Job Description
Full job description
The Integrated Marketing Strategy team seeks to attract and retain clients across the wealth spectrum. This role will focus on core client deepening initiatives: the Firm’s Client Loyalty Perks program, Reserved Living & Giving (RLG), and our Wealth Management Virtual Client Events.
About Reserved Living & Giving:
RLG is a complimentary Perks program with over 130 offers and discounts from premier brands designed to help Morgan Stanley retain clients, attract prospects, and help Advisors grow their business. We are seeking a dynamic and experienced individual to take full ownership of the day-to-day operations of our Reserved Program. The position executes a cohesive marketing strategy across channels, measures its effectiveness, and enhances the program based on key learnings.
About Virtual Client Events:
Our virtual client events strategy is anchored to offering timely and exclusive events for clients across our Wealth Management client segments. The role will support our integrated virtual client event strategy and production–liaising with colleagues across the team to seamlessly deliver a cohesive, flawless event experience.
This individual is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines.
This role leverages campaign results, client insights, and competitor research to understand key drivers of client loyalty and retention.
Responsibilities
Contribute to the RLG strategy and help drive RLG adoption among Morgan Stanley and ETRADE clients
Event production to include, run-of-show production, registration management and attendee analysis
Monitor cross-channel campaign performance and make strategic recommendations to drive engagement
Partner with key stakeholders to leverage RLG in support of strategic goals and business initiatives
Develop test and learn optimization strategies
Monitor industry trends and competitive landscape to provide recommendations and shape strategy
Develop an ******** understanding of our customers and their needs and make recommendations to improve the customer journey
Manage the legal and compliance review and approval process for team materials
Engage with Financial Advisors, Call Centers and other internal teams to support needs
Liaise with 3rd party tech, partner and creative agencies
Qualifications
Bachelor’s degree and 2+ years in a marketing organization
Basic knowledge of customer journeys, lifecycle campaigns and segmented communication strategies
Basic knowledge of multi-channel best practices to increase engagement and conversions
Basic understanding of of working with tech and creative agencies
Strong analytical and quantitative skills
Self-motivated and detailed-oriented with strong organizational and written communication skills
Digital marketing experience with HNW and UHNW clients as well as loyalty programs, a plus
Event planning experience, a plus
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-officesinto 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, *** stereotype, gender, gender identity or expression, transgender, ****** 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).
The Integrated Marketing Strategy team seeks to attract and retain clients across the wealth spectrum. This role will focus on core client deepening initiatives: the Firm’s Client Loyalty Perks program, Reserved Living & Giving (RLG), and our Wealth Management Virtual Client Events.
About Reserved Living & Giving:
RLG is a complimentary Perks program with over 130 offers and discounts from premier brands designed to help Morgan Stanley retain clients, attract prospects, and help Advisors grow their business. We are seeking a dynamic and experienced individual to take full ownership of the day-to-day operations of our Reserved Program. The position executes a cohesive marketing strategy across channels, measures its effectiveness, and enhances the program based on key learnings.
About Virtual Client Events:
Our virtual client events strategy is anchored to offering timely and exclusive events for clients across our Wealth Management client segments. The role will support our integrated virtual client event strategy and production–liaising with colleagues across the team to seamlessly deliver a cohesive, flawless event experience.
This individual is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines.
This role leverages campaign results, client insights, and competitor research to understand key drivers of client loyalty and retention.
Responsibilities
Contribute to the RLG strategy and help drive RLG adoption among Morgan Stanley and ETRADE clients
Event production to include, run-of-show production, registration management and attendee analysis
Monitor cross-channel campaign performance and make strategic recommendations to drive engagement
Partner with key stakeholders to leverage RLG in support of strategic goals and business initiatives
Develop test and learn optimization strategies
Monitor industry trends and competitive landscape to provide recommendations and shape strategy
Develop an ******** understanding of our customers and their needs and make recommendations to improve the customer journey
Manage the legal and compliance review and approval process for team materials
Engage with Financial Advisors, Call Centers and other internal teams to support needs
Liaise with 3rd party tech, partner and creative agencies
Qualifications
Bachelor’s degree and 2+ years in a marketing organization
Basic knowledge of customer journeys, lifecycle campaigns and segmented communication strategies
Basic knowledge of multi-channel best practices to increase engagement and conversions
Basic understanding of of working with tech and creative agencies
Strong analytical and quantitative skills
Self-motivated and detailed-oriented with strong organizational and written communication skills
Digital marketing experience with HNW and UHNW clients as well as loyalty programs, a plus
Event planning experience, a plus
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-officesinto 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, *** stereotype, gender, gender identity or expression, transgender, ****** 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).
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Integrated Marketing Strategy position is now open for candidates interested in the Bank Jobs sector. This role in Broadway offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
