Wealth Strategies Group Analyst

at  Morgan Stanley

Wealth Strategies Group Analyst
Job Number:

3257320
POSTING DATE: Aug 9, 2024
PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst

DESCRIPTION

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Basic Purpose:
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team. This includes assisting with analysis requests, facilitating the onboarding of new accounts for clients, providing client service support, and assisting the team in requests that come through the group telephone line.

Primary Responsibilities:

• Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
• Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
• Update and maintain SalesPage (CRM) as needed.
• Master proprietary software applications to be able to pull data for ongoing client servicing.
• Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
• Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities).

QUALIFICATIONS

• Bachelor’s degree or equivalent preferred.
• Minimum one year of sales and/or leadership experience or FINRA Series 7 & 63 licenses.
• Obtain FINRA Series 7 and 63 as required.
• Strong communication, sales ability, and presentation skills.
• Must be extremely motivated and have demonstrated sales success.
• Must be very comfortable with technology.
• Team player, shows initiative/resourcefulness, actively seeks opportunities to contribute.
• Able to learn quickly, retain knowledge and information.
• Ability to work in fast paced environment.
• Be able to multitask and prioritize different projects.
  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)

• Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
• Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities.
• Update and maintain SalesPage (CRM) as needed.
• Master proprietary software applications to be able to pull data for ongoing client servicing.
• Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
• Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities)