Virtual Engagement Associate - Content Coordinator, Next Best Action (NBA)

Virtual Engagement Associate - Content Coordinator, Next Best Action (NBA)

About the Firm:

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

About the Team:

The Wealth Management Business Development & Field Training (BD&FT) organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

Next Best Action (NBA) is an engagement tool that uses alternative intelligence and machine learning to provide Financial Advisors, Management, and related personnel the ability to deliver high quality, customized content to recipients at scale. The NBA team partners with internal business heads, content authors, Marketing, Data & Analytics, Digital, E*TRADE, MSatWork and the Wealth Management field organization to deliver the content for effective client and prospect email engagement.

About the Role:

Position: Virtual Engagement Associate - Content Coordinator, Next Best Action (NBA)

Job Level: Analyst / Associate

Primary Location: 1NYP

Hiring Manager: Tarek Abi Saab

The Morgan Stanley Virtual Engagement Associate role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry.

Job Responsibilities:

• Coordinate with strategic business partners including field and product marketing teams to on-board digital engagement email content
• Build and test the email content in various marketing technology platforms (primarily Salesforce Marketing Cloud)
• Prioritize and respond to incoming email inquiries received to the NBA Ideas in-box, working with partners to respond and resolve field inquiries regarding content, technology, platform issues, etc.
• Create reporting on adoption, usage, attribution, and other metrics on a recurring and/or ad hoc basis.
• Assist in interpretation of data to support recommendations on content based upon what is working, what needs to be changed and how resources should be allocated in support of content.
• Represent BD&FT in interactions with Data & Analytics, partnering on dashboard enhancements needed to better support adoption and growth.
• Assists team heads in project management, process optimization, field support and education, development of FA tools and resources.
• Special projects as needed.

Job Requirements:

• Securities Industry Essentials (SIE) required upon hire; Series 7 and Series 66 (or equivalent) required within 90 days of hire
• Must hold a bachelor's degree with a minimum of 1-2 years of professional experience
• Possess exemplary communication, organization, and time-management skills
• Establish, maintain, and support strong working relationships
• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
• Be authorized to work in the U.S. without durational restrictions.
• Successfully complete background check and pre-employment assessments.
• Motivated, self-starter with strong project management capabilities and an attention to detail
• Advanced skills in Excel; proficiency in Microsoft PowerPoint, Word a plus

Hiring Process:

Our hiring procedure is a multistep process that can take four to six weeks to complete. All offers of employment are contingent on a background check.

Expected base pay rates for the role will be between $60,000 and $100,000 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).

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Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. Member SIPC

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