Associate, Wealth Strategies Group

Morgan Stanley • Boston, MA

5d

About The Position

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $2 Tn in assets under management or supervision as of June 30, 2026. 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 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

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level