Investment Solutions Marketing Associate, EquityZen

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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 grow.  

The Investment Solutions Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial solutions and services. The team positions Financial Advisors and sales teams to win and retain business through various efforts including end-to-end marketing campaigns – from content creation and distribution, to measuring impact and improving efficacy. We actively partner with field leadership, sales and business development to generate awareness and drive usage of the resources, products, tools and insights available to Morgan Stanley Financial Advisors and their clients. 

Position Summary:  

We are looking for a collaborative and driven professional to support continued Financial Advisor and client engagement with our industry-leading Advisory platform. Key in-flight marketing initiatives include promoting our Total Tax 365 suite of products, including Tax Management Services for Select UMA and Direct Indexing strategies. This individual will also support marketing efforts that elevate our Concentrated Stock Solutions offering, along with alternative investments, private markets, capital markets (including IPO readiness) and our Global Investment Office’s thought leadership. They will be responsible for executing and partnering on projects and deliverables, including content production, maintenance and distribution, metrics analysis and communications. This individual is a strategic thinker who thrives in a team-based, customer-focused, and results-oriented environment, embraces challenges and change, and can work well with multiple parties under tight deadlines. 

Responsibilities:  

• Build & manage relationships with sales and business teams to help create marketing materials that engage Financial Advisors, recruits, clients and prospects.  

• Develop, track, analyze and report on marketing metrics; identify opportunities to improve effectiveness. 

• Assist with senior management reporting and develop slides to articulate marketing efforts and accomplishments. 

• Create and maintain client/prospect and advisor-facing marketing assets including emails, presentations, brochures, videos, website content, event materials, and social media posts. 

• Support development and execution of a cohesive marketing and communications strategies across