Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 42 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.
About The Division
Morgan Stanley Wealth Management provides holistic wealth services to clients investing in global and domestic equities, fixed income, derivatives and broader wealth management services including financial planning, margin lending and managed fund investments.
About The Role
With the continued expansion of our product offering an exciting opportunity exists for a Product Specialist based in Sydney. Reporting to the Head of Product, you will work as part of an experienced and highly motivated team to provide outstanding service and differentiated product solutions to Financial Advisers and their clients.
???Separately Managed Account (SMA) implementation, management and oversight of client accounts invested in 3rd party models. ???Assist with Managed Fund, LIC, ETF, SMA product due diligence operational roll out ???Lead Structured Product Sales support ???Liaising with external portfolio managers on model changes, updates and trade rationales. ???Implementing a robust framework designed to minimize risk and maximize operational efficiency. ???Engaging with financial advisers on issues arising on client accounts. ???Influencing senior stakeholders - internal and external. ???Accurately explain complex or unfamiliar business, operational or financial information to key stakeholders. ???Working in a team environment that fosters diversity, flexibility, and talent. ???Positively engage with & support, advocate and implement change. ???Commercial acumen, including the ability to quickly build and dissect business cases. ???Help determine key drivers of our business model and third party selection (SMA/Structured products)/ongoing review. ???Understand the relationships between key drivers as well as the impact market conditions have on key drivers and work to leverage opportunities created by these drivers. ???Third Party Manager fee invoicing.