Morgan Stanley
This role involves partnering with an external Strategy Specialist to drive assets under management growth and awareness for high net worth sales strategies within an assigned territory. The position requires supporting sophisticated advisors, identifying client needs, and providing technical and sales support for ultra-high net worth strategies and vehicles. The specialist serves as a liaison between multiple departments and leads the coordination of problem resolution and account transitions.
Headquarters
New York, New York, United States
Company Size
10001+ employees
Founded
1935
Morgan Stanley is a global leader in financial services, providing wealth management, investment banking, sales and trading, research, and investment management services to individuals, institutions, and governments. Founded in 1935, the firm helps clients raise, manage, and distribute capital to achieve their financial goals. Morgan Stanley operates across public and private markets with a workforce of more than 80,000 employees worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Morgan Stanley.