Morgan Stanley

Associate, Wealth Strategies Group

Morgan Stanley • $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Proven sales and analytical skills for determining client needs.
  • High energy with excellent organizational capabilities.
  • Experience collaborating within a fast-paced, team-oriented environment.
  • Ability to thrive under pressure while adhering to procedures.
  • Bachelor's degree required in a relevant field.
  • At least 3 years of experience in a related financial role preferred.
  • Required FINRA Series 7 and either 63/65 or 66 licenses.
  • Proficiency in MS Word, Excel, and PowerPoint for reporting and analysis.

Responsibilities

  • Support External Strategy Specialist in managing a large geographical territory.
  • Consult with sophisticated advisors on implementing advanced financial strategies.
  • Identify client needs and coordinate service efforts for assigned advisors.
  • Provide technical and sales support and collaborate with internal wholesalers.
  • Develop proficiency to present ultra-high net worth strategies effectively.
  • Act as a liaison among operations, legal, client services, portfolio management, and sales departments.
  • Drive analytics and manage transitions of equity accounts.

Benefits

  • Comprehensive benefits package including health and wellness programs.
  • Opportunities for commission earnings and incentive compensation.
  • Access to Morgan Stanley's extensive global resources and support network.
Full Job Description
Basic Purpose:

Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory.

Primary Responsibilities:
  • Support External Strategy Specialist in managing a large geographic territory.
  • Act in consultative manner with sophisticated advisors in implementing advanced strategies.
  • Identify client needs and coordinate efforts to service assigned advisors.
  • Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
  • Become proficient and be able to present on ultra-high net worth strategies and vehicles.
  • Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management.
  • Be primary driver of analytics and the processing of transitioning equity accounts.
  • Provide support and problem resolution for ultra-high net worth vehicles.
  • Lead coordination of problem resolution between Eaton Vance and affiliates.
  • Assist in contracts and account opening.


Qualifications:
  • Ability to sell and think analytically.
  • High energy and organizational skills.
  • Ability to work in close-knit group with high consistent work volume.
  • Must be able to handle pressure situations and follow procedural guidelines.
  • Bachelor's degree required.
  • Minimum of 3 years of related industry experience preferred.
  • FINRA Series 7, 63/65 or 66.
  • Strong computer skills: MS Word, Excel, and PowerPoint.


Expected base pay rates for the role will be $100,000 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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