Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate

Morgan Stanley

Multiple Locations
Base: $80k-$100k; bonus/equity: not specified; ben...
Strong data analysis skills
Concierge type service experience
High proficiency with microsoft excel
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services

Job Summary

  • Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services.
  • The Ultra High Net Worth Rule 10b5-1 Strategy Associate will manage 10b5-1 trading plans and enhance strategy for the UHNW Desk.
  • Employees are supported and empowered in a collaborative environment with opportunities for career growth.

Matching Summary

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services.

Salary

Base: $80K-$100K; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong data analysis skills
  • Concierge type service experience
  • High proficiency with Microsoft Excel

Nice-to-have

  • Positive customer service attitude
  • Ability to work independently
  • Strong presentation skills

Key Requirements

  • Prior experience in Capital Markets
  • FINRA Licenses: Series 7 & 63 required
  • Self-motivator with strong communication skills

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter