Executive Director - Marketing & Development - Morgan Stanley - Sydney

Job description
Morgan Stanley Wealth provides full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
This role will primarily be responsible for developing and executing a highly integrated Marketing & Development Strategy to drive the business performance in Wealth Management through execution of marketing initiatives to enhance the Wealth Management brand and increase market awareness.


I. Key Accountabilities

• Developing a national Marketing Calendar including all Marketing activities to support Financial Advisors grow their business in the form of sponsorships, seminars, events and client database marketing.
• Developing & delivering lead generation activities including seminars, referral campaigns, partnership marketing and corporate support.
• Lead development and management of Sales Training and Development programs for the Financial Advisor and Associate Advisor teams.
• Responsible for key internal stakeholder partnerships with Client Execution, Corporate Access, Finance, State Managers and Financial Advisors to ensure alignment and effective marketing strategies.
• Responsible for delivering retail wealth management marketing solutions for a broad range of products and services from transactional, executional product offerings through to comprehensive, complex service offerings.
• Identify, evaluate sponsorship opportunities and marketing partnership opportunities in Australia for the Branch Offices.
• Identifying and leveraging scalable marketing initiatives to drive and deliver marketing solutions to our Financial Advisors.
• Responsible for the overall Wealth Management Marketing Budget in consultation and measuring the success in execution through tracking the agreed financial objectives and aligning with the marketing plan.
• Lead, develop and manage a team of marketing professionals.

II. Compliance Responsibilities

• Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct.
• Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements.

Qualifications

(i) Key Competencies / Skills

• Minimum 10 years of experience working as a Senior marketing manager across both B2B & B2C in Financial Services preferably in Private Wealth Management.
• Strong project management and campaign management skills.
• A deep understanding of financial services and wealth management is highly desirable.
• Track record of managing complex internal and external relationships.
• Superior communication skills, both written and verbal.
• Qualifications in Marketing, Communication or a business related discipline.
• An ability to work autonomously and as a key member of a group.

(ii) Technical / Specialist skills / competencies required in this role

• Excellent customer service skills and telephone manner.
• Maintain client relationships.
• Achieves BU efficiency.
• Advanced in Microsoft Word, Excel and PowerPoint.
• Well-developed skills using databases.

(iii) Business / Industry knowledge / competencies

• Knowledge of the business.
• General knowledge of the financial planning industry.
• Understanding of compliance and legal requirements within Morgan Stanley Wealth Management.
• Initiate improvements and make suggestions around BU systems and workflow procedures.

(iv) Personal Attributes / Interpersonal Skills

• Strong communication and interpersonal skills.
• Assumes responsibility and accountability.
• Works collaboratively to achieve a positive team outcome.
• Analytical and commercial.
• Organises time and resources to achieve aims.
• Professional presentation and strong attention to detail.
• Acts with integrity and builds a positive profile to reach desired outcome.
• Is driven and takes a proactive approach.
• Flexible attitude and ability to remain calm under pressure.

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