Associate, Wealth Strategies Group

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:

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.

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 - 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 $90,000 and $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.

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).