Sales Support Analyst

Morgan Stanley•Boston, MA

56d•$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: Support sales efforts of Internal and External Wholesalers.

Requirements

Industry experience preferred
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 one year of start date

Responsibilities

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 SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry

Benefits

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
There's also ample opportunity to move about the business for those who show passion and grit in their work.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume