Wealth Strategies Sales Support Analyst
Job details
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:
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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