Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. 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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley’s National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm.

Job Description

Operations Enablement Associate role to support multiple operational pillars within Wealth Management’s National Advisor Recruiting team. The primary responsibilities will be to serve as a central coordination point across platform management, internal website maintenance, external partnerships and event coordination. The ideal candidate is a proactive problem solver with strong technology aptitude, leans into learning new systems and the ability to collaborate effectively with internal partners, external vendors and field stakeholders. This is a role that requires attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Platform Management

• Serve as primary team liaison with external platform partners and internal CRM application team
• Manage new user onboarding, access management, training and issue resolution for internal stakeholders
• Monitor usability metrics and user experience

Website & Content Management

• Maintain the team’s internal website and manage content publication
• Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content

External Partnerships

• Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments
• Manage lead submission intake, pipeline tracking and conflict resolution processes
• Support coordination of webinars and off-site meetings

Event Support

• Provide event planning support for Morgan Stanley Advisor VIP meetings
• Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best-in-class experience for visiting advisors

Qualifications

• Minimum 5 years in operations support role in Wealth Management or related industry
• Bachelor’s degree required
• Experience updating website content, with basic understanding of HTML or web formatting preferred
• Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred
• Experience coordinating events or supporting multi-phased projects
• Experience working with vendor management systems like SAP or ARIBA
• Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co-Pilot

Other Skills

• Strong organizational, project management and analytical skills
• Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
• Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials
• Demonstrated ability in learning new technology and problem solving
• Team orientated with ability to build strong relationships across internal teams and external partners

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.

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

Expected base pay rates for the role will be between $58,000 and $115,000 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).