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INTRODUCTION

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

ROLE AND RESPONSIBILITIES:

The Cash Management Specialist will build Advisor product awareness and understanding of the full cash management platform within their assigned Region/Market(s). The Cash Management Specialist will be assigned to a Region (or a subset of Markets within a Region), as applicable.

• Partner with Financial Advisors to provide clients with advice and guidance regarding our full suite of Cash Management Solutions.
• Build Cash Management product awareness and understanding among Financial Advisors (FAs), Private Wealth Advisors (PWAs), Support Professionals (SP), Private Bankers and Associate Private Bankers and well as local and regional field management.
• Partner with FAs/PWAs to profile their client base, identify and analyze business opportunities leading to increased revenue opportunity.
• Build, promote and maintain an adequate pipeline of opportunities to meet Cash Management business objectives, including, but not limited to client engagement, establishing new recurring deposit relationships, Savings and CD products deposit growth, Morgan Stanley American Express Credit Cards, and any other cash management products or solutions that may be developed for the benefit of and use by Morgan Stanley clients and employees.
• Establish a reputation of exceptional client focus and engagement. Build trust with FAs to collaborate in fully developing cash management opportunities with their clients.
• Act as the subject matter expert on inquiries related to Cash Management Solutions and client offerings.
• Understand the competitive environment and effectively communicate our cash management value proposition and comparative strengths vis-a-vis key competitive offers.
• Develop and implement product marketing strategies with Management to drive the cash deposit business to meet national and regional business objectives.
• Work with and communicate effectively with Field/Branch management, Financial Advisors, Branch Service staff and Product partners.
• Partner with FAs to incorporate cash management into client onboarding and client review processes.

QUALIFICATIONS

• Minimum of 7+ years of successful banking sales / cash management sales / treasury management sales and business development experience within Wealth Management.
• Knowledge of cash management services products such as credit/debit cards, online bill pay, funds transfers, direct deposits, mobile banking and other treasury management solutions for both individuals as well as commercial.
• Experience in understanding the financial needs of clients.
• BA/BS required.

SKILLS/ABILITIES:

• Strong relationship building skills.
• Strong understanding Cash Management suite of solutions and services including, but not limited to, bank deposits, certificates of deposits, credit cards, direct deposit, funds transfer, online bill pay, etc.
• Ability to collaborate/refer business.
• Excellent business development and marketing skills.
• Desire to consistently achieve top results.
• Ability to maintain poise, presence and professionalism in the most difficult circumstances.
• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.
• Detail oriented with strong organizational and analytical skills.
• Excellent oral and written communication skills.
• Exceptional presentation skills.
• Ability to meet deadlines and manage expectations.
• Excellent collaboration skills.
• Significant travel required supporting a regional/multi-state territory; travel requirements can vary significantly based on territory covered (50%+).

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.

COMPENSATION:

• Salary range for the position: $110,000 - $190,000 Yr. 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.

LOCATION:

Locations: 1775 I St. WA DC, 3280 Peachtree Rd, Atlanta GA and 100 N. TAMPA STREET, Tampa FL.

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.