VEA- Digital Content Coordinator - NBA
- Employer
- Morgan Stanley
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Aug 9, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Digital Engagement Content Coordinator
About the firm
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. 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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
About the TEAM
The Wealth Management Business Development & Field Training (BD&FT) organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
Next Best Action (NBA) is an engagement tool that uses alternative intelligence and machine learning to provide Financial Advisors, Management, and related personnel the ability to deliver high quality, customized content to recipients at scale. The NBA team partners with internal business heads, content authors, Marketing, Data & Analytics, Digital, E*TRADE, MSatWork and the Wealth Management field organization to deliver the content for effective client and prospect email engagement.
About the ROLE
Position: Digital Engagement Content Coordinator
Primary Location : New York
Job Level: Associate
JOB RESPONSIBILITIES
Qualifications:
JOB REQUIREMENTS
Hiring Process
Our hiring procedure is a multistep process that can take four to six weeks to complete. All offers of employment are contingent on a background check.
About the firm
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. 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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
About the TEAM
The Wealth Management Business Development & Field Training (BD&FT) organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
Next Best Action (NBA) is an engagement tool that uses alternative intelligence and machine learning to provide Financial Advisors, Management, and related personnel the ability to deliver high quality, customized content to recipients at scale. The NBA team partners with internal business heads, content authors, Marketing, Data & Analytics, Digital, E*TRADE, MSatWork and the Wealth Management field organization to deliver the content for effective client and prospect email engagement.
About the ROLE
Position: Digital Engagement Content Coordinator
Primary Location : New York
Job Level: Associate
JOB RESPONSIBILITIES
- Coordinate with strategic business partners including field and product marketing teams to on-board digital engagement email content
- Build and test the email content in various marketing technology platforms (primarily Salesforce Marketing Cloud)
- Prioritize and respond to incoming email inquiries received to the NBA Ideas in-box, working with partners to respond and resolve field inquiries regarding content, technology, platform issues, etc.
- Create reporting on adoption, usage, attribution, and other metrics on a recurring and/or ad hoc basis.
- Assist in interpretation of data to support recommendations on content based upon what is working, what needs to be changed and how resources should be allocated in support of content.
- Represent BD&FT in interactions with Data & Analytics, partnering on dashboard enhancements needed to better support adoption and growth.
- Assists team heads in project management, process optimization, field support and education, development of FA tools and resources.
- Special projects as needed.
Qualifications:
JOB REQUIREMENTS
- Securities Industry Essentials (SIE) required upon hire; Series 7 and Series 66 (or equivalent) required within 90 days of hire
- Must hold a Bachelor's degree or higher, 3+ years of financial services experience or related industry preferred
- Possess exemplary communication, organization, and time-management skills
- Establish, maintain, and support strong working relationships
- Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
- Be authorized to work in the U.S. without durational restrictions.
- Successfully complete background check and pre-employment assessments.
- Motivated, self-starter with strong project management capabilities and an attention to detail
- Advanced skills in Excel; proficiency in Microsoft PowerPoint, Word a plus
Hiring Process
Our hiring procedure is a multistep process that can take four to six weeks to complete. All offers of employment are contingent on a background check.
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