【モルガン・スタンレー】Institutional Consultant - Executive Director
仕事内容
https://morganstanley.eightfold.ai/careers/job/549783990093?domain=morganstanley.com&hl=en
We are seeking a highly motivated and experienced Institutional Consultant to join MSIIA as an Executive Director. In this role, you will provide strategic guidance to institutional clients on their retirement plans. Your expertise in retirement planning, investment strategies, and plan design will play a key role in helping clients meet their long-term retirement objectives while navigating complex regulatory and financial landscapes. This role will include attending client meetings with existing consultants for training purposes and existing consultant preparation/support. MSIIA provides exceptional, high-touch consulting services to its clients in a fast-paced entrepreneurial environment and requires a detail-oriented, driven individual with exemplary communication skills. Varying levels of experience will be considered, however a minimum of 5 years’ experience in finance, asset management or similar industries is required. We are looking for a full-time individual to fill this role but will consider part-time role depending on circumstances. To succeed in this role, you must be a CFA charterholder or CFA candidate.
応募資格(必須経験など)
· Bachelor’s or Master’s degree
· CFA charter holder or CFA candidate
· Minimum 10 years’ experience in finance, asset management or similar industries
· Strong knowledge of retirement plan structures, including 401(k), 403(b), DB plans, and other institutional retirement solutions.
· Strong analytical background in financial industry
· Excellent interpersonal and communication skills
· Fluent in financial/investment concepts, statistics and research principles
· Strong presentation skills
· Exceptional ethical principals
· Comfortable conversing with C-level executives of major corporations and municipalities
· Strong leadership qualities
· Must be an organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
· Technologically competent including familiarity with Microsoft Office products and experience with investment research products (such as Morningstar, Bloomberg, etc.)