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Vice President, Institutional Consulting Solutions Marketing

Vice President, Institutional Consulting Solutions Marketing

Morgan StanleyBoston, MA, US
5 hours ago
Job type
  • Full-time
Job description

VP, Institutional Consulting Solutions Marketing

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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.

The Institutional Consulting Solutions Marketing Team provides B2B marketing leadership for Morgan Stanley Wealth Management business lines that include Corporate Retirement, Graystone Consulting, Fiduciary Consulting Group and Corporate Cash. ICS Marketing generates awareness around customized solutions for companies, institutions, endowments, foundations and other highly regulated organizations. We help drive usage of the resources, products, tools and insights available to Morgan Stanley Financial Advisors and their clients.

Position Summary :

We are looking for a collaborative and driven professional to support continued Financial Advisor and client engagement. The ideal candidate has deep experience distilling the needs of business partners into actionable, impactful marketing proposals and is comfortable being hands on with the entire marketing process. This individual will be responsible for overseeing end-to-end campaigns that include marketing strategy, content development, internal socialization, distribution management and analytical assessments. The VP, ICS Marketing is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines.

Responsibilities :

  • Build & manage relationships with Financial Advisor and business teams to help create marketing strategies that engage clients and prospects
  • Support development and execution of cohesive marketing strategies across internal and external channels
  • Create and maintain client / prospect and advisor-facing marketing assets including emails, presentations, brochures, videos, website content, events and social media posts
  • Analyze collateral performance, develop insights and ensure content is appropriately tailored for the selected distribution channel
  • Facilitate reviews and incorporate feedback from stakeholders, Legal and Compliance
  • Collaborate with key partners at all levels of seniority to drive and execute initiatives, including areas across Investment Solutions, the Global Investment Office, Sales, Business Development & Field Training, Field Communications, Corporate Communications, Analytics & Data, Digital & Field Marketing, Firmwide branding, and Legal / Risk / Compliance
  • Manage asset development and deployment with Creative teams, Marketing Operations and / or external vendors
  • Develop, track, analyze and report on marketing metrics
  • Assist with senior management reporting and develop slides to articulate marketing efforts and accomplishments

Qualifications & Skills :

  • 8+ years of experience in financial services
  • Strategic mindset with the ability to think creatively and tactically to help drive business outcomes
  • Experience building relationships with Financial Advisors or other dispersed sales teams
  • Exceptional verbal and written communications skills
  • Superior interpersonal, collaboration and organizational skills
  • Strong analytical skills with a track record of using data to develop and optimize marketing strategies
  • Comfort with ambiguity, and the ability to multi-task, prioritize and resolve complex problems in a deadline-oriented environment
  • Collaborative, flexible team player who is a positive contributor to our team's culture
  • Bachelor's degree required. MBA and / or other related advanced degree a plus
  • 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.

    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.

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