Institutional Retirement - Large Market Client Solutions - Analyst/Associate

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.

Morgan Stanley’s Institutional Consulting Solutions (ICS) division oversees more than $1 trillion in AUA and provides institutional clients (e.g., corporations, Taft-Hartley plans, foundations, endowments) with holistic, objective investment advice and a broad set of advisory solutions. The retirement team supports plan sponsor client solutions for all consulting distribution channels and is responsible for $675 billion of AUA. The team supports advisors and consultants as they drive organic business growth, and long-term client retention.

Position Summary:

The Institutional Retirement – Large Market Client Solutions Associate will support key growth initiatives for Morgan Stanley’s retirement plan consulting practice within Institutional Consulting Solutions. The role focuses on advancing large ($250M–$1B) and strategic ($1B+) market retirement plan opportunities through pipeline management, cross-functional coordination, competitive intelligence, and sales enablement in support of the firm’s “integrated firm” approach.

Specific Responsibilities Include:

• Support large and strategic market retirement business development by helping drive initiatives tied to the integrated firm strategy (in partnership with Investment Banking and Strategic Client Management) and building relationships with key internal stakeholders.

• Pipeline development: maintain and coordinate a detailed pipeline of earlier stage public and private companies. Ensuring opportunities advance through the discovery lifecycle via effective coordination with internal partners and engagement through distribution channels.

• RFP and sales reporting support: maintain salesforce updates and reporting for an active pipeline on a weekly basis. Help support strategies to advance opportunities and engage with key partners across the firm.

• Competitive and market intelligence: conduct competitive research on tactical large market opportunities and identify strategic opportunities using industry intelligence tools; capture insights on peer competitors and market dynamics.

• Growth campaigns and partner coordination: support external B2B drip campaigns in coordination with marketing and communication teams; provide support for external RFP search consultant partners.

• Policy and inventory management: manage exception inventory for the participant engagement, including monthly communications to the field leadership.

• Cross-functional collaboration: engage internal partners across Strategic Client Management and Institutional Securities to accelerate lead development, support active opportunities, and help drive client acquisition and asset retention outcomes

Required Experience, Skills and Qualifications:

• Strong analytical skills with attention to detail

• Clear, concise written and verbal communication skills; ability to produce leadership-ready materials

• Ownership mindset with an entrepreneurial, proactive approach

• Collaborative, relationship-oriented style with strong interpersonal skills; ability to work effectively across functions

• Strong organizational and prioritization skills; able to manage multiple workstreams simultaneously

• Excellent problem-solving capabilities with sound business judgment

• Ability to perform under pressure in a fast-paced environment

• Proficiency in Excel and PowerPoint

• Familiarity with CRM tools (e.g., Salesforce)

• Knowledge of investment consulting or a related financial services field (preferred)

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.

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Expected base pay rate for the role will be between $70,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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