Equity Sales and Products Associate

Morgan Stanley • New York, NY

22h • $70,000 - $115,000

About The Position

Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the firm’s thought leadership and deliver market commentary, actionable trade ideas, and positioning advice to Financial Advisors for use in client accounts. The role facilitates market dialogue and equity sales and trading activity, develops tactical and thematic equity ideas, and builds sector expertise through relationships with research analysts and institutional sales specialists. The associate also reviews client equity portfolios for positioning opportunities and uses AI to improve investment processes and streamline business operations.

Requirements

• Bachelor’s degree.
• 3–5 years of experience in a financial services- or sales-related role.
• Strong understanding of the financial services industry and global capital markets products.
• Strong interest in equity markets and excellent written and oral communication skills.
• Ability to analyze and interpret complex information in a fast-paced, intense work environment.
• Self-motivated, innovative, hardworking, and able to handle multiple tasks and competing deadlines.
• Team player with excellent interpersonal skills and the ability to work with various professionals.
• Outstanding attention to detail and follow-up.
• Strong time-management and prioritization skills and solid judgment.
• Deep understanding of AI tools and functionality.
• Proficiency in Microsoft Office.
• Series 7 and 63 licenses required.

Nice To Haves

• Knowledge of Bloomberg.

Responsibilities

• Facilitate market dialogue and promote equity sales and trading activity with Financial Advisors.
• Use Morgan Stanley Wealth Management and Morgan Stanley & Co. intellectual capital to provide tactical and thematic equity ideas to Financial Advisors.
• Develop relationships with Morgan Stanley Research Analysts and Institutional Sector Sales Specialists to build subject-matter expertise in a particular sector.
• Identify high-conviction buy and sell opportunities for Financial Advisors and other members of the Capital Markets Equity Sales team.
• Communicate regularly with Financial Advisors and clients who have large equity positions.
• Review client equity portfolios to identify tactical and positioning opportunities.
• Leverage AI to improve the investment process and build custom agents to streamline and automate business processes.

Benefits

• Comprehensive employee benefits and perks.
• Compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

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