Associate, Consultant Relations - Parametric

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit  PARAMETRIC is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.

We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week.

ABOUT THE TEAMThe Institutional Distribution Support team sits within the broader Institutional Sales & Service team at Parametric and consists of associates and coordinators who act as the internal liaisons between external facing directors and all other teams at Parametric to ensure that requests from clients, consultants, and prospects are handled quickly, efficiently, and with a high level of white-glove service.

The team is also responsible for management of the CRM (Salesforce), data and analytics, and continued process improvements for the distribution team.

ABOUT

THE ROLE The Client and Consultant Relations Associate (CRA) supports Parametric's efforts to build and maintain business with investment consultants to effectively execute our business strategy and achieve new business goals. The CRA coordinates closely with senior members of the team and other internal groups to provide detailed firm and investment strategy information to consultants. In addition, the CRA will collaborate extensively with Sales and Relationship Management to create and convert opportunities via investment consultants, and provide excellent day-to-day support for this important distribution channel.

PRIMARY RESPONSIBILITIES Support external facing directors in building connections with key research individuals to more cogently introduce relevant strategies and timely thought capital

Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM (Salesforce)
Prepare briefing memos, client meeting materials, consultant presentations, board meeting content, and relationship review materials by gathering information from CRM and subject matter experts across the firm.

Partner with leadership and cross-functional teams on workflow improvements, AI initiatives, reporting enhancements, and operational process redesign efforts

Develop a thorough understanding of key revenue drivers via the consultant community, and proactively offer ways to enhance related reporting through collaboration with internal stakeholders

Continuously cultivate product knowledge, industry trends, and client issues to ultimately become a better resource for both consultants and internal teamsJOB QUALIFICATIONS Bachelor’s degree or equivalent is required2+ years’ experience working in the investment management industry

Ability to work well with a variety of people at all levels of an organization and build trusted relationships with colleagues in other locations

Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment

Results-oriented with a strong bias to…