CG Sales Desk Analyst

at  Morgan Stanley

CG Sales Desk Analyst
Job Number:

3261543
POSTING DATE: Nov 14, 2024
PRIMARY LOCATION: Americas-United States of America-New York-New York
OTHER LOCATIONS: Americas-United States of America-New York-Purchase
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst

DESCRIPTION

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The National Sales organization, within Investment Solutions, supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

The Morgan Stanley Sales Desk Analyst role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Team members will specialize in Consulting Group and will have the following responsibilities:

• Provide advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, Money Markets
• Conduct productive outbound calls focused on identifying client opportunities and suggesting investment solutions to address a potential client need
• Support field organization by effectively and efficiently answering inbound calls

Learn and implement our CRM solution to highlight engagement and commercial success
Support requests for specialized reporting, related client and prospect situations, and various research related needs, with the goal of delivering requested prospect and client support elements
Proficiency in tools and topics needed to conduct daily business in Consulting Group, as well as the ability to train incoming team members

QUALIFICATIONS

Knowledge and Skills Required:
FINRA licenses Series 7 and Series 66 (or 63/65) required or willingness to obtain within 90 days of hire
Must hold a bachelor’s degree, 1+ years of financial services experience or related industry preferred
Possess exemplary communication, presentation, and time-management skills
Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner
Seek constructive feedback and coaching from both their Sales Desk Managers and Financial Advisors, actively using it to improve how they approach future tasks
Proactively analyze client relationships and make recommendations to team members and financial advisors on how to supplement the client experience
Establish, maintain and support strong working relationships with Financial Advisors and Product Team members. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

• Provide advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, Money Markets
• Conduct productive outbound calls focused on identifying client opportunities and suggesting investment solutions to address a potential client need
• Support field organization by effectively and efficiently answering inbound call