Channel Marketing, Senior Associate

Morgan Stanley; New York (NY); On-site; USD 115,000 - 130,000; Full time

Job summary

Morgan Stanley Investment Management (MSIM) in New York seeks an intermediary channel marketing leader to drive campaigns and partner with Sales and product marketing. Manage programs for broker-dealers, RIAs, wirehouses and banks. Lead briefs, multi-channel execution, and education initiatives for advisors.

You will measure outcomes with KPI frameworks and collaborate with creative, editorial, legal, and events teams to support seminars and conferences for financial professionals.

Qualifications

• Bachelor's degree or equivalent experience.
• 5–8 years of marketing experience within asset management or financial services.
• Demonstrated experience developing and executing marketing programs for intermediary distribution channels, including broker-dealers, RIAs, wirehouses, and banks.
• Strong understanding of intermediary sales and marketing dynamics, advisor engagement strategies, and channel-based marketing programs.
• Demonstrated to work effectively in a team environment.
• Excellent project management skills with the ability to manage multiple initiatives simultaneously.
• Strong written, verbal, and presentation skills.
• Results-oriented mindset with experience measuring and optimizing marketing effectiveness.

Responsibilities

• Lead and execute intermediary channel marketing initiatives and communicate status to stakeholders.
• Partner closely with Sales leadership and product marketing to translate business objectives into effective intermediary marketing strategies and deliverables.
• Write proposal briefs and project manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, legal, compliance, and production teams.
• Create and manage marketing campaigns across digital, email, content, social, and event channels to drive awareness, engagement, and demand among financial advisors.
• Work with events team for marketing promotion of sales-driven and firm-driven in-person and virtual events and conferences.
• Develop campaign measurement and reporting frameworks to evaluate effectiveness and identify optimization opportunities with KPI metrics.
• Build relationships with Sales Channel leads/Sales Management, Global Relationship Managers, and Portfolio Strategy Consultants.
• Adopt best practices and adhere to high standards to drive client satisfaction.
• Assist the Channel Marketing team with other strategic initiatives and special projects.

Skills

Intermediary marketing

Project management

Client engagement

Written communication

Presentation skills

Team collaboration

Analytics/measurement

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Webinar platforms

Content management

Job description

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Primary Responsibilities

• Lead and execute Intermediary channel marketing initiatives, managing client expectations through ongoing communication to all stakeholders regarding strategy, status and results.
• Partner closely with Sales leadership and product marketing to translate business objectives into effective intermediary marketing strategies and deliverables.
• Write proposal briefs and project manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, legal, compliance, and production teams that could include product launches, thought leadership initiatives, advisor education programs, webinars, events and more.
• Create and manage marketing campaigns across digital, email, content, social, and event channels designed to drive awareness, engagement, and demand among financial advisors.
• Work closely with events team for marketing promotion of sales driven and firm driven in-person and virtual events and conferences.
• Develop campaign measurement and reporting frameworks to evaluate effectiveness and identify opportunities for optimization by creating clear KPI metrics to monitor and report results for channel activities.
• Build strong relationships and seek ongoing feedback from Sales Channel leads/Sales Management, Global Relationship Managers, and Portfolio Strategy Consultants.
• Adopt best practices and adhere to high standards to drive client satisfaction.
• Assist the Channel Marketing team with other strategic initiatives and special projects.

Job Requirements

• Bachelor's degree or equivalent experience.
• 5–8 years of marketing experience within asset management or financial services.
• Demonstrated experience developing and executing marketing programs for intermediary distribution channels, including broker-dealers, RIAs, wirehouses, and banks.
• Strong understanding of intermediary sales and marketing dynamics, advisor engagement strategies, and channel-based marketing programs.
• Demonstrated to work effectively in a team environment.
• Excellent project management skills with the ability to manage multiple initiatives simultaneously.
• Strong written, verbal, and presentation skills.
• Results-oriented mindset with experience measuring and optimizing marketing effectiveness.

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, fuelled 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 $115,000 and $130,000 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.

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.