Consulting Group Sales Desk Specialist, AVP

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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 rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

The Field & Client Business Development Group supports the Firms Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team the Consulting Group (CG) Sales Specialist is responsible for collaborating with their Consulting Group Advisory Directors to influence sales activity across Advisory products in their assigned responsibilities are both strategic (e.g. identifying market opportunities developing a plan and executing in partnership with home office regional management and local resources) and tactical (e.g. get things done delivering results against specific targets) in Sales Specialists must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanleys values and well-aligned with clients individual objectives. The role allows for continued professional development & networking throughout the organization.

Key Responsibilities:

• Expertise in Consulting Group platforms & solutions inclusive of traditional investment products
• Support assigned Consulting Group Advisory Directors by effectively collaborating to cover assigned territory and drive business results (transition assets to advisory drive sales related to tactical campaigns)
• Collaborate with Consulting Group Advisory Directors and desk resources on strategic engagements with high opportunity financial advisors
• Establish maintain and support strong relationships with financial advisors field leadership and other key stakeholders
• Partner with financial advisors to identify highlight and execute on specific business opportunities
• Utilize Salesforce effectively and efficiently

Knowledge and Skills Required:

• Bachelors degree required
• Active Series 7 and 63 65 (or 66) Required
• 3 years proficiency in financial markets and financial products
• 3 years of experience in Sales Marketing or comparable commercially-oriented activities
• Proven track record of driving results in a sales/marketing role
• Salesforce (or alternative CRM) experience preferred

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.

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Expected base pay rates for the role will be between $85000 and $135000 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 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).