Institutional Consulting Associate, Graystone **
Institutional Consulting Associate, Graystone
Job Number : 3246004
3246004
Posting Date
Jan 31, 2024
Primary Location
Americas-United States of America-Michigan-Birmingham
Wealth ManagementEmployment Type : Full TimeJob Level : Professional
Description
POSITION SUMMARY
The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services.
Under the direction of the Financial Advisor, this industry professional combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with clients.
The Institutional Consulting Associate partners with team members to address the specific needs and service issues of clients to provide a consistent and positive experience.
DUTIES and RESPONSIBILITIES :
Business Development
- Independently improves and streamlines the service model and operational procedures for the team
- Conducts quarterly / annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor
- Develops customized presentation materials to attract new institutional clients
- Collaborates with the Financial Advisor / Private Wealth Advisor in developing overall business plans and marketing strategies by independently targeting prospective institutional clients
- Independently develops, implements, and communicates new procedures, and products for institutional clients
- Coordinates enrollment campaigns / meetings for institutional investors
- Delegates work to team’s Client Service Associate, as appropriate
- Identifies practice management opportunities through various firm channels
- Provides support on products and services
Client Support
- Establishes and cultivates relationships with new institutional clients and proactively helps to resolve issues and concerns
- Initiates, organizes, promotes, and sets up seminars, including material preparation for clients and prospects on behalf of the Financial Advisor / Private Wealth Advisor
- Attends seminars or client meetings with Financial Advisor / Private Wealth Advisor and coordinates the distribution of marketing presentations to clients
- Coordinates resolution of complex issues / concerns received from the institutional client with input from senior team members
- Independently assists institutional clients with market and stock research
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :
Education and / or Experience
- 5+ years of experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
Knowledge / Skills
- Enjoys working with people and receives great satisfaction solving problems
- Effective written and verbal communication skills
- Knowledge of financial industry and investment products preferred
- Knowledge of applicable compliance rules, regulations, and firm policies
- Strong computer skills, including knowledge of Microsoft Office (Word, Excel, and PowerPoint)
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Able to work independently and effectively on a team
- Ability and interest in working in a fast-paced, evolving environment
Reports to :
Business Service Manager
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).
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