Purpose: Serve as a strategic leader and field partner on the Integrated Firm Field Engagement Team (IFET), ensuring Financial Advisors and Market Executive Teams are equipped to deliver the firm’s leading Global non-personal capabilities and institutional offerings to clients and prospects.  

Overview: The role partners closely with Market Executive teams, workplace business development partners, and SCM to name a few to educate advisors and clients, identify and activate opportunities, and drive integrated, outcome-oriented engagement across regions.  

Key responsibilities:

• Partner with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients.  

• Educate clients and advisors on the firm’s non-personal wealth capabilities and institutional offerings.  

• Identify and activate new and existing client and prospect opportunities, driving engagement across the firm’s diverse capabilities.  

• Champion the firm’s integrated strategy by aligning field execution with enterprise priorities.  

• Develop and drive business plans reflecting regional goals and field realities.  

• Lead with intentionality to ensure engagements are purposeful and outcome-driven.  

• Conduct targeted 1x1 sessions with advisors to uncover opportunities, guide solution delivery, and deepen institutional thinking.  

• Execute the Full Market Engagement Model, including:  

  • Market strategy partnership: meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy.

  • Field activation: share relevant data and insights, and participate in Zoom and in-person market meetings to reinforce strategic priorities.

  • Advisor engagement: conduct targeted 1x1 sessions to uncover opportunities, activate institutional capabilities, and guide solution delivery.

  • Monthly follow-ups: review progress with the Market Executive Team, refine strategy, and ensure continued momentum.

• Partner with Market Executives to embed institutional thinking into local strategy.  

• Strategic assembling cross-divisional teams to support complex client needs.  

• Roll out firmwide initiatives with precision, ensuring field adoption and impact.  

• Lead deep-dive book reviews and segmentation efforts to surface growth opportunities.  

• Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation.

• Comfortable with iteration and collaboration and working as part of a fast paced growing team

Purpose & impact: The Field Director leads from the front, helping Financial Advisors and Market Executive Teams deliver the full firm to clients. As a trusted partner, the role enables the field to recognize and activate existing institutional opportunities while fostering collaboration, education, and growth across the firm’s capabilities. 25% travel expected and licensing required

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.

California: Expected base pay rates for the role will be between $120,000 and $205,000 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.

Illinois: Salary range for the position: $95,000 and $165,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

New York: Expected base pay rates for the role will be between $120,000 and $205,000 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).