Job Description/Position Responsibilities
- Support PBG Business Development in the design, creation, implementation and measurement of key sales and marketing strategies, initiatives and tactics across multiple distribution channels
- Facilitate ongoing development of reporting to track progress and success of sales initiatives and to track regional and FA/Client segment performance
- Collaborate with PBG and Wealth Management partners on the development and execution of cross business strategies and tactics
- Glean insights from Sales, Product and Marketing Partners as well as various Councils and drive input into change
- Understand competitive environment and develop strategies to retain and win new business
- Produce on‑going and ad hoc analytics in support of National Sales Team initiatives
- Perform other duties and special projects as assigned
Experiences
- Minimum of 5 years of experience with an investment, commercial or private bank
- 4 years of client service, business development and/or sales experience
- Bachelor’s degree preferred or relevant experience
Skills / Abilities
- Expert level knowledge of MS Office with emphasis on PowerPoint, Word and Excel
- Proficiency in Tableau
- Strong organizational, project management and analytical skills
- Strong written and verbal communication skills
- Understanding of banking & lending products
- Demonstrated ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
Benefits & Compensation
Expected base pay rates for the role will be between $110,000 and $190,000 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.
EEO Statement
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
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