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Wealth Strategies Internal Sales Associate

2 months ago

Boston, United States Parametricportfolio Full time

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 : Work on a high net worth sales desk and partner with an external Strategy Specialist. Primary Responsibilities: - Be able to master complex tax strategies and explain them is a succinct manner to a range of audience types – sophisticated FAs to Ultra HNW end clients. Expectation is for associates to become interchangeable with their external counterpart to cover meetings. - Support External Strategy Specialist in managing a large geographic territory. - Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. - Be primary driver of analytics and the processing of transitioning equity accounts. - Provide support and problem resolution for ultra-high net worth vehicles. - Lead coordination of problem resolution between Eaton Vance and affiliates. - Assist in overseeing operations of accounts in territory (SMAs, private placements and option overlay programs) - Ability to sell and think analytically. - Exceptional organizational skills. - Strong written and verbal communication skills. - Ability to work in close-knit group with high consistent work volume and energy. - Be proficient and comfortable working with multiple proprietary software programs. - Must be able to travel on occasion - Must be able to handle pressure situations and follow procedural guidelines. - Must be able to work in an open floor plan. - Bachelor’s degree required. - Minimum of 3 years of related industry experience preferred. - FINRA Series 7, 63/65 or 66. - Strong computer skills: MS Word, Excel, and PowerPoint. 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). #J-18808-Ljbffr