Director of Asset Management Engagement & Sponsorships

Introduction:

The Relationship Management Group (RMG) serves as the centralized point of contact for current and prospective third-party asset manager/investment firms at Morgan Stanley Wealth Management. RMG is dedicated to developing, strengthening, and broadening distribution partnerships to uncover product, marketing and professional training solutions for Financial Advisors and clients. The team manages strategic partnerships with internal businesses and approximately 350 external asset management firms and seeks to enhance sales and revenue opportunities by educating partners on how to align their efforts and activities with Morgan Stanley goals and initiatives.

Role:                                  Vice President, Director of Asset Manager Engagement & Sponsorships

Reporting Line:               COO & Head of Partner Programs, Relationship Management Group

Duties and Responsibilities:

The Director of Asset Manager Engagement & Sponsorships will be responsible for securing approximately $20m in non-comp revenue from training and education sponsors on an annual basis to support Morgan Stanley Wealth management’s Financial Advisor education and training events. This individual will work together with Finance on forecasting the reimbursable amounts on a quarterly basis and manage the sponsorship invoicing process. In addition, this individual will ensure that all expenses related to the education/training events are permissible per the Firm’s Non-Cash Compensation (NCC) Policy.

The candidate will be tasked with the following:

• Work with internal businesses to align MSWM Education and training events with sponsorship opportunities for Training & Education (T&E) Sponsors
  • Stay abreast of MS Firm initiatives and curate a suite of relevant, industry content, thought leadership, coaching, education and speakers from across the industry to help drive these initiatives

• Work with internal business partners to generate new training ideas by utilizing top intellectual capital and practice management content offered by Training & Education Sponsors
  • Host introductory relationship calls to bring together internal/external resources
  • Educate internal business partners on how to use the 4U Platform to browse for asset manager educational/practice management content when creating agendas/themes for each event

• Oversee the creation, content, and distribution of the annual Training & Education Sponsorship brochure

• Educate internal business groups on the Firm’s Non-Cash Compensation (NCC) policy and ensure all meetings and training and education sponsorships are in adherence with this policy

• Review final expenses from all Training and Education events to determine eligible and ineligible expenses per the Firm’s NCC policy
  • Allocate the final sponsorship amount based on those eligible expenses
  • Oversee the creation and distribution of quarterly sponsorship invoices

• Responsible for detailed tracking and reporting of the events utilizing funding from the Training and & Education Sponsorship program

• Oversee the creation and distribution of various sales resources to aid both external and internal partners
  • Speaker Library
  • Digital RMG Insights newsletter to external asset managers to communicate key MSWM news
  • Mid-Year update for Training & Education Sponsors

• Oversee the Training & Education Sponsorship content that is made available on the RMG Asset Manager Resources Portal

Qualifications:

• Bachelor’s Degree with emphasis on finance, accounting, marketing, communications, or equivalent experience
• 1-3 years of experience in financial services preferable
• Proficiency in all Microsoft programs, particularly Excel and PowerPoint
• Series 7 preferred

Personal Specifications

• The successful candidate will demonstrate high personal initiative, the ability to work independently, and be a strong team player
• Effective communication and presentation skills are a must
• Detail oriented and highly organized with ability to manage multiple projects in a fast-paced environment
• Strong analytical skills
• Excellent quantitative and qualitative skills including significant experience with Microsoft Office Suite, particularly Excel and PowerPoint
• Strong interpersonal, collaborative and team skills including ability to work with third party asset management/investment managers and internal business partners

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $110,000 and $185,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).