Strategic Client Management “Money in Motion” - Associate

Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley’s Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley’s global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork.

The “Money in Motion” Associate will be responsible for supporting Strategic Client Management’s Directed Share Program (DSP), Integrated IPO Solutions, and Corporate Cash Management teams.  The responsibilities of these teams and this role align closely with the key Integrated Firm priority of tracking money in motion. The Associate will assist with DSP deal execution and management, cross-divisional collaboration, client engagement and strategic initiatives, and facilitate Corporate Cash Management business development.

Responsibilities:

• Act as a liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of DSP/Integrated IPO Solutions/Corporate Cash goals.

• Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities

• Prepare marketing materials and key metrics for client presentations

• Maintain various pipelines, group metrics, DSP and Corporate Cash reporting databases and communications library/approval system

• Assist with legal, audit and compliance requirements

• Work directly with issuers on DSP administration and execution

• Provide clients with DSP support and guidance during live transactions

• Develop relationships and collaborate with key internal partners, e.g., technology, legal and compliance, service center, operations, etc.

• Coordinate with WM Technology on DSP website support and functionality

• Support DSP reinvestment efforts and initiatives

• Analyze client and industry data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management

• Closely track mergers & acquisitions and market issuance across equity, debt, and private markets for money in motion opportunities

• Participate in Corporate Cash client meetings and assist with related follow-up projects and communications

• Lead coordination with Corporate Cash teams across MSIM and MSWM

• Assist with strategic initiatives and firm-wide strategy related to DSP and Corporate Cash businesses

Qualifications

• Bachelor’s degree required and 1-3 years related industry experience with a general understanding of Investment Banking services

• Results orientated and high performer in fast-paced environment

• Ability to work under pressure and manage tight timelines

• Rigorous attention to detail, with excellent written and verbal communication skills

• Team-oriented, with high level of administrative and interpersonal professionalism

• Superior organizational, interpersonal and client service skills

• Ability to think creatively and strategically

• Proven success with multi-tasking and working on multiple projects simultaneously

• Self-starter who will take initiative, learn quickly and work independently

• Thrive in an evolving and dynamic team environment

• Microsoft Office (Word, Excel and PowerPoint) proficiency

• Series 7 and 63

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 o