Associate, Wealth Strategies Group

Morgan Stanley•Boston, MA

About The Position

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.

Requirements

  • Ability to sell and think analytically.
  • High energy and organizational skills.
  • Ability to work in close-knit group with high consistent work volume.
  • Must be able to handle pressure situations and follow procedural guidelines.
  • Bachelor’s degree required.
  • FINRA Series 7, 63/65 or 66.
  • Strong computer skills: MS Word, Excel, and PowerPoint.

Nice To Haves

  • Minimum of 3 years of related industry experience preferred.

Responsibilities

  • Support External Strategy Specialist in managing a large geographic territory.
  • Act in consultative manner with sophisticated advisors in implementing advanced strategies.
  • Identify client needs and coordinate efforts to service assigned advisors.
  • Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
  • Become proficient and be able to present on ultra-high net worth strategies and vehicles.
  • 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 contracts and account opening.

Benefits

  • commission earnings
  • incentive compensation
  • discretionary bonuses
  • other short and long-term incentive packages
  • other Morgan Stanley sponsored benefit programs
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