Wealth Strategies Sales Support Analyst
Wealth Strategies Sales Support Analyst
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Job Description
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in 24 countries and a total of $1.5 trillion in assets under management as of March 31 2024. 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.
Basic Purpose:
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firms high net worth sales team. This includes assisting with analysis requests facilitating the onboarding of new accounts for clients providing client service support and assisting the team in requests that come through the group telephone line.
Primary Responsibilities:
- Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
- Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
- Update and maintain SalesPage (CRM) as needed.
- Master proprietary software applications to be able to pull data for ongoing client servicing.
- Assist with daily WSG team activity including being reactive to telephone and email inquiries from financial advisors.
- Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).
Qualifications:
- Bachelors degree or equivalent preferred.
- Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses.
- Obtain FINRA Series 7 and 66 as required.
- Strong communication sales ability and presentation skills.
- Must be extremely motivated and have demonstrated sales success.
- Must be very comfortable with technology.
- Team player shows initiative/resourcefulness actively seeks opportunities to make a contribution.
- Able to learn quickly retain knowledge and information
- Ability to work in fast paced environment
- Be able to multitask and prioritize different projects
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
IC
Employment Type
Full-Time
