New York, New York
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.
Mo r g an S t an l ey We a lt h M a na g e m ent p r o v i des a r an g e of w e a lt h m ana g e m ent p r o duc t s and s er v i c es f or i nd i v i d u a l s, bu s i n e s s e s a nd i n s t i t u t i on s . T he s e s e r v i c e s i n c l ude b r o k e r a g e and i n ve s t m ent ad v i s o r y , fi n an c i al a n d w ea l t h p l an n i n g , c r e d i t and l en d i n g , cash m ana g e m en t , annu i t i es a nd i nsu r an c e, r e t ir e m ent a nd t r u s t.
This position will be a member of the Strategic Growth Initiatives & Business Insights team within the Virtual Client Solutions (VCS) business. Virtual Client Solutions provides clients and stock plan participants access to their account service needs as well as financial advice and guidance, utilizing the products, services and digital tools available across Morgan Stanley Wealth Management. This business is currently in growth mode, focused on increasing opportunities with corporate client participants (ie Stock Plan participants, Financial Wellness and other Retirement clients). Virtual Client Solutions’ Financial Advisors, Services & Operations Associates and Managers are based in 4 call centers across the US as well as several outside of the US.
The Associate role will have responsibilities across business management and strategy with a focus on project management.
Duties and Responsibilities:
Primarily responsible for working with Virtual Client Solutions (VCS) management team, as well as, partners across Corporate & Institutional Solutions, Analytics & Data and Technology to drive the organization’s growth. Key areas of focus: