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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.聽

Position Summary:

Morgan Stanley Wealth Management鈥檚 Investment Advisory Business, Consulting Group, is a leader in the industry, with over $2 trillion in assets under management. The Advisory Program Management team is integral in supporting the programs, policies, products, and platforms that Financial Advisors use to manage client accounts in a fee-based relationship. As we continue to innovate and lead in the industry, we are seeking an Investment Advisory Program Manager. This role will focus on the development and support of complex investment vehicles, such as Alternative Investments, within our business. The ideal candidate will excel in managing multiple products, collaborating with cross-functional teams, developing strong relationships with Financial Advisors, and delivering innovative solutions that meet clients鈥� investment needs.

Major Functions (Principal Duties and Responsibilities):

• Manage complex investment products within the Investment Advisory Programs, ensuring adherence to policies and procedures.
• Ensure compliance with regulatory requirements and internal policies for product development and advisory activities.
• Collaborate with product teams across the division to design and implement comprehensive investment strategies and solutions.
• Provide ongoing support and training to Financial Advisor teams to enhance their understanding of available programs.
• Develop and maintain strong relationships with Financial Advisors to understand their unique business needs and innovate potential solutions.
• Participate in developing solutions and enhancements that drive business efficiencies and growth.
• Identify and coordinate process improvements with internal and external partners.
• Prepare and present program trends and growth opportunities to senior management and stakeholders.

Knowledge and Skills Requirements (Job Specifications):

• 7+ years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory and Alternative Investment experience.
• Proven track record of managing products and programs.
• Ability to execute and manage multiple priorities with attention to detail.
• Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers.
• Exemplary verbal and written communication skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Bachelor鈥檚 degree or equivalent with business-related coursework.
• Series 7 & 66 licenses (or must be completed within 12 months).

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鈥檛 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鈥檒l 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鈥檚 also ample opportunity to move about the business for those who show passion and grit in their work.

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).