Publishing, Marketing & Operations, WM Global Investment Office, Analyst, Wealth Management

Role Description

The Publishing & Marketing Analyst will join the COO team within the Global Investment Office, working closely with authors and content creators throughout the department to format and repurpose content for a variety of Wealth Management audiences. This individual will also collaborate with our risk and marketing partners and be responsible for some administrative COO team functions.

Primary Responsibilities

• Publishing/Marketing
• Become an expert on the proprietary Adobe based AEM publishing platform used to create content which is consumed by financial advisors and their clients.
• Provide author support for document layout, including formatting of charts and graphs.
• Quarterback maintenance and formatting of flyers, brochures, articles, and social media.
• Create presentation decks and marketing materials using PowerPoint.
• Managing NBA and social media creation, CRC approval process
• Converting long form content into bite size, consumable insights in multiple formats (e.g., one-page summaries, talking points, short form videos, NBAs, etc.)
• Converting Training content into short-form, consumable modules (e.g., most training is 60–90-minutes, we need to pull out 4-5 minutes snip its)
• COO Functions:
• Support for myGIO, Wealth Management’s digital content platform,
• Perform search audits of myGIO and enhance tagging of content
• Managing Continued Education (CE) Process for key designations in Investing with Impact (Director Designation) and Financial Planning (CFP and FPS) which involves collecting information, processing and sharing information from participants with appropriate groups to ensure credit is received.
• Financial Planning Tool Access Requests (eg LVPWA, WSA), Financial Planning Fee Policy Mgmt and Oversight (ongoing review of charged fees to ensure policy alignment)
• Ongoing FP Designation management, FP Desk Ticket Processing
  
  

Qualifications

• 1-2 years of relevant work experience, bachelor’s degree
• Knowledge of Microsoft Word, Microsoft Excel, PowerPoint
• Strong attention to detail
• Knowledge and interest in the finance industry and markets strongly preferred.
• Excellent writing/editing skills, ability to produce digital content for an external audience.
• Comfort juggling multiple priorities; strong organizational and time management skills.
• Ability to work effectively as a member of a team or independently.
• Persistence, tenacity and drive for results
  
  

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.