AVP, 529 Plans Product Lead | Growth & Training

Morgan Stanley

Purchase (NY)

On-site

USD 85,000 - 140,000

Full time

8 days ago

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Job summary

Morgan Stanley Wealth Management is recruiting for a role focused on 529 Plans within Investment Solutions. The role combines field coverage, product expertise, and project leadership across plan changes, transfers, and risk controls.

Expect close interaction with plan managers, transfer agents, and internal control partners to ensure smooth processing and compliant execution. The team emphasizes training, client experience, and operational excellence, with base pay in a broad range and

Qualifications

Bachelor’s degree required; relevant professional credential is a plus.
3–5+ years in Wealth Management, Investment Management or related fields.
Series 7 & 63 (or willingness to obtain within 180 days).
Deep knowledge of 529 Plans, tax considerations, and regulatory aspects.
Advanced proficiency with Microsoft Office applications.
Comfort using AI/automation to improve efficiency while preserving judgment.

Responsibilities

Support and grow a platform of 27 529 Plans with $20B AUM.
Develop scalable training and communications for field audiences.
Coordinate with Legal, Risk, Compliance, Operations, Technology, and others.
Engage plan/asset managers and transfer agents to resolve inquiries.
Support amendments; coordinate plan/asset manager conversions.
Provide timely, high-quality service on specialized product and platform matters.
Maintain the 529 Plan control environment and governance docs.
Ensure plan/fee/product changes comply with firm policies and controls.
Provide consistent client guidance and manage critical matters.