Job Summary

• This role is responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
• The position requires developing and maintaining a high level of knowledge in various SEC Rules and corporate equity plans, and providing educational support and trade schedule advice to FAs and clients.
• Morgan Stanley offers a superior foundation for building a professional career with a philosophy that balances personal lifestyles, perspectives and needs, and provides attractive and comprehensive employee benefits.

Matching Summary

Salary

Base: $80K-$100K 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

Key Requirements

• Series 7 & 63 required
• Prior experience in Capital Markets
• Prior experience in Investment Banking/Origination
• Prior experience in Wealth Management
• Ability to learn independently

Work Rights