Associate, Consultant Relations - Parametric

183 Parametric Portfolio Associates LLC; Boston (MA); Hybrid; USD 70,000 - 140,000; Full time

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks a Client and Consultant Relations Associate to support investment consultants and internal teams. You will coordinate with senior staff, provide firm and strategy information, and drive opportunities through the consultant channel.

Responsibilities include CRM workflows, onboarding support, and briefing materials. Build knowledge of revenue drivers and market trends to enhance reporting and client service, with strong communication

Qualifications

• Bachelor's degree or equivalent is required.
• 2+ years’ experience in the investment management industry.
• Ability to work well with a variety of people at all levels and build trusted relationships.
• Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment.
• Results-oriented with a strong bias to action.
• Growing knowledge of current market trends and the competitive landscape.
• A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions.

Responsibilities

• Support external facing directors in building connections with key research individuals to introduce relevant strategies.
• 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 become a better resource for both consultants and internal teams.

Job description

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 www.morganstanley.com.

ABOUT PARAMETRIC

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 TEAM

The 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 teams

JOB QUALIFICATIONS

• Bachelor's degree or equivalent is required
• 2+ 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 action
• Growing knowledge of current market trends and the competitive landscape
• A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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 is 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.

Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Salary range for the position: $70,000 - 140,000/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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do