Strategic Client Management - Senior Coverage Officer (Vice President)

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 prosper.
Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley's Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley's global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork.
Responsibilities:
> Serve as the primary Integrated Firm liaison between Financial Advisors, Investment Bankers, and other key business stakeholders to drive collaboration opportunities and showcase the Firm's Wealth Management and Institutional capabilities to both individual and corporate clients
> Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs
> Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
> Oversee various pipelines, group metrics and cross-divisional revenue and asset databases
> Manage and cultivate talent across junior team

Qualifications:

> 8+ years' experience in financial services with a deep understanding of Wealth Management, Investment Banking and/or Sales & Trading
> Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients
> Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities
> Dynamic public speaking and effective presentation skills
> High level of attention to detail, with excellent written and verbal communication skills
> Team-oriented, with high level of administrative and interpersonal professionalism
> Series 7 and 63 required

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.