International Wealth Management Product Development

  • Company: Morgan Stanley
  • Location: New York, New York
  • Posted: September 02, 2017
  • Reference ID: 3098291
- The hire will work closely with the IWM Product Strategy & Development in supporting, sourcing, structuring, delivering and maintaining new and existing offshore product solutions. This position will work cross-functionally with all areas of the Investment Solutions Group (i.e. Traditional Investment Team, Alternative Investments Group, Capital Markets, Insured Solutions), the Private Banking Group as well as the Consulting Group.
-The hire will liaise with third party asset manager fund partners to coordinate platform updates as well as identify business development opportunities to increase penetration levels.
-The hire will help project manage the roll out of the offshore UMA program, particularly in conjunction with CG, WMIR, Operations and GPC.
-The hire will also help promote offshore fund offerings through collaboration with the marketing team as well as reconcile various product support related documents and websites (i.e. 3DR enhancements, product talking points, investment fund grid, as well as other advisor tools to help make it easier to do offshore solutions business).
-The hire will be expected to continue to improve and develop relevant metrics and statistics that will help the management team understand the health of the business and identify opportunities.
-Responsible for field engagement and coordination of road shows to market capabilities oCoordinate with BDMs and local sales product teams to increase adoption
-Work with Global Product Committee & other product areas, as necessary on new and/or major initiatives (i.e. tax deferred initiatives)
-Provide bandwidth to offshore mutual funds team (i.e. advisor inquiries, fund rationalization, statement/taxonomy)
- Propose and execute more streamlined ways to prosecute the business (i.e. structured investments international ticketing; new SMA investments)
-Identify and implement near and long term solutions to increase lending business in collaboration with the new Head of IWM banking & lending
-Identify alternative investment fund ideas to help increase business and ensure feeders build scale

The Person Specification is a profile of the personal skills, qualifications, abilities and experiences you will be looking for in the candidate.

  • Ability to manage and complete multiple projects with tight deadlines
  • Ability to collaborate with others and encourage adoption of new ideas
  • Ability to understand, implement, monitor and improve upon key financial and business metrics
  • Strong written and verbal communication skills
  • Strong analytical and quantitative skills, detail oriented
  • Strong presentation skills; ability to work effectively in senior management settings
  • Must be a team player, with the ability to work effectively independently
  • Ability to represent the firm professionally with internal and external contacts
  • Proficient in Excel, Access, and PowerPoint programs

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