Consulting Group Sales, Hybrid

Morgan Stanley•New York, NY

5d•Hybrid

About The Position

Morgan Stanley is a leading global financial services firm. The Field & Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team and the Regional Consulting Group Advisory Director, the Consulting Group (CG) Sales Hybrid is responsible for sales activity across Advisory products in their assigned markets. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., “get things done”, delivering results against specific targets) in nature. CG Sales Hybrids must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives. The role allows for continued professional development & networking throughout the organization.

Requirements

Bachelor's degree required
Active Series 7 and 63, 65 (or 66) Required
3-5+ years proficiency in financial markets and financial products
3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
Proven track record of driving results in a sales/marketing role
Excellent verbal and interpersonal skills
Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors
Strong knowledge of CG products and platforms

Nice To Haves

Salesforce (or alternative CRM) experience preferred

Responsibilities

Expertise in Consulting Group platforms & solutions, inclusive of traditional investment products
Establish, maintain and support strong relationships with financial advisors
Lead strategic engagements with high opportunity financial advisors
Partner with financial advisors to identify, highlight, and execute on specific business opportunities
Ongoing coaching and development of financial advisors
Partner with sales partners & local management to effectively cover assigned territory and drive business results (transition assets to advisory, drive sales related to tactical campaigns)
Utilize Salesforce effectively and efficiently