POSITION SUMMARY 

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the team’s growth and overall business development goals through various branding, advertising, and marketing activities. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley’s various programs, events, and initiatives to clients. 

DUTIES and RESPONSIBILITIES: 

Marketing & Digital Strategy: 
• Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship 
• Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients 
• Creates all written, visual, and digital marketing messages and materials 
• Uses the Firm’s digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business  
• Manages the FA/PWA/team digital presence via channels such as social media and FA websites  

• Monitors marketing projects, analyzes results and liaises with the firm’s marketing departments 
• Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting  Communication Management: 
• Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses 
• Develops and manages client event planning from inception through execution and follow-up 
• Facilitates the Communication Review Group (CRG) process for all marketing materials 
• Develops and edits communication materials for firm offerings and announcements utilizing various 
print and digital platforms (e.g., mailings, blogs, social media posts, etc.) 

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: 

Education and/or Experience 
• 10+ years of work experience in a field relevant to the position required 
• Bachelor’s degree in Marketing, Communications, Business, or relevant field preferred 
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required  
Morgan Stanley 
EOE committed to diversifying its workforce. 
M/F/D/V 
Version: 7/10/2024 
Morgan Stanley 
Director of Marketing & Communication 
Job Description 
• Additional product licenses may be required 
Knowledge/Skills 
• Strong leadership skills   
• Knowledge of financial services products, including but not limited to equities, bonds, options, 
mutual funds, annuities, insurance, and managed accounts  
• Technically proficient and quick learner of new and updated platforms  
• Detail oriented with superior organizational skills and ability to prioritize   
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet 
applications  
• Exceptional writing, interpersonal and client service skills  
• Strong time management skills  
• Team player with the ability to collaborate with others  
• Ability to work in a fast-paced, evolving environment  
• Adaptable and ability to multi-task    
Reports to: 
• Market Business Service Officer and/or Business Service Officer 
Morgan Stanley 
EOE committed to diversifying its workforce. 
M/F/D/V 
Version: 7/10/2024

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).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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).