Internal Sales Associate

Morgan StanleyBoston, MA
16d$65,000

About The Position

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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 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: Providing support to Regional Director and maintaining sales/service relationships with brokers.

Requirements

  • Bachelor’s degree preferred.
  • Minimum of 2 years of related industry experience preferred.
  • FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred.
  • Must meet required outbound call/contact activity levels as set by Manager.
  • Strong computer skills: MS Word, Excel, and PowerPoint.
  • Excellent verbal and written communication skills.
  • Must be a self starter and demonstrate a passion for sales.

Responsibilities

  • Provide support to Regional Director covering specific geographical territory.
  • Act as a liaison between wholesalers and broker/consultants.
  • Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products.
  • Responsible for mailings/literature requests.
  • Will be point of contact with brokers, financial consultants, and planners to maximize sales.
  • Recruiting and maximizing new business prospects.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

5,001-10,000 employees

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