Morgan Stanley

Equity Sales and Products Associate 

Morgan Stanley$70K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree Required
  • 3-5 years in financial services or sales
  • Strong understanding of financial services and global capital markets
  • Excellent communication skills for complex information analysis
  • Self-motivated with strong problem-solving abilities
  • Team player with outstanding interpersonal skills
  • Series 7 and 63 licenses required

Responsibilities

  • Facilitate market dialogue to boost equity sales/trading with Financial Advisors
  • Leverage intellectual capital for equity ideas
  • Develop relationships with research analysts for expertise in specific sectors
  • Identify high conviction buy/sell opportunities for clients
  • Regular communication with Financial Advisors and clients on equity positions
  • Review client equity portfolios to spot tactical opportunities
  • Utilize AI to enhance investment processes and automate tasks

Benefits

  • Access to Morgan Stanley's intellectual capital and resources
  • Opportunity for bonus and incentive compensation programs
  • Support for professional development and industry licensing
  • Collaborative team environment with diverse professionals
  • Exposure to the latest AI tools in investment processes
Full Job Description
Position Summary
Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.
 
Primary Responsibilities

  • Facilitate market dialogue and promote equity sales/ trading activity with Financial Advisors

  • Leverage the intellectual capital of MSWM and MS & Co. to provide tactical and thematic equity ideas to Financial Advisors

  • Develop relationships with MS Research Analysts and Institutional Sector Sales Specialists to develop subject matter expertise in a particular sector

  • Identify high conviction buy/ sell opportunities to both Financial Advisors and other members of the Capital Markets Equity Sales team

  • Communicate regularly with Financial Advisors & clients who have large equity positions

  • Review client equity portfolios to identify tactical and positioning opportunities

  • Leverage AI to improve the investment process and build custom agents to help streamline and automate business processes

Qualifications

Experience

  • Bachelor’s Degree Required

  • 3-5 years of experience in a financial services/sales related role

  • Possess a strong understanding of the financial services industry and global capital markets products


Skills/Abilities

  • Possess a strong interest in equity markets and excellent written and oral communication skills, as a fast-paced and intense work environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.

  • Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines

  • Team player with excellent interpersonal skills and ability to work with various professionals

  • Outstanding attention to detail and follow-up

  • Demonstrate strong time management/ prioritization skills and solid judgement

  • Deep understanding of AI tools and functionality

  • Proficient Microsoft Office skills

  • Series 7 and 63 licenses required

  • Knowledge of Bloomberg

Expected base pay rates for the role will be between $70,000 and $115,000 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.

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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