Field Director - Integrated Firm Field Engagement Team (ifet)

Morgan Stanley

New York, US
California: $120,000 - $205,000; illinois: $95,000...
Deliver integrated solutions
Institutional capabilities to clients
Drive adoption of firm initiatives
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.
  • You will partner across Wealth, Workplace, and Institutional teams to deliver holistic client solutions, identify and activate new growth opportunities, and embed institutional thinking into advisor practices.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.

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

California: $120,000 - $205,000; Illinois: $95,000 - $165,000; New York: $120,000 - $205,000; Bonus/Equity: Not specified; Benefits: Full spectrum of benefits

Skills & Requirements

Must-have

  • deliver integrated solutions
  • institutional capabilities to clients
  • drive adoption of firm initiatives
  • lead 1:1 advisor engagements

Nice-to-have

  • collaborative leader
  • strategic thinker
  • strong execution skills

Key Requirements

  • Series 7 & 63 (or equivalent)
  • Strong Wealth Management experience
  • ~25% travel

Work Rights

Not specified

Tailored Resume

Cover Letter