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.
The Relationship Management Group (RMG) serves as the centralized point of contact for current and prospective third party asset managers for Morgan Stanley Wealth Management (MSWM). As part of RMG, The Data / Asset Manager Business Development's team goal is to enhance sales and revenue opportunities by educating partners and driving activity on data sets and training sales teams on best practices in working with National Sales and Financial Advisors in the branch system. The team is responsible for the Asset Manager Data program and searches for new formats and innovative ideas to enhance the process including delivery, communications and revenue.
Role: Vice President, Distribution Specialist / Asset Manager Business Development Reporting Line: Head of RMG Data and Asset Manager Business Development Duties and Responsibilities:
Responsible to build and maintain relationships on a field level primarily with National and Divisional Sales, secondarily with National Accounts and Business Intelligence / Data teams of asset managers to train sales teams, drive activity, revenue and Firm initiatives.
The Candidate will be tasked with:
Develop and manage relationships with sales leaders of asset managers
Ongoing development of a training agenda for asset managers and delivering on site group presentations to sales teams
Uncover speaking opportunities and actively participate in sales meetings, events, and data related conference calls with asset managers
Maintain a working knowledge of data intermediaries and competitor intelligence
Develop an understanding of the Business Intelligence segment of the industry and the developing role that it plays in analyzing data and disseminating ideas to sales teams.
Assist in developing data proposals and sales presentations
Interface with various sources within the Firm including Investment Solutions and National Sales to stay current on investment trends, resources and initiatives
Leverage relationships within asset managers data teams to uncover opportunities and enhance the Firm's reputation with data subscribers
Develop a conversational knowledge of trends including predictive analytics and artificial intelligence
Assist in the development of a data user group
Assist in the research of data inquiries from current subscribers
Build and manage relationships with National Sales, primarily with Regional Sales Managers (RSMs) and COOs. Uncover speaking opportunities at field sponsored group meetings with multiple asset managers. Present upon request at training sessions of Business Development Managers.
Attend at least one internal Firm conference to maintain a knowledge of investment trends, Firm themes, tools and practice management resources
Attend weekly team conference calls and monthly RMG meetings and events
Build a field level contact database within a shared CRM system by Investment Solutions and post meeting notes to the database at the end of each week
Qualifications: · Bachelor's Degree with emphasis on marketing, communications, finance or equivalent experience · 10 years of Wealth Management and/ or Asset Management experience in an external, Financial Advisor facing sales capacity · Series 7, 63, 65 or 66. Proficiency in all Microsoft programs. CIMA or other advanced designation is desirable
Personal Specifications: · The successful candidate will demonstrate high personal initiative, be highly organized with the ability to work independently and be a strong team player · Ability to travel extensively and manage an ever changing schedule (approximately 70% travel) · Sales focused with ability to think strategically and develop innovative ways to optimize partner data, sales and training · Advanced communication and presentation skills, especially in large group settings.
Internal Number: 5207541
About Morgan Stanley USA
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