Intermediary Channel Marketing Lead

Morgan Stanley; Boston (MA); On-site; USD 115,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Channel Marketing professional to lead intermediary marketing initiatives. You will partner with Sales leadership, product marketing, and creative teams to translate business objectives into effective channel marketing strategies and campaigns.

Responsibilities include managing multi-channel campaigns, coordinating events, and developing KPI-based measurement frameworks to optimize performance.

Qualifications

• Bachelor's degree or equivalent experience.
• 5–8 years of marketing experience within asset management or financial services.
• Experience developing and executing marketing programs for intermediary distribution channels (broker-dealers, RIAs, wirehouses, banks).
• Strong understanding of intermediary sales/marketing dynamics and advisor engagement strategies.
• Excellent project management, written, verbal, and presentation skills.
• Results-focused with ability to measure and optimize marketing effectiveness.

Responsibilities

• Lead and execute intermediary channel marketing initiatives with stakeholder communication.
• Collaborate with Sales leadership and product marketing on objectives and deliverables.
• Write briefs and manage channel marketing projects end-to-end with cross-functional teams.
• Create and manage campaigns across digital, email, content, social, and events.
• Coordinate with events for promotions of in-person and virtual events.
• Develop measurement and reporting frameworks with KPI metrics.

Skills

Marketing strategy

Intermediary distribution

Project management

Writing & storytelling

Communication & presentation

Team collaboration

Education

Bachelor's degree

Tools

CRM tools

Analytics & reporting

Job description

Morgan Stanley is seeking a Channel Marketing professional to lead intermediary marketing initiatives. You will partner with Sales leadership, product marketing, and creative teams to translate business objectives into effective channel marketing strategies and campaigns.

Responsibilities include managing multi-channel campaigns, coordinating events, and developing KPI-based measurement frameworks to optimize performance.