Concentrated Equity Specialist

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Wealth Management National Sales organization, within Investment Solutions, supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

The Morgan Stanley Concentrated Equity Team is a specialized group within Field and Client Business Development, dedicated to educating and engaging advisors and clients on our comprehensive suite of concentrated equity solutions.

The Concentrated Equity Director will report to the Head of Concentrated Equity and act as a subject matter expert, collaborating closely with specialist teams across Investment Solutions, the Global Investment Office (GIO), MSIM and external partners. This role will take a holistic, product-agnostic approach to advisor engagements, supporting the Firm’s Advisory, Capital Markets, and Alternative Solutions businesses. The Director will play a key role in FA/PWA understanding and adoption of concentrated equity strategies.

Job Duties and Responsibilities:

• Serve as a subject matter expert on Morgan Stanley’s Concentrated Equity Solutions, including Advisory ( Direct Indexing, UMA Tax Management, Equity/Options Overlay SMA Managers, Planned Giving), Capital Markets ( Derivatives, Options, Research) and Alternatives ( Exchange Funds, Hedge Funds)

• Provide education and guidance to FAs/PWAs to develop and implement holistic and tailored solutions for clients that address key considerations of concentrated equity (diversification, tax, risk)

• Actively participate in meetings with current and prospective clients as well as national and regional forums

• Work directly with key stakeholders to drive metrics (NAA, retention, product flows)

• 7+ years of relevant experience, preferably in a sales, trading or investment specialist type role; Wealth Management experience preferred

• Deep understanding and familiarity of Morgan Stanley’s branch network and Financial Advisors

• Highly motivated, well-organized, ability to prioritize competing asks, and able to execute responsibilities with minimal supervision

• Strong verbal and written communication skills with the ability to explain complex topics to audiences of varying knowledge levels

• Enjoys working with people and solving client problems; requires interpersonal professionalism

• Team player with ability to collaborate across team, function, and reporting lines

• Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.