Trust Associate, Platform and Partner Management Support - Morgan Stanley : Job Details

Morgan Stanley Family Office Resources (FOR), an organization in Private Wealth Management (PWM), provides specialized expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues, including strategic estate & financial planning, philanthropy management, family governance, wealth education, trust services and lifestyle management. A division of FOR, Platform and Partner Management consists of the Trust Services and Signature Access platforms. The Trust Services group consists of regional Trust Specialists who work with Financial Advisors (FAs), clients and centers of influence in driving 3rd party professional trustee services related to personal trust and institutional trust accounts. The Signature Access team provides bespoke lifestyle and Single Family Office solutions for Morgan Stanley's most important ultra-high net worth clients.

The Platform and Partner Management Support Team Associate role is a unique opportunity to assist the Trust and Signature Access platforms to help meet the needs of Financial Advisors (FAs) and their clients.

• Highly motivated and analytical with an understanding of the financial industry
• Demonstrated commitment to partnership and teamwork, with initiative to proactively address advisor and client situations
• Strong project management skills ability to develop detailed action plans, set reasonable deadlines, follow-up with key stakeholders, and manage deliverables and expectations
• Excellent communicator comfortable seeking out answers and collaborating with colleagues at every level of the organization
• Strong Excel and PowerPoint skills

Partner and Platform Management

• Educating Financial Advisors on the capabilities of the Partner and Platform Management group
• Assisting Financial Advisors and clients below the $10mm total net worth (TNW) threshold with their trust needs and provide them with corporate trustee solutions
• Connecting Financial Advisors to regional Trust Specialists for support when necessary
• Supporting Trust Specialists with the Client Relationship Management (CRM), handling incoming calls, scheduling meetings, coordinating with trust partners and participation in FA and client meetings
• Working directly with FAs and clients to deliver Trust Services and Signature Access platform solutions
• Leveraging engagement data to increase commercial impact
• Developing and maintaining strong relationships with key stakeholders and team members to ensure successful project delivery
• Communicating effectively with team members, stakeholders, and clients to gather feedback and incorporate it into platform development
• Adhering to project timelines, providing regular updates to management on progress and any potential roadblocks

• Participating in meetings and presentations to communicate project updates, findings and recommendations to stakeholders
• Training and supporting end-users on new platform features and enhancements

• Bachelor's Degree
• 1+ years of financial services experience or related industry preferred
• 4 days per week minimum based in Westchester office location
• Proficient in Microsoft Office
• Series 7 and 63 registered or be able to obtain the licenses within 180 days of employment

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.

Expected base pay rates for the role will be between 57,000 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).