Associate, Wealth Strategies Group
Job details
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:
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.
