Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
The Investment Solutions Product Development team is responsible for supporting more than $650 billion in assets under management across mutual funds, money markets, 529 College Savings Plans, ETFs and ETNs. The group is seeking a highly motivated professional to join the 529 Product Development team. This position will involve interface with key areas which support the 529 product including operations, investments, sales, marketing, legal and compliance, technology and web, and industry initiatives.
Key responsibilities will include but are not limited to the following:
Serve as a subject matter expert for 529 Plans
Provide support to sales and service desks and financial advisors including 529 related training sessions
Possess high level of detail and ability to coordinate multiple projects and meet deadline
Engage with legal and compliance in all matters pertaining to risk management
Oversee efforts of operations and technology to address issues and ensure necessary on-going controls
Assist with the oversight, development, maintenance, and updating of all 529 websites, tools, marketing materials, forms, disclosures, and other materials
Develop and/or coordinate field- and client-facing communications
Facilitate reporting requests which includes gathering plan statistics, activity metrics, and tracking of industry data
Proficiency in financial products including Section 529 plans