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Executive Director, COO WM Marketing

Executive Director, COO WM Marketing

Morgan StanleyNew York, NY, US
11 days ago
Job type
  • Full-time
Job description

Chief Operating Officer (COO) For Wealth Management Marketing

We're seeking someone to join our team as the Chief Operating Officer (COO) for the Wealth Management Marketing organization. The role will report to the Chief Marketing Officer, Morgan Stanley Wealth Management, and support the Marketing leadership team to ensure operational readiness and effectiveness, coordinate and implement business strategy and drive organizational priorities. The COO is also accountable for central reporting & governance, headcount management, budget management and represents the CMO in discussions with internal and external stakeholders.

In the Wealth Management Marketing organization, we work across the division supporting B2B, D2C and Financial Advisor marketing and the full suite of Wealth Management brand efforts. Our team spans a variety of Marketing disciplines, including acquisition and media, brand and advertising, B2B / B2C, Content, Product and Creative Solutions Marketing, Digital Channel strategy and Marketing Operations. We are responsible for strengthening our brand equity across all of our client segments, acquiring new clients and deepening relationships with existing clients, giving Financial Advisors tools to build their businesses and modernizing our marketing operations.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help individuals and corporations around the world achieve their financial goals.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on

What you'll do in the role :

  • Support CMO in the day-to-day running of the Wealth Management Marketing organization.
  • Analyze and execute against ambiguous, complex initiatives; lead in process improvement and / or project management across multiple teams.
  • Create and develop executive-level presentations for meetings with internal and external business partners, the Field, and senior WM and Firm leaders.
  • Build and manage relationships with WM Marketing leadership, business unit partners, other Morgan Stanley Marketing departments, and external contact points.
  • Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (e.g., expense and headcount) and managing vendor engagements (e.g., contingent / vendor strategy).
  • Manage annual budget and liaise with Central WM COO and Finance proactively to address new risks or changes in business priorities that may impact WM Marketing financials and organization.
  • Execute and manage against CMO's priorities, both standing up new initiatives and partnering with WM Marketing leadership to complete in-flight initiatives.
  • Manage & implement group's location strategy commitments.
  • Partner with recruiting & hiring managers to manage open requisitions & offer approvals.
  • Maintain transparency on the state of the organization through metrics, project plans, and status reports.
  • Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
  • Support recurring and ad hoc reporting & requests.

What you'll bring to the role :

  • 8-10+ years of experience in marketing, digital platforms, product management or program management.
  • Excellent communication, organizational, and critical thinking skills with a superb attention to detail.
  • Strong analytical abilities to interpret complex data and extract meaningful insights. Ability to collate and create Executive presentations and communications based off analytical insights.
  • Robust process management skills and the ability to move quickly in a fast-paced environment.
  • Highly collaborative, self-motivated, results-oriented and a creative thinker.
  • Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management.
  • Proven ability to develop trust and meaningful relationships with senior stakeholders, and drive initiatives in a highly matrixed, cross-functional organization.
  • Ability to take initiative and thrive in a collaborative, team environment.
  • Bachelor's degree in Marketing, Business, Technology, Analytics & Strategy, or a related field.
  • 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 150,000 and 250,000 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).

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