Sales Support Analyst

Morgan Stanley•Boston, MA

12d•Onsite

About The Position

Support sales efforts of Internal and External Wholesalers. 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.

Requirements

Industry experience preferred
Strong Microsoft Office skills
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

Responsibilities

Identify financial advisors for proactive outbound phone calls on various firm initiatives.
Assist 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.
Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers.
Support marketing campaigns through regular literature fulfilment for financial advisors.
Update and maintain Salesforce (CRM system) to reflect accurate records with FINRA.
Develop effective data management techniques in a fast-changing industry.