Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. Within Investment Solutions, the Traditional Investment Products team supports a broad suite of products and platforms. This role is dedicated primarily to 529 Plans and combines field coverage, client experience, product expertise, business management, plan and asset manager engagement, strategic projects, platform support, and risk and control responsibilities.
Key ResponsibilitiesSupport and help manage continued growth of a platform of 27 529 Plans with $20B in AUM.
Develop and deliver scalable training and communications for field audiences on Morgan Stanley 529 Plans, systems, available tools, and end-to-end 529 processing.
Coordinate across Legal, Risk, Compliance, Operations, Technology, Platform, and other internal control functions to identify and mitigate business, operational, regulatory, product, and client risks.
Engage Plan/Asset Managers, Transfer Agents (Recordkeepers), and other external parties to resolve inquiries, improve the client and field experiences, implement system enhancements, and maintain platform quality.
Support contract amendments and implementation activities associated with plan/asset manager conversions and plan changes, ensuring timely execution and minimizing client disruption.
Provide timely, high-quality service on specialized product, account, transfer, operational, and platform matters that require direct human engagement and informed judgment.
Maintain and enhance the 529 Plan control environment, policies, procedures, governance documentation, and escalation protocols.
Ensure plan conversions, fee changes, product changes, and related client and field communications are governed and implemented in accordance with Firm policies, approvals, and control standards.
Ability to provide consistent client guidance and manage critical matters, field inquiries, and product support.
Bachelor’s degree required; relevant professional credential is a plus.
3-5 or more years of relevant experience in Wealth Management, Investment Management, product development, product management, project management, operations, consulting, or a related field.
Series 7 & 63 (or willingness to obtain within 180 days)
Working knowledge of 529 Plans and ability to develop deep expertise in product structures, state tax considerations, legislative developments, estate planning applications, plan administration, transfers, processing, and regulatory requirements.
Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, and Teams.
Comfort using artificial intelligence and automation to improve efficiency while recognizing when human judgment, relationship management, and live interaction are essential.
Strong client service and field support orientation, with the confidence to interact directly with Financial Advisors, Support Professionals, field management, plan/asset managers, transfer agents, vendors, and control partners.
Highly organized and detail oriented, with ability to manage concurrent obligations and multiple strategic initiatives while meeting deadlines in a complex, highly regulated environment.
Excellent verbal, written, interpersonal, presentation, facilitation, and training skills.
Ability to think creatively and strategically with strong analytical, problem solving, project management, and execution capabilities.
Sound reasoning and the ability to resolve complex, specialized questions, identify risks, and escalate matters appropriately.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Bachelor’s degree
- 3-5 or more years of relevant experience in wealth management, investment management, product development, product management, project management, operations, consulting, or a related field
- Series 7 and Series 63 licenses, or willingness to obtain them within 180 days
- Working knowledge of 529 Plans, including product structures, state tax considerations, legislative developments, estate planning applications, plan administration, transfers, processing, and regulatory requirements
- Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, and Teams
- Comfort using artificial intelligence and automation to improve efficiency
- Strong client service and field support orientation with confidence interacting with financial advisors, field management, plan managers, transfer agents, vendors, and control partners
- Strong organizational and detail-management skills in a complex, highly regulated environment
- Excellent verbal, written, interpersonal, presentation, facilitation, and training skills
- Analytical, strategic thinking, problem-solving, project management, and execution capabilities
- Sound reasoning and ability to resolve specialized questions, identify risks, and escalate matters appropriately
- Relevant professional credential
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
