Marketing Strategist, EquityZen - Vice President

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. 

EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.” EquityZen is looking for a  Cross-Channel Marketer  to join our growing team. 

Responsibilities:  

In this role, you will be the strategic planning lead for all Private Markets marketing efforts, focused on understanding core business objectives, leveraging deep market intelligence (including clients and competitors), and defining the overarching marketing approach. Your primary goal is to establish the strategic roadmap and provide the critical insights needed to drive cross-sell opportunities and successful integration across the Morgan Stanley ecosystem (Morgan Stanley at Work, ETRADE, and Financial Advisors). This is a planning and insight role, partnering with marketing execution roles, and requires expertise in synthesizing data to drive B2B, B2C, and B2B2C strategies. 

WHAT YOU’LL DO  

• Develop a comprehensive marketing cross-channel strategy tailored for the audiences reached through Morgan Stanley, ensuring alignment with overarching business goals. 

• Conduct continuous competitive and client analysis to build deep market knowledge and identify new strategic opportunities for EquityZen and Morgan Stanley. 

• Work with business to understand new product / offerings and define the value they bring to clients and develop marketing approaches to deliver to clients.

• Define and champion the specific value proposition for EquityZen and Morgan Stanley within each target audience (B2B, B2C, B2B2C). 

• Establish the strategic framework for cross-marketing integration and organizational alignment, focusing on communication protocols and efficient operational processes. 

• Identify and articulate the strategic need for B2B and B2C tools and educational content necessary for engaging private companies and Financial Advisors, leveraging client insights. 

• Define the strategic approach for liquidity initiatives targeting MSatWork clients (private company employees). 

• Partner with other marketing, product, and revenue teams across EquityZen and Morgan Stanley to define comprehensive go-to-market strategies for shared client segments. 

• Design the reporting structure, KPIs, and strategic budget allocation model for all cross-Morgan Stanley marketing programs, translating data into actionable insights for the execution teams. 

• Ensure all strategic marketing approaches adhere to the internal compliance function's regulations in a regulated environment. 

THE RIGHT STUFF  

• Bachelor’s degree in Marketing, Communications or a related field. 

• 10+ years’ experience working in matrixed organizations with a proven focus on financial services marketing across multiple roles and across B2C and B2B markets. 

• Strategic mindset; able to distill cross-sell opportunities to their essence and craft compelling initiatives, which can be measured and optimized. 

• Deep understanding of the diverse needs and value propositions for Morgan Stanley audiences, including Wealth Management (FAs), ETRADE, and Morgan Stanley at Work (MSAW). 

• Proven success developing strategies for and marketing to B2B audiences (e.g., private companies, Fund Admins) in a regulated environment. 

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 rates for the role will be between $110,000 and $190,000 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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