Internal Sales, RIA Channel - Intermediary Sales - Associate

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 Internal and External RIA Family Office Sales Team

Primary Responsibilities:

• Provide support to External Regional Sales Representative.

• Attend regular product update meetings with sales teams to become familiar with MSIM products/services and the financial industry as a whole.

• Update and maintain SalesPage (CRM) as needed.

• Develop product, market, competitor, and MSIM knowledge. Participate in ongoing training.

• Run transition analyses, hypothetical and analytical reports for use with advisors selling MSIM products.

Job Requirements:

• Bachelor's degree or equivalent

• FINRA Series 7 and 63 required.

• Strong communication, sales ability, and presentation skills.

• Must be extremely motivated and have demonstrated sales success.

• Must be comfortable with technology.

• Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.

• Able to learn quickly, retain knowledge and information.

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).