| Job Description : |
Morgan Stanley at Work – Retirement Services Operations Specialist – Associate
Job Number: 3203132
POSTING DATE: Mar 2, 2022
PRIMARY LOCATION: Americas-United States of America-Colorado-Denver
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
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 at Work is a division within Morgan Stanley Wealth Management comprised of Retirement Solutions, Shareworks by Morgan Stanley Equity Compensation, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. This business area is also where some of the biggest acquisitions internal to financial services are housed (ex: E*Trade, Solium) and hence, is a key growth area for the Firm.
Morgan Stanley’s Retirement Solutions is a comprehensive offering designed to help companies and their employees navigate saving for their retirement. Our products and services are designed to reduce financial stress and empower all constituents to plan, prepare for, and reach their financial goals through digital and human engagement. Our objective is to drive growth and serve our customers across all client segments through a start-up oriented and innovative/data-driven approach, while at the same time treating our clients with utmost respect and promoting a culture of honesty and transparency.
Position Summary:
As a Service Operations Specialist within Retirement Solutions, you will collaborate with our wider team to support Financial Advisors and their Support Professionals as they onboard & service 401(k) plan business. You will be a key contributor in ensuring that new plan sales are efficiently contracted and onboarded onto the Morgan Stanley platform. You will assist with collating data from internal systems for periodic reporting for status updates to our internal team members, business unit leadership, and external Recordkeeping partners. Your contributions will help drive the future growth of this business unit and you will coordinate with other operational teams across the firm to ensure that the retirement plan business is correctly onboarded & compliant with firm protocols.
Responsibilities:
Act as a Subject Matter Expert in the Retirement Plan sale onboarding and periodic plan sale servicing processesPartner with Financial Advisors, Support Professionals, and Branch Management to onboard Retirement Plan salesCollaborate with other operational teams across Wealth Management to efficiently and accurately onboard Retirement Plan salesAct as a centralized point of contact to triage Advisor or Operational inquiries related to existing relationshipsAssist with the creation and management of reporting dashboardsAct as a liaison with external Recordkeeping partners to collate required data to onboard retirement plan sales on the Wealth Management platformCoordinate with other team members within Retirement Solutions and MS at Work Product partners to identify opportunities to unlock additional scalability while maintaining a compliant processActive partnership with the broader Retirement Solutions team to sharpen & hone our field-facing messages to offer Advisors & Field partners a first-class experience as they engage with our ProductsAct as an enabler of the broader strategy to make the Retirement Plan business a key component of every advisor’s book of businessFocus on achieving business objectives and doing so in a professional manner
QUALIFICATIONS
Qualifications:
Bachelor’s degree preferred3-4 years of Wealth Management industry experience; Retirement experience a plusStrong written & verbal communications skillsDemonstrated organizational aptitudeWorks well in a dynamic, team-based environment, collaborating with Financial Advisors, external partners, and other Morgan Stanley operational teams to meet the needs of our clients in a first-class waySalesforce experience a plusFINRA Series 7 and 66, or the ability to obtain within 90 daysPositive contributor to our team’s culture
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
For Colorado job posting only:
Salary range for the position: $80,000 – $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. |
