Internal Sales Associate

Morgan Stanley • Boston, MA

1d • $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 24 countries, and a total of $1.5 trillion in assets under management as of March 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.

What This Job Offers

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