トレンド企業

Morgan Stanley
Morgan Stanley

Leading company in the financial services industry

IFET Field Director - Strategic Field Leadership Role (VP or SVP)

職種オペレーション
経験VP級
勤務地New York, NY, United States
勤務オンサイト
雇用正社員
掲載3ヶ月前
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Position OverviewThe IFET Field Director serves as a strategic leader and field partner on the Integrated Firm Field Engagement Team (IFET). This individual is responsible for partnering closely with Market Executive teams, workplace business development partners, and SCM to deliver the integrated firm to both individual wealth and private wealth clients. The Field Director will educate clients and advisors, identify and activate prospects, and unlock business opportunities across all non-personal wealth capabilities of the firm, ensuring seamless delivery and activation of the firm’s institutional offerings.Purpose & ImpactThe Field Director leads from the front, ensuring Financial Advisors (FAs) and Market Executive Teams are equipped to deliver the full firm to clients. As a trusted partner, this role helps the field recognize and activate existing institutional opportunities, fostering a culture of collaboration, education, and growth.Key ResponsibilitiesPartner closely with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients.Educate clients and advisors about the firm’s non-personal wealth capabilities and institutional offerings.Identify and activate new and existing clients and prospect business opportunities, driving engagement across the firm’s diverse capabilities.Champion the firm’s integrated strategy by aligning field execution with enterprise priorities.Develop and drive business plans that reflect regional goals and field realities.Lead with intentionality—ensuring every engagement is purposeful and outcome-driven.Activate advisors by conducting targeted 1x1 sessions to uncover opportunities, guide solution delivery, and deepen institutional thinking.Execute the Full Market Engagement Model:Market Strategy Partnership: Meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy.Field Activation: Share relevant data and insights, and actively participate in both Zoom and in-person market meetings to reinforce strategic priorities.Advisor Engagement: Conduct targeted 1x1 sessions with advisors to uncover opportunities, activate institutional capabilities, and guide solution delivery.Conduct monthly follow-ups with the Market Executive Team to review progress, refine strategy, and ensure continued momentum.Partner deeply with Market Executives to embed institutional thinking into local strategy.Serve as a connector—assembling cross-divisional “dream teams” to support complex client needs.Roll out firmwide initiatives with precision, ensuring field adoption and impact.Lead deep-dive book reviews and segmentation efforts to surface growth opportunities.Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation.QualificationsProven leadership experience in financial services or related fields (5–7 years).Deep understanding of field dynamics and institutional solutions.Exceptional relationship-building, communication, and strategic problem-solving skills.Ability to operate with clarity and purpose in evolving environments.Additional InformationThis job description reflects the expanded strategic scope and impact of the IFET Field Director role, including enhanced responsibilities for partnering across business development and client activation channels. The position may be tailored to specific regions or audiences as needed.At least 25% travel will be expected.WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.California: Expected base pay rates for the role will be between $120,000 and $205,000 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.Illinois: Salary range for the position: $95,000 and $165,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.New York: Expected base pay rates for the role will be between $120,000 and $205,000 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).

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Morgan Stanleyについて

Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.

10,001+

従業員数

New York

本社所在地

$150B

企業価値

レビュー

10件のレビュー

4.1

10件のレビュー

ワークライフバランス

2.8

報酬

4.2

企業文化

3.7

キャリア

4.1

経営陣

2.9

75%

知人への推奨率

良い点

Great learning opportunities and experience

High salary and bonuses

Good team dynamics and supportive colleagues

改善点

Long hours during peak times

High stress and overwhelming environment

Work-life balance issues

給与レンジ

6,221件のデータ

Junior/L3

Director

Junior/L3 · Operations Analyst

441件のレポート

$83,240

年収総額

基本給

$76,802

ストック

-

ボーナス

$6,438

$60,778

$115,186

面接レビュー

レビュー6件

難易度

3.2

/ 5

期間

21-35週間

面接プロセス

1

Application Review

2

HR Screen/HireVue

3

Technical/Behavioral Interviews

4

Superday/Final Round

5

Onsite Interview

6

Offer Decision

よくある質問

Technical Knowledge

Behavioral/STAR

Investment/Finance Concepts

Case Study

Culture Fit