Field Director - Integrated Firm Field Engagement Team (ifet)

Morgan Stanley UK

New York, United States
New york: $120,000 - $205,000; illinois: $95,000 -...
On-site
Wealth management experience
Collaborative leadership
Strategic thinking and execution
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.
  • Partner across Wealth, Workplace, and Institutional teams to deliver holistic client solutions, identify new growth opportunities, and embed institutional thinking into advisor practices.
  • Drive adoption of firm initiatives with measurable field impact and facilitate strategy sessions, market calls, and advisor forums.

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

New York: $120,000 - $205,000; Illinois: $95,000 - $165,000; Other: Not specified

Skills & Requirements

Must-have

  • Wealth Management experience
  • Collaborative leadership
  • Strategic thinking and execution
  • Advisor engagement

Nice-to-have

  • Workplace and Institutional capabilities familiarity

Key Requirements

  • Series 7 & 63 (or equivalent)
  • ~25% travel

Work Rights

Not specified

Tailored Resume

Cover Letter