Digital Marketing Operations (Email), Client Segments, Director, Wealth Management

About Us :

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values, grounded in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career. It's a place for people to learn, achieve and grow.

The Wealth Management Marketing Operations team is looking for a talented email marketer and platform expert to execute communications in our digital channels, specifically leveraging Salesforce Marketing Cloud (SFMC) platform.

You're excited about digital marketing technology capabilities and partnering with marketing teams to bring the programs to life and analyze the results. You're obsessed with optimizing marketing technology platforms to personalize the digital client experience across web and email to drive engagement. You like to roll up your sleeves and navigate the tool to try new things. You're passionate about target segments and how their behaviors and interests drive engagement across all phases of the customer lifecycle from awareness, to engagement, through to retention. Delivering the right message, with the right offer, at exactly the right time is what you love doing.

Responsibilities:

• Assist with project management responsibilities, including developing project timelines, reporting key milestones, and prioritizing tasks for project stakeholders.
• Guide and direct project team members to ensure compliance with established standards, procedures, and guidelines.
• Manage all aspects of projects, including planning, communication, risk assessment, resource coordination, and execution.
• Flawlessly execute marketing campaigns and provide support to product and marketing colleagues throughout campaign build, testing, and execution across various marketing technology platforms, primarily Salesforce Marketing Cloud.
• Rigorously track and monitor past and current campaign performance and user behavior to recommend strategies and campaigns that drive conversion and engagement.
• Stay current on marketing technology industry trends and platform capabilities to optimize and extend marketing effectiveness across digital channels.
• Help build a marketing technology center of excellence by developing rigorous QA processes, A/B testing strategies, and best practices for email and web. Provide value-added insights to drive marketing excellence and optimize platform capabilities to deliver results.
• Build and maintain strong relationships with business partners across Marketing, Product, Technology, and other cross-functional teams to support effective campaign execution and platform optimization:

Qualifications:

• Strong project management, analytical, and problem-solving skills, with the ability to manage multiple campaigns, timelines, stakeholders, and priorities in a fast-paced environment.
• Strong verbal and written communication skills, with the ability to translate marketing objectives into clear execution requirements and provide creative guidance on email design, messaging, and user experience.
• Superb organizational skills, strong attention to detail, and a process-oriented mindset, with a focus on operational accuracy, quality assurance, and risk mitigation.
• 6-9 years of hands-on experience with marketing technology platforms, including ESP and marketing automation tools such as Salesforce Marketing Cloud, or similar platforms.
• Deep hands-on experience building, testing, and deploying email campaigns within Salesforce Marketing Cloud, including Email Studio, Content Builder, Journey Builder, Automation Studio, Contact Builder, and Data Extensions.
• Demonstrated ability to code and troubleshoot responsive email templates using HTML, CSS, AMP script, and personalization logic; experience building dynamic content, conditional content blocks, and personalized email experiences is required.
• Experience using SQL within Salesforce Marketing Cloud for audience segmentation, data manipulation, campaign targeting, reporting support, and automation workflows.
• Experience leveraging Salesforce Marketing Cloud AI and optimization capabilities, including tools such as Einstein Engagement Scoring, Einstein Send Time Optimization, Einstein Content Selection, Einstein Copy Insights, or related AI-driven personalization and performance optimization features.
• Strong understanding of email campaign operations, including intake, build, audience selection, segmentation, QA, approvals, deployment, post-send validation, and performance reporting.
• Knowledge of email marketing best practices, including subject lines, preheaders, messaging hierarchy, segmentation, list management, preference management, deliverability, accessibility, and CAN-SPAM/anti-spam requirements.
• Experience with digital campaign effectiveness measurement for clients and prospects, including cross-channel marketing performance, test-and-learn strategies, audience insights, and optimization recommendations.
• Comfortable working with Salesforce CRM campaign tracking and related data flows between CRM and Salesforce Marketing Cloud.
• Ability to partner effectively with Marketing, Compliance, Legal, Technology, Data, Analytics, Creative, and business stakeholders to deliver campaigns that meet business objectives and governance standards.
• Strong understanding of Financial Services products and the industry, including experience supporting marketing efforts for Financial Advisors, Wealth Management businesses, or client/prospect engagement programs, a plus.
• Highly collaborative, self-motivated, results-oriented, and intellectually curious, with the ability to work independently while escalating risks and dependencies appropriately.
• Resourceful technology-minded problem solver who is comfortable learning new platforms, AI capabilities, data concepts, and marketing automation approaches.
• Bachelor's degree in Marketing, Business, Technology, Operations, Communications, or a related field.

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, 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.

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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.

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