E*TRADE from Morgan Stanley · 15 hours ago
Investment Advisory Business Development and Communications Specialist, AVP
Purchase, New York, United States of America
Full-time
Onsite
Mid Level
$85K/yr - $135K/yr
3+ years expMorgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services. They are seeking an Investment Advisory Business Development and Communications Specialist to enhance the experience of financial advisors and clients by managing communications, coordinating platform enhancements, and leading marketing initiatives.
BankingFinanceFinancial Services
Responsibilities
Collaborate across the department to create and execute on communications for both financial advisors and clients
Execute on strategic initiatives related to efficiencies including data requests, tracking transparency, and process improvements
Coordinate with stakeholders on platform enhancements, field engagement, and marketing
Lead and manage marketing and branding initiatives, including the CG newsletter and 3DR site, to enhance brand visibility and ensure consistent messaging across all platforms
Partner with LRC and Business on regulatory updates that need to be socialized with financial advisors and clients
Engage and respond to field feedback, questions, and requests
Provide RP24 approval capabilities to ensure all communications adhere to firm and regulatory standards
Provide ongoing support and training to Financial Advisor teams to enhance their understanding of the programs available in the Investment Advisory Business
Identify & coordinating process improvements with internal and external partners
Prepare and present to senior management and stakeholders on trends and opportunities for growth
Qualification
Required
3+ years of investment related experience in the Financial Services Industry
Ability to execute and manage multiple priorities with attention to details
Strong interpersonal skills, with the ability to build relationships with multiple audiences
Exemplary verbal and written communication skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Equivalent to Bachelor's degree with business related coursework
Series 24 (or must be completed within 3 months)
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase