Associate, Wealth Strategies Group

Morgan Stanley

Base: $100,000 py; bonus/equity: commission earnin...
Drive aum growth and awareness
Consultative approach with advisors
Technical and sales support
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

Job Summary

  • 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.
  • Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
  • 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.

Matching Summary

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.

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

  • Drive AUM growth and awareness
  • Consultative approach with advisors
  • Technical and sales support
  • Present on ultra-high net worth strategies
  • Liaison for multiple departments

Nice-to-have

  • High energy and organizational skills
  • Work in close-knit group
  • Handle pressure situations

Key Requirements

  • Minimum of 3 years of related industry experience
  • FINRA Series 7, 63/65 or 66
  • Bachelor’s degree required

Work Rights

Not specified

Tailored Resume

Cover Letter