Platform Onboarding Specialist, Senior Associate

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 $1.9 trillion in assets under management as of December 31, 2025. 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.

As a member of Morgan Stanley Investment Management’s National Accounts (NA) and Portfolio Specialist Consultants (PSC), the individual will support the teams’ efforts to drive growth across the sales organization in building a distribution footprint in Global Sales & Marketing. The ideal candidate will possess effective communication and project management skills, as responsibilities will include working with senior management and the broader team on pipeline management, platform onboarding efficiencies, and product launch infrastructure across the distribution organization. The position offers significant area for professional growth and development.

Responsibilities:

• Support National Accounts and Portfolio Specialist Consultants (PSC) as an internal point person for pipeline and product launch management
• Establish familiarity with internal systems to respond to client opportunities and requests
• Support the coordination of responses to contracting and pipeline management by liaising with internal teams, and utilizing internal resources
• Manage operational hurdles and escalations from key partners and platforms
• Coordinate team meetings and prepare presentations, including those attended by sales representatives
• Work closely with the Business Manager to prepare sales channel reporting, product performance analyses and weekly reports to NA/PSC, management and sales
• Maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
• Understand and maintain a working knowledge of firm platforms, firm initiatives, and investment trends
• Establish excellent communication across functional areas of the firm— including investment teams, marketing, product, operations/client service, and legal/compliance teams—to ensure seamless execution of business requests

Qualifications:

• Bachelor’s degree and 2-4 years’ relevant sales/marketing experience with an investment management organization or other financial services firm is preferred, proficient with MS Office (particularly excel)
• Strong analytical skills, excellent communication, interpersonal, and presentation skills
• Entrepreneurial and high degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
• Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
• Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others to generate new ideas

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 $100,000 and $130,000 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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