Associate, Wealth Strategies Group

Morgan Stanley

Boston, United States
Base: $100,000 py; bonus/equity: commission earnin...
On-site
High net worth strategies
Technical and sales support
Client needs identification
Work on a high net worth sales desk to drive AUM growth and awareness for the team’s strategies

Job Summary

  • Work on a high net worth sales desk to drive AUM growth and awareness for the team’s strategies.
  • Support External Strategy Specialists in managing large territories and act in a consultative manner with sophisticated advisors.
  • Provide technical and sales support, become proficient in presenting ultra-high net worth strategies, and serve as a liaison for multiple departments.

Matching Summary

Work on a high net worth sales desk to drive AUM growth and awareness for the team’s strategies.

Salary

Base: $100,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • High net worth strategies
  • Technical and sales support
  • Client needs identification
  • Analytical thinking
  • High energy and organization

Nice-to-have

  • Consultative approach with advisors
  • Problem resolution for complex vehicles
  • Collaboration with internal departments

Key Requirements

  • 3 years of related industry experience preferred
  • FINRA Series 7, 63/65 or 66
  • Bachelor's degree required
  • Strong computer skills (MS Word, Excel, PowerPoint)

Work Rights

Not specified

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