordkeepers, and TPAs preferred

Work Rights

Not specified

Tailored Resume

Cover Letter