Wealth Management Field Communication Specialists

Morgan Stanley South Jordan , UT 84095

Posted 2 months ago

Wealth Management Field Communication Specialists draft and publish communications to various communication channels and audiences, including Branches, Service Centers, and other Operations audiences directly. In addition, they partner with internal Communication Specialists, technology, product and operational areas to assist with planning and executing communication planning strategy. Communication Specialists also perform ongoing maintenance to keep online content updated and accurate, and work to improve communication processes.

Job Responsibilities:

Tasks include the following (and occasionally mentoring others to learn or perform these tasks):

  • Proactively works with business partners and internal Communication

Specialists to provide communication strategy recommendations, draft

communications, news articles, and updates under tight deadlines.

  • Drafts, distributes and publishes communications through many channels,

including posting communications to the 3D Resources news page, email

alerts, FA Notifications and other online newsletters, including the Branch

Weekly News.

  • Partners with technology and business units to quickly draft, send or publish

urgent communications with rapid turnaround times.

  • Continuously looks for areas to improve and streamline processes and

communication delivery.

  • Work on special projects outside of their day to day communication work

including creating, and maintaining reports, and engaging in the overall Field &

Client communication strategy.

  • Focus on department goals to increase field engagement in communications

and improve communication channels and format.

Seeks candidates with the following skills:

  • Ability to multi-task

  • Manage tight deadlines

  • Solid writing and communication skills

  • Ability to lead discussions and focus groups

  • Self-motivated and able to work independently and within teams

  • Working knowledge of Microsoft Office products (Microsoft Word, Excel, etc.)

  • Demonstrated leadership skills within a team environment

  • Willingness to work between 40-50 hours a week, as needed

Skills Desired

Prefers candidates with experience performing the following tasks:

  • Working with HTML, or other web-based languages

  • Creating presentations, reports, project and communication plans

  • Solid background in Morgan Stanley policies, processes, and procedures,

including experience with various Morgan Stanley internal operational systems

  • Familiarity with AP writing style

Background and Knowledge:

Prefers candidates with the following:

  • Bachelor's degree in Communications, Marketing, Media, related field, or

equivalent experience

  • Prefers candidates with at least two years' experience within the brokerage or

other financial services industry


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Wealth Management Field Communication Specialists

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