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Morgan Stanley (“MSâ€�) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.Ìý

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The Cash Management Specialist will build Advisor product awareness and understanding of the full cash management platform within their assigned Region/Market(s). The Cash Management Specialist will be assigned to a Region (or a subset of Markets within a Region), as applicable.Ìý

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Position Responsibilities:

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• Partner with Financial Advisors to provide clients with advice and guidance regarding our full suite of Cash Management Solutions.Ìý

• Build Cash Management product awareness and understanding among Financial Advisors (FAs), Private Wealth Advisors (PWAs), Support Professionals (SP), Private Bankers and Associate Private Bankers and well as local and regional field management.

• Partner with FAs/PWAs to profile their client base, identify and analyze business opportunities leading to increased revenue opportunity.

• Build, promote and maintain an adequate pipeline of opportunities to meet Cash Management business objectives, including, but not limited to client engagement, establishing new recurring deposit relationships, Savings and CD products deposit growth, Morgan Stanley American Express Credit Cards, and any other cash management products or solutions that may be developed for the benefit of and use by Morgan Stanley clients and employees.

• Establish a reputation of exceptional client focus and engagement.Ìý Build trust with FAs to collaborate in fully developing cash management opportunities with their clients.

• Act as the subject matter expert on inquires related to Cash Management Solutions and client offerings.

• Understand the competitive environment and effectively communicate our cash management value proposition and comparative strengths vis-a-vis key competitive offers.

• Develop and implement product marketing strategies with Management to drive the cash deposit business to meet national and regional business objectives.

• Work with and communicate effectively with Field/Branch management, Financial Advisors, Branch Service staff and Product partners.Ìý

• Partner with FAs to incorporate cash management into client onboarding and client review processes.Ìý

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Qualifications:

• Minimum of 3-5 years of successful banking sales / cash management sales / treasury management sales and business development experience within Wealth Management.Ìý

• Knowledge of cash management services products such as credit/debit cards, online bill pay, funds transfers, direct deposits, mobile banking and other treasury management solutions for both individuals as well as commercial

• Experience in understanding the financial needs of clients.

• BA/BS required

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Skills/Abilities: Ìý

• Strong relationship building skills

• Strong understanding Cash Management suite of solutions and services including, but not limited to, bank deposits, certificates of deposits, credit cards, direct deposit, funds transfer, online bill pay, etc.s

• Ability to collaborate/refer business

• Excellent business development and marketing skills

• Desire to consistently achieve top results

• Ability to maintain poise, presence and professionalism in the most difficult circumstances.

• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.

• Detail oriented with strong organizational and analytical skills

• Excellent oral and written communication skills

• Exceptional presentation skills

• Ability to meet deadlines and manage expectations

• Excellent collaboration skills

• Significant travel required supporting a regional/ multi state territory;Ìý travel requirements can vary significantly based on territory covered (50%+)Ìý

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.

Expected base pay rates for the role will be between $85,000 and $135,000 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).