The Institutional Client Specialist – Retirement role focuses on delivering exceptional customer service to institutional clients, particularly in employer-sponsored retirement plans. The position involves providing sales support, maintaining client relationships, and ensuring compliance with regulatory requirements.

• College degree required
• 3 or more years of industry experience preferred
• Active Series 7, 63 and 65 (or Series 7 and 66) required
• Additional product licenses may be required
• Experience with employer-sponsored retirement plans strongly preferred
• Experience with Custodians, Recordkeepers, and Third-Party Administrators in the Retirement Industry preferred

• Provide subject matter expert sales support to Financial Advisors on employer-sponsored retirement plan design options
• Serve as the primary contact for Financial Advisors on the participant engagement program
• Build trust and credibility with Financial Advisors by demonstrating strong knowledge of Morgan Stanley retirement solutions
• Develop a strong understanding of how employer-sponsored retirement plans meet the needs of employers and employees
• Explain Morgan Stanley’s fiduciary investment monitoring service
• Guide Financial Advisors on retirement plan maintenance requirements
• Perform account maintenance on institutional retirement plan accounts
• Partner with cross-functional teams to identify process and technology roadblocks
• Coordinate across business lines, operations teams, and external providers to resolve client issues
• Participate in ongoing training to maintain knowledge of policies, procedures, and risk awareness

• Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.