Individual Retirement Content Manager, Vice President ID-13569
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.
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As a key member of the Digital team, the Individual Retirement Content Manager will be tasked with developing and maintaining education, marketing and communications content for Retirement products, including Individual Retirement Accounts (IRA) and Coverdell Education Savings Accounts (CESA). Your role will be to develop a content strategy, align updates to key programs and initiatives and oversee internal and external campaigns.
Primary Responsibilities
- Assess and prioritize content and education needs for retirement accounts, including regulatory changes and product enhancement initiatives.
- Engage partners across the organization (for e.g. Legal, Compliance, Risk, Technology, Marketing, Operations) to develop content vision.
- Write internal retirement content for branch offices (for e.g., FAQs, news articles, policies, training).
- Write external client-facing retirement content (for e.g. marketing brochures, social media content, client letters, email campaigns, statement messages).
- Update client-facing forms and agreements.
- Manage content publication process, including obtaining required approvals and working with partner teams to create/format and publish/deliver content.
- Review and update existing retirement content including internal website to ensure all materials are up to date and organized for accessibility.
- Support retirement related projects, remediations and run the bank activities as needed.
- Advocate for Personal Retirement by building relationships across the organization and acting as a subject matter expert.
Qualifications
- Bachelor’s degree or equivalent experience required
- A minimum of 7-12 years of experience in the financial services industry and/or Wealth Management, Content Publishing, Content Management
- Exceptional communication skills
- In-depth knowledge of retirement products, including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited IRA, Coverdell ESA and qualified plans (such as 401(k), Profit Sharing, Defined Benefit, etc.)
- Understanding of the financial services industry, including wealth management operations and branch offices processes
- Familiarity with current regulatory environment relating to retirement accounts
- Strong sense of ownership and accountability
- Strong verbal and written communication skills with ability to tailor message to different audiences; must effectively communicate in both business and technical contexts
- Ability to manage competing priorities under strict deadlines in a fast-paced environment
- Strong interpersonal skills – freely develops networks, builds consensus and prioritizes effectively
- Series 7 and Series 24 license preferred but not required
- Strong Microsoft Office skills (Excel, PowerPoint, etc.)
- Familiarity with JIRA, JIVE, MS Teams, Tableau
- Familiarity with Adobe Content Suite or other online publishing and content management tools
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).
Expected base pay rates for the role will be between $110,000 and $185,000 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
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).
