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Wealth Strategies Group Analyst

Salary undisclosed

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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 firm’s 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

  • Bachelor’s 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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley's 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).
About Morgan Stanley
Size More than 5000
Industry Investment Banking & Brokerage
Location New York County, United States
Founded 1 January 1935
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