Sales Support Analyst

Morgan Stanley•Boston, MA

15d•$65,000 - $75,000

About The Position

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 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. The Basic Purpose of this role is to support the sales efforts of Internal and External Wholesalers.

Requirements

Strong Microsoft Office skills
Must have strong attention to detail, organized, and ability to juggle multiple tasks
Strong communication skills
Cooperative team player
FINRA Series 7 & 63 licenses required within three months of start date

Nice To Haves

Industry experience preferred

Responsibilities

Once licensed, work with wholesaling teams to identify financial advisors for proactive outbound phone calls on various firm initiatives.
Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests.
Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a whole.
Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products.
Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines.
Update and maintain Salesforce (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry.