Field Director - Integrated Firm Field Engagement Team (ifet)

Morgan Stanley UK

New York, NY, US
Base: $95,000-$205,000 depending on location; bonu...
Strong wealth management experience
Field and advisor engagement preferred
Series 7 & 63 certification required
This role partners with Market Executives and Financial Advisors to deliver integrated solutions utilizing the firm's global capabilities

Job Summary

  • This role partners with Market Executives and Financial Advisors to deliver integrated solutions utilizing the firm's global capabilities.
  • The successful candidate will lead 1:1 advisor engagements, conduct book reviews, and drive adoption of firm initiatives with measurable impact.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off alongside competitive base pay and incentive compensation.

Matching Summary

This role partners with Market Executives and Financial Advisors to deliver integrated solutions utilizing the firm's global capabilities.

Salary

Base: $95,000-$205,000 depending on location; Bonus/Equity: Commission earnings, discretionary bonuses, and incentive packages available; Benefits: 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 certification required
  • 25% travel requirement
  • Strategic thinker with execution skills

Nice-to-have

  • Familiarity with Workplace capabilities
  • Knowledge of Institutional capabilities
  • Collaborative leadership style
  • Ability to influence across teams

Key Requirements

  • Series 7 & 63 license or equivalent
  • ~25% travel requirement
  • Strong Wealth Management background
  • Field engagement experience preferred

Work Rights

Not specified

Tailored Resume

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