Institutional Consulting Associate Jobs

POSITION SUMMARY

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. Under the direction of the Financial Advisor, this industry professional combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with clients. The Institutional Consulting Associate partners with team members to address the specific needs and service issues of clients to provide a consistent and positive experience.

DUTIES and RESPONSIBILITIES:

Business Development

• Collaborates with the Financial Advisor / Private Wealth Advisor in developing overall business plans and marketing strategies by independently targeting prospective institutional clients
• Develops customized presentation materials to attract new institutional clients
• Identifies practice management opportunities through various firm channels
• Coordinates enrollment campaigns/meetings for institutional investors
• Provides support on products and services
• Independently develops, implements, and communicates new procedures, and products for institutional clients
• Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor
• Delegates work to team’s Client Service Associate, as appropriate
• Independently improves and streamlines the service model and operational procedures for the team

Client Support

• Coordinates resolution of complex issues/concerns received from the institutional client with input from senior team members
• Initiates, organizes, promotes, and sets up seminars, including material preparation for clients and prospects on behalf of the Financial Advisor / Private Wealth Advisor
• Independently assists institutional clients with market and stock research
• Establishes and cultivates relationships with new institutional clients and proactively helps to resolve issues and concerns
• Attends seminars or client meetings with Financial Advisor / Private Wealth Advisor and coordinates the distribution of marketing presentations to clients

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 5+ years of experience in a field relevant to the position required
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Four-year college degree or professional certification preferred
• Additional product licenses may be required

Knowledge/Skills

• Knowledge of applicable compliance rules, regulations, and firm policies
• Able to work independently and effectively on a team
• Strong computer skills, including knowledge of Microsoft Office (Word, Excel, and PowerPoint)
• Knowledge of financial industry and investment products preferred
• Effective written and verbal communication skills
• Detail-oriented with superior organizational skills and ability to prioritize tasks
• Enjoys working with people and receives great satisfaction solving problems
• Ability and interest in working in a fast-paced, evolving environment

Reports to:

• Business Service Manager

Expected base pay rates for the role will be between $55,000 - $105,000 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).