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Firm Overview

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.

Responsibilities include:

• • Serve as lead investment strategist for large and mega market Defined Contribution clients
• • Engage with internal advisors, consultants and clients on multi-asset portfolio strategies, custom target funds, custom white label funds, asset allocation, manager selection, portfolio construction and defined contribution industry trends
• • Coordinate with key stakeholders, leveraging operations team to manage onboarding and investment strategy changes across DC discretionary clients
• • Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the DC space
• • Contribute to new business efforts by attending and presenting to prospective clients; assisting in customization of proposals as well as other sales/marketing efforts
• • Along with other subject matter experts; help create commercial institutional intellectual capital for advisors to use with clients and prospects to engage on topics related to the areas of expertise

Knowledge and Skills Required:

• • 10 years of investment consulting experience servicing retirement, corporate and other institutional accounts. CFA or similar designation a plus.
• • Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, collective investment trusts, separate accounts, and alternative investments
• • Experience and knowledge in global capital markets, technical expertise across asset classes preferred
• • Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution
• • Demonstrated experience in the Defined Contribution Industry working directly with large Plan Sponsors
• • High degree of computer proficiency is required, specifically the use of Excel and the ability to manage investment models and databases. Experience with Morningstar, Bloomberg, PFaroe DB, @Risk, R programming or Aladdin is a plus
• • Must be detail oriented and able to work independently in a fast-paced, deadline oriented, multi-task environment
• • Travel will be required
• • Strong organizational and project management skills
• • Excellent communication and presentation skills
• • Proactive & hard working with strong professional accountability

Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Wealth Management

Title: Defined Contribution Large Market Lead Strategist

Location: New York-Purchase

Requisition ID: 3257929